DocVerify E-Signature Salesforce Application New Install ... DocVerify E-Signature Salesforce Application

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  • DocVerify E-Signature Salesforce Application

    New Install/Upgrade Instructions

    www.docverify.com

    Table of Contents Prerequisites ................................................................................................................................................. 3

  • DocVerify E-Signature Salesforce Application New Install Instructions

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    Step 1 (Enable Salesforce Content): ............................................................................................................. 4

    Step 2 (Enable Salesforce Quotes): ............................................................................................................... 5

    Step 3 (DocVerify App): ................................................................................................................................. 6

    Step 4 (Select DocVerify App): ...................................................................................................................... 6

    Step 5 (Get It Now): ...................................................................................................................................... 7

    Step 6 (Salesforce Login): .............................................................................................................................. 8

    Step 7 (Install): .............................................................................................................................................. 9

    Step 8 (Confirm and Install): ....................................................................................................................... 10

    Step 9 (Install Part 1): .................................................................................................................................. 10

    Step 10 (Install Part 2): ................................................................................................................................ 11

    Step 11 (Install Part 3): ................................................................................................................................ 12

    Step 12 (Install Part 4): ................................................................................................................................ 12

    Step 13 (App Installed): ............................................................................................................................... 13

    Step 14 (Configure Security Part 1): ............................................................................................................ 13

    Step 15 (Configure Security Part 2): ............................................................................................................ 14

    Step 16 (Configure DocVerify Integration Part 1): ...................................................................................... 15

    Step 17 (Configure DocVerify Integration Part 2): ...................................................................................... 16

    Reference A (Creating or modifying a user profile) .................................................................................... 17

    Reference B (Salesforce Library Setup) ....................................................................................................... 20

    Reference C (Add to Opportunities, Contracts, Quotes) ............................................................................ 21

    Reference D (Enable Quotes) ...................................................................................................................... 22

    Reference E (Create a New Quote) ............................................................................................................. 23

    Reference F (Add E-Signature to any object) .............................................................................................. 24

    Troubleshooting .......................................................................................................................................... 28

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    Prerequisites

    The DocVerify electronic signature system is a powerful system which enables users to send

    documents to be signed directly from Salesforce.

    In order to utilize both Salesforce and DocVerify, a Salesforce enterprise or higher account is

    required with the Salesforce API enabled. Please check the DocVerify pricing page for which

    editions support Salesforce.

    For DocVerify accounts, please visit www.docverify.com to create a free account or contact

    DocVerify sales sales@docverify.com for license and free trial information.

    IMPORTANT: Before upgrading, please make sure to always backup your existing data.

    http://www.docverify.com/ mailto:sales@docverify.com

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    Step 1 (Enable Salesforce Content):

    Before you begin the installation, please make sure your organization has the “Salesforce CRM

    Content” enabled. If this is not enabled, the installation will not start and you will get the

    following error “Missing Organization Feature: Content” during install. If this item is not listed or

    access is denied, you will have to contact Salesforce support to have them enable it for your

    organization.

    1. Click “Setup”

    2. Under App Setup or Build section, Click “Customize”

    3. Click “Salesforce CRM Content”

    4. Click “Settings”

    5. Click the checkbox to “Enable Salesforce CRM”

    6. Click “Save”

    Additional Steps: Please refer to Reference B of this guide for the complete Salesforce Library

    setup.

    For additional information, please refer to Salesforce’s documentation

    https://na1.salesforce.com/help/doc/en/customer_portal_content.htm.

    Note: If Step 1 above is not completed properly, you may get the error “Missing Organization

    Feature: Content” when attempting to install the app.

    https://na1.salesforce.com/help/doc/en/customer_portal_content.htm

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    Step 2 (Enable Salesforce Quotes):

    Before you begin the installation, please make sure your organization has the “Salesforce

    Quotes” enabled. If this is not enabled, the installation will not start and you will get the

    following error “Missing Organization Feature: Quotes” during install. If this item is not listed or

    access is denied, you will have to contact Salesforce support to have them enable it for your

    organization.

    1. Click “Setup”

    2. Under App Setup or Build section, Click “Customize”

    3. Click “Quotes”

    4. Click “Settings”

    5. Click the checkbox to “Enable Quotes”

    6. Click “Save

    IMPORTANT: If Step 2 above is not completed properly, you may get the error “Missing

    Organization Feature: Quotes” when attempting to install the app.

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    Step 3 (DocVerify App):

    Go to http://appexchange.salesforce.com, after the page loads enter “DocVerify” in the search

    box found on top of the page. Make sure the apps radio button is clicked, and click the

    magnifying glass to start the search.

    Step 4 (Select DocVerify App): Click on the DocVerify App image to go to the details page.

    Note: We are constantly enhancing our system, and this image may vary from time to time.

    http://appexchange.salesforce.com/

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    Step 5 (Get It Now):

    Click on the “Get It Now” button you will be taken the application installation. Review and click

    the “Install” button at the bottom of the page as shown below. Please note: you may be asked to

    sign in.

    After clicking “Get It Now”, you will then have to either click to login with your existing account or

    create a new one if you don’t have an account. Because we have an account we will click the

    “Login to the AppExchange” button.

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    Step 6 (Salesforce Login):

    Login in to your account by entering your Salesforce username and password, and click “Login”

    when completed.

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    Step 7 (Install):

    After successfully logging in, you now must make a choice to either install the app in your

    production environment or your sandbox. For this demo we’re installing it in our production

    environment. Click on the “Install in production” button.

  • DocVerify E-Signature Salesforce Application New Install Instructions