Capturing End User Signatures on Contract Partners
Some customers require the end user’s signature on the contract signature page in addition to the account signature. End users can edit their own signature.
Who can use this feature?
- iPad Users
- Users do not require an additional license
- End Users
Configuring End User Signatures for
End Users
To enable end user signature capture:
- Ensure Configuring Contracts is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
contract_partner__v
Edit
All
user_signature__v
Edit
- Navigate to Admin > Configuration > Objects.
- Select contract_partner__v.
- Select Layouts.
- Add the user_signature__v field to the appropriate layout.
- Select Save.
Capturing End User Signatures on Contract Partners as
End Users
End users sign on the contract signature page next to where a customer’s signature is captured.
