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Category:3B Sign: Difference between revisions
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(Created page with "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 === Installation === To integrate 3B Sign with Salesforce, you need to have 3B Docs v2.0+. Follow the instructions below to perform the initial setup: # In Salesforce, set up a Guest Site/Guest Community and grant access to the X3BS...") |
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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) | # Get your Salesforce Org User Id and populate it in 3B Sign under Setup -> Profile. This will enable Single Sign On (SSO) | ||
# Set your Salesforce webhook in 3B Sign under Setup -> Webhooks | # Set your Salesforce webhook in 3B Sign under Setup -> Webhooks | ||
# 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 | |||
=== Usage === | === Usage === | ||