eSignature Buttons for the Agreement and Quote/Proposal Object
To initiate the DocuSign signature process and later check the signature status, you must have the correct buttons available on the agreement and quote record object.
The fields may already be available on the default page layouts, so you would only need to complete the following for custom layouts.
From Setup, go to and click Edit for the page layout you want to use with DocuSign eSignatures. Go to the Fields list, and drag the following fields onto the page:
- Send For eSignature (Apttus_CMDSign.SendForESignature)
- Check eSignature Status (Apttus_CMDSign.CheckESignatureStatus)
- Recall E-Signature Request (Apttus_CMDSign. RecallESignatureRequest)
- Correct E-Signature Document (Apttus_CMDSign.ViewESignatureDocument)
From Setup, go to and click Edit for the page layout you want to use with DocuSign eSignatures. Go to the Fields list, and drag the following fields onto the page:
- Send For eSignature (Apttus_QPSign.SendForESignature)
- Check eSignature Status (Apttus_QPSign.CheckESignatureStatus)
- Recall E-Signature Request(Apttus_QPSign.RecallESignatureRequest)
- Correct E-Signature Document (Apttus_QPSign.ViewESignatureDocument)
