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Host Sign Configuration - Admin Guide - Connector for Dynamics

Host Sign Configuration - Admin Guide - Connector for Dynamics

In the forthcoming guide, we will delve into the steps necessary to configure settings to enable opening the page in an IFrame. Specifically, it will detail the process of modifying the XML value to whitelist the desired URL. Ensuring seamless integration and accessibility within the IFrame.

To configure your eSAW instance to sign envelopes directly in Salesforce connector, the URL used has to be whitelisted to sign the document in an IFrame. Please see the following steps:

Figure

Description

Figure

Description

  1. Settings Section

  2. Organization Section

  3. Download Current DesignDownload configuration.zip file

  • Unzip the downloaded configuration.zip file

  • Update the global_variables.xml by changing the value which is shown in the next figure:

 

Figure

Description

Figure

Description

  1. Update the "ContentSecurityPolicy" variable in global_variables.xml file  (replace 'https://demo.esignanywhere.net' with your target eSAW instance)

  • Zip the content of the unzipped folder

  • Upload the new created zip file in eSAW

 

Figure

Description

Figure

Description

  1. Settings Section

  2. Organization Section

  3. Upload Design

 

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