Custom buttons
Custom buttons trigger a TrueSign send directly from a record page — with or without a template, on any standard or custom object.
Create a button
TrueSign Setup → eSignature → Button → Create Button — a 3-step wizard:
- Target object — Account, Opportunity, Contact, Lead, custom object…
- Template or free mode:
- fixed template: the send goes out with the template's configuration, no selection by the user (e.g. a "Send Proposal" button on Opportunity);
- free mode: the user picks the document and configures the signers — for one-off sends.
- Send mode and name:
| Mode | Behavior |
|---|---|
| Standard | Full sending interface with preview |
| Quick Send | Immediate send, no intermediate screen |
| Embedded | Interface embedded in the Salesforce page (no new tab) |
The button can also force a specific document title, independent of the template.
Install the button
Once created, the button must be added to the page: the screen shows the instructions — via Lightning App Builder (drag the component onto the Record Page) or the layout. The Button list recaps every existing button: object, linked template, mode.
Typical example
A "Tax collection" button on the Account object, linked to the W-9 form template, in Quick Send mode: the user clicks, the send goes out, and the writeback updates the account's tax classification at signing time.
To trigger a send from a Flow, Process Builder or Einstein Next Best Action, use the TrueSign invocable action — a ready-made Screen Flow with a confirmation screen is bundled, with duplicate protection (no proposal if a request is already ongoing on the record).