Add DRTE Editor to Record Pages
Published on February 6, 2026 DRTE
Add the DRTE Editor to Record Pages
Configure the DRTE components on any object record page (for example, Contract or any other Salesforce object) so your team can create, edit and send documents for e-signature directly from the record.
What you will set up: a Contract Document tab containing the Dynamic Rich Text Editor, the E-Signature Request List and the E Signature Workflow component.
Step 1: Open Lightning App Builder
Open the Lightning App Builder for the record page where you want to add DRTE.
Figure 1: Lightning App Builder open on the record page.
Step 2: Add the Contract Document Tab and Components
Add a new tab named "Contract Document", then add the following components to it:
- Dynamic Rich Text Editor (main area)
- E-Signature Request List (right panel)
Figure 2: Contract Document tab with the Dynamic Rich Text Editor in the main area and the E-Signature Request List in the right panel.
Step 3: Configure Component Properties
Configure the properties of the Dynamic Rich Text Editor component:
- Default Template SFDC Id: Enter your template record ID.
- Footer: Optional footer text.
- Show Page Number: Enable or disable page numbers.
- Read Only: Restrict manual editing.
- Enable to request E-Signature: Enable signature functionality.
Tip: Keep Read Only checked by default. Uncheck it only when users need to edit the document on the fly.
Step 4: Add the E Signature Workflow Component
Add the E Signature Workflow component to the page.
Figure 3: E Signature Workflow component added to the page.
Step 5: Enable the Advanced Hierarchy View
Latest version: For the latest upgraded version of the E Signature Request List, select Show Advanced Hierarchy View in the component property.
Figure 4: Show Advanced Hierarchy View option in the E-Signature Request List properties.
Quick Reference
| Component | Location on Page |
|---|---|
| Dynamic Rich Text Editor | Main area |
| E-Signature Request List | Right panel |
| E Signature Workflow | Added to the Contract Document tab |
Key takeaways: Create a Contract Document tab, add the three DRTE components, set your template record ID and e-signature options, and select Show Advanced Hierarchy View to use the latest E-Signature Request List.
Knowledge Article Number: KA-00088