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Retail Execution at Your Fingertips
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            Signatures

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            Signatures

            Admins can configure the signature flow for an object with relevant signatures from multiple roles using signature templates. For example, a signature flow that requires a signature from the store manager followed by the signature from the sales rep. Customize the signature flow for processes such as orders, contracts, and daily reports.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled

            The Signature Handling page contains these sections:

            • Header Attributes: Attributes that identify the user signature belonging to a process such as an order or a report. These attributes are shown while capturing or reviewing the signature. You can define the header attributes by using the Attribute Set in a signature template.Header attributes in a signature
            • User Signature: The user's signature is shown along with the header attributes.

            You can configure multiple signature steps, one for each signature. For each signature step, the system validates these items:

            If Value Then
            Signature Required Yes A signature for the corresponding signature step is mandatory.
            Authentication
            • None
            • Name (optional)
            • Name (required)
            • None: The system doesn’t ask for the name of the contact.
            • Name (optional): The user can enter the name of the contact, but there’s no forced validation.
            • Name (required): The user must enter the contact's name.
            • Signatures in Print Layout
              Use signature templates to configure the signature flow for an object and to include signatures of multiple roles in the Print Layout of the relevant process.
             
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