Install Simple Signature
How to do it in Simple Signature, one step at a time.
Last updated 9 Oct 2026
Install into a sandbox first. When the whole guide works there, come back and install into production.
Open the Simple Signature listing on the AppExchange. Click Get It Now.
Go to Simple Signature on the AppExchange. Sign in when the AppExchange asks. It shows a Trailblazer sign-in or a Salesforce login page. A Trailblazer account is the free login for Trailhead and the AppExchange. If the AppExchange lists your orgs and your org is not there, link it to your Trailblazer account first. The top of the site now reads AgentExchange. It is the same marketplace.
Pick your sandbox as the place to install.
A window asks Where do you want to install this package?. Under Connected Salesforce Accounts, pick the login of your sandbox. Then click the install button.
If the window offers only Install in Production, click Cancel. Open the Simple Signature change log and click Install in a sandbox. Sign in to your sandbox, and go on at step 5.
Later, when the whole guide works in the sandbox, repeat these steps and install in production.
If a terms box shows, tick it. Then click Confirm and Install.
Some installs show the box I have read and agree to the terms and conditions. If yours does not, go to the next step.
Sign in to the org, if Salesforce asks.
Salesforce opens the install page. Its title starts with Install Simple Signature, and it shows the version number. When Simple Signature is already in the org, the page offers Upgrade in place of Install.
Pick Install for All Users. Then click Install.
The three choices are Install for Admins Only, Install for All Users and Install for Specific Profiles. Only an admin sets Simple Signature up, but every user who takes signatures needs access to its pages.
Approve third-party access. Then click Continue.
A window named Approve Third-Party Access lists the web sites that Simple Signature calls, for features such as QR codes and Google Docs:
- CSP Trusted Site:
https://api.qrserver.com - Websites:
api.addressverificationapp.com,docs.googleapis.com,script.googleapis.comandwww.googleapis.com
Tick Yes, grant access to these third-party web sites. Click Continue.
When the install takes a while, Salesforce says it will email you when it finishes. Installed Packages then lists the app as ß Simple Signature.
- CSP Trusted Site:
Assign Simple Signature (Admin) to each admin who sets up Simple Signature.
Simple Signature has four permission sets. The free setup needs the first two.
Who Permission set What it allows Admins who set up Simple Signature Simple Signature (Admin) Full use of the app, with the admin tasks. Every other user who takes signatures Simple Signature (User) Full use of the app, without the admin tasks. The guest user of a Salesforce Site Simple Signature (Guest) Signing on a Site. The paid signature requests use it. Skip it for now. Users of an Experience Cloud site Simple Signature (Community) Signing on an Experience Cloud site. Skip it if you have no site. Open Setup. In the Quick Find box, type Permission Sets. Click Permission Sets. Click Simple Signature (Admin). Click Manage Assignments, then Add Assignment. Tick each admin. Click Next. Salesforce asks whether the assignment expires. Leave it with no expiration date. Click Assign.
Assign Simple Signature (User) to every other user who takes signatures.
Go back to Permission Sets. Click Simple Signature (User). Assign it the same way.
Applies to
Simple Signature 5.8.x. These steps come from the tested Simple Signature implementation guide, where they sit with the steps before and after them.
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