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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. Setting Gear Icon
    2. Setup option


  • Open 'Object Manager'

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    1. Type 'Object' in search field
    2. 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'


  • Verify if you have the 'Send For Signature' action in your Object

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    1. Select the 'Buttons, Links and Actions'
    2. Verify if you have the 'Send for Signature' action in the list. If you already have the button configured, go directly to the step: 'Choose the layout where you want to add the 'Send for Signature' button'
    3. Add a new action


  • Create the new 'Send For Signature' action.

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    1. Select the 'Lightning Component' Action Type.
    2. Select the 'namirialSF:SendForSignature' Lightning Component.
    3. Set Send for Signature' label
    4. Set 'Send_for_Signature' name
    5. Save the new action.


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

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    1. Click on 'Page Layout'

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


  • Drag and Drop the 'Send for Signature' button

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    1. Select the 'Mobile and Lightning Actions'
    2. 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 the button is visible in the 'Salesforce Mobile and Lightning Experience Actions' section

    2. Click 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