Add DRTE Editor to Record Pages

Add DRTE Editor to Record Pages

Configure the DRTE component on your object record pages (e.g., Contract or any SFDC object).

To add DRTE components:

1. Open the Lightning App Builder for your record page

1. Add a new tab named "Contract Document"
2. Add the following components:

• Dynamic Rich Text Editor (main area)
• E-Signature Request List (right panel)

1. Configure component properties:

• Default Template SFDC Id: Enter your template record ID
• Footer: Optional footer text
• Show Page Number: Enable/disable page numbers
• Read Only: Restrict manual editing (only keep it unchecked when needed to make it editable on the fly)
• Enable to request E-Signature: Enable signature functionality

1. Add the E Signature Workflow component

For the latest upgraded version of E Signature Request List, select Show Advanced Hierarchy View in the component property.