Salesforce
MyDocSafe Integration

MyDocSafe Salesforce
document management

MyDocSafe document management for Salesforce is a listed Component in Salesforce AppExchange that allows companies to place MyDocSafe e-sign button on any page where it is required. The button can be used to trigger e-signature requests for three types of documents:

See installation instructions below or contact sales@mydocsafe.com for pricing information.

mydocsafe customer portals

1. Choose who should have access to MyDocSafe functionality.

mydocsafe customer portals

2. Grant access and click ‘Continue’.

mydocsafe customer portals

3. Wait for the installation to complete.

mydocsafe customer portals

4. Click ‘Done’ when installation is completed.

mydocsafe customer portals

5. Review the installed package (optional).

mydocsafe customer portals

6. Review the installed package (optional).

mydocsafe customer portals

7. Go to a page where you would like to install MyDocSafe widget, click on settings ‘edit page’, then pick the Custom add in. Please note that in order for Custom add-ins to be visible, you need to activate your domain name for Salesforce first.

mydocsafe customer portals

8 Activate the connection.

mydocsafe customer portals

9. You are now ready to start sending documents for e-signature.

mydocsafe customer portals

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