Electronic signature directly from SageLive

Elegant, fast and secure – a better way to get things signed.

  • Send invoices, purchase orders, reports and accounts for electronic signing directly from your SageLive account

  • Counter-parties do not need new software to complete transactions.

  • Signed documents will be imported seamlessly back into your SageLive account

Try us for free

Installation instructions

  1. Before you start installation:

    Login to your SalesForce account.  Go to Settings -> Security -> Session Settings -> Clickjack protection and make sure that the last two options are unticked: “Enable clickjack protection for customer Visualforce pages with standard headers” and “Enable clickjack protection for customer Visualforce pages with headers disabled “.

    Then, go directly to our software package:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0Y000001xMuh

    Alternatively, append packaging/installPackage.apexp?p0=04t0Y000001xMuh   to your SalesForce instance URL, if your address is different from “login.salesforce.com”;

2. Start the download process.

3. Install the app for the users you require to use MyDocSafe.

4. You may have to wait for Saleforce to send you an email if for any reason the package takes too long to install.

5. After the installation finished you will see MyDocSafe package in the Installed Packages section.

6. The current version of the package is 1.0

7. Go back to SageLive. You can now add the ‘E-sign by MyDocSafe button’ where you need it.

8. We will show you how to add MyDocSafe button to the Sales tab.  Go to Sales ->  Sales Contract -> Settings -> Edit page

9. In the ‘search component’ bar type ‘mds’ and locate MyDocSafe widget.  Then drag it onto the page editor.  Then press ‘Save’ and go back to the Sales tab.

10. You will now see MyDocSafe button that is now ready to be activated.

11. You can repeat the previous two steps in other supported tabs such as: purchase orders, purchase invoices, contract proposals, sales credit notes, sales invoices, sales orders, purchase credit notes.

Activation instructions

When you click “Send for Signing” button for the first time, you will be asked to connect your SageLive account with MyDocSafe.  If you do not have a MyDocSafe account please register and upgrade to the Team plan or higher.  Then, follow the instructions below.

1. Click ‘Visit MyDocSafe’ if you do not have an existing account, then register and upgrade to a paid plan  or

2. Click ‘Enable MyDocSafe Application’ if you already have an existing account.

3.  Allow MyDocSafe for Sage application access your data.

4.  Go to MyDocSafe to connect it with your Sage account.  If you do not have a MyDocSafe account yet, you will be asked to sign up.  This is the last step in the process before you will be able to use MyDocSafe esign button from your Sage account.

Sell faster, work smarter.