RMail for Salesforce

RSign for Salesforce

App Overview:

Adding the Send RSign and Send One-Click RSign buttons to your Salesforce objects makes it easy for users per message, or for admins to automate, from Salesforce. Each message returns legal and court admissible documents with e-signatures and a robust e-sign audit trail.

RSign for Salesforce includes a variety of:

  • pre-fill options, filling document fields automatically from Salesforce field data before sending for e-signature,
  • template automation rules, guided e-sign controls, notifications, dependencies, and other configurations,
  • back-fill options to populate Salesforce fields with e-sign status information as well as the final e-signed records.

Installation Tips:

  • When installing, select the option Install for all users
  • Assign the permission set to enable the RSign for Salesforce app for select users after the installation

Product Tour

How to Install

Install in Production:

  1. Access the “Production” installation link and add it as an administrator here
  2. Select Install for All Users
  3. Assign the RSign Permission Set to the select users you want to access the application

Install in Sandbox:

  1. Access the “Sandbox” installation link and add it as an administrator here
  2. Select Install for All Users
  3. Assign the RSign Permission Set to the select users you want to access the application

Access Admin Guide

Customer Stories

App Info

Version:

1.8

Languages Supported:

App Language: English. Configurable for additional languages.

Service Language (Messages, Receipts, etc.): Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Minimum Requirements:

Operating SystemAny
BrowsersGoogle Chrome, Mozilla Firefox, Safari and Microsoft Edge
Browser VersionLatest
Function modelWeb based application that is used in Salesforce
Installation Components
  • 7 Actions
  • 75 Apex Classes
  • 2 Apex Triggers
  • 2 Apps
  • 1 Asset Files
  • 14 Button or Links
  • 126 Custom Fields
  • 4 Custom Metadata Types
  • 10 Custom Objects
  • 2 Documents
  • 1 Document Folders
  • 6 Languages
  • 1 Lightning Pages
  • 1 List Views
  • 15 Page Layouts
  • 1 Permission Sets
  • 6 Remote Sites
  • 28 RSign Details
  • 23 Setting Master Data
  • 4 Static Resources
  • 2 Tabs
  • 10 Time zones
  • 3 Visualforce Components
  • 12 Visualforce Pages
Install packageWeb based installation
UninstallSalesforce package uninstall
DeploymentSingle user, user group or company-wide deployment
UpdatesManual upgrades only
RequirementsValid inbound and outbound email account.
Salesforce Org.
Administrative rights required for installation only.
Recommended email formatHTML or plain text (Rich Text not recommended)
LicensingPer user, shared group of users, or usage-based
Feature customizationRMail Configuration tab
“Send RMail” Button locationIn the email compose page, at the top right.