DocVerify E-Signature Salesforce Application New Install ...d2sajztt1y5x5f.cloudfront.net/pages/pdf/salesforce... · DocVerify E-Signature Salesforce Application New Install Instructions

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

www.docverify.com P a g e | 2

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 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



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 [email protected] for license and free trial information.

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

http://www.docverify.com/

mailto:[email protected]



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



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.


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.



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/



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.



Step 6 (Salesforce Login):

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

when completed.



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.



Step 8 (Confirm and Install):

A new area will appear with details about the DocVerify App. Click the terms and conditions

checkbox, and then click the “Confirm and Install” button.

Step 9 (Install Part 1): After you click the “Confirm and install” button from the previous page, Salesforce may have

you login in to your account again. If so, re-renter your Salesforce user name and password

again.

Salesforce should now have the Package Installation Details page loaded, and go ahead and

click the “Continue” button to continue.



Step 10 (Install Part 2):

Click the “Next” button.



Step 11 (Install Part 3):

For this install demo, we’re going to stay with the default security level settings; however, these

can be changed later by any Salesforce administrator. Click the “Next” button.

Step 12 (Install Part 4): Click the “Install” button to begin the installation process.

Note: This process can take up to a few minutes after you click install.



Step 13 (App Installed):

After the install process has completed, you should get a new page similar to the one below with

the package details.

Step 14 (Configure Security Part 1):

Now that the App has been successfully installed, we must do a few more things in order for this

App to work properly.

1. Click the “Setup” link

2. Click “Security Controls”

3. Click “Network Access”.

4. Click “New”

5. In the “Start IP Address” box enter “206.82.208.0”, and in the “End IP Address” box

enter “206.82.208.255” without the quotes as shown below.

6. Click “Save”

7. Click “New” again


enter “157.55.202.251” without the quotes.

9. Click “Save”


enter “40.84.184.148” without the quotes.

11. Click “Save”



Step 15 (Configure Security Part 2):

1. Click the “Setup” link

2. Click “Security Controls”

3. Click “Remote Site Settings”.

4. Click “New”

5. In the “Remote Site Name” box enter “DocVerify”, and in the “Remote Site URL” box

enter “https://api.docverify.com” without the quotes as shown below.

6. Click “Save”



Step 16 (Configure DocVerify Integration Part 1):

Now for the DocVerify final steps, and it requires going to http://www.docverify.com to complete.

1. Go to http://www.docverify.com.

Note: Salesforce integration requires the DocVerify Pro Edition or higher. If you do not

have an account, you can easily sign up for a free trial, and use DocVerify with

Salesforce during the trial period. (for free trials you will have to contact DocVerify sales

at [email protected])

2. Click the “Sign In” link, and sign in to DocVerify.

3. Click the “My Account” link on the upper right corner of the page.

4. Click on the “CRM” tab, and select “Salesforce” from the list.

Note: If the Salesforce option is not visible it is either because your account is not a

DocVerify Pro account or higher account and an upgrade is required, or you are a

managed user account on DocVerify in which case you must contact your administrator.

5. Click the link labeled “Update Using Network Access Method” under Method 1 as

shown below, so that you can enter your Salesforce username and Salesforce

password.



mailto:[email protected]



Step 17 (Configure DocVerify Integration Part 2):

After the new page loads, follow the two easy steps below.

1. Enter your Salesforce Username and Salesforce Password, not your DocVerify

username and password as shown below.

2. Click “Update”, and you’re done.

IMPORTANT: Your DocVerify email address MUST match your Salesforce username or

else you will not be able to DocVerify any documents from Salesforce.

Congratulations! You’re now set up and ready to securely use DocVerify.



Reference A (Creating or modifying a user profile)

If you plan on having other Salesforce users using DocVerify, you will have to either modify an

existing profile or create a new one or else users will not be able to use DocVerify. For this

tutorial we will create a new one, but the settings are exactly the same.

