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

  • Open Setup 

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  • Type 'Object'  in search field and choose 'Object Manager'

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  • Click on the Salesforce object that you want to configure as starting point to send envelope

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  • Click on 'Page Layout' and choose the layout where you want to add the 'Send for Signature' button

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  • Select the 'Mobile and Lightning Actions' and drag and drop the 'Send for Signature' button into 'Salesforce Mobile and Lightning Experience Actions' section

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  • Now tha button is visible in the 'Salesforce Mobile and Lightning Experience Actions' section

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  • Click the 'Save' button.

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DATA MAPPING:

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  • Navigate to the object that you have configurated, now the ?send for Signature' button is configurated and visible.

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