eSignatures 6.x.x - Quick Start Guide

Welcome to the eSignatures 6.x.x Quick Start Guide!

The goal of this documentation is two-fold:

• Walk you through the different steps you should take as admin to set up your eSignatures platform correctly.
• Explain first-time use.

Once you've received your activation mail, please go through the steps as listed below:

Configure your environment

1. Configure your SMTP server
2. Customize your notifications
3. Rebrand your platform
4. Configure Silverfin connector (Optional)
5. Configure Salesforce connector (Optional)

First-time use

1. Check your profile data
2. Manage user access
3. Create your contacts
4. Upload your first documents