True Autograph for Salesforce

1. Sign in to True Autograph as an admin and open Settings.
2. Under Integrations, find Salesforce and click Connect Salesforce. For a sandbox, click Connecting a sandbox? instead.
3. Sign in to Salesforce as the user True Autograph should work as, and click Allow.
4. You come back to True Autograph Settings, and the Salesforce card says Connected to your org.

True Autograph asks Salesforce for API access (to create tasks, save files, write data you map, and keep request records current), for access at any time (so updates arrive while nobody is signed in), and for your identity (to name the connected user).

One Salesforce org connects to one True Autograph workspace.

1. On the Salesforce card, click Open the install page.
2. Choose Install for Admins Only and click Install. If Salesforce asks, approve access to trueautograph.com.
3. When the install finishes, come back to True Autograph and click Finish setup. The card shows a check mark when the panel is ready to send.

Finish setup gives the panel its own key, straight from True Autograph to Salesforce. Nobody sees it or copies it. Click it again at any time to replace the key.

• Assign the True Autograph User permission set to everyone who sends. In Salesforce Setup, open Permission Sets, choose True Autograph User, click Manage Assignments, and add them.
• If the user you connected with is not a system administrator, assign them True Autograph Integration as well. It lets True Autograph keep request records current and set up the panel.

The connected user also needs to be able to edit the records and fields you map field values to, and to create tasks and files on them. A system administrator can already.

1. In Salesforce, open any Opportunity and choose Edit Page from the gear menu.
2. Drag True Autograph from the list of components onto the page. The right-hand column works well.
3. Click Save, then Activate, and assign it as the org default.
4. Repeat for Accounts, Contacts, and Leads.

Optional: add the True Autograph Requests related list to each page layout to see every request in one list.

Nothing is written to your fields unless you choose it. Map details the record does not already have: reference numbers the sender enters, dates or titles the signer fills in, and checkboxes the signer ticks. Create a custom field for each one, such as "Policy Number" on Opportunities, rather than reusing a standard field.

1. In True Autograph Settings, on the Salesforce card, click Map fields to Salesforce.
2. Pick a template, then Opportunities, Accounts, Contacts, or Leads.
3. For each True Autograph field, choose a Salesforce field, or leave it on Not saved to Salesforce. Only fields that can take that kind of value are offered, and fields with matching names are suggested.
4. Click Save. Only admins can change these; everyone else can look.

• Field values are saved to the record the request was sent from.
• A blank field value never clears a field.
• If Salesforce refuses one value, for example because of a validation rule, the other field values are still saved.
• Field values are saved once, when the request completes, so later edits to the record are never overwritten.
• The "signed by everyone" task on the record lists what was saved, and what was not and why.

On a record, click Send for signature in the True Autograph panel. Choose a template (if you have only one, it is already chosen). The first signer is filled in from the record; add anyone else, and fill in any details the template asks you for. Delivery uses the template's settings; click Change to adjust when it expires or how reminders go out. Click Send for signature.

You are the sender, so you get the notices if a signer declines or the request expires. Signers get an email with a private link and never need a Salesforce or True Autograph account.

The panel lists every request sent from the record, newest first, with a progress bar and who it is waiting on. Click Show signers for each person's step. The record's activity timeline gets a task for each step, dated when it happened, for example "Services Agreement was sent to Ms. Rose Gonzalez for signature on Sep 25, 2026."

Open the menu on a request that is out for signature. Remind signers emails whoever is signing now; their link still works. You can remind once an hour. Void request asks for an optional reason, stops the signing link, and tells everyone who was already emailed.

In True Autograph Settings, on the Salesforce card, click Disconnect. True Autograph gives up its access to Salesforce, and the panel stops working there. Tasks, files, and field values already saved stay on the records. To remove everything, uninstall the package in Salesforce Setup, under Installed Packages.