Please note: You cannot modify the settings of a Salesforce out of the box profile, and you must

use a custom profile. You must also be the system administrator.

STEP 1:

1. Click “Setup” on the top of the page.

2. Click “Manage Users” on the left panel under the “Administration Setup” section.

3. Click “Profiles”

4. Click the “New Profile” button.

Continued on next page



Reference A (Creating or modifying a profile) Cont’d

STEP 2:

1. After the page has loaded, select the profile you want to clone from.

2. Enter a profile name. We entered “DocVerify”.

3. Click “Save” when done.

Continued on next page



Reference A (Creating or modifying a profile) Cont’d

STEP 3

1. After the page loads, click “Edit”

2. Under section “Custom App Settings”, make sure the box for “DocVerify E-

Signatures” is checked.

3. Under section “Custom Object Permissions”, make sure all the checkboxes are

checked for the following:

a. DocVerify Config

b. DocVerify E-Signatures

c. DocVerify Librarys

d. E-Signature History

e. Signed Agreements

4. Click “Save”.



Reference B (Salesforce Library Setup)

In order for the DocVerify App to be able to successfully access the Salesforce libraries, and for

the Salesforce users to be able to successfully access or add documents the following steps

must be followed for both the “Add Library access to each profile” and “Add library access to

user”.

Step 1: Add Library access to each profile


2. Click “Manage Users”

3. Click “Profiles”

4. Click “Edit” for the profile you want to edit.

5. Check the box “Manage Salesforce CRM Content”

6. Check the box “Manage Content Permission”

7. Click “Save” when done

Step 2: Add library access to user


2. Click “Manage Users”

3. Click “Users”

4. Click “Edit” for each user you want to edit

5. Check the box “Salesforce CRM Content User”




Reference C (Add to Opportunities, Contracts, Quotes)

After installing or upgrading the DocVerify App, the DocVerify electronic signature options may

not be available on those pages. In order to add DocVerify functionality and the DocVerify

History, please follow the steps below.

Add “New E-Signature” button

1. Click the “Opportunities” tab, the “Contracts” tab, or “Quote” page

2. Create a new opportunity or new contract

3. In the upper right, click “Edit Layout”

4. When the layout option window opens, click on “Buttons”

5. There should be a button labeled “New E-Signature”

6. Drag and drop the button from the layout option window onto the grey area labeled

“Custom Buttons” on the page.

7. Click “Save” in the layout option window when done.

Add “E-Signature History”

1. Click the “Opportunities” tab, the “Contracts” tab, or “Quote” page

2. Create a new opportunity or new contract

3. In the upper right, click “Edit Layout”

4. When the layout option window opens, click on “Visualforce Pages”

5. There should be a page labeled “DocVerify E-Signature History”

6. Drag and Drop a page labeled “Section” to the desired location.

7. Click on the settings or the wrench in the upper right hand corner of the section you just

created.

8. Enter “DocVerify E-Signature History”, makes sure both the detail and edit

checkboxes are checked, and click the button for “1-Column”

9. Click “OK” to save and close the window

10. Drag and drop the page from the layout option window in to the section that was just

created.

11. Click “Save” in the layout option window when done.



Reference D (Enable Quotes)

In order to use the built-in Salesforce Quote system, it must be enabled using the steps below.

Please refer to the Salesforce help for more information

http://help.salesforce.com/apex/HTViewHelpDoc?id=quotes_enable.htm.

1. Click “Your Name” 2. Click “Setup” 3. Click “Customize” 4. Click “Quotes” 5. Click “Settings”. 6. Select “Enable Quotes”. 7. Click “Save”. 8. Select Opportunity Layout to display the Quotes related list on the standard opportunity

page layout. 9. Optionally, select Append to users' personal related list customization to add the Quotes

related list to all opportunity page layouts users have customized. 10. Click “Save” to finish.

