Sending Envelope From Parent Record Configuration - Admin Guide - SalesForce Connector

To send an envelope starting from a Salesforce object, you have to configure it following these steps:

• Open Setup

  Figure	Description
  	Setting Gear Icon Setup option

• Open 'Object Manager'

  Figure	Description
  	Type 'Object' in search field Click 'Object Manager' option

• Choose the Salesforce object to configure as starting point to send envelope

  Figure	Description
  	Click on the Salesforce object that you want to configure as starting point to send envelope. In the sample: 'Contact'

• Choose the layout where you want to add the 'Send for Signature' button

  Figure	Description
  	Click on 'Page Layout' Choose the layout where you want to add the 'Send for Signature' button

• Drag and Drop the 'Send for Signature' button

  Figure	Description
  	Select the 'Mobile and Lightning Actions' Drag and drop the 'Send for Signature' button into 'Salesforce Mobile and Lightning Experience Actions' section

• Save the configuration

  Figure	Description
  	Now the button is visible in the 'Salesforce Mobile and Lightning Experience Actions' section Click Save Button

• Navigate to configured object, now the 'send for Signature' button is configured and visible.

  Figure	Description
  	'Send For Signature' button