Create signatures that can be synced and added to invoices. Add signature flows to signatures.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create signatures: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
- From App Launcher, find and select Signature, and then click New.
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Provide these details:
Field Description Identification Reference Object Phase Name of a reference object phase. Order Name of an order. User Name of a user. Tour Name of a tour. Signature Flow Step Name of a signature flow step. Customer Name of a customer. Name Name of the signatory. - Save your changes.
- Define a Signature Attribute
Define the attributes to record for a signature.