---
schema_version: "1"
id: 19c61f732e1003b8e55ea3bbf401df39216d43c19f76060bff1cd1d51a9e2fcf
title: Set Up Field Service Appointment Assistant Contactless Signature
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_appointment_assistant_contactless_signature_parent.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_contactless_signature_parent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dbe0e3cad9e999ffe5325ddf8bb062ad97772bc0d71b78fd2b0414e071018631
description: Let your customers use their own device instead of the Field Service mobile worker’s device to digitally sign service reports. Before you start setting up Contactless Signature, make sure that you have a service report template and a digital signature.
products:
  - Field Service
release: "264"
---
# Set Up Field Service Appointment Assistant Contactless Signature

Let your customers use their own device instead of the Field Service mobile worker’s device to digitally sign service reports. Before you start setting up Contactless Signature, make sure that you have a service report template and a digital signature.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service Appointment Assistant managed package and permission set license are required.</td></tr></tbody></table>

![Mobile phone icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/custom110.png) _This is a Field Service mobile app feature._

- **[Create Permission Sets for Appointment Assistant Contactless Signature](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_create_perm_set.htm&release=264.0.0&type=5)**  
    You can use this permission set for the Field Service mobile workers and the Field Service admins. For Appointment Assistant Contactless Signature, each mobile worker needs the Field Service Appointment Assistant permission set license to share the service report with the customer.
- **[Configure Appointment Assistant Settings for Contactless Signature](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_configure_settings.htm&release=264.0.0&type=5)**  
    Make sure that the Appointment Assistant settings are configured.
- **[Add Contactless Signature to Your Experience Builder Site](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_add_to_site.htm&release=264.0.0&type=5)**  
    To enable Appointment Assistant Contactless Signature, add it to your Experience Builder site.
- **[Create a Sharing Rule for Contactless Signature](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_sharing.htm&release=264.0.0&type=5)**  
    Add a sharing rule to share service report records with the guest users.
- **[Create a Messaging Component for Contactless Signature](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_messaging_template.htm&release=264.0.0&type=5)**  
    Create a messaging component for the message sent to customers for signing the service report.
- **[Set Up Contactless Signature Flows](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_flows.htm&release=264.0.0&type=5)**  
    Create your own version of the flows based on the templates in the Appointment Assistant package.
- **[Add a Quick Action for Contactless Signature](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_action.htm&release=264.0.0&type=5)**  
    Create an action to send customers a link to the Contactless Signature page.
- **[Expose the Document Recipient Object’s Status Field](https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_cs_status_field.htm&release=264.0.0&type=5)**  
    The Document Recipient object’s Status field must be visible for the Contactless Signature flow.

#### See Also

- [Create Service Report Templates](https://help.salesforce.com/s/articleView?id=service.fs_customer_reports_settings.htm&type=5&language=en_US)