How to Send Your First Document for eSignature

Sending documents digitally is now a core requirement for modern businesses. With eSignature for Salesforce and seamless eSignature integration, users can configure and send documents for signing directly from Salesforce, eliminating manual paperwork and speeding up approvals while keeping all data centralized and secure. In this guide, we will provide you with quick steps to send documents for e-signing using Sign Made Easy.

Step 1: To configure SME, navigate to the App Launcher, search for the Sign Made Easy app, and open it.

Step 2: You will be redirected to the Sign Made Easy Setup page.

Step 3: Click the Configure SME button to initiate the connection between Salesforce and the SME Server.

Step 4: Once SME is configured successfully, click Button Creation Configuration under the Configuration section.

Step 5: Select the Salesforce object from which you want to initiate the SME process and enter the required Button Label.

Step 6: Click Create Custom Button to create the SME button.

Step 7: Click Go to Page Layout to navigate to the selected object’s page layout.

Step 8: Choose the required Page Layout and click on it.

Step 9: Open Mobile & Lightning Actions, then drag and drop the newly created button into the appropriate section.

Step 10: Click Save to apply the changes.

Step 11: Open the App Launcher, search for the object where the SME button was added, and open a record.

On the record page, click the custom button to launch the Create Transaction screen, where you can add documents and recipient details.

Step 12: Click Upload Documents and add the files you want to send for eSigning.

Step 13: Click Add Recipients and enter the required recipient information.

Step 14: The required tags have already been added to the document through the sign parameter; you can proceed directly by clicking the ‘Begin In Person Signing‘ button. Otherwise, click the ‘Preview and Tag‘ button to add the necessary tags to the document before proceeding.

Step 15: Click Continue to proceed.

Step 16: Verify the recipient name, email address, and document authorization, then click Continue.

Step 17: Click I Agree to accept the consent.

Step 18: Click the Signature tag to place the signature.

Step 19: Next, click Adopt Signature and Sign to apply the selected signature style.

Step 20: Click Complete Sign to finish the signing process.

Step 21: Click Continue to confirm that the first recipient’s signing is complete.

Step 22: Click Complete In Person Signing to finalize the in-person signing flow.

Step 23: The second recipient receives an email notification and clicks View Document.

Step 24: The recipient clicks I Agree to proceed.

Step 25: Click the Signature tag to apply the signature.

Step 26: Click Adopt Signature and Sign to complete the signing.

Step 27: Click Complete Sign to finalize the document.

Once completed, the signing process is finished, and a confirmation email is sent to all recipients.

Conclusion

This step-by-step flow streamlines how Sign Made Easy capabilities simplify document signing while keeping everything within Salesforce. Using Salesforce eSignature, teams can ensure faster approvals, better compliance, and a fully digital signing experience without leaving the CRM.

By implementing the Salesforce eSignature solution, your business can build reliable, end-to-end digital document workflows. HIC Global Solutions offers Salesforce services that simplify and optimize your signature workflows. By ensuring eSignature processes align seamlessly with your business operations, HIC Global Solutions enables faster execution, stronger compliance, and consistent results across teams.