Opero Signature uses Google Docs to send documents for signature. We chose this platform for our app because Google Docs is the most modern and efficient platform for managing documents in the cloud. It’s easy to use and offers document formatting tools similar to Microsoft Word, as well as the option to import existing Word documents.

Opero Signature is the only eSignature app to leverage Google Docs powerful collaboration tools such as suggestions, comments, and version control. Because the document is stored online, it is always current and can be viewed/edited by multiple people at once. This allows  your team the flexibility to:

• Collaborate internally on templates with controlled permissions.
• Collaborate internally on generated documents prior to sending to customers.
• Negotiate with customers within a generated Google document.

With Opero Signature, you can send any existing Google Doc for signature or pair with Opero Documents to auto generate a Google Doc based on a template with merged data from a Salesforce record, then send for signature. To get started using Opero Signature, follow the steps below:

1. Install & Authorize the App
2. Set User Permissions
3. Relate the eSign Object to Another Object
4. Add eSign Docs to the Page Layout of Related Objects
5. Customize the Send Document Page

Install & Authorize the App

• Go to the AppExchange profile for Opero Signature and click the Get It Now button. If you are using Salesforce Professional Edition, you will need to submit a case to Salesforce support to get your API enabled. Opero Signature app will not work without API enabled.
• Follow the steps prompted to install the package in Production or Sandbox org. We recommend installing for use by all users instead of just Admins if you intend to have used by all or most users.  Otherwise, you’ll need to manually adjust permissions for each profile.
• After you click to install, you will be prompted to grant access to the third-party website accept.today, which is the domain we use for the Opero Signature app.  Click yes to authorize.
• Once you have installed, go to the app launcher and open Opero Signature.
• Open the eSign Configuration tab.
• Enter an admin email into the Alert Email field and Save. Alert emails are sent when there is an error processing a signature save outside of Salesforce. For example, if API limits have been reached or there is an issue connecting to Salesforce.
• Authorize the app by clicking the Grant Access button. If you see eSign Server error when trying to grant access to the app, please review this article for more detail.
• You’ll see a popup screen notifying you that Opero Signature is asking to access your basic information, manage your data, and perform requests on your behalf. What this means:
  • This connects your Salesforce org with the Opero Signature app so we can display documents you send for signature and update the signature status in your Salesforce.
  • Whoever grants access to the app must remain an active user and have a system administrator profile type, or have all proper permissions to the app package components and any objects/fields in use with the app.
• Click “Allow” to authorize the app and get started.

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Set User Permissions

Opero Signature Standard User Permission Set

This permission set is part of the app and includes minimum permissions that a standard user (non-system administrator) would need in order to send a Google document for signature.

Manually Grant User Permissions

Alternatively, if you would prefer to manually grant the profile permissions for standard (non-admin) users to send a document for signature, they are listed below.

• Edit access to all fields on the eSign Doc object.
• If using Opero Signature with Opero Documents to generate documents and send for signature:
  • Document Action “Visibility” should be set to Link or Public
  • Document Action “Access” should be set to Can View

Relate the eSign Object to Another Object

When the app is installed, the eSign Doc object is created to track all of the documents you send for signature and their status.

By default the eSign Doc object is already related to the Account, Contact, and Opportunity standard objects. You can relate the eSign Doc object to any standard or custom object in order to send documents related to a record on that object.

To do this, create a lookup field on the eSign Doc object that looks up to the object that you want to relate the eSign Doc record to. For example, to relate the eSign Doc object to the Case object, create a lookup field on eSign Doc object that looks up to Case object.

See the next two sections for important steps to complete your configuration by adding eSign Docs to the related object’s page layout and adding your custom lookup to the Send Document page.

Add eSign Docs to the Page Layout of your Related Objects

Next, add eSign Docs to the to the related object’s page layout as a related list.

• Go back to the Object Manager and click the object whose page layout you are modifying. Select Page Layouts and click Edit next to the layout that you will add the eSign Doc related list.
• Select Related Lists, locate and add eSign Docs to the Related Lists layout
• Without leaving edit mode, scroll down to the related list you just added, and click on the wrench icon to modify the properties.
• Select the following fields to display on the related list:
  • Document ID
  • Created Date
  • Email Opened
  • Document Opened
  • Recipient Signed
  • Signature Status
  • Doc Link
• Sort by:
  • Created Date
  • Descending

Customize the Send Document Page

• Click on the ESign Docs tab to view the Send Document page. 
• Customize the Send Document page by adding the lookup fields included with the app or your own custom lookup, text, or picklist fields.
• To add your own fields, first create the field on the eSign Doc object. Next, go to the eSign Doc Field Sets (Setup>Object Manager>eSign Doc>Field Sets>Send Document Custom Fields). Drag your custom field from the “Send Document Custom Fields” box down to the field set box below. The Field Set allows you to modify the Send a Document page layout by adding fields or reordering how the fields are displayed on the layout.

Next Steps

Now that you’ve configured the app, your next step will be to send a document for signature. There are three main ways to send a document for signature — listed below are articles about each method.

• Send an Existing Google Doc for Signature
• Send an Existing Google Doc for Signature with Custom Button
• Use Opero Signature with Opero Documents for Full Automation

Additional Resources:

• What Happens After I Send a Google Doc for Signature?
• About the eSign Doc Object