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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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    1. Settig Gear Icon
    2. Setup option


  • Open 'Object Manager'

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    1. Thyp
    Type
    1. 'Object'
     
    1. in search field
    and choose
    1. Click 'Object Manager' option


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

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    1. 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

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    1. Click on 'Page Layout'

    and choose
    1. Choose the layout where you want to add the 'Send for Signature' button

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  • Drag and Drop the 'Send for Signature' button

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    1. Select the 'Mobile and Lightning Actions'
    click on 'override the global publisher layout' and drag and
    1. Drag and drop the 'Send for Signature' button into 'Salesforce Mobile and Lightning Experience Actions' section


  • Save the configuration

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    1. Now

    that
    1. tht button is visible in the 'Salesforce Mobile and Lightning Experience Actions' section

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    1. Click

    the 'Save' button.
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    1. Save Button


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

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    1. 'Send For Signature' button