Post-Setup Requirement
After installing the DocGen and Signer package, the application must be configured before it can
be used by end users through the user interface (UI).
1. Search app :
Search for the “ DocGen and Signer ” in the app launchers search box.
2. Site Setup :
To set up a Site, click the Setup (⚙️ Gear icon) → type “Sites” in the Quick Find box → select Sites → click New, then enter the required site details.
Setup Configuration :
This process enables us to configure system-level settings necessary for document generation and signing. It includes linking the document process to a Salesforce Public Domain Site, setting up redirects, and defining success or failure landing pages or messages. These configurations ensure that signers experience smooth navigation and clear feedback while interacting with generated documents.
Steps to Configure
- Go to the Setup tab.
- Select the existing Public Domain Site.
- Enable the Redirect option if you want to redirect users to another page after document actions.
- If using redirects, enter the Success URL (Users are redirected to after a successful action).
- Enter the Fail URL (page users are redirected to if the action fails).
- Click Save to apply the configuration.
3. Permission Set :
If users require additional object permissions, create a custom Permission Set for standard users
and manage the assignment of this Permission Set to guest user.
4. Organization-wide Email Addresses :
To send emails to signers, the application uses Organization-Wide Email Addresses. This feature allows emails to be sent from a verified organizational address instead of an individual user’s email.
Steps to Add an Organization-Wide Email Address
- Go to Setup (⚙️ Gear icon).
- In the Quick Find box, search for Organization-Wide Email Addresses.
3. Click Add and Enter the required details such as Display Name, Email Address.
4. Select the radio button Allow All Profiles to Use this From Address. Emails will not be sent to the signers if a profile is not selected.
5. Click Save.
6. A verification email will be sent to the provided email address. Open the email and click the verification link to confirm.
5. Page Layout setup :
To add the Generate Document button to the target object where the document is created, follow the steps below:
Steps :
- Navigate to the target object on which the document is created.
- Click the (⚙️ Gear icon) and select Edit Object.
3. Go to the Page Layouts section.
4. Select the desired Page Layout.
5. In the layout editor, go to Mobile & Lightning Actions.
6. Drag and drop the Generate Document button onto the layout.
7. Click Save.
8. Return to the object record page and refresh to view the Generate Document button.
