How To Save eSign in CMS

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Help me with integration sign save cms

all right dream for stay to hopefully all are enjoying it so far my name is Joe McNair I'm the team lead of software engineering at sundog interactive I've been working with the Salesforce platform for just over four years psych core just over two and been in the industry for over twelve six times Salesforce certified and two times sitecore certified feel free to reach out to me by email or Twitter my credentials are right there post reinforce if you have any questions before we get started just a quick note you need to base your purchasing decisions on products and services that are currently available so our agenda for this session why CMS Connect here we will go over a business challenge we are consistently seeing from our manufacturing clients and then we'll give you a brief rundown of some options and prerequisites that are available from the platforms and then we'll jump into a demo I'm not gonna be here to teach you about lightning communities or anything like that it's just going to be strictly with Salesforce CMS connect to site core we will leave time at the end if you have any questions I think we've all heard the acronym keep it simple stupid CMS Connect is here to help us achieve our goals quickly and efficiently CMS Connect gives us the power to reuse headers content footers banners blogs right from our CMS into our community this will help drive adoption by keeping things more consistent and familiar for your users so why reinvent the wheel when you can CMS connect to it all right here's a handful of use cases that I wanted to point out to kind of help you envision how you could use this so you could pull in blog posts upcoming events product catalog news once a zip example could be say you have some like recalls that you want to you have a mode on your site your CMS site and you want to get those out to your dealers that are using your community so you can just use CMS Connect and pull those right in there so what is the business challenge and outcome we're looking to achieve so most of our manufacturing clients have a lot of fragmented content all over the place and it's hard to manage so they're you know they're losing time and money trying to figure out how to bring it all together so the outcome we want a little efficiency and then we got to keep that consistent branding how are we going to solve it salesforce community with CMS connect to the rescue giving you that one source of truth to manage your content somebody thought that was funny full HTML content from the CMS community or the C yeah your CMS right into your community like headers footers say you have like some specific components you want to pull in there you can do that with your your HTML HTML also provides the no caching so you log in to your CMS publish something publish a new change you it's immediately available in your lightning community or whichever community you're using with HTML options you do not have authentication so you have to use the JSON version for that it does work with Locker service on or off and then you have the localization support for multilingual so here's a little example of how I kind of architected the CMS site so as you can see over here we're pulling in say you hit the browser you want to go straight to the CMS you hit the homepage and then you're gonna go right to the main page which has all your components in the CMS but if you're going through the lightning community you're not going to want to pull I don't even think it's going to work if you do that if you pulled all those in it would just be a mismatch of content so you have to depending upon your CMS you have to architect it appropriately so what I did I went down the path of creating our components route so there we have like header footer and any other components that I want to pull in to the salesforce community but i also reuse those right on the CMS site page as well so you're not duplicating any code there and we'll get into that with the demo so with JSON the JSON options with that you need to hit an API so you have to be able to pull that in so I definitely look at the site core restful api for the item service before you go and build out a custom one one of the options with JSON is pulling in content like content lists with pagination support so you have years worth of we'll go back to that same scenario your yours worth of recalls and you have a whole list of them you can paginate in your CMS or in your sorry your lightning community with that and then you can drill into it so that be your content item or your your recall detail page you have authentication support with the JSON option so if you need to handle that you can use the JSON global search so you're in your community you can do a global search and you could find all those recalls the specific ones that you're looking for that contents not even residing in Salesforce so that's kind of a huge benefit there and then again you have the multilingual capabilities so some prerequisites we got to look at you must have absolute URLs for your CSS and JavaScript the relative URLs in your HTML tags and attributes get converted for you so you don't have to worry about that you have the option to scope your CSS in JavaScript so if you have you know more complicated JavaScript or CSS in my demo it's pretty basic so I didn't have to scope it here you also have to set up cores this example is specific for is and I put the link on there for you could go if you have a patchy or something like that if it doesn't give you the exact example it's gonna give you a good head start anyway you need to review the list of supported HTML tags CMS connect filters out the same tags that locker service and lightning components do so you need to be aware of that you don't want your developers going down and developing out you know they're almost done with the project and try and pull it into your community and they were using those tags and they're gonna have to go rework their code all CMS servers must be accessible via unauthenticated HTTPS so they need to be secured and then you do not want to use CD ends because again all the JavaScript and CSS must come from the same source as HTML so I don't know if you're all familiar with site core but I just kind of wanted to show you how it looks how I laid it out so you get understanding that it's not you know just super simple you have to set up your CMS so you have your layouts that you have to set up and then your your templates so on the templates is where you're going to add your fields that you put all your data that you want to show up on the page there you can create different versions because we'll get into the different language mapping in the demo and then your renderings are your essentially your components or views I guess and then your placeholder so if you want your content authors that are in your CMS to only be able to work with the components that you can pull into the community then you can set up a placeholder setting to only allow them to grab those components so they're not messing you know up your design or anything and then there's your pages and then you got to make sure you get your code there isn't a whole lot of code with the demo but I have a little bit so for the demo I'm going to be using Salesforce lightning community with CMS connect to pull in header footer and an Events component from site core CMS that is running on site core 9 and then the CMS Connect is available in three different communities so you have the customer service partner central and lightning bolt solutions that you can use for that so we'll jump over to demo if I can get to the screen it's not pull it up apparently I can't get to that screen one sec so here we're let's start here so this is our CMS site and you're not gonna want to pull in all this content into your lightning community you don't want it to be exactly the same maybe you want to pull in the headers footers or you know this component right here you want your dream for sessions you want those keynotes you want your dealers and stuff to know which ones are going on so with the demo I'm using just CMS Connect HTML so we're gonna pull in this header this footer and again how I mentioned how I architect it you can see the path so then we're pulling in that we're gonna pull that guy in and then this this one as well and then for the the language mapping I'll just show you how that works so here it all automatically so that one's not hit the wrong one so here we're we're pulling up the German version of the header so we'll jump over to the community here as long as you're wondering one of those three communities that I mentioned and you have CMS connect enabled you just you'll have that button there I've already created it so we just have to edit it we'll walk through so here we have the workspace just your workspace name and then you have multiple options for your CMS source and again we're using site core and then it's a public connection type so we because that's all that's available for HTML and then you have your CMS site URL and then you have your language mapping that Salesforce automatically as long as you put that in language in brackets their Salesforce will automatically map it as long as you have it enabled and then this is the root path that I created in the CMS site and there's your scope option if you need to and then you can adjust your different scripts or CSS obviously jQuery has to be before bootstrap and then here we enable language mapping and then we have the whichever like I'm using English in German so you have your two Salesforce while they handle it and then the CMS site you need to know how that handles it as well so if we go over here so I pulled in both out-of-the-box salesforce components they're kind of rendering kind of small but it's an opportunity pipeline and then a create create an opportunity button right here and then we have our component to pull them in it's easy as dragon-like you have both option CMS connect HTML and json but like i said we're using the json or the HTML version so you just drag it on there it'll pop this guy up so you choose your workspace and then you type your path in yes and click off and it'll pull it right in so like I said before if you if somebody goes to the CMS site and made an update right now and i refresh the page it's gonna automatically show and if we want to show you that use a different language so we'll go to German so if somebody one of your dealers is set up for a different language and they navigate to this page it automatically as long as you have the content in your CMS set up for that language and the language mapping enabled it'll automatically render in the different languages you can see we have our German header and the German there so again let's just run back to so further recap we've run the current slide so what we went through why we use CMS connect some options within CMS connect and some prerequisites so I'd make sure again that you understand how you have to architect your CMS and so you can make those components available if you're using the HTML version and the JSON if you need authentication you need to look into that and have all your mapping your paging and everything that you need so you can handle that easily within the community and then a couple different setup options that we looked at there so here I have a URL to the little bit of code and then you or you could scan the barcode there and then there's a couple links that you should go and read for they're actually Salesforce documentation on CMS connect that's that's where you'll find pretty much any of the information you need there's a couple little things that might need some updating but it all works pretty well thank you we have any questions okay thank you [Applause]