The Salesforce Quotes can be customized to use DocVerify Smart Tags® through customizing the Salesforce quote templates. Please refer to the Salesforce documentation for more information about customizing quote templates.

http://help.salesforce.com/apex/HTViewHelpDoc?id=quotes_enable.htm

https://sites.google.com/site/docverifyapi/home/docverify-smart-tags



Reference E (Create a New Quote)

Creating new quotes, and sending them for electronic signatures is simple. The steps may vary

in some cases, but the following steps should provide a baseline. The latest DocVerify

AppExchange app must already be installed.

Note: The Quote system must be activated in Salesforce. Please refer to Reference D of this

guide.

1. Click “Opportunities” 2. Click on an existing opportunity or create a new one. 3. Under the section “Quotes”, click “New Quote” 4. Click “Quotes” 5. Fill in the required information. 6. Click “Save” when done. 7. When the Quote detail page opens, click the “Create PDF” button. 8. When the PDF renders, click the “Save to Quote” button. 9. Click the “New E-Signature” button.

Note: If the “New E-Signature” button is not on the page, please refer to Reference C on

how to add the “New E-Signature” button to the Quote layout.

10. Enter a name, a recipient’s email, and other required data.

11. Click “Send for Signature”

Important: The Salesforce Quote system automatically creates an area labeled “Quote

Acceptance Information” that contains a placeholder for the signature, name, title, and date.

DocVerify will automatically populate this area for you, but it is also important to make sure that

all the line items for the auto generated area all appear on the same page; otherwise, this will

not work properly.

If the auto-generated area is not desired, please refer to Salesforce’s own documentation on

how to remove it.



Reference F (Add E-Signature to any object)

This reference will show how to add the E-Signature functionality to a custom object such as

CPQ. The latest DocVerify AppExchange app must already be installed.

IMPORTANT: Version 4.5 and above required. You must have administrative rights in SFDC,

and you must also have advanced skills in SFDC as clicking the wrong thing could have

adverse effects. Also, when using this method some of the history features such as receiving

the signed document are not available due to the limitations of SFDC’s managed app aspects.

PART 1: Adding the DocVerify E-Signature button

1. Click on “Your Name” 2. Click “Setup” 3. Click “Create” 4. Click “Objects” 5. Click “DocVerify E-Signatures” object 6. Under the section “Custom Fields & Relationships”, click “New” to create a new custom

field 7. Click on the radio button “Lookup Relationship” 8. Click “Next” 9. From the dropdown, select which object you want the E-Signature functionality to be

related to. 10. Click “Next” 11. The field label can be what you want, but the field name MUST start with “docverify_”

without the quotes. For example “docverify_casetest” 12. Click “Next” 13. For step 4 of SFDC leave field level security as is, and click “Next” 14. For step 5 of SFDC leave the layouts as is, and click “Next” 15. For step 6 of SFDC leave the related lists as is, and click “Save” 16. Now that the new field has been created, scroll down to the “Custom Fields &

Relationships” section, and find the new field you just created. Copy the entire text for that new field under column “API Name” to your clipboard. Based on the example name we created in step 11, ours is “docverifyesign__docverify_casetest__c”. Yours will be different, but it should still start with “docverifyesign__docverify_”. If it doesn’t, you will need to start from step 3 again.

17. Click “Develop” 18. Click “Custom Metadata Types” 19. Click “DocVerify E-Sign Setting” 20. Click the button “Manage DocVerify E-Sign Settings” 21. Click “New” 22. Enter a label name and DocVerify E-sign Setting Name. They just need to be unique. 23. The “Object API” is the custom object name you are adding it to. It can be your own or

another one in SFDC. For example, you may be adding it to “Case”. 24. For the “Field API”, paste the value you copied from step 16 in this field. 25. The “Object Prefix” enter the value 500. 26. Click “Save”



27. We are now going to need to copy the required Javascript from an existing object. Under App Setup in the left menu, click “Customize”

