Implementation guides
Install and set up each app, one step at a time. Each guide can also go to an AI that works in your browser. The AI does the steps, and you approve each change.
Simple Signature
Install Simple Signature and take your first signature in Salesforce Lightning. Then set up the paid features: signature requests, PDF documents and administration, one step at a time.
Applies to version 5.8.x Updated 14 Oct 2026
Open the guideAddress Verification
Install Address Verification, connect it to Smarty and verify your first address in Salesforce Lightning. Then verify custom objects, emails and phone numbers, verify in the background, and add autocomplete, one step at a time.
Applies to version 7.3.x Updated 14 Oct 2026
Open the guideHighlighter
Install Highlighter and set up your first highlighted field in Salesforce Lightning, one step at a time.
Applies to version 3.0.x Updated 14 Oct 2026
Open the guideList Browse
Install List Browse and set up the Browse button and the List Browse component in Salesforce Lightning, one step at a time.
Applies to version 3.0.x Updated 14 Oct 2026
Open the guideBefore you start
- Install in a sandbox first. Each guide tells you when to repeat the steps in production.
- Sign in as a user with admin rights.
- Update to the newest version before you report a bug. TAF works on bugs in the newest version only. The change logs hold the install links.
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