Installation guide

This document is aimed at Salesforce administrators and Salesforce integration partners and details the process of installing and configuring the Signicat Express Sign on Salesforce. Follow the instructions below to install the component, configure client credentials and place the component on a Salesforce page.

Before you start

If you don't have a Salesforce account already, you need to Sign up (opens new window).

If you don't have a Signicat account already, you need to create a free account first:

Create a free account

Install the component

1. In AppExchange Marketplace (opens new window) search for 'Signicat'.

2. Click on the listing for Signicat Express Sign.

3. Press Get It Now to install the component. If available, it is recommended to use a Salesforce test environment.

4. Choose Install for All Users and click Install.

   

5. To proceed with the installation, grant access to third-party websites. Check the box and click Continue to connect Salesforce with the Signicat Sign API.

6. The installation is now complete! You will receive a confirmation email from Salesforce.

7. Click Done to be redirected to "Installed Packages" in your Saleseforce "Setup" page. You should see "Signicat Express Sign" in the "Package Name" column.

8. Now you are ready to configure this component with API client credentials.

Stuck?

Try to repeat the steps 1-8 or contact Signicat support (opens new window).

Add client credentials

These steps show you how to configure Signicat Express Sign with client API credentials to authenticate the Signicat Sign API with Salesforce.

1. Signicat Dashboard

Create a new API client from the Signicat Dashboard at https://dashboard.signicat.io/ (opens new window) (or the test environment (opens new window)):

1. Follow steps 1-5 of the How to create an API client guide.

2. To be able to process signing orders, enable access to the following "Document" scopes:

   • "document_read"
   • "document_write"
   • "document_file"

   

3. Get the client ID from the from the "Overview" in the "Client menu".

4. Retrieve the client secret that was displayed when you created the API client.

   TIP

   To update a client secret, navigate to "Secrets" (on the "Client menu"). Click Edit on the secret you want to change. Then, click Generate and store the new secret value in a safe place. Click Save to apply these changes.

2. Salesforce

1. Log in (opens new window) to your Salesforce account.

2. Go to the Setup page: click on the gear icon on the top right navigation bar and click Setup from the dropdown menu.

3. Navigate to "Custom Metadata Types": search via the "Quick Find" box on the top left or follow "PLATFORM TOOLS" > "Custom Code" > "Custom Metadata Types" on the sidebar.

   

4. Press Manage Records for "Signicat Express Sign".

5. Click Edit under the column "Action".

6. Enter the Client Id and Client Secret retrieved from your Signicat account.

   

Place the component

On Salesforce, you can customise the homepage look and place there your favourite components for quick access. To add the Signicat Express Sign component to your Salesforce homepage:

1. Go to your Salesforce homepage.

2. Press on the gear icon on the navigation bar on the top right and click Edit Page.

3. From the left side of your screen find the expressSign component. Click and drag it to your preferred location on the page.

4. Press Save on the top right to activate the component.

5. Go back to your Home page by clicking the left-oriented arrow on the top left of your screen.

You are now ready to create your first signing order!

What's next?

Follow the Quick start guide to learn how to create signing orders.