Quick Signature Requests
Published on February 10, 2026 DRTE
Add E-Signature Request Action Button
The Add Signature Request button provides a streamlined way to initiate signing workflows without manually using a document editor. Users can quickly link contacts, placeholders, and a template to trigger a formal signature request.
Feature Overview
By clicking this button, users can:
- Search and select the signatory contacts.
- Assign specific signature placeholders.
- Choose a document template to be sent for signing.
Once generated, the request appears immediately in the E-Signature Request List component on the record page for tracking.
Setup Instructions
Follow these steps to enable the "Add Signature Request" button on any object.
Step 1: Create the Action
- Navigate to Object Manager and select the desired object.
- Go to Buttons, Links, and Actions and click New Action.
- Action Type: Select Flow.
- Flow: Select Add Signature Request.
- Label/Name: Enter "Add Signature Request" (or your preferred title).
Creating the Flow action in Object Manager.
Action settings with the Add Signature Request flow selected.
Step 2: Add to Record Page
- Open the Page Layout or Lightning App Builder for the object.
- Drag and drop the new action into the Mobile & Lightning Actions section.
- Save and Activate the changes.
User Experience
As soon as a user completes the flow and clicks Finish, the new request automatically populates in the E-Signature Request List. This gives real-time visibility into the document status without refreshing the page.
Knowledge Article Number: KA-00114