Hi , Does anyone know how to change signer in salesforce Echo sign ?

Question

Deepali Kulshrestha · Answer

Hi Shailac,

1- Install Adobe EchoSign from AppExchange.

2- After installation, a few simple steps are required for configuring the EchoSign. First, click EchoSign Admin tab:

Step 1: Setup the Trusted IP Ranges for Echo sign.

Once IP Range is added, close that Pop-up window.

Step 2: For getting the automatic updates, add your Salesforce user name and password in EchoSign Automatic Update Settings, click the

‘Next’ button to continue.

Step 3: Get the EchoSign API key from your EchoSign account, and save it in Salesforce.

Do not check the option ‘Lock sessions to the IP address from which they originated’ under Session Settings.

If you run into a problems with sending agreements, you can contact EchoSign Support to ensure that your EchoSign account is slotted in

the right channel for the Salesforce integration, which is the default for Salesforce users.

EchoSign for Salesforce requires that you have cookies enabled on your browser. Please also check that third-party cookies are enabled as

that is required in some browsers to fully access the application pages.

Adding EchoSign Agreements List On The Contact, Opportunity, Account, Leads And Contracts Page Layouts

The steps below describe how to associate Agreements with a Contact object, but they can be applied to any other object referenced from the

Agreement object – Opportunities, Accounts, Leads and Contracts.

-> Go to Setup / Customize / Contacts / Page Layouts

-> Click ‘Edit’ next to Contacts Layout

-> Click ‘Related Lists’, then drag and drop the ‘Agreements’ list to the desired place on the page layout

-> Click ‘Save’

Creating an Agreement Template

To create a new EchoSign Agreement Template, follow the steps below:

1-Select ‘EchoSign’ on the menu at the top right of the screen

2-Click the ‘Agreement Templates’ tab

3-Click ‘New’

If you have any other doubts then you can check the solution here.

Here you will find the detailed description.

I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,

Deepali Kulshrestha

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