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Adobe-Sign-custom-button

Add custom button in Adobe Sign extension

  1. 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.
  2. Give the Name of the Button.
  3. Add Description if you want.
  4. Select the button to be placed.
  5. Select "Invoke a URL" to perform the action.
  6. 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}

  1. Select the button on Where to show the content of the button action.
  2. Select Which Profiles to show this action.
  3. Click Save.

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