RMail® service for Salesforce adds an all-in-one toolkit to track, prove, e-sign, encrypt, and more, for emails sent from Salesforce.com, backfilling message status data and e-delivery evidence into the Salesforce record.
RSign® service for Salesforce is a sister application that can provide more functionality around sending documents, templates, and forms for recipient fill and e-sign, backfilling form field, e-sign status data and e-sign evidence into the Salesforce record.
This guide focuses on RMail® service functionality. While RMail® service includes e-signature functionality, if you need more advanced functionality for e-signatures and forms, refer to the RSign® service for Salesforce guide. These two applications together are a major update to the original RPost® service for Salesforce application.
Please click on the link below to download the latest version of the PDF RMail for Salesforce Quick Guide.