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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


=== 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:
 
# 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
## Get the Site URL (should look something like this https://your-name.my.salesforce-sites.com/forms)
## 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/
## Take note of this url - we will call it "the salesforce webhook" link from now on
# Sign up for 3B Sign (you can do this yourself or ask our team for assistance)
# Navigate to Settings and take note of the X-Auth-Token under API section
# Get your Salesforce Org Id and populate it in 3B Sign under Setup -> Account
# 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
# 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 ===
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:


# 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.
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