3B Sign Installation

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