Configuring the Request E-Signature Action for Salesforce Record Pages

Adding a custom E-Signature action to a Salesforce record page enables end users to send on-the-fly E-Signature requests directly from their daily workflow, removing friction in day-to-day processes and accelerating desired business outcomes.

Step 1: Create the Custom Action

1. Click the gear icon in the upper right of the Salesforce interface and select Setup.
2. Select Object Manager.
3. Search for and select the base object where you want to implement the request for E-Signature action (e.g.: Opportunity)
4. Select Buttons, Links, & Actions from the sidebar menu.
5. Click New Action.

Step 2: Configure the Action

1. Select Lightning Web Component in the Action Type field.
2. Select SDOC:requestSignatureFromRecord in the Lightning Component field.
3. Enter a clear name in the Label field (such as "Request e-Signature") so end users can instantly recognize the action.
4. Click Save.

Example of a fully configrued action.

Step 3: Add the Action to the Page Layout

1. From the same base object in Object Manager, click Page Layouts.
2. Select the specific page layout you want to update (e.g.: Opportunity Layout).
3. Click Mobile & Lightning Actions in the layout palette.
4. Drag your newly created action into the Salesforce Mobile and Lightning Experience Actions section.
5. Click Save.

The action button wil now be available to end users on every record of that object. Clicking the action button launches the E-Signature Request Builder, which automatically logs request status details directly back to that record.