EchoSign Electronic Signature For Salesforce v10 Upgrade Guide

EchoSign for Salesforce v10
Upgrade Guide

Upgrade Guide
Table of Contents
Upgrading from a previous release............................................................................................................... 2

Installing and Configuring EchoSign for Salesforce v10 ................................................................................ 2
Hosted Signing .............................................................................................................................................. 7
Using EchoSign for Salesforce ..................................................................................................................... 11
What’s new in EchoSign-for-Salesforce v10 ................................................................................................ 13
Advanced Customization Options ............................................................................................................... 15
EchoSign for Salesforce Custom Settings .................................................................................................... 19
EchoSign Real-Time Quotes Integration ..................................................................................................... 24
EchoSign Chatter Integration ...................................................................................................................... 24
Copyright © EchoSign Inc. 2006-2010, All rights reserved

Upgrade Guide
Upgrading from a previous release

This release can only be automatically upgraded from EchoSign for Salesforce version 6, 7, 8 or 9. If you
have earlier versions of EchoSign installed, please contact EchoSign Support.
To see the version you currently have installed, go to Setup / View Installed Packages
Please DO NOT un-install your existing EchoSign-for-Salesforce package. Uninstalling your EchoSign
package will result in losing all your EchoSign data in Salesforce.
Before upgrading your production account, EchoSign recommends testing the upgrade process in your
Salesforce Sandbox environment.
Installing and Configuring EchoSign for Salesforce v10

 Follow the instructions to start the installation process.
 Approve Salesforce to securely access EchoSign

Upgrade Guide
 In ‘Step 2. Check security level’, make sure to grant access to all users.
 In ‘Step 3. Install package’, check “Ignore Apex test failures that may cause the installed
application not to function properly”, then click ‘Install’.
 Click ‘Install’.
 On the next screen, click ‘Deploy Now’ and then ‘Deploy’.
Please note: the installation process may sometimes take a while to complete and Salesforce will let
you know that you will be notified by email when it’s done.
After receiving this email, make sure you deploy the package to complete the installation process.
To deploy the package to Setup / View Installed Packages, click on the ‘EchoSign’ package and then click
‘Deploy’

Upgrade Guide
Select EchoSign Agreements Page Style

Version 9 of EchoSign for Salesforce allows you to choose between two page styles allowing you to
create, edit and view agreements. For more information about both pages’ user experience see Sending
an Agreement below.
The ‘EchoSign Agreement Advanced’ page

This page allows you to create an EchoSign Agreement on a single page – specify recipients, names the
agreement, select options, attach files and send. This page also gives you more flexibility in specifying
the number and type of recipients for each agreement. However, this page does not allow you to add
custom fields or customize the page layout.
To use this page instead of the advanced one, follow the instructions below:
 Go to Setup / Create / Objects
 Click on ‘Agreement’
 Click ‘Standard Buttons and Links’
 Click ‘Edit’ next to the ‘New’ button and set it to ‘No Override (use default)’
 Click ‘Edit’ next to the ‘Edit’ button and set it to ‘No Override (use default)’
 Click ‘Edit’ next to the ‘View’ button and set it to ‘No Override (use default)’

Upgrade Guide
 At the end of the process, you should have the following setup:
The ‘EchoSign Agreement’ page

This page uses the Salesforce.com page layout to view and edit the agreement. Creating a new
agreement requires a few more clicks -- creating an agreement, saving it and then attaching files on a
separate screen. This page allows you to customize the page layout (adding and removing fields and
options) but does not provide the same flexibility in choosing the number and type of recipients as the
Advanced page.
To use this page instead of the advanced one, follow the instructions below:

 Click ‘Standard Buttons and Links’
 Click ‘Edit’ next to the ‘New’ button and set it to ‘Standard Salesforce.com Page’
 Click ‘Edit’ next to the ‘Edit’ button and set it to ‘Standard Salesforce.com Page’
 Click ‘Edit’ next to the ‘View’ button, select the ‘Visualforce Page’ and select ‘EchoSign
Agreement’ from the list
 At the end of the process, you should have the following setup:

Upgrade Guide
Using Custom Address Fields in v10

EchoSign for Salesforce v10 allows you to customize which fields (and custom fields) are used to set the
recipients for agreements sent out for signature. Previous versions supported this feature using settings
managed by EchoSign Customer Support.
If you were using EchoSign Custom Address Fields before upgrading to v10, contact EchoSign support to
provide you with your Custom Address Fields configuration, so you can update your configuration in
your Salesforce org.
For more information and detailed instructions on how to configure Custom Address Fields, go to
Custom Address Fields
Congratulations!
You have successfully upgraded EchoSign-for-Salesforce v10
Please follow the steps in the next section to complete basic customization

