Set Up Field Service Appointment Assistant Contactless Signature

This is a Field Service mobile app feature.

• Create Permission Sets for Appointment Assistant Contactless Signature
  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
  Make sure that the Appointment Assistant settings are configured.
• Add Contactless Signature to Your Experience Builder Site
  To enable Appointment Assistant Contactless Signature, add it to your Experience Builder site.
• Create a Sharing Rule for Contactless Signature
  Add a sharing rule to share service report records with the guest users.
• Create a Messaging Component for Contactless Signature
  Create a messaging component for the message sent to customers for signing the service report.
• Set Up Contactless Signature Flows
  Create your own version of the flows based on the templates in the Appointment Assistant package.
• Add a Quick Action for Contactless Signature
  Create an action to send customers a link to the Contactless Signature page.
• Expose the Document Recipient Object’s Status Field
  The Document Recipient object’s Status field must be visible for the Contactless Signature flow.