--- title: "Installation" url: "https://docs.signnow.com/docs/installation" type: "page" section: "Integrations" slug: "installation" --- # Installation # Installation Install the SignNow application for your Salesforce organization to initiate eSignature workflows from Salesforce. With the SignNow application, the Salesforce users can: - Select files attached to a Salesforce record, add fillable fields and recipients, and send for signing without leaving Salesforce. - Send SignNow templates pre-filled with Salesforce data in one click. - Update Salesforce records with collected data. - Track the progress of signature invites without leaving Salesforce. - Get completed documents stored in Salesforce records. ## Install the SignNow package from the AppExchange The instructions below are a step-by-step guide for installing and configuring SignNow in your Salesforce organization. Go to [AppExchange](https://appexchange.salesforce.com/) and search for the SignNow application. If you would like to try SignNow for free in your sandbox, click **Try It Free**. Click **Get It Now** to start using SignNow for your organization. ![appexchange_general_new.png](/reference-assets/images/SignNow_Salesforce/appexchange_general_new.png) ### If you selected Try It Free Select a trial type. In our example, we will test SignNow in a sandbox. Enter your contact information or click **Log In** in the upper-right corner to log in to your Trailblazer account. ![sandbox_choose_trial_type.png](/reference-assets/images/SignNow_Salesforce/sandbox_choose_trial_type.png) Once ready, click **Continue to Installation**. Click **Log In & Install.** ![sandbox_ready_to_install.png](/reference-assets/images/SignNow_Salesforce/sandbox_ready_to_install.png) On the next screen, enter your sandbox account credentials and click **Log In to Sandbox**. ![sandbox_login.png](/reference-assets/images/SignNow_Salesforce/sandbox_login.png) Select **Install for Admins only** and click **Install** (**Upgrade** in our example). ![sandbox_admins_only.png](/reference-assets/images/SignNow_Salesforce/sandbox_admins_only.png) The next steps are the same as for **Get It Now**. ### If you selected Get It Now Select the organization where you want to install the SignNow package. ![installation_organization.png](/reference-assets/images/SignNow_Salesforce/installation_organization.png) Confirm the installation details by clicking **Confirm and Install**. ![installation_confirm.png](/reference-assets/images/SignNow_Salesforce/installation_confirm.png) Then, you will be redirected to the Salesforce login page. Enter your credentials. Select **Install for Admins Only** and click **Install**. ![install_for_admins.png](/reference-assets/images/SignNow_Salesforce/install_for_admins.png) The installation process may take several minutes. When installation is complete, you will be notified via email. Click **Done** to proceed to your organization and configure the application. ![installation_done.png](/reference-assets/images/SignNow_Salesforce/installation_done.png) Now that you've successfully installed SignNow for your Salesforce organization, you can proceed to configuration. ![installed_packages.png](/reference-assets/images/SignNow_Salesforce/installed_packages.png) > Try refreshing the page if SignNow hasn't appeared in your **Installed Packages** section. ## Assign the permission set to users Assign the **SignNow for Salesforce** permission set to any users who will need to use this integration. Start typing *permission sets* in the Quick Find search box on the left and click **Permission Sets** under the **Users** section. Locate **SignNow Set** and click on it. ![permission_set_new.png](/reference-assets/images/SignNow_Salesforce/permission_set_new.png) > If the **SignNow Set** is not visible, confirm that the SignNow integration package has been installed. On the **Permission Sets** page, click **Manage Assignments** in the top menu. ![manage_assignments_new.png](/reference-assets/images/SignNow_Salesforce/manage_assignments_new.png) Click **Add Assignment**. ![add_assignment.png](/reference-assets/images/SignNow_Salesforce/add_assignment.png) Select the checkboxes next to the names of users needing access to the SignNow integration, and click **Next.** ![select_users.png](/reference-assets/images/SignNow_Salesforce/select_users.png) Review the selected users, select an expiration option, and click **Assign**. ![assign_users.png](/reference-assets/images/SignNow_Salesforce/assign_users.png) You'll see a confirmation screen showing the successful assignments. Click **Done**. ## Access your SignNow account > Users can start using SignNow in the Salesforce organization once their SignNow account is set up and the appropriate subscription is assigned. Log in to your SignNow account to create eSignature workflows in Salesforce. Click the **App Launcher** (the grid icon in the top left corner) and start typing _SignNow\._ Select the **SignNow Admin Tools** from the list. ![app_launcher_1.png](/reference-assets/images/SignNow_Salesforce/app_launcher_1.png) Click the **Log In** button to log in to your SignNow account. ![log_in.png](/reference-assets/images/SignNow_Salesforce/log_in.png) Grant SignNow for Salesforce access to your SignNow account. ![grant_access.png](/reference-assets/images/SignNow_Salesforce/grant_access.png) ## Team folders in SignNow Documents and templates from SignNow for Salesforce are stored in your default workspace Team: templates in the Templates folder and document copies in the Documents folder. Salesforce users with permission to access the SignNow application can work with these shared folders. To choose where document copies are stored, use the [Document storage](/docs/document-storage) settings; no team folder setup is required. > If your account already has a dedicated **Salesforce integration** team under Private Teams from an earlier installation, it is still supported. Its **Templates** folder holds the templates configured for Salesforce, and its **Documents** folder holds copies of documents sent from those templates. ### Document settings (legacy accounts) If you still use the Salesforce integration team, enable the **Automatically add document copies sent from Private Team templates to the Private Team folder** toggle to add document copies created from Private Team templates to the Private Team folder. When the toggle is enabled, the **Save documents by default to** field appears. By default, documents are saved to the **Salesforce integration** folder. To change the default folder, click **Change Folder**. ![salesforce_installation_new_1.png](/reference-assets/images/SignNow_Salesforce/salesforce_installation_new_1.png) ### Sending settings You can set a default email address from which all team document invites will be sent. Click **Change** next to **Default Sending Email** to update it. ### Team management To add members to the Salesforce integration team, click **Add Users**. To rename or remove the team, click **More (...)** and select **Rename Team** or **Remove Team**. --- The configuration of the SignNow for Salesforce is all set. Now, Salesforce admins can: - Configure document group templates in SignNow without leaving Salesforce. - Configure data binding between Salesforce record fields and SignNow template fields for pre-fill and update. - Customize a sender's flow to make it a one-click send. - Customize the invite email subject and body, and enrich it with Salesforce data. - Dynamically define recipients from Salesforce fields. > Having trouble? See [Troubleshooting](/docs/salesforce-troubleshooting#installation). --- *Full page: https://docs.signnow.com/docs/installation*