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| 3B Sign is an e-signature solution delivered by 3B Soft that allows Salesforce customers to electronically sign PDF documents, similarly to how DocuSign works. 3B Sign is an add-on to 3B Docs and requires a sign up on https://app.3bdocs.com | | 3B Sign is an e-signature solution delivered by 3B Soft that allows Salesforce customers to electronically sign PDF documents, similarly to how DocuSign works. 3B Sign is an add-on to 3B Docs and requires a sign up on https://app.3bdocs.com |
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| === Installation === | | === Getting Started === |
| To integrate 3B Sign with Salesforce, you need to have 3B Docs v2.0+. Follow the instructions below to perform the initial setup:
| | After you have configured 3B Sign with Salesforce, switch your Salesforce app to "3B Sign". You will now see a new tab called "Documents", and another tab called "Sign". These are your interaction points with 3B Sign within Salesforce. You can use the 3B Sign integration for the following workflows: |
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| # In Salesforce, set up a Guest Site/Guest Community and grant access to the X3BSign apex classes. You can re-use the same site created for 3B Docs/3B Forms
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| ## Get the Site URL (should look something like this https://your-name.my.salesforce-sites.com/forms)
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| ## Append "/services/apexrest/b3d/3BSign/v1/" to your Site URL to get a link like this https://your-name.my.salesforce-sites.com/forms/services/apexrest/b3d/3BSign/v1/
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| ## Take note of this url - we will call it "the salesforce webhook" link from now on
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| # Sign up for 3B Sign (you can do this yourself or ask our team for assistance)
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| # Navigate to Settings and take note of the X-Auth-Token under API section
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| # Get your Salesforce Org Id and populate it in 3B Sign under Setup -> Account
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| # Get your Salesforce Org User Id and populate it in 3B Sign under Setup -> Profile. This will enable Single Sign On (SSO)
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| # Set your Salesforce webhook in 3B Sign under Setup -> Webhooks
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| # Finally, go to Salesforce -> Custom Settings -> 3B Docs General Settings and set the "3B Sign Auth Token" field to the X-Auth-Token from 3B Sign
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| === Usage ===
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| In Salesforce, switch your app to "3B Sign". You will now see a new tab called "Documents", and another tab called "Sign". These are your interaction points with 3B Sign within Salesforce. You can use the 3B Sign integration for the following workflows:
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| # You can create new documents from Salesforce, and they will be synced with your account in 3B Sign. The opposite is also true. | | # You can create new documents from Salesforce, and they will be synced with your account in 3B Sign. The opposite is also true. |