What is EchoSign?
EchoSign is a third party application developed by Abode to email documents for signature. Sending documents in EchoSign is as easy as sending email. You can track you document process. You can use EchoSign to single document by multiple people. EchoSign is available for Professional, Enterprise, Unlimited and Developer Edition.
Let’s now integrate EchoSign with Salesforce. Go to appexchange and search Adobe EchoSign. And click “Get It Now”.
Click “Log in to the AppExchange” if you have salesforce account or click “I don’t have a login” if you don’t salesforce account
Click “Install in production” to install in production or developer org. Click “Install in sandbox” to install EchoSign in Sandbox.
Review the information below and select “I have read and agree to the terms and conditions” and “Confirm and Install”.
Enter the salesforce login credentials.
Select as desired and click Install.
Install for Admin Only: EchoSign access to admin only.
Install for All Users: EchoSign access to all the users.
Install for Specific Profiles: Select specific profiles to give EchoSign access.
Select “Yes, grant access to these third-party web sites” and continue. Salesforce administrator will receive once the EchoSign has been installed on the Salesforce.
Configure EchoSign after installation. Go to app menu and click EchoSign. When you click on any tab following setup will be displayed. Here we need to Enable Trusted IP Range 1 and Enable Trusted IP Range 2.
Click Enable Trusted IP Range 1: A new page automatically opens and save already entered Start and End IP Address.
Similarly Enable Trusted IP Range 2.
Once both Trusted IP Range are enabled, Next button is enabled for the next step.
Enter Salesforce credentials and Save. If you don’t enter the salesforce logging credentials the Next button below is grayed out.
Once you save the credentials you can now Next button enabled. Click Next
To connect EchoSign account to Salesforce we need to enter Account API Key. To get the API Key click the link “Get EchoSign API Key”
Click API Key to generate the key.
Copy the API Key.
Enter the EchoSign Account API Key and click Next.
EchoSign setup successfully complete.