To send an envelope starting from a Salesforce object, you have to configure it following these steps:
Open Setup
Figure
Description
- .
- Settig Gear Icon
- Setup option
Open 'Object Manager'
TypeFigure
Description
- Thyp
- 'Object'
and choose- in search field
- Click 'Object Manager' option
Choose the Salesforce object to configure as starting point to send envelope
Figure
Description
- S
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
and chooseFigure
Description
- S
Click on 'Page Layout'
Choose the layout where you want to add the 'Send for Signature' button
DescriptionFigure
- S
Drag and Drop the 'Send for Signature' button
Figure
Description
click on 'override the global publisher layout' and drag and- 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
thatFigure
Description
Now
tht button is visible in the 'Salesforce Mobile and Lightning Experience Actions' section
Figurethe 'Save' button.Description
- S.
Click
Figure
Description
- S.
Save Button
Navigate to configured object, now the 'send for Signature' button is configured and visible.
S.Figure
Description
- 'Send For Signature' button