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How to Preserve eSign in CMS

Utilizing airSlate SignNow is a simple method to handle eSignatures within your CMS. This manual will guide you through the crucial steps to efficiently preserve and make use of eSignatures, guaranteeing that your documents are readily signed and stored for future reference.

How to Preserve eSign in CMS

  1. Launch the airSlate SignNow platform in your chosen web browser.
  2. Sign up for a complimentary trial or log in if you already possess an account.
  3. Upload the file you wish to either sign or distribute for signatures.
  4. If you aim to utilize the document multiple times, think about generating a template from it.
  5. Access your uploaded document and make necessary adjustments: add fillable fields or insert pertinent information.
  6. Apply your eSignature and add signature fields for the individuals involved.
  7. Press 'Continue' to set up and send an eSignature request.

airSlate SignNow offers a comprehensive and cost-effective solution for transmitting and signing documents. It delivers excellent value due to its extensive features and clear pricing models.

Furthermore, with convenient features designed for small to mid-sized enterprises, airSlate SignNow is simple to scale. Feel free to contact for round-the-clock support covered by all subscription packages. Begin optimizing your eSigning workflow today!

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A smarter way to work: —how to industry sign banking integrate

Make your signing experience more convenient and hassle-free. Boost your workflow with a smart eSignature solution.

