DocGen & eSign Admin Guide: Setup, Install, and Configure
- 1.1 1. Assign the Required Permission Set
- 1.2 2. Create a Salesforce Site
- 1.3 3. Grant Access to the Site Guest User
- 1.4 4. Click on the site guest user, navigate to their Profile
- 1.5 5. Provide access to the following Apex Classes
- 1.6 6. Grant access to the following Visualforce pages:
- 1.7 7. Configure Custom Settings
- 1.8 8. Add the ‘Generate Document’ Action
- 1.9 9. Save the PSPDFKIT credentials by executing the following script in the Developer Console (Execute Anonymous Window):
- 2 🎉 Setup Complete!
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.
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.
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):
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.