28. Click “Opportunities” 29. Click on “Buttons, Links, and Actions” 30. Click “New E-Signature” 31. Copy to your clipboard all the text for “OnClick Javascript”. This will be needed later,

and should either be copied to the clipboard or notepad. 32. Now go back to “App Setup”, click “Customize”, and click either another SFDC object or

your own custom object. For this example, we are going to use Cases. 33. Under that object, click “Buttons, Links, and Actions” 34. Click “New Button or Link” 35. For Label, give it the label “New E-Signature” without the quotes, and for the Name

“New_E_Signature” 36. Under Display Type, make sure “Detail Page Button” is selected. 37. Under Behavior, make sure to select “Execute Javascript” 38. Under Content Source, make sure to select “OnClick Javascript” 39. Paste the code you copied from step 31 into the text field box. 40. We will now need to modify the text we just pasted. Because we copied it from

opportunity, look for the last line, and delete “{!Opportunity.Id}” right after Id= without the quotes.

41. Now make sure the cursor is right after the equals sign of Id=, and do the following below

a. Make sure under “Select Field Type”, Case is selected. b. Under “Insert Field”, look for the custom object or SFDC you want to add this to.

It MUST end in “ID” as it’s the ID of the object we want to add. In this example, we’ve been adding it to the Case object so we can select “Case ID”, but you’re going to select the object you’re adding it to.

c. When successful it should be something like “Id={!Case.Id}” 42. Click “Save” 43. We now need to add the button to the page layout. Go back to “App Setup”, and

“Customize” 44. Click the object you want to add it to. In this example, we’re going to add it to Case.

Click Cases. 45. Click “Page Layouts” 46. In Page Layout, click on the Edit button of the layout you want to add the button

functionality to. 47. From the Field selection near the top, select “Buttons” 48. The new DocVerify E-Signature button you created should appear to the right, and now

you can simply drag and drop it onto the page layout. 49. Click “Save”

PART 2: Adding History and Defining the Button

After you have added the E-Signature button above, the steps below are also required as they

will go over on adding the E-Signature History, and refining E-Signature button to the page

layout as well.



1. Click on “Develop” 2. Click on “Lightning Components” 3. Click on “Visualforce Pages” 4. Click on “DocVerify Opportunity Button” because we are going to clone it. 5. Click “Clone” 6. We will now need to edit the Label, Name, and modify the Visualforce Markup. The

Label and Name can be whatever you want, but it’s best practice to keep it simple. In the Label and Name just change the “Opportunity” part of the text to the name of your object.

7. Now we need to modify the Visualforce Markup as below.

CHANGE FROM

<apex:page standardController="Opportunity" extensions="DocverifyDocumentSelectionPageController" showHeader="false" sidebar="false"> <c:DocVerifyESignButton parentId="{!SelectId}" verifySent="{!docverifySent}"/> </apex:page>

CHANGE TO

<apex:page standardController="NAME OF YOUR OBJECT" extensions="DocverifyDocumentSelectionPageController" showHeader="false" sidebar="false">

<docverifyesign:DocVerifyESignButton parentId="{!SelectId}" verifySent="{!docverifySent}"/>

</apex:page>

8. Click “Save” 9. Click “DocVerify Opportunity History” because we are going to clone it. 10. We will now need to edit the Label, Name, and modify the Visualforce Markup. The

Label and Name can be whatever you want, but it’s best practice to keep it simple. In the Label and Name just change the “Opportunity” part of the text to the name of your object.

