Objective

How to add a Standard or Custom 'Send for Signature' button on SalesForce Lightning Experience?

Environment

SalesForce

Steps

Following are the steps to add the button once you have created it:

  1. Open a Record on the Object you want to add the button to and click Edit Layout.

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  2. Select 'Mobile & Lightning Actions' from the list.

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  3. Drag the button from 'Mobile & Lightning Actions' and add it to 'Salesforce Mobile and Lightning Experience Actions' and save.

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    The button is available on Lightning now.

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Additional information

To create Send for Signature button, refer to Agreement Templates and the Send for Signature Button.

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