A5 Signature uses Google Docs to send documents for signature. We chose this platform for our app because Google Docs is the most modern and efficient platform for managing documents in the cloud. It’s easy to use and offers document formatting tools similar to Microsoft Word, as well as the option to import existing Word documents.
A5 Signature is the only eSignature app to leverage Google Docs powerful collaboration tools such as suggestions, comments, and version control. Because the document is stored online, it is always current and can be viewed/edited by multiple people at once. This allows your team the flexibility to:
- Collaborate internally on templates with controlled permissions
- Collaborate internally on generated documents prior to sending to customers
- Negotiate with customers within a generated Google document
With A5 Signature app, you can send any existing Google Doc for signature or pair with A5 Documents app to auto generate a Google Doc based on a template with merged data from a Salesforce record, then send for signature. To get started using A5 Signature, follow the steps below:
- Install & Authorize the App
- Relate the eSign Object to Another Object
- Add eSign Docs to the Page Layout of Related Objects
Install & Authorize the App
- Go to the AppExchange profile for A5 Documents and click the Get It Now button. If you are using Salesforce Professional Edition, you will need to submit a case to Salesforce support to get your API enabled. A5 Signature app will not work without API enabled.
- Follow the steps prompted to install the package in Production or Sandbox org. We recommend installing for use by all users instead of just Admins if you intend to have used by all or most users. Otherwise, you’ll need to manually adjust permissions for each profile.
- After you click to install, you will be prompted to grant access to the third-party website accept.today, which is the domain we use for the A5 Signature app. Click yes to authorize.
- Once you have installed, go to the app launcher and open A5 Signature.
- Open the eSign Configuration tab.
- Enter an admin email into the Alert Email field and Save. Alert emails are sent when there is an error processing a signature save outside of Salesforce. For example, if API limits have been reached or there is an issue connecting to Salesforce.
- Authorize the app by clicking the Grant Access button. If you see eSign Server error when trying to grant access to the app, please review this article for more detail.
- You’ll see a popup screen notifying you that A5 Signature is asking to access your basic information, manage your data, and perform requests on your behalf. What this means:
- This connects your Salesforce org with the A5 Signature app so we can display documents you send for signature and update the signature status in your Salesforce.
- Whoever grants access to the app must remain an active user and have a system administrator profile type, or have all proper permissions to the app package components and any objects/fields in use with the app.
- Click “Allow” to authorize the app and get started.
Relate the eSign Object to Another Object
When the app is installed, the eSign Doc object is created to track all of the documents you send for signature and their status.
By default the eSign Doc object is already related to the Account, Contact, and Opportunity standard objects. You can relate the eSign Doc object to any standard or custom object in order to send documents related to a record on that object.
Add eSign Docs to the Page Layout of Related Objects
Next, add eSign Docs to the page layout of the object you’ve related to eSign Docs.
- Go back to the Object Manager and click the object whose page layout you are modifying. Select Page Layouts and click Edit next to the layout that you will add the eSign Doc related list.
- Select Related Lists, locate and add eSign Docs to the Related Lists layout
- Without leaving edit mode, scroll down to the related list you just added, and click on the wrench icon to modify the properties.
- Select the following fields to display on the related list:
- Document ID
- Created Date
- Email Opened
- Document Opened
- Recipient Signed
- Signature Status
- Doc Link
- Sort by:
- Created Date
Now that you’ve configured the app, your next step will be to send a document for signature. There are three main ways to send a document for signature — listed below are articles about each method.
- Send an Existing Google Doc for Signature
- Send an Existing Google Doc for Signature with Custom Button
- Use A5 Signature with A5 Documents for Full Automation