---
title: "Set up Nutrient Documents for Salesforce"
canonical_url: "https://www.nutrient.io/guides/salesforce-documents/admin-guide/set-up-documents-for-salesforce/"
md_url: "https://www.nutrient.io/guides/salesforce-documents/admin-guide/set-up-documents-for-salesforce.md"
last_updated: "2026-06-05T20:16:40.286Z"
description: "Configure Nutrient Documents for Salesforce, including licensing and admin settings."
---

# Set up Nutrient Documents for Salesforce

Use this guide to complete the one-time Salesforce setup required before users can use Nutrient Documents for Salesforce.

## Who should use this guide

This guide is for Salesforce administrators who need to enable Nutrient Documents for Salesforce for users.

## Prerequisites

Before you begin, confirm that you have:

- Salesforce administrator access

- The Nutrient Documents app installed in Salesforce

- A Nutrient license key, if your organization uses a production license

You can use Nutrient Documents without a license, but generated documents include an evaluation watermark.

## Configure license and admin settings

Start in the Nutrient Admin tab to configure the license and app settings.

1. Open the **Nutrient Documents** app from the Salesforce App Launcher.

2. Open the **Nutrient Admin** tab.

3. Paste your license key into **Nutrient License**.

4. Review the following required signing settings:
   - **Named Credential for Nutrient Signing** — Selects the Salesforce named credential that Nutrient uses for outbound signing requests to DWS.
   - **Signing Integration User** — Selects the dedicated Salesforce integration user used for the signing and webhook integration.

5. Optional: Enable **Log inbound signature events** if you need to log incoming signing webhook requests from DWS for debugging or investigation. Use this only when needed so you don’t overfill limited Salesforce data storage.

6. Optional: Enable **Show JSON** if you need to view JSON data mapping in Template Manager.

7. Optional: Enable the **Allow data review** setting if users should be able to review and edit resolved data before document creation.

8. Click **Save**.

If you enable the **Allow data review** setting, the review step becomes available for all templates.

## Next steps

After you finish the app-level setup, continue with the feature-specific guides:

- Refer to the [set up document generation in Salesforce](https://www.nutrient.io/guides/salesforce-documents/admin-guide/set-up-document-generation-in-salesforce.md) guide to add the document creation widget and assign document generation permissions.

- Refer to the [set up digital signing in Salesforce](https://www.nutrient.io/guides/salesforce-documents/admin-guide/setup-signing-integration-with-dws.md) guide to configure DWS signing integration and add the signing status widget.

## Related guides

Refer to the following guides for related tasks:

- [Set up document generation in Salesforce](https://www.nutrient.io/guides/salesforce-documents/admin-guide/set-up-document-generation-in-salesforce.md)

- [Manage document templates in Salesforce](https://www.nutrient.io/guides/salesforce-documents/admin-guide/manage-document-templates-in-salesforce.md)

- [Build document templates in Salesforce](https://www.nutrient.io/guides/salesforce-documents/admin-guide/build-document-templates-in-salesforce.md)

- [Set up digital signing in Salesforce](https://www.nutrient.io/guides/salesforce-documents/admin-guide/setup-signing-integration-with-dws.md)
---

## Related pages

- [Build document templates in Salesforce](/guides/salesforce-documents/admin-guide/build-document-templates-in-salesforce.md)
- [Manage document templates in Salesforce](/guides/salesforce-documents/admin-guide/manage-document-templates-in-salesforce.md)
- [Set up document generation in Salesforce](/guides/salesforce-documents/admin-guide/set-up-document-generation-in-salesforce.md)
- [Set up digital signing in Salesforce](/guides/salesforce-documents/admin-guide/setup-signing-integration-with-dws.md)