Editions Supported: Essentials, Professional, Enterprise, Unlimited, Developer
- Have Dropbox Sign for Salesforce Version 4.0 or greater installed in your organization
- Be a Salesforce Administrator in your organization
- Open up an Opportunity, Account, Lead or Contact record (whichever object that Dropbox Sign for Salesforce will be used to send signature requests)
- Click the Edit Layout link on the top of the record
- Select Buttons
- Choose the “Use Dropbox Sign” buttons
- Drag the button onto the layout
- Click “Save"
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