76 results matched your search criteria
Forum topic
Hi, I have client who is asking the following question:
We generate quotes in Salesforce and would like the generated quote to be used as the document that must be signed by the customer.
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I have a Sandbox account and am wanting to use your Salesforce connector. What is the best resource for how to go about installing and configuring it?
Thanks,
Darin
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I just installed OneSpan Sign for Salesforce. I am trying to test out a transaction, but whenever I go to prepare the document I get this error: User does not have EDIT/DELETE access to package. I have a System Administrator profile and I have been assigned to the appropriate permission sets.
Forum topic
We're not using One Span Connector for Salesforce. We will use Apex SDK.
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Hello, I was able to create an URL Snippet to automatically create a package from a convention. However, in my use case, I would like the URL to create the package and automatically allow the signer to sign in person.
Forum topic
Hi ,
I am unable to find a way to specify the authentication method when creating an e-signature process automatically/Programmatically .
Kindly Help us one of our customer need this solution .
Thanks
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I have a client who is asking to confirm on the following behavior in eSL for Salesforce Lightning:
1. Salesforce Files should be able to be added to a package by selecting "Related Object Attachment".
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I have another question out about installing the Salesforce connector:
https://developer.esignlive.com/forums/topic/installing-salesforce-connector/
Once I get an answer there and get everything installed, is there a guide/resource for creating a new package?
Forum topic
Hello,
Can you please take a look at the below and clarify?
Forum topic
Transaction is being created in One Span through apex but transactions are not being created in Salesforce. What's the process to create the transaction in Salesforce?