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

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

1. Assign the Required Permission Set

  • Navigate to SetupQuick 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.

11.jpg

2. Create a Salesforce Site

  • Go to SetupQuick Find → Search for ‘Site’.

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

 

23.jpg

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 SetupQuick FindCustom 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):

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 contact them for further assistance.

🎉 Setup Complete!

DocGen & eSign has been successfully configured.

 

 

 

Related content

Step by Step Guide to Creating a Document Template in DocGen & eSign.
Step by Step Guide to Creating a Document Template in DocGen & eSign.
More like this
How to Automate and Create Document Workflow
How to Automate and Create Document Workflow
More like this
Step-by-Step Guide to Adding an Email Template
Step-by-Step Guide to Adding an Email Template
Read with this
Step-by-Step Guide to Adding Signers
Step-by-Step Guide to Adding Signers
More like this
DocGen and eSign
DocGen and eSign
Read with this
How to map document fields to sObject fields for DocGen and eSign app.
How to map document fields to sObject fields for DocGen and eSign app.
More like this