How do I use SignNow in Salesforce on the iPhone?
With SignNow’s iOS app, users can access all of their Salesforce data without ever having to leave SignNow. Below are steps on how to setup Salesforce with SignNow on your iPhone:
1. Click on a document in your “Documents” folder. Then, click on “Salesforce” in the document menu.
2. Next, login to your Salesforce account. You may have to verify your account through an email confirmation code for additional security.
3. Next, allow SignNow access to your Salesforce account. This will allow you to access and manage all of your Salesforce data without ever having to leave SignNow.
4. After you allow Salesforce access, you’ll be navigated to your Salesforce account. You can now view all of your Salesforce accounts, contracts, cases, opportunities, and contacts all in one platform.
Below are some examples of what accounts you may have in Salesforce: