Simple Signature how-to

Free setup

• Install Simple Signature
• Check one Salesforce setting
• Set the wording of the form
• Choose the fields on the form
• Add the Sign button
• Take a test signature

Paid version

• Turn on the paid version

Form options

• Build a signature experience
• Add a Sign button for your experience
• Show the form on a record page
• Take signatures in a Flow
• Brand the form
• Advanced form options

Signature requests

• Set up the signature site
• Connect the site to Simple Signature
• Send a signature request
• Change the request emails
• More request options

PDF documents

• Check two Salesforce settings for PDF documents
• Make a PDF template in Google Docs
• Make a PDF page in Visualforce
• Show the PDF in a Flow before the signature

Administration

• Send reminders and clean up old requests
• Print a backup of all signatures
• Set up a sandbox made from production
• Move your setup from a sandbox to production

Help and updates

• Update Simple Signature

Simple Signature implementation guide · Troubleshooting · Other apps