by bianca.silva | Nov 7, 2025 | Administrator Guide
Enable Sites In Salesforce, click the gear icon (⚙️) and select Setup. In the Quick Find, type Sites and select Sites. If this is your first time, you will be prompted to register a Force.com domain. Enter a unique domain name (e.g., mydomain) that will be used...
by bianca.silva | Nov 7, 2025 | sign2.me Help
After installing sign2.me for Salesforce, you need to assign the proper Permission Sets to users based on their roles and level of access within the app. For Admins Admins have full access to configure and manage sign2.me, including site setup, templates, and...
by bianca.silva | Nov 7, 2025 | sign2.me Help
Before you start using sign2.me, make sure everything is properly set up in your Salesforce org. 1. User Permissions After installation, you need to assign the correct Permission Sets to each user type. For Admins Assign the Permission Set sign2.me – Admin...
by bianca.silva | Nov 6, 2025 | sign2.me Help
A Salesforce Domain is required to enable secure public access to your app’s features, such as signing pages or external integrations. Creating a domain allows you to host your public site under a trusted Salesforce URL...
by bianca.silva | Oct 15, 2025 | Administrator Guide
The signature history component is a visual tool that can be added to any platform object (such as Account, Opportunity, or Case). It allows users to view, in a centralized manner, the complete history of an envelope—from creation and sending to the progress of...
