Author Archive

Cancel App Subscription in AppExchange

1. Login to AppExchange.

2. Navigate to “My Installs & Subscriptions”.

3. Click “Manage Subscription” next to A5 Signature app if you want to cancel.

4. Click “End Subscription”.

5. Click “Done”.

BILLING PERIOD: You will have option to cancel immediately or at the end of the billing period.

UN-CANCEL: If you want to un-cancel app subscription before the billing period ends, you can un-cancel through subscription detail in AppExchange following these steps: From Profile picture, click on “My Installs & Subscriptions”, in the listing row you want to renew the subscription, click on the arrow down button and choose “Manage Subscription”. Then hit on “Renew Subscription”.”

RE-ACTIVATE: If there is chance you will reactivate app subscription in the future, you should not uninstall the app from your Salesforce org and then you can reactivate when ready following these activation instructions. Once you reactivate, all previous configurations will still be there.

Add or Decrease Users in App Subscription

To Add/Remove Users to Existing A5 Signature app Subscription: 

  1. Login to AppExchange and click your name/photo icon in the top right, then “My Installs & Subscriptions.”
  2. Find A5 Signature app. Click drop down arrow to right of app subscription and click “modify subscription.”
  3. If you want to add more users, you would change user amount on existing subscription to total number of new users. For example, if you had 1 user and now want 3 more users, you would change the 1 to 4 total users. Or if you had 5 users and want to remove 1 user, you would change it to 4 total users.
  4. Click to save subscription with new amount of users.
  5. To assign or remove licenses purchased to your Salesforce Users, go to your Salesforce, then to Setup, and Installed Packages.
  6. Click “Manage Licenses” link next to the A5 Signature package.
  7. Add and remove users to the app to manage the licenses available.
  8. You can always return to AppExchange area to buy more licenses or less licenses.
  9. If you want to cancel your app subscription, you can review this article.

 

To Update Method of Payment for existing A5 Signature app subscription:

  1. Login to AppExchange and click your name in the top right, then ‘My Account’ or ‘My Installs & Subscriptions.”
  2. Click on the drop down arrow for A5 Signature subscription and click “manage subscription.”
  3. Click to edit and follow steps to update method of payment.
  4. Click save.

 

To Activate or Re-activate Your A5 Signature subscription, please review this activation article.

To Cancel your A5 Signature App subscription, you can review this cancellation article for more detail.

Capture Credit Card Information from Signer

Use Case: I would like to capture customer credit card information at the time they are signing the document. What process could I set up for this?

App Expert Reply: One option could be to have the customer sign, then automate sending an email with a link to a formassembly.com form to collect credit card information and potentially even process authorization and payment. Another option could be that after signing the document, it redirects to a website that has the credit card form embedded. After we have app redirect, we send the document ID with it that can be used to lookup the record in Salesforce and pre populate information. Should you want help to configure this process, our app expert team could assist you at $125/hour.

A5 Signature App Legality

Electronic documents and signatures are legally binding for nearly every business or personal transaction around the world. A5 Signature enables you to electronically sign while exceeding the requirements of the ESIGN Act and the Uniform Electronic Transactions Act in the United States (see this PDF article for more detail), in addition to other national laws worldwide where electronic signatures are recognized.

How does A5 Signature help meet legal requirements?
A5 Signature has been developed to meet the legal requirements of the U.S. ESIGN Act and other country laws, by allowing users to:

  • Verify signer identity/location with recording IP address 
  • Confirm signer intent to sign electronically
  • Link signatures to signers and documents
  • Record all important document and signature activities within Salesforce
  • Allow ongoing, secure access to A5 Signature documents within Salesforce
  • Transfer and store signed documents securely to Salesforce in non-editable PDF

A5 Signature provides the proof for legally-binding electronic signatures:

For each document, A5 Signature automatically generates and stores a time-stamped history of the send, view, and sign actions within Salesforce. We also record the signed name, email, and IP Address of the signer. This information is captured in the eSign Doc record within Salesforce that is generated for every eSignature transaction. 

Statement on HIPAA Compliance:

A5 Apps is not storing any documents you send for signature using the A5 Signature app. All the documents are in your google drive and then within your Salesforce org. You can review this article on Google Platform security and the app also goes through rigorous security review to be published on Salesforce AppExchange

While the document is out for signature, that google document is available to anyone that has the long unique link (this most likely not related to HIPPA).  Everything is under https and encrypted. And all documents are stored in your own google drive. Signed documents are then transmitted securely as PDF directly into your Salesforce org. In terms of HIPAA compliance, we securely transmit encrypted documents and are considered a conduit. You will want to focus the HIPAA compliance on Salesforce and Google since that is where your documents are stored. Both platforms are able to be HIPAA compliant under your own accounts with them.

 

If you need this information in a PDF document, please email support@a5-apps.com to request to be emailed PDF format copy.

 

 

eSign Error : Number of Email Invocations: 7 out of 10

Full Error Message:

Subject: Apex governor limit warning
To: XX
Operation: /aura
By user/organization: XXXXXXX/XXXXXXXX
Caused the following Apex resource warnings:
esign:Number of Email Invocations: 7 out of 10
(these emails can be disabled from the user detail page for this user)

Reason for Error/How to resolve:

This error can happen when trying to add more than 10 attachments in one email. To resolve, please upgrade your app package to what we have posted on AppExchange (make sure you are only logged into related Salesforce org that error is coming from when upgrading your package): https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000q4LeEAI.

