Sending Envelope From Parent Record Configuration - Admin Guide - SalesForce Connector

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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• Drag and Drop the button

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  	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

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• Click the 'Save' button.

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

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