Create a Signature Template
Signature templates have attributes, such as name, description, state, and sales org.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create signature templates: | CGCloud Business Admin OR CGCloud Retail Business Admin |
- From App Launcher, find and select Signature Templates, and then click New.
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Provide these details:
Field Description Identification Signature Template Name Name of the signature template. Print Automatically Indicates whether a report is printed automatically during release. Capture Location Indicates whether the location of a user is recorded using GPS coordinates. Active Indicates whether the signature template is active. Mobility Relevant Indicates whether a template can be used in the mobile app. Attribute Set Attribute set of a signature. Sales Org Sales org of a signature template. Description Description Language 1/2/3/4 Description of a signature template in the languages configured for the sales org. - Save your changes.
- Add a Signature Flow Step
Signature flow steps determine the signing authority.
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