Once you have the new package installed, go to eSign configuration tab and refresh your authorization. Then test again in same way you did before and see if error resolved. If not resolved, please submit a case to A5 Apps Support with your detailed steps and provide login access to org.

eSign server error. Document SignedError occured when uploading attachment

Error MessageeSign server error. Document SignedError occured when uploading attachment for document (a3R7F000000Q4M8UAK) to salesforce.

App Expert Reply:
– The document ID (a3R7F000000Q4M8UAK) is referring to an eSign doc ID.
– Use global search in Salesforce and search for document ID *a3R7F000000Q4M8UAKb*.
– By viewing the eSign user can analyze if anything is wrong with it and can view activity history.
– With this error, the signature status was most likely manually changed to “signed” by a user rather than automated update based on app workflows. If a user tried to change the unsigned Doc to “signed” status, the server recorded it as error since there is no document saved.

eSign server error. Recipient Sign View. Error occurred when updating document with EncodedId

Full Error Message:
eSign server error. Recipient Sign View. Error occurred when updating document with EncodedId (e79e6d02-f6b0-43ba-8690-10850db7b4cb) open date in salesforce.

App Expert Reply:
– The encoded ID is referring to an attachment ID of an eSign Doc record in your Salesforce org.
– In this specific error message, it is referring to not being able to update the “open date” field in Salesforce though you may see a similar error message referring to another field.
– Use global search in Salesforce and search for encoded ID ‘e79e6d02-f6b0-43ba-8690-10850db7b4cb’ the search should show up the eSign doc with that EncodedId.
– By viewing the eSign user can analyze if anything is wrong with it and can view activity history.
– If the search doesn’t find the eSign, then it could be a test eSign that maybe you created and then deleted. Now the service is trying to update an eSign record that is no longer in the system, so giving an error.

  • Check that you have latest package installed from AppExchange.

Error Message: “Google Doc not found”

  1. This error can happen if the sharing settings on google doc template are set to “private.” You”ll want to update the sharing permissions so that the app can find it. You can review this article for how to update sharing settings of google doc.
  2. If the above step did not resolve the error, another reason it could happen is because of the Salesforce sharing rules of the Document Action object (is using with A5 Documents app to trigger creation of eSign doc) or eSign doc object. You can check the sharing permissions of objects by going to Setup > Security Controls > Sharing Settings > click to edit Document Action and/or eSign Doc object to be “public read/write.”

Create a Google Docs File

Create Google Docs file

  1. Log in to your Google Drive. Click “New” button and select Google Docs:
    NewDocFromDrive
  2. Or go directly to Google Docs.
  3. Give the Google Doc template a title in top left corner. If using A5 Signature app with our A5 Documents app, we suggest to put at least one merge field into title of document (this can be added later when building your template inside Salesforce) so that it merges a unique filename from each Salesforce record. You will be able to edit,  format, and add merge fields onto the template directly in the template builder inside document action.
  4. Save Google Docs document ID to clipboard (or keep in open in a separate tab, you will need it in next step):
    1. It’s listed in Google Docs URL after “document/d/” and before closing “/” (do not include “/” in the beginning and in the end)
      Example:
      https://docs.google.com/a/ramseysolutions.com/document/d/19Bgd3kqLq85VABpB1_0Ft0XULH8ddDEw_NjT7RK_0ws/edit
      GoogleDocsID
  5. Set Google Docs sharing setting of the document based on desired access level you wish to give people in your company to this template. Click on “Share” button at the top right corner of the screen:
    ShareButtonGoogleDocs
  6. Click “Advanced”:
    AdvancedSetting
  7. By default the access level will be set to “Private – Only you can access”. You can keep the setting as private if you are the only person who needs to have access to the template and generate documents. If others need to be able to access template to generate documents, you need to change document access level. Click “Change”: 
    ChangeSetting
  8. On the next screen you can select who should have access to the document and what type of access level they have to document (can “edit,” can “comment,” or “can view”):
    1. On – Public on the web. Anyone on the Internet can find and access. No sign-in to google drive required.
    2. On- Anyone with the link. This is the most popular option that most app customers use. Anyone who has the full google doc link can access. No sign-in to google drive required and other users will be able to access the google doc template within document action.

      1. NOTE: If you do not see the “Anyone with the link” as an option for sharing/permission settings on your Google doc, then you have some strict sharing settings setup on your company Google Drive and the Super Admin of your drive will need to alter the settings to be able to generate documents with app, see this articlefor more detail.
    3. On – XXX Company (Will show your company name rather than A5 Apps). Only people at your company will be able to find and access the google doc template.
    4. On – People at XXX Company with the link (Will show your company name rather than A5 Apps). Only people at your company who have the full google doc link will be able to access this template.
    5. Off – Specific people. You can choose this option if you want to restrict access to only some individuals. You can manually share the specified google doc template with certain email addresses.