EZSign » Documentation - Edjix

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After Installing the Package

Once you've downloaded and installed the EZSign package, modify the Contact page layout to include the following elements:

Fields:
  • Signature (the signature image once a signature has been captured)
  • Signature Name (the typed in name for the signature)
  • Signature Date (the timestamp of when the signature was captured)
Buttons (for Salesforce Classic):
  • Clear Signature (used to clear an existing signature)
  • Get Signature (used to get a new signature when logged into Salesforce)
  • Get Signature Remotely (used to get a new signature remotely via email)
Mobile & Lightning Actions (for Salesforce Mobile & Lightning):
  • Clear Signature (used to clear an existing signature)
  • Get Signature (used to get a new signature when logged into Salesforce)
  • Get Signature Remotely (used to get a new signature remotely via email)

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