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Salesforce
Installation and Configuration
Salesforce Classic
Salesforce Lightning
DaDaDocs PDF editor
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SendToSign: Request Signatures
LinkToFill: Host Fillable Forms
Audit trail
Get your documents signed with SignNow
Merge documents
Smart tags for documents and templates
Templates
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Send Templates for signing
Edit documents generated from templates
Attach generated documents to records
DocX / PptX templates
Shortcut button for DocX / PptX templates
Send DocX templates for signing
Edit documents generated from DocX templates
Attach generated documents to records
Send DocX templates with SignNow
DocX / PptX template syntax
Roles for DocX templates
Share templates for review, fill and sign
Salesforce Process Builder
DaDaDocs Lightning component
S3 cloud storage
Uninstall
Salesforce Classic
Salesforce Lightning
Troubleshooting
Get the new DaDaDocs interface for version 3.0 after upgrading your Salesforce package
Fail to use DaDaDocs in Safari 12 or newer versions
Fail to access Admin Tools
Using DaDaDocs With Internet Explorer
How to Add Use DaDaDocs Button to Salesforce Professional Edition
How to Add Use DaDaDocs Button on Salesforce Lightning
Fail to connect Saleseforce user to PDFfiller
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