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          Create a Signature

          Create a Signature

          Create signatures that can be synced and added to invoices. Add signature flows to signatures.

          Required Editions

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

          CGCloud Business Admin

          OR

          CGCloud Retail Business Admin

          1. From App Launcher, find and select Signature, and then click New.
          2. Provide these details:
            Field Description
            Identification
            Reference Object Phase Name of a reference object phase.
            Order Name of an order.
            User Name of a user.
            Tour Name of a tour.
            Signature Flow Step Name of a signature flow step.
            Customer Name of a customer.
            Name Name of the signatory.
          3. Save your changes.
           
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