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Create signNow buttons using button codes

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Add signNow buttons to Salesforce objects

Follow these steps for adding signNow buttons to your objects. Adding these buttons allows for using signNow directly from your record pages.

  1. Use Quick Find to locate the Object Manager.
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  1. Select the needed object (Opportunity in the example).
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  1. Select Buttons, Links, and Actions and click New Button or Link.
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Follow the instructions to set up a new button:

  1. Copy the button name you need and paste it into the Button Label field (signNow Templates in the example).

  2. For Display Type, select Detail Page Button.

  3. In the Behavior dropdown, select Display in existing window without sidebar or header.

  4. Content Source is set to URL by default.

  5. Copy your button code to the syntax field.

  6. Make sure to use the correct Salesforce instance in the button code (na85 in the example). Copy your Salesforce instance from the web-browser address bar and paste it into the button code.

Click Save to apply changes.

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Note! If My Domain is set in your organization, it should be added to the button code. You can find your domain name in the My Domain section or from the address bar. Copy and paste it right after "https://" and separate it from the rest of the button code with "--".

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In this case, your Salesforce instance won't be displayed in the URL. To add it to your button code proceed to Setup, select Company Information and find it in the Organisation Details (na50 in the example).

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Button Codes list

signNow Templates: 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Opportunity.Id}&type=opportunity

signNow preselected template: 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Opportunity.Id}&type=opportunity&template_id=sn template id

signNow template settings: 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Opportunity.Id}&type=opportunity&template_setting=sf template setting id

signNow attachments: 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Opportunity.Id}&type=opportunity&view=attachments

signNow attachment groups: 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Opportunity.Id}&type=opportunity&view=attachments-group

Merge attachments: 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Opportunity.Id}&type=opportunity&view=merge-attachments

signNow Quotes (for the Quotes object only): 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Quote.Id}&type=quote&view=quotes

signNow bulk invites: 

https://cuda-signnow.na85.visual.force.com/apex/signnow_templates?id={!Contact.Id}&type=contact&view=bulk_invite&bulk_invite_type=contact&bulk_email_field=Email

Updated over 4 years ago