Communities Portal – Sign Documents
You can use Secured Signing together with Salesforce Community portal.
This means, instead of your invitee receiving an email invitation to sign your documentation they will be notified that a new document(s) is waiting to be signed in their community portal. Once the login with their own credentials they can begin the signing process.
They can also view all signed their signed documents in their community profile.
In this article, we will show you how to setup Secured Signing within the community portal function.
Step 1. Enable Community for your organisation.
Search Salesforce support documentation for further instructions on this.
Step 2. Enable Secured Signing in Comunnity Portal for New Community Users
Next, in Secured Signing Settings, Go to Settings Tab.
Tick Enable for ‘Contact by Default Signs in Community Portal’
Step 3. Turn on Secured Signing Permission in your Community Portal for Existing Community Users
In Setup, Click Users, Choose Permission Sets
Select ‘Secured Signing Invitation Permissions’
Click ‘Manage Assignments’. Tick next to the existing users you wish to add access to Secured Signing with Community Portal.
Once selected, click Add Assignment.