Administrator settings

Store documents in Salesforce org

Specify a storage location for your signNow documents. Save signNow documents in your current Salesforce record or leave them in your signNow application.

1. Go to the App Launcher and select signNow.

2. In the main menu, select signNow Administrator Settings.

3. Choose where signed documents will be stored:

• selecting Don’t save documents on Salesforce will allow for documents to only be stored in the signNow application;

• selecting Save documents on Salesforce as Attachments (selected by default) will allow for signed documents to be saved in your current Salesforce record as attachments;

• selecting Save documents on Salesforce as Files will allow for saving documents in your current Salesforce record as files.

Once selected, click Save.