Upgrade Guide
Hosted Signing
Hosted signing is a new feature in v10 allowing you to get a signature from a signer on your computer,
directly from Salesforce.
Salesforce Professional Edition:

Hosted signing is not supported in Salesforce Professional Edition.
If you are using Salesforce Professional Edition, skip this section.
Configure Hosted Signing

To enable “Hosted Signing” follow the instructions below
Configure Sites
1. Go to Setup App Setup DevelopSites
2. Follow the Salesforce instructions is creating a Site for the first time.
If you have not used Salesforce sites in your Salesforce org, you will be required to register a
Force.com domain name that will be used for all you Salesforce sites in the account.
3. Click the New button
4. Set the “Site Label” value to: EchoSign Callback
5. Set the “Site Name” value to: EchoSign_Callback
6. Set the “Site Contact” value to a Salesforce user who will receive notifications about Sites. In
most cases, this would be the account admin.
7. Set the “Default Web Address” value to EchoSignCallback.
8. Set the “Active” value to Checked.
9. Set the “Active Site Home Page” value to EchoSignCallback;
10. Click Save to continue.
11. Copy the value of the “Secure Web Address” field. You will need for the configuration below.

Upgrade Guide
Configure Custom Settings for Hosted Signing

1. Click on your Name on top corner of page
2. Click Setup App Setup DevelopCustom Setting
3. Click on the “EchoSign Settings” link
4. Click on the “Manage” Button
5. Click the New (above the ‘Default Organization Level Value’ label) to create default custom
settings for all Users.
6. Verify that the “Enable Hosted Signing Field” checkbox is checked.

7. Set the “Callback URL EchoSign to Salesforce Site” value to the value of the “Secure Web
Address” you copied from the site configuration above.
Make sure the address prefix is ‘https’ and not ‘http’. Hosted signing will not allow using http.

Upgrade Guide
Configure the EchoSign API key

The first time you send an agreement for hosted signing, you will need to configure your account’s API
key.
The get your API key, follow the steps below:
 Select ‘EchoSign’ from the menu at the top right corner

Open the “EchoSign Admin” Salesforce Tab
 Click the “Configure Your Account” link.
 Click the “EchoSign API” tab

 If you do not yet have an API key on the page, Click “Enable API”
 Copy the “API Key” value, you will need it in the next step.
 Contact EchoSign Support (support@echosign.com) to enable your API Key for use from
Salesforce.

Upgrade Guide
Send your first Hosted Signing agreement

Create a new EchoSign Agreement (see Sending an Agreement below) and check the “Host Signing for
the first Signer” checkbox.
After clicking “Send for Signature” you will be asked to put the API key in the following screen
Click “Save”, then re-send the agreement.

Upgrade Guide
Using EchoSign for Salesforce

Sending an Agreement
Send using the ‘EchoSign Agreement Advanced’ page (default)
Create a new agreement by clicking ‘New’ on the Agreements tab or on the Agreements related list in
one of the relevant related objects (Contact, Opportunity, Lead, etc.)
1. Specify recipients
2. Name the agreement, type a message, select signature type and language
3. Select relevant sending options
4. Attach files from your computer or from the Salesforce Documents tab.
5. Click ‘Send for Signature’

Upgrade Guide
Send using the ‘EchoSign Agreement’ page

Create a new agreement by clicking ‘New’ on the Agreements tab or on the Agreements related list in
one of the relevant related objects (Contact, Opportunity, Lead, etc.)
1. Specify recipients
2. Name the agreement, type a message
3. Select signature type, language and other relevant sending options
4. Click ‘Save’
5. On the next screen, attach files from your computer or from the Salesforce Documents tab.
6. Click ‘Send for Signature’

Upgrade Guide
What’s new in EchoSign-for-Salesforce v10

New User Experience
The new user experience is easier to use and is more flexible than ever.
 Create an agreement, attach files and send for signature from a single page.
 Select any recipient type – Contact, Lead, User or just type an email address.
 Allow sending a document for Fax Signature to a recipient’s fax number
 Use Salesforce Settings to control EchoSign’s behavior.

See EchoSign for Salesforce Custom Settings for more.

Upgrade Guide
Hosted Signing
Hosted signing allows the sender to get a signature from a signer when they meet in person. Using this
option will launch the signing experience for the first signer and let them sign the agreement without
having to click the link in an email sent from EchoSign.
Attached files from the Salesforce Library

EchoSign now supports attaching files stored on the Salesforce Documents tab as well as uploading files
from your computer. You can store EchoSign document templates in the Salesforce Library and have
your entire team use them.

