To send an envelope starting from a Salesforce object, you have to configure it following these steps:
- Open Setup
- Type 'Object' in search field and choose 'Object Manager'
- Click on the Salesforce object that you want to configure as starting point to send envelope
- Click on 'Page Layout' and choose the layout where you want to add the 'Send for Signature' button
- Select the 'Mobile and Lightning Actions', click on 'override the global publisher layout' and drag and drop the 'Send for Signature' button into 'Salesforce Mobile and Lightning Experience Actions' section
- Now that button is visible in the 'Salesforce Mobile and Lightning Experience Actions' section
- Click the 'Save' button.
- Navigate to configured object, now the 'send for Signature' button is configured and visible.
