Nintex eSign Configuration Settings

This information is for the legacy Salesforce solution using classic AssureSign document templates. For all new installations, the new AssureSign for Salesforce Lightning solution should be installed. Refer to Salesforce Lightning for more information.

Nintex eSign for Salesforce installs a tab that allows you to customize the default behavior of the Nintex eSign component within Salesforce. Some of the settings will come from your Nintex eSign account while others are based upon organizational preference.

To access this tab:

  1. Click the All Tabs arrow to bring up the list of available tabs (or "+" brings up all tabs on Lightning display)

  2. Click the tab labeled Nintex eSign Setup

  3. Click on the Configuration Settings sub-tab

  4. You must un-check Use demo mode configuration settings in order to enter production configuration settings specific to your Nintex eSign account.

Changes made to these configuration settings will affect all users of the Nintex eSign for Salesforce component within your organization.

Configuration Settings Terms

  • Context Identifier – The Context Identifier is an Nintex eSign account-specific string used in communicating with the Nintex eSign DocumentNOW service. This identifier can be found when logged into the Nintex eSign environment using an administrative user in the settings section.

  • Site URL – The web address of your Nintex eSign environment. See here for the URL. This should match the URL where you log into Nintex eSign.

  • Choose Default Expiration - Offers the ability to use the Default Expiration setting in the Nintex eSign environment or override it. When Nintex eSign Default Expiration is selected, the default expiration is set by the Nintex eSign environment setting. Selecting Salesforce Default Expiration overrides the setting with the value set in theSalesforce Default Expiration box. The default expiration can always be overridden on the New Document page.

  • Salesforce Default Expiration - The default number of days after document creation that an unsigned/incomplete document will remain active/available for signing. Each user can override this setting in the New Document page of the Nintex eSign for Salesforce component when submitting documents to Nintex eSign.

  • Document Storage Location - The default location where completed documents should be stored if Nintex eSign is configured to deposit them back into Salesforce upon document completion. The options are to store completed documents as 1) an attachment to the related Salesforce object from which a document was launched, or 2) as a Salesforce document

  • Default Document Type - The default document selection to be selected when a new document submission is started on a Salesforce object within the Nintex eSign tool. The options are:

    • Nintex eSign Document – do not send a document to Nintex eSign, use the default document assigned to the Template stored on the Nintex eSign site,

    • Salesforce Document – look for a document to pass in the Document library within your Salesforce environment, and

    • Salesforce Attachment – look for a document to pass that is currently attached to a specific Salesforce entity (such as an account or contact).

    The Default Document Type setting will merely pre-select the selection when a new document submission is started, and is meant to be a time saver based on your organization‟s work practices. Users of the control will still be able to select the other options.

  • Allow Immediate Presentment – The Immediate Presentment option is used to specify whether documents can be immediately presented to a signer upon creation from the submitter‟s desktop. Immediately after a document is created it can be signed by navigating to Existing Documents, selecting a document by clicking on the document name and then clicking the Sign Document button. The signer must be selected from a list.

    If the Nintex eSign Template used as a basis for the signing session contains multiple signing steps, only signers assigned to the currently active step will be presented. You may want to disable immediate presentment if your document signers are not physically present with the document signer.

  • Document Contains Dynamic JotBlocks – The option to specify that the document contains dynamically defined JotBlocks allows you to make use of an advanced feature of Nintex eSign whereby sections may be embedded in a document that define new signature areas or alter the properties (such as location) of predefined signature areas in the template. For more information on how to embed Dynamic JotBlocks in documents, refer to the DocumentNOW interface guide available from the Nintex eSign reference guides list (this feature is available in version 2 and later interfaces). If your documents will not contain dynamic JotBlocks, then you should set this toNo. If a user selects Yes then documents are opened and parsed on submission to detect for the delimiting characters that define these areas; mistakenly selecting Yes will not cause issues.

  • Use demo mode configuration settings – Turning on demo mode will default some settings to access an Nintex eSign demonstration account. This mode allows you to use a limited version of Nintex eSign for Salesforce in order to try out the features against a sample template; you will not be able to submit documents matching your production Nintex eSign Templates, and no DocumentTRAK services will communicate with your system.

Users

Each of your Salesforce users that will use the Nintex eSign tool for Salesforce must have an Nintex eSign user account (an email address) that matches their Salesforce user email address. At runtime, API calls to Nintex eSign are executed in the context of each user. For example, each user will see only the Nintex eSign templates that they have access to. And configurations that allow the sender of emails to be configured with the sender's user information require that each user have a unique Nintex eSign user account.