Upgrade Guide
Advanced Customization Options

Add EchoSign Agreements to other Page Layouts
You may associate EchoSign Agreements with Salesforce objects of your choosing (standard or custom
objects). This will enable you to create Agreements that are linked to those objects and will show all the
Agreements relates to an object on that object’s page.
The instructions below describe how to associate Agreements with a Quote object, but they can be
applied to any other object in your Salesforce Organization.
 Click ‘New’ on ‘Custom Fields & Relationships’

Upgrade Guide
 Select ‘Lookup’, Click ‘Next’
 Choose ‘Quote’ from the drop-down list. Click ‘Next’
 Click ‘Next’ in steps 3, 4 and 5

Upgrade Guide
 In Step 6, ensure that the ‘Add Related List’ check box is checked, then click ‘Save’.

Upgrade Guide
Custom Address Fields

Adding custom fields and custom address fields to the Agreement page layout is supported only when
using the ‘EchoSign Agreement’ page and not the default ‘EchoSign Agreement Advanced’ page. See
Select EchoSign Agreements Page Style for more.
Add fields like ‘Customer’, ‘Sales operations’, ‘Accounting’, etc. to the EchoSign Agreement Object and
use them to specify signers instead of the standard ‘Recipient’ and ‘Additional Recipients fields.
Once you add the required custom fields to you EchoSign Agreement page layout, update the “Override
Recipient Field List” Setting with the list of those fields’ API names.
To get a field’s API name, go to Setup / Create / Objects and click on the ‘Agreement’ object. Then find
the field you’d like to use in the ‘Custom Fields and Relationship’ list. The Field’s API name can be found
in the “API Name” column on the list.
See EchoSign for Salesforce Custom Settings for instructions how to update the “Override Recipient Field
List” settings.

Upgrade Guide
EchoSign for Salesforce Custom Settings

Settings allow you to change the behavior of EchoSign for Salesforce and customize it to fit to your
business needs.
EchoSign for Salesforce supports two types of custom setting groups
 “EchoSign Settings” controls which features are exposed and allows setting the application’s
behavior
 “EchoSign Toolbar Settings” controls which button appear in the EchoSign Toolbar.
Settings can be set for the entire Salesforce organization or for specific users and profiles
Default Organization Level Settings

These settings affect all users and profiles in the organization, unless their settings override the default
organization level settings (see below)

3. Click on the “EchoSign Settings” or “EchoSign Toolbar Settings” link, as appropriate.
The examples below show “EchoSign Settings”
4. Click on the Manage Button

Upgrade Guide
6. Set the appropriate settings. Click ‘Save’
For more details on each settings, see ‘Available Settings’ below

Upgrade Guide
Settings for specific users and profiles

Follow steps 1-4 above.
5. Click the ‘New’ (above the ‘Setup Owner’ table) to create custom settings for specific Users or Profiles
that override the Default Organization Level (if defined).
6. Choose the user or profile you’d like to change these settings for and set values for the appropriate
settings.
For more details on each settings, see ‘Available Settings’ below
Available EchoSign Settings

EchoSign Settings
Add Signed PDF to Attachment List

Check this box if you’d like EchoSign to add the signed contract as an attachment to the Agreement
attachments list.
Callback URL EchoSign to Salesforce Site

Setting this box is required when "Enable Hosted Signing Field" is checked.
Disable ‘Contact’ Recipient Type

Setting this box will hide the option to select a Contact as a recipient .

Upgrade Guide
Disable ‘Email’ Recipient Type

Setting this box will hide the option to type an Email address as a recipient.
Disable ‘Lead’ Recipient Type

Setting this box will hide the option to select a Lead as a recipient.
Disable ‘User’ Recipient Type

Setting this box will hide the option to select a USer as a recipient.
Enable Recipient Signing Order Field

Setting this box will show the "Recipient Signing Order" field on the “EchosignAgreementAdvanced”
page. For Future Use
Enable Send Written Signature To Fax

Setting this box will attempt to use the recipient’s fax number instead of their email address when
sending an agreement for fax signature.
Enable Suggest Revisions Field

Setting this box will show the "Allow recipients to suggest revisions" field on the
“EchosignAgreementAdvanced” page.
Enable Hosted Signing Field

Setting this box will show the " Host signing for the first signer" field on the
“EchosignAgreementAdvanced” page.
Override Recipient Field List

Allows to change the default set of agreement fields that determine which Agreement fields are used
when sending an agreement for signature. When used, this setting should contain a list of comma-
separated API field names.
Note: This setting does NOT apply to agreement sent with the “Hosted Signing” option selected.
EchoSign Server URL Override

Used for testing purposes only. Do not edit the value of this setting without consulting EchoSign
support.
Reset API / Security Key

Use this only to change the EchoSign API key used from Salesforce.
Please DO NOT check this box before discussing implications with EchoSign Support

Upgrade Guide
EchoSign Toolbar Settings

Toolbar settings allow you to control which EchoSign toolbar actions will be available in your account.
You may create different toolbar settings for different profiles or users.
Default Organization Level Setting

Follow the steps below to create your default EchoSign Toolbar Settings for the account.

