Capturing Contract Signatures on Contract Partners
End users can capture contract signatures on contract partners to document the account’s agreement to the contract terms.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users
Configuring Contract Signatures on Contract Partners for
End Users
To configure this feature:
- Ensure Configuring Contracts is complete.
- Navigate to Admin > Configuration > Objects.
- Select contract_partner__v.
- Select Layouts.
- Add the signature_date__v field to the appropriate layout.
- Select Save.
Capturing Contract Signatures as
End Users
iPad only.
End users can capture a signature on a contract partner by selecting the Sign action from the All Actions menu (...) if the contract partner is activated.
Once a contract partner signature has been captured, it can be re-captured as long as the contract partner is not activated.
