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1. Assign the Required Permission Set
Navigate to Setup → Quick Find → Search for ‘Permission Set’.
Locate ‘Cloud Maven - DocGen & eSign –
...
Admin’ and click on ‘Manage
...
Assignments’ (as shown in
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the image).
Assign the permission set to the required users.
...
...
2. Create a Salesforce Site
Go to Setup
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→ Quick Find → Search for ‘Site’.
Create a new Salesforce Site, enter all required details as shown in the image, and click Save.
3.
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Grant Access to the Site Guest User
Use the Search bar to find site guest user
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.
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4. Click on
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the site guest user
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, navigate to their Profile
5. Provide access to the following Apex Classes
docgen_esign.AutoPopulatedSigningScreenControllerdocgen_esign.SigningScreenControllerdocgen_esign.UtilityClass
...
...
Also , give access to Visualforce pages as shown below.
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6. Grant access to the following Visualforce pages:
docgen_esign.AutoPopulatedSigningScreendocgen_esign.PDFESigningScreendocgen_esign.PDFSigningScreen
...
7. Configure Custom Settings
Go to Setup → Quick
...
Find → Custom Settings
...
.
Click on Manage
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, then select ‘DocGen & eSign Configuration’.
...
...
Click on Edit of Logo URL and Organization URL as shown below.
Edit the following fields:
Logo URL: Add
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the client’s logo URL.
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Organization URL
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: Enter the organization’s http://force.com domain.
Signing Link:
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Add the newly created Site URL followed by
?sign=
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.
Visualforce URL:
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Contact the Cloud Maven team for
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this value.
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...
8. Add the ‘Generate Document’ Action
Navigate to Object Manager
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→ Select the Source
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Object → Click on ‘Buttons, Links, and
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Actions’.
Click
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New Action
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and enter the required details.
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7.Enter details as shown below and create new Action. Add Add the ‘Generate Document’ button in ‘Mobile and Lightening Action ‘section on Page layout as shown below. to the ‘Mobile & Lightning Actions’ section of the Page Layout.
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Congratulations 🎉 , DocGen and eSign setup has been completed successfully.
9. Save the PSPDFKIT credentials by executing the following script in the Developer Console (Execute Anonymous Window):
| Code Block |
|---|
docgen_esign.AdminServices.saveDocGenCredentials('<Environment>','gVVsNwNx94rbZVReqxrbKmX3bp+w9zj21e3/trlAx5U=', '<Site License Key>', 'Vf Page License Key'); |
🔹 Note: Credentials will be added by the Cloud Maven team. Please reach out to Cloud maven team for the referencecontact them for further assistance.
🎉 Setup Complete!
DocGen & eSign has been successfully configured.