3. Click on the “EchoSign Toolbar Settings” link
4. Click on the Manage Button
6. Set the appropriate settings. Click ‘Save’
Settings for specific users and profiles

To set different toolbar settings for specific users and profiles, follow steps 1-4 above.
5. Click the ‘New’ (above the ‘Setup Owner’ table) to create custom settings for specific Users or
Profiles that override the Default Organization Level (if defined).
6. Choose the user or profile you’d like to change these settings for and set values for the
appropriate settings.
Available Toolbar Settings
Cancel (Draft)
Available only when an agreement was not yet sent. Clicking this button would delete the agreement in
Salesforce. This button is hidden by default.
Cancel Agreement
Cancels an agreement after it was sent for signature, but keeps the record in Salesforce.
Delete Agreement
Cancels an agreement after it was sent for signature and deletes the record from Salesforce.
Save Agreement
Saves the agreement.
Send Agreement
Sends an agreement for signature.
Send Reminder
Send a reminder to the current signer.
Update Status
Queries EchoSign to update the status of the agreement in Salesforce.
View Agreement
Opens the EchoSign ‘View Agreement’ page allowing the user to view it and perform additional tasks.
Upgrade Guide
EchoSign Real-Time Quotes Integration

Send a Real Time Quote for signature in seconds! Just choose the version of the Quote PDF and create
an EchoSign agreement with the Quote attached and ready to be sent.
EchoSign Real Time Quotes Integration is FREE for EchoSign customers and is available for download
from the AppExchange here.
EchoSign Chatter Integration

EchoSign is now Chatter Enabled! Know the second any deal is signed, get real-time updates of changes
in agreements' status and collaborate across your organization to close more deals.
EchoSign Chatter Integration is FREE for EchoSign customers and is available for download from the
AppExchange here.

EchoSign Electronic Signature For Salesforce v10 Upgrade Guide

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EchoSign for Salesforce v10

EchoSign for Salesforce v10

Upgrading from a previous release............................................................................................................... 2

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Upgrading from a previous release

Installing and Configuring EchoSign for Salesforce v10

Copyright © EchoSign Inc. 2006-2010, All rights reserved

 On the next screen, click ‘Deploy Now’ and then ‘Deploy’.

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Select EchoSign Agreements Page Style

The ‘EchoSign Agreement Advanced’ page

 Go to Setup / Create / Objects

 Click ‘Standard Buttons and Links’

Copyright © EchoSign Inc. 2006-2010, All rights reserved

The ‘EchoSign Agreement’ page

 Go to Setup / Create / Objects

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Using Custom Address Fields in v10

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Salesforce Professional Edition:

Configure Hosted Signing

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Configure Custom Settings for Hosted Signing

6. Verify that the “Enable Hosted Signing Field” checkbox is checked.

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Configure the EchoSign API key

The get your API key, follow the steps below:

 Select ‘EchoSign’ from the menu at the top right corner

 Click the “EchoSign API” tab

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Send your first Hosted Signing agreement

Click “Save”, then re-send the agreement.

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Using EchoSign for Salesforce

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Send using the ‘EchoSign Agreement’ page

6. Click ‘Send for Signature’

Copyright © EchoSign Inc. 2006-2010, All rights reserved

What’s new in EchoSign-for-Salesforce v10

 Allow sending a document for Fax Signature to a recipient’s fax number

 Use Salesforce Settings to control EchoSign’s behavior.

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Attached files from the Salesforce Library

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Advanced Customization Options

 Go to Setup / Create / Objects

 Click ‘New’ on ‘Custom Fields & Relationships’

Copyright © EchoSign Inc. 2006-2010, All rights reserved

 Select ‘Lookup’, Click ‘Next’

 Choose ‘Quote’ from the drop-down list. Click ‘Next’

 Click ‘Next’ in steps 3, 4 and 5

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Copyright © EchoSign Inc. 2006-2010, All rights reserved

Custom Address Fields

Copyright © EchoSign Inc. 2006-2010, All rights reserved

EchoSign for Salesforce Custom Settings

EchoSign for Salesforce supports two types of custom setting groups

Default Organization Level Settings

1. Click on your Name on top corner of page

4. Click on the Manage Button

Copyright © EchoSign Inc. 2006-2010, All rights reserved

6. Set the appropriate settings. Click ‘Save’

For more details on each settings, see ‘Available Settings’ below