Installing OneSpan Sign for Salesforce
- Using the search field at the top of the Salesforce AppExchange, search for OneSpan Sign.
- Click the OneSpan Sign for Salesforce app, and then click Get It Now.
- Login to the AppExchange and enter your Salesforce login credentials.
- Click Install in production.
- Select the I have read and agree to the terms and conditions box, then Confirm and Install.
- Enter the username of your Salesforce production account.
- If you are installing the application for the first time, the Package Installation Details page appears.
- If you are upgrading the application from a previous version, the Package Upgrade Details page appears.
- If you are installing the application for the first time:
- Review the installation details, then click Continue. An Approve Third-Party Access dialog box opens.
- Click Yes, grant access to these third party web sites box and click Continue. An Approve Package API Access page appears.
- Review the displayed information, and click Next.
- On the Choose security level page, select Install for Admins Only, and click Next.
- On the Package Transaction page, click Install. The OneSpan Sign Installed Package Details page appears, enabling you to review the application details.
- If you are installing the application for the first time, you have only one Salesforce license. For additional licenses, contact your Conga Sign Representative.
- If you are upgrading from a previously installed version of the application, your previous active licenses remain valid.
- After the installation is complete, click Manage Licenses to ensure that your Salesforce licenses are assigned to the correct users.