11. Now we need to modify the Visualforce Markup as below.

CHANGE FROM

<apex:page standardController="Opportunity" extensions="DocverifyDocumentSelectionPageController" showHeader="false" sidebar="false"> <c:DocVerifyESignHistory esigns="{!docHistory}" historyFlag="{!docHistoryFlag}"/> </apex:page>

CHANGE TO



<apex:page standardController=" NAME OF YOUR OBJECT " extensions="DocverifyDocumentSelectionPageController" showHeader="false" sidebar="false">

< docverifyesign:DocVerifyESignHistory esigns="{!docHistory}" historyFlag="{!docHistoryFlag}"/>

</apex:page>

12. Click “Save” 13. Now we need to go back to the page layout. Go back to “App Setup”, and “Customize” 14. Click the object you want to add it to. In this example, we’re going to add it to Case.

Click Cases. 15. Click “Page Layouts” 16. In Page Layout, click on the Edit button of the layout you want to add the button

functionality to. 17. We now need to add two sections. One for the button, and the other for history. From the

top drag and drop the section marker onto the layout for the first section. 18. Give it the Section Name of “E-Signature History”, make sure ONLY the Detail Page

checkbox is checked, and the layout is 1-column. 19. Click “OK” 20. From the top, select “Visualforce Pages” 21. Drag and drop the new history element created in step 10 into the section we just

created in step 18. 22. Let’s create the second section. Drag and drop the section markup onto the layout. 23. Give it the Section Name of “E-Signature History”, make sure ONLY the Detail Page

checkbox is checked, and the layout is 1-column. 24. Click “OK” 25. If you want you can edit each of the new sections by changing their sizes by simply

clicking the tool icon on the right of each section. You may want to show the scrollbars for the history section, which you can modify by clicking the tool icon.


You should now be able to send a document to be signed from that object.



Troubleshooting

Error: “Missing Organization Feature: Content” occurs when attempting to install the app

because the CRM content feature has not been enabled in the organization. Please refer to

Step 1 for step by step guide on resolving this issue.

The most common issue with DocVerify are users not being able to DocVerify their documents

because of credential conflicts.

Administrator Passwords

If the administrator’s password changes on Salesforce, and it is NOT updated on DocVerify then

this will break the connection between DocVerify and Salesforce. Please make sure to update

your DocVerify password.

Username Errors

In order for DocVerify to properly authenticate and identify the user, it uses either the Salesforce

Username or the Salesforce Email. If the neither the Salesforce username nor the Salesforce

email matches your DocVerify email or the user’s DocVerify email address then it will be

rejected by DocVerify.

IMPORTANT: Your Salesforce username or your Salesforce email MUST match the DocVerify

email on file or else the document will be rejected by DocVerify.

Update Issues

DocVerify requires full read, write, delete, and edit permissions to all of the custom objects in

the DocVerify package through the API. If any of these are changed, DocVerify will not be able

to communicate or make changes such as updating account information, history, signed

documents, etc.

Please refer to Step 3 of Reference A.

Users Cannot Access DocVerify App

The most common reason this may occur is because the child users in Salesforce do not have

the proper permissions set up to access the DocVerify App. Please refer to Step 3 of Reference

A.



Requests Timing Out on Salesforce

On some occasions, depending on which Salesforce servers your account may be residing

there may be delays or timeouts occurring on Salesforce. Please follow the steps below to

attempt to resolve the issue. If this feature is managed, you will not be able to modify it.

Note: We only recommend using this option as a last option if everything else has not worked.


2. In the “App Setup” section click “Develop”.

3. Click “Custom Settings”

4. Click “DocVerify Settings”.

Note: If “DocVerify Settings” does not exist follow these steps to create it.

1. Click “New”

2. For label, enter “DocVerify Settings”.

3. For object name enter “DocVerify Settings”.

4. Select List for the Hierarchy Type.

5. Select Public for visibility.

6. Click “Save”

7. Click “DocVerify Settings”.

8. Click “New”

9. Click “Checkbox”

10. Click “Next”

11. Enter “Queue New Documents” for the field label.

12. Leave the default value unchecked

13. Click “Next”

14. Click “Save”

5. Click “Queue New Documents”

6. Click “Edit”

7. Click “Unchecked” to deactivate it or click “Checked” to activate it.