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.
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
CRED
- listing__v
- sales__v
- user__v
- user_signature__v
Edit
user_detail__v E user_detail__v - user__v
- 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.
-
Navigate to Business Admin > Objects.
-
Select vmobile_object_configuration__v.
-
Activate VMOCs for the user_detail__v object for the appropriate mobile devices.
- 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. If there is an existing record of the user’s signature, the signature displays automatically.
