2.2 Quick Start Guide trial version
The trial version of the Connective eSignatures Connector has a default configuration preset that allows to get an overview of the different functionalities without the need to configure the connector.
Default configuration
In chapter 2.1 Configuring the connector you'll find a full overview of the configuration possibilities of the connector. The current chapter highlights the configuration that has been preset for the trial version.
Network settings
The connector is already linked to a specific eSignatures environment that is used for this trial.
General settings
The connector has been configured to use Automatic Signing Fields. Consequently, it is important that you use documents that contain markers. An example is provided within the salesforce.com - 5000 widgets opportunity.
Schedules settings
The connector has been configured to automatically update all document statuses once every hour.
Document Group Settings
The following configuration has been applied:
- Legal notice has been disabled and hidden.
- Mandated signer has been disabled and hidden.
- Signing sequence has been set to Parallel by default.
- Expiry date has been set to today + 30 days by default.
The following signing methods have been enabled:
- Email One Time Password
- SMS One Time Password
- Manual Scribble
- Belgian eID
How to start using the connector
As mentioned above, given the preset configuration, it is important to use a document that contains markers (cfr. PDF Signing Locations).
An example document has been provided in the salesforce.com - 5000 widgets opportunity.
Should you have any questions on how to prepare your own document with markers, don't hesitate to reach out to service@connective.eu.
The usage of the connector itself is further detailed in 3. Start using the connector