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Create a Signature Template

Signature templates have attributes, such as name, description, state, and sales org.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create signature templates:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From App Launcher, find and select Signature Templates, and then click New.
  2. Provide these details:
    Field Description
    Identification
    Signature Template Name Name of the signature template.
    Print Automatically Indicates whether a report is printed automatically during release.
    Capture Location Indicates whether the location of a user is recorded using GPS coordinates.
    Active Indicates whether the signature template is active.
    Mobility Relevant Indicates whether a template can be used in the mobile app.
    Attribute Set Attribute set of a signature.
    Sales Org Sales org of a signature template.
    Description
    Description Language 1/2/3/4 Description of a signature template in the languages configured for the sales org.
  3. Save your changes.