SIGN BUTLER V2 – Setup, Register & config steps

Learn how to setup SIGN Butler, configure the permission sets and register. To register, make sure to have your PDF Butler username and Admin password.

Class: cadmus_sign2.Actionable_SignButlerSilent

Download documentation here

Or watch the setup here:

Introduction #

This guide walks through the complete installation and configuration process for Sign Butler in Salesforce. By following these steps, you will be able to:

• Install Sign Butler
• Configure permissions
• Register your Sign Butler environment
• Create signer data sources
• Configure sign request templates
• Set up document signing
• Send documents for signature directly from Salesforce
• Signing the document

This setup example uses an Opportunity-based signing process, but the same approach can be adapted for Quotes, Contracts, or custom Salesforce objects.

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Prerequisites #

Before installing Sign Butler, verify the following requirements:

1. Verify PDF Butler Installation #

Sign Butler requires PDF Butler to be installed and properly licensed.

Confirm that:

• PDF Butler is installed in Salesforce.
• The license is active and not expired.
  

2. Complete the PDF Butler Setup #

Before continuing, complete the PDF Butler “Create Your First Document” setup guide.

After completing the setup, verify that a Quote Doc Config exists.

Navigate to: PDF Butler → Doc Config

You should see the Quote document configuration created during the PDF Butler setup process.

3. Enable Lightning Email Templates #

Sign Butler uses Salesforce Lightning Email Templates for all email communications.

To enable them:

1. Open Salesforce Setup.
2. Search for Lightning Email Templates.
3. Enable the feature if it is not already active.
   

Once enabled, Sign Butler can send emails using Salesforce’s email framework.

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Installing Sign Butler #

 

Step 1 – Access the Sign Butler Academy #

Navigate to the Sign Butler Academy and locate the installation guide.
From there, access the Salesforce AppExchange listing.

Step 2 – Install from AppExchange #

On the AppExchange page:

1. Click Get It Now.
   
2. Log in with your Salesforce credentials.
3. Select the environment where Sign Butler should be installed:
   • Production
   • Sandbox

Step 3 – Confirm Installation #

During installation:

1. Verify your information.
2. Accept the terms and conditions.
3. Choose whether to receive email communications.
4. Click Confirm and Install.

The installation process may take several minutes.
Salesforce may display a message indicating that installation is still processing. If this occurs, wait for the completion email before proceeding.

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Assigning Permission Sets #

After installation completes, assign the appropriate Permission Sets.

Navigate to: Setup → Permission Sets

Sign Butler Admin Permission Set #

Assign to:

• Salesforce Administrators
• Users responsible for configuration

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Registering Sign Butler #

1. Open the Sign Butler App
2. Navigate to: Sign Butler → Admin
3. Enter PDF Butler Credentials
   Use the credentials received during PDF Butler registration.
   You will need:
   – PDF Butler Username
   – PDF Butler Admin Password
4. Click Check Credentials.
   
   
5. Authorize the connection.
6. Allow Sign Butler to connect to your Salesforce environment.
   

Once validated, registration is complete.

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Configure Salesforce Email Deliverability #

Since Sign Butler sends emails through Salesforce, email deliverability must allow outgoing messages.

Navigate to: Setup → Deliverability

Set: Access Level = All Email

Save the configuration.

This allows Sign Butler to send signing-related emails through Salesforce.

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Link the Sign Request Object #

The Sign Request object must be linked to the Salesforce object from which signing will begin.

In this example, signing starts from an Opportunity.

1. Navigate to: Sign Request Object → Fields & Relationship
2. Create a new field:
   Field Type: Lookup Relationship
   Related Object: Opportunity
   Field Label: Opportunity
   

Supporting Multiple Objects

Signing can start from multiple objects, simply create additional lookup relationships.

Examples:

• Opportunity
• Quote
• Contract
• Custom Objects

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Create the Primary Signer Data Source #

Next, create a Data Source that identifies the signer.

1. Create a New Data Source
   Data Source Name: Primary Signer
   Type: Single Object
2. Build the SOQL Query
   Start from: Opportunity Contact Role
   Retrieve: Contact ID, First Name, Last Name, Email, Opportunity ID, IsPrimary, Contact Role, etc
3. Add Filters: Opportunity ID = Record ID

This ensures the query only retrieves contacts related to the current Opportunity.

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Create a Sign Request Template #

1. Navigate to: Sign Butler → Sign Request Templates
2. Create a new template.
   Template Name: Quote Signing
3. Object: Opportunity
4. Signer Data Source:Primary Signer
5. Master Object Field: Name
   
6. Click Next
7. Add a Signer
8. Select the Signature Methods
9. Inform the Data Source
10. Populate ID, First Name, Last Name, Email and Language
    
11. Click to Add
12. Click Next and Submit

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Configure Email Templates #

All Sign Butler emails use Salesforce Lightning Email Templates.

1. Navigate to: Email Templates → Sign Butler Emails
   
   
2. Click the arrow to share3. Share with users

Without access to the email templates, users cannot send Sign Butler emails.

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Create a PDF Butler Pack #

1. Navigate to: PDF Butler Packs
2. Click New
3. Inform a Name
4. Check the Active checkbox
5. Select the Leading Doc Config
   
6. Save it

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Create the Sign Butler Actionable #

1. Add a new Actionable to the Pack you just created
   Actionable Type: Sign Butler
   Example Name: Sign Opportunity
   Class: cadmus_sign2.Actionable_SignButlerSilent
   Activate: Ensure the Actionable is marked as Active.
   Sign Request Template
   
   

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Add a Signature Placeholder #

Before documents can be signed, a signature placeholder must exist in the template.

1. Go to your Doc Config
2. Open PDF Butler configuration
3. Make sure that you have a Signer Merge Field in your document
   
4. Create a new Config Type.
   Type: SIGN_PLACEHOLDER
   
5. Save it

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Generate the Document #

1. Add the PDF Butler Previewer component to the Opportunity page.
   Configure it to use the newly created Pack.
   
2. Open an Opportunity and generate the document.
   Click: Sign Opportunity
   
   
3. Check the Opportunity’s related lists.
   A new Sign Request record should be created.
4. Open the Sign Request to verify:
   Signer information
   Email delivery status
   Request details

If the email has been sent and no errors are displayed, the setup has been completed successfully.

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Signing the Request #

Once a Sign Request has been sent to you, follow these steps to review and sign the document:

 

1. Open the email containing the Sign Request.
2. Click Sign Document to access the document.
   

3. Review the document details and read through the content.
   Note: To proceed with signing, you must review each page completely. Scroll to the bottom of every page, or use the down-arrow navigation button to automatically move through the document.
   
   

4. Once you have reviewed the entire document, select the “I have read the document” checkbox.
5. Click Sign Document.
   
6. Choose your preferred signing method from the available options.
   
7. Complete the signing process.

Once all required signers have completed their signatures:

1. A confirmation email will be sent to you.
2. Open the email and click the provided link to download the fully signed document.