Installation

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.

Installing Nintex eSign For Salesforce

If a previous installation of the Nintex eSign tool exists, special care should be exercised to ensure you preserve all stored data regarding Nintex eSign documents. Please read the section titled Upgrading Existing Salesforce Installations in order to understand the proper sequence to follow.

New Installation

After the Nintex eSign for Salesforce package is successfully installed on your Salesforce environment a few steps have to be completed in order to correctly integrate your Nintex eSign account with your organization‟s Salesforce environment.

These steps include:

  • configuring Salesforce security settings,

  • modifying Nintex eSign configuration settings,

  • setting permissions,

  • adding to page layouts

Upgrading Existing Salesforce Installations

If you have a previous version of Nintex eSign for Salesforce installed in your account, you may be prompted to upgrade your existing installation. You do not need to uninstall the old version, as uninstalling will erase associated data from your Salesforce organization. Salesforce offers documentation on processes to import data back into your organization if you are installing a new version of a package, but this method is not recommended. Simply upgrading your Nintex eSign for Salesforce package will be sufficient and should maintain all existing data.

Upgrading Custom Visualforce Pages

When multiple versions of Nintex eSign for Salesforce are installed and the tool has been configured to be displayed on any custom Visualforce pages, you must update the Version Settings to point to the latest version of the Nintex eSign tool.

To do this, follow these steps:

  1. In your Salesforce environment navigate to Setup >> App Setup >> Develop >> Pages

  2. Click Edit next to the custom Visualforce page you wish to change

  3. Click the Version Settings tab and use the Version dropdown box listed on the Nintex eSign package to change the version as shown below. Select the highest installed version.