1. Install the CT Sign Package

To install the CT Sign managed package:

  1. Contact the Customertimes team to obtain a direct link for the CT Sign managed package installation:

    • in your sandboxes;

    • in your production environment.

  2. Log in to Salesforce.

  3. Select the security level of installation.

    It is recommended to select Install for Admins Only security level. Admin can set the permissions for specific users after the package installation.

  4. Select the checkbox to confirm the installation of a non-Salesforce application.

  5. Click Install.

  6. Approve third-party access by selecting a checkbox and clicking Continue.

  7. Click Done.

    It will take some time for the CT Sign package to install. You will receive the email at the specified email address when the process is finished.

  8. Check that the Application remote site is active. Go to Setup → Security → Remote Site Settings → check if the Active checkbox is selected next to Application.

  9. Assign the CT Sign license to users.

  10. If you use the e-signature provider, wait for 10-15 minutes after installation until security politics are applied, and then set up the connection on the CT Sign Control Panel tab.

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