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Add Contactless Signature to Your Experience Builder Site

To enable Appointment Assistant Contactless Signature, add it to your Experience Builder site.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
The Field Service Guest User license is required.
User Permissions Needed
To add components to sites: Create and Set Up Experience Sites AND View Setup and Configuration
  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
  2. In the row for your site, click Builder.
  3. Add the Contactless Signature component.
    1. From Experience Builder, click Components Components button.
    2. From Custom Components, locate the Contactless Signature component.
    3. Drag the component onto the site.
      Contactless Signature component
    4. To open the settings panel, click anywhere in the Contactless Signature component.
      Contactless Signature component settings
    5. A default page title is provided. To use your own text, enter it in the Page Title field.
    6. For Customer Confirmation Text, review the suggested text, and replace it as needed.
  4. Enable guest user permissions.
    1. From Experience Builder, click Settings Settings button.
    2. Enable public access.
      Public can access the site setting
    3. In Guest User Profile, click <Your Site Name> Profile.
      Guest user profile
    4. Grant read permission.
      1. From Profile Detail, click Edit.
      2. Under Standard Object Permissions, grant read permission for Document Recipients, Service Appointments, and Work Orders.
      3. Save your changes.
    5. Enable the Apex classes.
      1. From Enabled Apex Class Access, click Edit.
      2. Add these Apex classes: FSAA.TouchlessSignEncryptionService and FSAA.TouchlessSignServiceReportHandler.
      3. Save your changes.
    6. Set field-level security.
      1. Under Field-Level Security, click View next to Document Recipient.
      2. Click Edit.
      3. Grant read access to the Status field.
      4. Save your changes.
    7. Grant permission set license assignments.
      1. From Profiles, click View Users, and then click the user’s name.
      2. From Permission Set License Assignments, click Edit Assignments.
      3. Select Field Service Guest User.
      4. Save your changes.
    8. Grant permission set assignments.
      1. From Permission Set Assignments, click Edit Assignments.
      2. Add the Field Service Guest User Permissions permission set.
      3. Save your changes.
  5. Publish the site.