Add custom button in Adobe Sign extension
- Click the Settings Icon(Setup) -> Customization -> Modules -> Select the Module to which the Custom Button have to be create -> Layout -> Links and Buttons -> Create New Button.
- Give the Name of the Button.
- Add Description if you want.
- Select the button to be placed.
- Select "Invoke a URL" to perform the action.
- Given the below URL in Construct Your URL :
https://extensions.zoho.com/plugin/esign/handler?action=createAgreement&module=ModuleName&rec_id=${Module.Module Id}&rec_name=${Module.Module Name}
For Ex : https://extensions.zoho.com/plugin/esign/handler?action=createAgreement&module=Lead&rec_id=${Lead.Lead Id}&rec_name=${Lead.Last Name}
- Select the button on Where to show the content of the button action.
- Select Which Profiles to show this action.
- Click Save.