Add Tally Sign to Salesforce

In Settings → Salesforce, the Setup card lists what's in place, in order: where you send from, the package, the link to Tally Sign, then record pages, the action and permission sets. Choose Check Salesforce to read your org; choose Check again after each change.

When you've said where you send from, the checklist has two rows for each of those objects, for example Tally Sign on Quote pages and Send with Tally Sign on Quote. Rows that aren't done say where things stand in one line, with Show me how, which opens the walkthrough at that step, and Steps in Salesforce, which lists what to do there. Watch how at the top of the card plays the whole setup.

• Package installed shows the version. When the package isn't installed, or shows Package update available, the row has Install in Salesforce (or Update in Salesforce) and Copy link.
• Linked to Tally Sign is done once you've connected. If not, choose Link now. Installing the package again (after uninstalling it) starts it without the link: Tally Sign links it again within the hour, and emails your admins if it can't.
• Tally Sign on … pages (or Component on record pages) is only done when a page with the component is activated. A page that's only saved shows nothing to reps. It also says whether the page is active on phones.
• Component on phones checks that the page is also active on phones.
• Send with Tally Sign on … (or Send with Tally Sign action) looks for the action on your page layouts and on pages that use Dynamic Actions. If Tally Sign hasn't added the action to an object yet, choose Add it.
• Send action on CPQ quotes appears when Salesforce CPQ is installed.
• Permission sets assigned is only done when reps have Tally Sign User, not just the user Tally Sign connects as, and everyone with a seat can open Tally Sign in Salesforce.
• Salesforce edition appears only when your edition isn't supported.

If a row says it couldn't tell, for example because the org has many record pages, check that item in Salesforce yourself.

1. 1In Salesforce, choose the gear icon, then Setup. Search for Permission Sets in Quick Find, open it and choose Tally Sign User.
2. 2Choose Manage Assignments, then Add Assignment, and pick the reps who send. Adding it to a permission set group they already have works too.
3. 3Do the same with Tally Sign Admin for admins.

Permission sets decide what people can open in Salesforce. Who can send is decided by seats in Tally Sign: in Settings → Seats, turn on the switch next to each rep under Salesforce users, or turn on Assign seats automatically to people who try to send so a rep gets a seat the first time they send, while seats last. See Seats.

Tally Sign follows each rep's Salesforce access. When someone with a seat fills or sends a document, it's filled with what they can see: fields hidden by their profile or permission sets, and related records they can't open, are left empty. Envelopes follow their sharing too, in Salesforce and in the Tally Sign web app. Reps see their own, managers see their team's, and Tally Sign Admin sees all.

Two exceptions. Automation rules fill documents with what the user Tally Sign connects as can see, since no one is sending by hand. Tally Sign owners and admins, and teammates who use Tally Sign on the web without a Salesforce seat, see all of the company's documents in the web app.

Someone without either permission set sees You don't have access to Tally Sign yet where the component should be. Assign them Tally Sign User.

Do this on each object you send from: Quote, Opportunity, Order, Contract, Account, Case, the CPQ Quote or your custom object.

1. 1Open a record of that object in Salesforce, for example a Quote or a Service Agreement.
2. 2Choose the gear icon, then Edit Page. Lightning App Builder opens.
3. 3Select the Tabs component on the page, choose Add Tab, then select the new tab. Set Tab Label to Custom, type Tally Sign under Custom Tab Label and choose Done.
4. 4Select the new Tally Sign tab on the page, then drag Tally Sign from Custom - Managed in the components list into it. Leave View set to record.
5. 5Choose Save. When Salesforce asks, choose Activate.
6. 6On Org Default, choose Assign as Org Default, choose Desktop and phone and save. To use the page in some apps, record types or profiles only, use App Default or App, Record Type, and Profile instead, and choose Desktop and phone there too.

The Envelope record page in the package already has the component.

For a list of everything you've sent, add the component with View set to inbox to a home page, an app page or the utility bar. The Tally Sign app's Tally Sign Home tab already has it.

It opens on Documents: Needs your reply, Needs your signature (your company's signature is next), Waiting on customer (with who it's waiting on), Completed recently and Drafts, five of each until you choose Show all. Search by document, record, person or sender. Choose a document to open it right there, with the same actions as on the record, and Open the record from its top bar. Admins can switch between Mine and Everyone, and filter everyone's documents by sender.

The package includes Send with Tally Sign for Opportunity, Contract and Account. Tally Sign adds it to Quote and Order when your org has them, and to cases, CPQ quotes and custom objects you send from (see What Tally Sign adds to your org). Add it to the page layouts reps use:

1. 1In Salesforce, choose the gear icon, then Setup. Open Object Manager, then the object, for example Opportunity, then Page Layouts, and open the layout your reps use.
2. 2Choose Mobile & Lightning Actions in the palette.
3. 3Drag Send with Tally Sign into Salesforce Mobile and Lightning Experience Actions. If that section says its actions are predefined by Salesforce, choose override the predefined actions first.
4. 4Save. Repeat for each object and layout you send from.

The package can't include an action for CPQ quotes, because that would make every install require CPQ. When Tally Sign finds Salesforce CPQ, Check Salesforce shows Send action on CPQ quotes:

1. 1In Tally Sign, open Settings → Salesforce and choose Check Salesforce.
2. 2Under Send action on CPQ quotes, choose Create the CPQ Quote action. Tally Sign creates Send with Tally Sign on the CPQ Quote object in your org.
3. 3In Salesforce, choose the gear icon, then Setup. Open Object Manager → Quote (SBQQ__Quote__c) → Page Layouts and open the layout your reps use.
4. 4In Mobile & Lightning Actions, drag Send with Tally Sign into Salesforce Mobile and Lightning Experience Actions and save.
5. 5Choose Check again in Tally Sign. The row is done once the action is on the layout.

To show envelopes on CPQ quotes, add the Tally Sign component to the CPQ Quote record page the same way as on other objects. Connecting also adds a CPQ Order Form starter template that fills from CPQ quote lines. To list envelopes on CPQ quotes in reports and related lists, see Envelopes on CPQ quotes.

• Desktop: record pages, the Send with Tally Sign action, app and home pages, the utility bar and the Tally Sign app.
• Salesforce mobile app: record pages activated for phones, the Send with Tally Sign action, the Tally Sign app with Tally Sign Home and Envelope records. Home pages and the utility bar don't show custom components on phones.
• Editing a document on a phone: some phones don't let Tally Sign keep you signed in inside Salesforce. If the editor says the browser blocked it, choose Open in Tally Sign from the document's menu, or edit on a computer.
• Experience Cloud sites (partner and customer portals) aren't supported. The component isn't offered in Experience Builder, and partner and community users can't hold a seat.