Salesforce (Legacy)

The Nintex eSign for Salesforce tool allows you to send documents directly from within the Salesforce environment using Nintex eSign Templates that you create within the Nintex eSign environment. Additionally, Nintex eSign workflow events may be configured to trigger communications via DocumentTRAK™ Web Notifications or Document Transmissions to Salesforce.

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.

• Getting Started

• Installation

• Add Nintex eSign to the Appropriate Page Layouts

• Configure Nintex eSign and Salesforce Object Mapping

• Configure DocumentTRAK Status Updates

• Configure Salesforce Security

• Nintex eSign Configuration Settings

• Salesforce Permissions

• Using Nintex eSignfor Salesforce