Quick Signature Requests

Add E Signature Requests Action Button

The Add Signature Request button provides a streamlined way to initiate signing workflows without requiring users to manually use a document editor. This feature allows users to 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 the request is generated, it will immediately appear in the E-Signature Request List component on the record page for tracking.

Setup Instructions

Follow these steps to enable the "Add Signature Button" button on any object:

1. Create the Action:

• Navigate to the 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).

1. 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 hits "Finish," the new request will automatically populate in the E-Signature Request List. This allows for real-time visibility into the status of the document without needing to refresh the page.