---
schema_version: "1"
id: dc6dd7dd2f3d4c497afc2a29447bff5590663a02355abde7305db6d4f4cb1707
title: Create a Signature Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_signature_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_signature_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a99ab03fb01352a7e8e8fcb587038fa536fb0c140933fe14e931489a60431c51
description: Signature templates have attributes, such as name, description, state, and sales org.
products:
  - Consumer Goods
release: "264"
---
# Create a Signature Template

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d19966e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e63 ">To create signature templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e63 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin </p>
            </td>

          </tr>
        </tbody>
      </table>

1. From App Launcher, find and select **Signature Templates**, and then click **New**.
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19966e119">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19966e122">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19966e119 d19966e122 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Signature Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Name of the signature template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Print Automatically</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Indicates whether a report is printed automatically during release.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Capture Location</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Indicates whether the location of a user is recorded using GPS coordinates.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Indicates whether the signature template is active.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Mobility Relevant</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Indicates whether a template can be used in the mobile app.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Attribute Set</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Attribute set of a signature.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Sales org of a signature template.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d19966e119 d19966e122 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e119 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d19966e122 ">Description of a signature template in the languages configured for the sales
                  org.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.

- **[Add a Signature Flow Step](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_signature_flow_steps.htm&release=264.0.0&type=5)**  
    Signature flow steps determine the signing authority.