Signature - Setting up and Using the Signature Widget

  1. Start by dragging a TPC Form Layout into the body of your page. Then, drag a CRM Form Configuration widget into the TPC Form Layout. For this example the Form Configuration widget ​will be configured to use the contact entity.
  2. Click and drag a CRM Signature widget in the body of your form and click on the edit button to display the properties prompt. For this example, the Signature widget will be saving to a record’s notes.

    Signature1
  3. Under the appearance tab, specify a colour for the pen to use.

    Signature2

  4. On the page, you can use a CRM Notes widget to confirm if a signature has been saved successfully. The widget itself will attempt to retrieve any signature that already exists.

    Signature3