How to electronically sign & complete a document online How to electronically sign & complete a document online

How to electronically sign & complete a document online

Document management isn't an easy task. The only thing that makes working with documents simple in today's world, is a comprehensive workflow solution. Signing and editing documents, and filling out forms is a simple task for those who utilize eSignature services. Businesses that have found reliable solutions to how to integration e sign save cms don't need to spend their valuable time and effort on routine and monotonous actions.

Use airSlate SignNow and how to integration e sign save cms online hassle-free today:

  1. Create your airSlate SignNow profile or use your Google account to sign up.
  2. Upload a document.
  3. Work on it; sign it, edit it and add fillable fields to it.
  4. Select Done and export the sample: send it or save it to your device.

As you can see, there is nothing complicated about filling out and signing documents when you have the right tool. Our advanced editor is great for getting forms and contracts exactly how you want/need them. It has a user-friendly interface and full comprehensibility, offering you full control. Create an account right now and begin enhancing your electronic signature workflows with convenient tools to how to integration e sign save cms on the internet.

How to electronically sign and fill forms in Google Chrome How to electronically sign and fill forms in Google Chrome

How to electronically sign and fill forms in Google Chrome

Google Chrome can solve more problems than you can even imagine using powerful tools called 'extensions'. There are thousands you can easily add right to your browser called ‘add-ons’ and each has a unique ability to enhance your workflow. For example, how to integration e sign save cms and edit docs with airSlate SignNow.

To add the airSlate SignNow extension for Google Chrome, follow the next steps:

  1. Go to Chrome Web Store, type in 'airSlate SignNow' and press enter. Then, hit the Add to Chrome button and wait a few seconds while it installs.
  2. Find a document that you need to sign, right click it and select airSlate SignNow.
  3. Edit and sign your document.
  4. Save your new file to your account, the cloud or your device.

By using this extension, you prevent wasting time on dull assignments like downloading the data file and importing it to an electronic signature solution’s catalogue. Everything is close at hand, so you can easily and conveniently how to integration e sign save cms.

How to electronically sign documents in Gmail How to electronically sign documents in Gmail

How to electronically sign documents in Gmail

Gmail is probably the most popular mail service utilized by millions of people all across the world. Most likely, you and your clients also use it for personal and business communication. However, the question on a lot of people’s minds is: how can I how to integration e sign save cms a document that was emailed to me in Gmail? Something amazing has happened that is changing the way business is done. airSlate SignNow and Google have created an impactful add on that lets you how to integration e sign save cms, edit, set signing orders and much more without leaving your inbox.

Boost your workflow with a revolutionary Gmail add on from airSlate SignNow:

  1. Find the airSlate SignNow extension for Gmail from the Chrome Web Store and install it.
  2. Go to your inbox and open the email that contains the attachment that needs signing.
  3. Click the airSlate SignNow icon found in the right-hand toolbar.
  4. Work on your document; edit it, add fillable fields and even sign it yourself.
  5. Click Done and email the executed document to the respective parties.

With helpful extensions, manipulations to how to integration e sign save cms various forms are easy. The less time you spend switching browser windows, opening several profiles and scrolling through your internal records seeking a template is more time and energy to you for other significant duties.

How to securely sign documents using a mobile browser How to securely sign documents using a mobile browser

How to securely sign documents using a mobile browser

Are you one of the business professionals who’ve decided to go 100% mobile in 2020? If yes, then you really need to make sure you have an effective solution for managing your document workflows from your phone, e.g., how to integration e sign save cms, and edit forms in real time. airSlate SignNow has one of the most exciting tools for mobile users. A web-based application. how to integration e sign save cms instantly from anywhere.

How to securely sign documents in a mobile browser

  1. Create an airSlate SignNow profile or log in using any web browser on your smartphone or tablet.
  2. Upload a document from the cloud or internal storage.
  3. Fill out and sign the sample.
  4. Tap Done.
  5. Do anything you need right from your account.

airSlate SignNow takes pride in protecting customer data. Be confident that anything you upload to your account is secured with industry-leading encryption. Auto logging out will protect your information from unwanted entry. how to integration e sign save cms from your phone or your friend’s mobile phone. Safety is essential to our success and yours to mobile workflows.

How to eSign a PDF with an iPhone How to eSign a PDF with an iPhone

How to eSign a PDF with an iPhone

The iPhone and iPad are powerful gadgets that allow you to work not only from the office but from anywhere in the world. For example, you can finalize and sign documents or how to integration e sign save cms directly on your phone or tablet at the office, at home or even on the beach. iOS offers native features like the Markup tool, though it’s limiting and doesn’t have any automation. Though the airSlate SignNow application for Apple is packed with everything you need for upgrading your document workflow. how to integration e sign save cms, fill out and sign forms on your phone in minutes.

