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To send an envelope starting from a Salesforce object, you have to configure it following these steps:
Open Setup
Figure | Description |
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![](/download/attachments/224004768/image-2024-2-20_14-1-39.png?version=1&modificationDate=1708434099902&api=v2) | - Setting Gear Icon
- Setup option
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Open 'Object Manager'
Figure | Description |
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![](/download/attachments/224004768/image-2024-2-20_14-5-15.png?version=1&modificationDate=1708434315616&api=v2) | - Type 'Object' in search field
- Click 'Object Manager' option
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Choose the Salesforce object to configure as starting point to send envelope
Figure | Description |
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![](/download/attachments/224004768/image-2024-2-20_14-7-19.png?version=1&modificationDate=1708434439935&api=v2) | Click on the Salesforce object that you want to configure as starting point to send envelope. In the sample: 'Contact'
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Choose the layout where you want to add the 'Send for Signature' button
Figure | Description |
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![](/download/attachments/224004768/image-2024-2-20_14-9-33.png?version=1&modificationDate=1708434576706&api=v2) | Click on 'Page Layout' 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
Figure | Description |
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![](/download/attachments/224004768/image-2024-2-20_14-15-12.png?version=1&modificationDate=1708434915733&api=v2) | - Select the 'Mobile and Lightning Actions'
- Drag and drop the 'Send for Signature' button into 'Salesforce Mobile and Lightning Experience Actions' section
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Save the configuration
Figure | Description |
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![](/download/attachments/224004768/image-2024-2-20_14-17-38.png?version=1&modificationDate=1708435058506&api=v2) | Now the button is visible in the 'Salesforce Mobile and Lightning Experience Actions' section Click Save Button
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Navigate to configured object, now the 'send for Signature' button is configured and visible.
Figure | Description |
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![](/download/attachments/224004768/image-2024-2-20_14-20-13.png?version=1&modificationDate=1708435214245&api=v2) | - 'Send For Signature' button
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