Enable connected apps
Connect signNow to your Salesforce organization by enabling access to it.
Follow these steps to enable access to signNow connected apps:
- Go to Setup and type Profiles in Quick Find. Select Profiles from the search results. Click Edit next to the required profile.
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- In the Connected App Access section, check the sn_status_canvas and sn_canvas boxes and click Save.
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- In Quick Find, type Connected Apps and select it from the search results.
3.1. Find sn_canvas and click Edit.
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In the OAuth Policy section in the Permitted Users dropdown, select Admin approved users are pre-authorized.
In the IP Relaxation dropdown, select Relax IP restrictions.
Click Save to apply changes.
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3.2. Find sn_status_canvas and click Edit.
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In OAuth Policy section in Permitted Users dropdown, select Admin approved users are pre-authorized.
In IP Relaxation dropdown, select Relax IP restrictions.
Click Save to apply changes.
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Now you can add signNow buttons to your objects to use the signNow application directly from your record pages.
Updated almost 5 years ago