DocGen & eSign Admin Guide: Setup, Install, and Configure

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 the image).

• Assign the permission set to the required users.

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2. Create a Salesforce Site

• Go to Setup → Quick Find → Search for ‘Site’.

• Create a new Salesforce Site, enter all required details as shown in the image, and click Save.

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3. Grant Access to the Site Guest User

• Use the Search bar to find site guest user.

4. Click on the site guest user, navigate to their Profile

5. Provide access to the following Apex Classes

• docgen_esign.AutoPopulatedSigningScreenController

• docgen_esign.SigningScreenController

• docgen_esign.UtilityClass

6. Grant access to the following Visualforce pages:

• docgen_esign.AutoPopulatedSigningScreen

• docgen_esign.PDFESigningScreen

• docgen_esign.PDFSigningScreen

7. Configure Custom Settings

• Go to Setup → Quick Find → Custom Settings.

• Click on Manage, then select ‘DocGen & eSign Configuration’.

• Edit the following fields:

  • Logo URL: Add the client’s logo URL.

  • Organization URL: Enter the organization’s http://force.com domain.

  • Signing Link: Add the newly created Site URL followed by ?sign=.

  • Visualforce URL: Contact the Cloud Maven team for this value.

8. Add the ‘Generate Document’ Action

• Navigate to Object Manager → Select the Source Object → Click on ‘Buttons, Links, and Actions’.

• Click New Action and enter the required details.

Add the ‘Generate Document’ button to the ‘Mobile & Lightning Actions’ section of the Page Layout.

9. Save the PSPDFKIT credentials by executing the following script in the Developer Console (Execute Anonymous Window):

🔹 Note: Credentials will be added by the Cloud Maven team. Please contact them for further assistance.

🎉 Setup Complete!

DocGen & eSign has been successfully configured.