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LWC Component

The Lightning Web Component (LWC) is the primary interface for your Salesforce users. By placing the @Sign – Overview component on your record pages (Leads, Accounts, Opportunities, etc.), you provide your team with a centralized hub to send documents, track real-time signature progress, and access signed files without leaving the record.

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Navigate to a record page of the object type where you want to install the component on. In this example we will use Contact. We open the object detail page of "Jane Doe".

Step 1: Navigate to a record page of the object type where you want to install the component on. In this example we will use Conta…
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Click on "Setup"

Step 2: Click on "Setup"
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Click on "Edit Page"

Step 3: Click on "Edit Page"
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Search the component library for "@Sign - Overview". Drag and drop it on the page.

Step 4: Search the component library for "@Sign - Overview". Drag and drop it on the page.
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When you click ont he component, you can fine tune the features that you want to enable on this specific component instance. By disabling features here, they will be disabled for all users disregarding their permissions.

Step 5: When you click ont he component, you can fine tune the features that you want to enable on this specific component instanc…
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Save your changes

Step 6: Save your changes
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The component is now visible on the Contact record page.

Step 7: The component is now visible on the Contact record page.
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When you have contracts linked to the object, you will see them in a timeline form. When you click the item open, you can see information as, the state of the contract (also visible by color), the signers and when it expires. Depending on the state, you can edit/ delete or send the contract (only in draft) or view the signed version (once completed).

Step 8: When you have contracts linked to the object, you will see them in a timeline form. When you click the item open, you can …