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Docusign eSignature for Salesforce Essentialsの使い方

Author 大串 昌央
大串 昌央
概要3分で読み終わります

今回のブログでは、Docusign eSignature for Salesforce Essentialsの使い方をご紹介します。文書生成、外部レビュー/内部承認が完了後、このアプリを使うことで、Salesforce上から直感的にわかりやすく、契約書への電子署名を依頼することができます。

    • Docusign eSignature for Salesforce Essentialsの使い方

目次

You may notice when on Docusign’s website that a green padlock sits in front of the URL at the top of your browser. This is a visual cue that our website is secure thanks to SSL certificates, and it’s one that savvy consumers look for when doing business online. SSL certificates play an important role at Docusign, and they should be a part of your data privacy efforts too. Find out more about what they are, what they do, and how you can obtain them, with our SSL FAQs, below. What is an SSL Certificate? SSL stands for Secure Sockets Layer, and SSL certificates are also known as digital certificates. An SSL certificate creates a secure link between a website and a visitor's browser. It ensures that all data passed between the two remains private and secure. There are three types of SSL certificate: Extended Validation (EV SSL), Organisation Validated (OV SSL) and Domain Validated (DV SSL). There are also what is known as wildcard certificates, used to extend SSL encryption to subdomains. Why do companies need an SSL Certificate? SSL certificates establish trust between you and your customer. To obtain an SSL Certificate, the purchasing company's identity must be authenticated. With this safeguard in place, customers know that your business is not only legitimate but that it's safe to do business with you online. If you want to accept credit card information on your website, for example, then you will need to comply with Payment Card Industry (PCI) standards. One of the PCI requirements is using an SSL certificate. SSL certificates also help to prevent you and your customers from suffering a phishing attack. Phishing emails aim to impersonate your website for criminal gain. As the sender cannot receive their own SSL certificate, it makes it far more difficult for them to impersonate your website and easier for them to be caught out. As a result of SSL encryption, hackers and identity thieves are prevented from stealing private and sensitive information such as addresses, social media logins and credit card numbers. Only the intended recipient will be able to understand the information being sent. What should I look for in an SSL certificate provider? The cost of a solution can often be a deciding factor when choosing any tech solution, but when the security of your data it at risk, you shouldn’t necessarily go with the cheapest option. With that in mind, these are the top factors to consider over price alone: Compatibility: The provider should have a high trust pedigree in as many commonly used operating systems, web browsers, apps and devices as possible. Scalability: The provider should also be able to handle volumes that grow with your company, as you may end up needing thousands of certificates per second to be issued. Flexibility: The leading providers offer flexible purchasing terms. Pay-as-you-go, for example, allows you to order certificates when you see fit, regardless of amount. Bulk balance models also allow you to load money into your account. Platform: Your solution needs to be easy to use, support a variety of workflows and has a dynamic portal. Support: It's important to evaluate the services and support offerings available to help you succeed. Is an account manager on-hand, online support offered, communities to ask questions, and educational resources enabling you to self-serve? Where can I find Docusign's certificates? Docusign's digital certificates provide higher levels of identity authentication and document transaction security. Digital certificates cryptography uses Public Key Infrastructure (PKI) technology to issue certificates based on X.509 standards to represent the digital identity of a signer. The latest SSL certificate is always available for download from the Docusign Trust Site. Do I need to update my Docusign SSL certificate? If you do not have a custom SSL integration then no action is needed. Docusign’s SSL (secure sockets layer) certificate used for our DEMO, NA1, NA2, NA3 and EU environments occasionally expires (every 2 years). When the SSL certificate is set to expire a new SSL certificate will be used. That means If you have custom API, Connect, or any other system integration that depends on Docusign’s SSL certificate then contact your IT department's network administrator to update the certificate to ensure seamless functionality.

Docusignアプリケーションランチャーのパッケージには「Docusign Gen for Salesforce」および「Docusign Negotiate for Salesforce」が含まれています。このパッケージにはもう一つ、「Docusign eSignature for Salesforce Essentials」というDocusign eSignatureと簡単に連携できるアプリが含まれています。

これはDocusign eSignature for Salesforceの簡易版となり、文書生成、外部レビューと内部承認、電子署名と、シンプルな構成と設定でSalesforce上から一気通貫で行うことができます。

DocuSign eSignature for Salesforce Essentials
  1. Docusign Gen for Salesforce:契約文書をSalesforceデータから自動生成

  2. Docusign Negotiate for Salesforce:契約文書の外部レビュー/内部承認の一元管理

  3. Docusign eSignature for Salesforce Essentials:Sales force上からそのまま電子署名を依頼

Docusign eSignature for Salesforce Essentialsの使い方

以前ご紹介したDocusign Negotiate for Salesforceでは、Salesforce上で簡単に契約文書の外部レビューおよび内部承認を行うことができます。今回は、その後、Docusign eSignature for Salesforce Essentialsを使って電子署名を依頼するステップについて説明します。

まず、Docusignファイルにある内部承認が終わった文書で「署名者の送信」を選択します。そこから電子署名を行う操作がウィザード形式で行えます。

Docusign eSignature for Salesforce Essentials 10

送信する文書を選択します。

DocuSign eSignature for Salesforce Essentials 2

署名者の宛先を設定します。取引先責任者は自動で追加されますが、Salesforce内から検索して追加することも可能です。

DocuSign eSignature for Salesforce Essentials 3

エンベロープの件名とメッセージを入力します。詳細設定ではリマインダーなどの設定ができます。

DocuSign eSignature for Salesforce Essentials 4

次に文書へのフィールド配置画面に移行します。Docusign Gen for Salesforceで文書を生成する際、ドキュサインフィールドのアンカータグを埋め込んでおけば、自動で署名フィールドなどが配置されていることが確認できます。

DocuSign eSignature for Salesforce Essentials 11

送信ボタンを押すと、Docusignステータスに反映されます。

DocuSign eSignature for Salesforce Essentials 6

指定した宛先に通常のDocusign eSignautreと同じくメールが送信されますので、署名者はメール内のリンクをクリック、エンベロープを開封して、電子署名を行います

Docusign eSignature for Salesforce Essentials 12

エンベロープの署名が完了するとDocusignステータスに反映されます。(ステータスの更新には15分程度の時間を要します。)

DocuSign eSignature for Salesforce Essentials 8

詳細では、エンベロープID などの情報が確認できます。

Docusign eSignature for Salesforce Essentials 13

完了したエンベロープの内容は、Docusign eSignautureにログインして確認できます。尚、Salesforce側へのエンベロープと完了証明書の書き戻しはDocusign Connectの設定が必要になります。

以上、Docusignアプリケーションランチャーに含まれる、Docusign eSignature for Salesforce Essentialsによる電子署名の流れをご紹介しました。文書生成、外部レビュー/内部承認が完了後、このアプリを使うことで、Salesforce上から直感的にわかりやすく、契約書への電子署名を依頼することができます。

Author 大串 昌央
大串 昌央
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