RSign for Salesforce

App Overview:

Adding the Send RSign and Send One-Click RSign buttons to your Salesforce objects makes it easy for users per message, or for admins to automate, from Salesforce. Each message returns legal and court admissible documents with e-signatures and a robust e-sign audit trail.

RSign for Salesforce includes a variety of:

  • pre-fill options, filling document fields automatically from Salesforce field data before sending for e-signature,
  • template automation rules, guided e-sign controls, notifications, dependencies, and other configurations,
  • back-fill options to populate Salesforce fields with e-sign status information as well as the final e-signed records.

Installation Tips:

  • When installing, select the option Install for all users
  • Assign the permission set to enable the RSign for Salesforce app for select users after the installation
Get Installation Link

Product Tour

How to Install

Install in Production:

  1. Access the “Production” installation link and add it as an administrator here
  2. Select Install for All Users
  3. Assign the RSign Permission Set to the select users you want to access the application

Install in Sandbox:

  1. Access the “Sandbox” installation link and add it as an administrator here
  2. Select Install for All Users
  3. Assign the RSign Permission Set to the select users you want to access the application

Access Admin Guide

Customer Stories

McKesson

HealthTech.

We’re helping McKesson bring medical device innovation to friends in need, faster, to improve their life outlook.

Read More
Acuity

Operations

We’re helping Acuity and its accountancy clients with critical e-communications when tracking your finances and assuring compliance.

Read More
TPx

LegalTech.

We’re helping TPx speed delivery of its world class communications IT services, to help your business thrive.

Read More

App Info

Version:

1.8

Languages Supported:

App Language: English. Configurable for additional languages.

Service Language (Messages, Receipts, etc.): Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Minimum Requirements:

Operating System Any
Browsers Google Chrome, Mozilla Firefox, Safari and Microsoft Edge
Browser Version Latest
Function model Web based application that is used in Salesforce
Installation Components
  • 7 Actions
  • 75 Apex Classes
  • 2 Apex Triggers
  • 2 Apps
  • 1 Asset Files
  • 14 Button or Links
  • 126 Custom Fields
  • 4 Custom Metadata Types
  • 10 Custom Objects
  • 2 Documents
  • 1 Document Folders
  • 6 Languages
  • 1 Lightning Pages
  • 1 List Views
  • 15 Page Layouts
  • 1 Permission Sets
  • 6 Remote Sites
  • 28 RSign Details
  • 23 Setting Master Data
  • 4 Static Resources
  • 2 Tabs
  • 10 Time zones
  • 3 Visualforce Components
  • 12 Visualforce Pages
Install package Web based installation
Uninstall Salesforce package uninstall
Deployment Single user, user group or company-wide deployment
Updates Manual upgrades only
Requirements Valid inbound and outbound email account.
Salesforce Org.
Administrative rights required for installation only.
Recommended email format HTML or plain text (Rich Text not recommended)
Licensing Per user, shared group of users, or usage-based
Feature customization RMail Configuration tab
“Send RMail” Button location In the email compose page, at the top right.