How to sign a PDF on an iPhone

  1. Go to the AppStore, find the airSlate SignNow app and download it.
  2. Open the application, log in or create a profile.
  3. Select + to upload a document from your device or import it from the cloud.
  4. Fill out the sample and create your electronic signature.
  5. Click Done to finish the editing and signing session.

When you have this application installed, you don't need to upload a file each time you get it for signing. Just open the document on your iPhone, click the Share icon and select the Sign with airSlate SignNow button. Your doc will be opened in the app. how to integration e sign save cms anything. Additionally, using one service for your document management needs, things are easier, better and cheaper Download the app right now!

How to digitally sign a PDF on an Android How to digitally sign a PDF on an Android

How to digitally sign a PDF on an Android

What’s the number one rule for handling document workflows in 2020? Avoid paper chaos. Get rid of the printers, scanners and bundlers curriers. All of it! Take a new approach and manage, how to integration e sign save cms, and organize your records 100% paperless and 100% mobile. You only need three things; a phone/tablet, internet connection and the airSlate SignNow app for Android. Using the app, create, how to integration e sign save cms and execute documents right from your smartphone or tablet.

How to sign a PDF on an Android

  1. In the Google Play Market, search for and install the airSlate SignNow application.
  2. Open the program and log into your account or make one if you don’t have one already.
  3. Upload a document from the cloud or your device.
  4. Click on the opened document and start working on it. Edit it, add fillable fields and signature fields.
  5. Once you’ve finished, click Done and send the document to the other parties involved or download it to the cloud or your device.

airSlate SignNow allows you to sign documents and manage tasks like how to integration e sign save cms with ease. In addition, the security of your info is priority. File encryption and private web servers can be used as implementing the newest features in info compliance measures. Get the airSlate SignNow mobile experience and operate more effectively.

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Trusted esignature solution— what our customers are saying

Explore how the airSlate SignNow eSignature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

This service is really great! It has helped...
5
anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

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I've been using airSlate SignNow for years (since it...
5
Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

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Everything has been great, really easy to incorporate...
5
Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

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Frequently asked questions

Learn everything you need to know to use airSlate SignNow eSignatures like a pro.

How do i add an electronic signature to a word document?

When a client enters information (such as a password) into the online form on , the information is encrypted so the client cannot see it. An authorized representative for the client, called a "Doe Representative," must enter the information into the "Signature" field to complete the signature.

How to know if an electronic signature was actually signed?

A. A person may be found to have violated the law if either of the following applies: 1. The signature is forged, altered, or falsely made; 2. The signature is the result of an unauthorized use of a key or combination. Q. What if I do not like how my signature was captured? A. You have the right to obtain a certified copy of your signature by going to the office that issued your certificate; and 3. You can then use the corrected copy and file your document in the county clerk's office. Q. What are certain circumstances under which my signature may not be certified? A. Certain circumstances under which a signature may not be certified include: A. The signature cannot be obtained within three years after the signature is initially recorded; the signature is not obtained in accordance with the requirements for a signature by mail; the signature is forged; or the signature was not obtained by electronic means. B. A certified copy of a certified signature cannot be used for any purpose for which it may be used without a corrected certified signature. Back to top Q. What are the penalties for violating the law? A. Anyone who violates this law is subject to a criminal fine up to $5,000, to jail up to one year, or both. BACK TO TOP Q. What if I want to use my electronic signature for personal reasons? A. You must obtain a certified copy of your signature for those reasons. There may be a fee for this copy, depending on the circumstances of the document. b...

How to do electronic signature mls washington?

The answer is to download the free Adobe Digital Editions (ADA), which enables you to create your own digital signature. You can then print and deliver signatures as well as download them to your cell phone. There are also digital signing services that can create your signature for a fee. The Postal Service also offers a limited program that allows digital signatures of documents to be made electronically. You can also download a digital signature tool (available on the web site of the National Institute of Standards And Technology) that allows you to create a digital signature of the document for free. The ADA allows for your digital signature to include an address, and it allows you to include a return address (which is not included on most forms), and a telephone number that can be used to contact you after your signature is made. To create a digital signature on forms other than a tax return, you can use the software of the government that is available for download (which you can get by visiting the General Services Administration). The software allows you to print digital signatures, and if you choose, it can be used to make your own electronic signatures. You can also download other software (the software for use by tax preparers in most states is not available). If you are using an electronic mail program (, Outlook Mail) you will need to make some changes to your electronic signature, and your signature will have to be delivered through electronic mail.