3B Sign Installation: Difference between revisions
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== Intro == | == Intro == | ||
3B Sign & Merge is delivered as part of version | 3B Sign & Merge is delivered as part of version [[Changelog 3B Docs v4.7|4.7]]. Please read the changelog for more information. | ||
== Site Setup == | == Site Setup == | ||
After installing 3B Docs version | After installing 3B Docs version 4.7, you need to add the visualforce pages Submit.page and Document.page to the Salesforce Site with public access that you have created for 3B Docs. This will allow the system to create documents accessible to non-salesforce users | ||
== Custom Settings == | == Custom Settings == | ||
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- API Username, Password and Token | - API Username, Password and Token | ||
Note: make sure that the API user has the 'Query All Files" permission/permission set. | |||
== Important == | == Important == | ||
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- 3B Sign - Request Signatures | - 3B Sign - Request Signatures | ||
- 3B Sign - Sync Templates | |||
[[Category:3B Sign]] | [[Category:3B Sign]] | ||
Latest revision as of 01:19, 13 March 2024
Intro
3B Sign & Merge is delivered as part of version 4.7. Please read the changelog for more information.
Site Setup
After installing 3B Docs version 4.7, you need to add the visualforce pages Submit.page and Document.page to the Salesforce Site with public access that you have created for 3B Docs. This will allow the system to create documents accessible to non-salesforce users
Custom Settings
Navigate to Setup -> General Settings (3B Docs) and click on Manage. Make sure that the following fields are completed:
- PDF Service - should be "https://www.3bapi.com/v1/html-to-pdf"
- 3B Sign Generates PDFs - should be checked
- API Username, Password and Token
Note: make sure that the API user has the 'Query All Files" permission/permission set.
Important
If coming from a version 4.1 or above, please make sure to disable the following flows in the org:
- 3B Sign - Create New Template
- 3B Sign - Get Submitter Signed Files
- 3B Sign - Request Signatures
- 3B Sign - Sync Templates