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Salesforce apps by To A Finish

Four managed packages that run inside your own Salesforce org.

Simple Signature

Document creation and e-signatures in Salesforce

Address Verification

Clean, verify and geocode Salesforce addresses

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Simple Signature Address Verification Highlighter List Browse Support Book a Demo
Simple Signature · How-to

Choose the fields on the form

How to do it in Simple Signature, one step at a time.

Last updated 9 Oct 2026

The fields on the form come from a field set named SignatureFields on the Signature object. A field set is a named group of fields that you edit in Setup.

  1. Open the Signature object in Object Manager.

    Open Setup. Click Object Manager. Click ß Signature, the object with the API name signature__Signature__c. Salesforce has other objects with similar names, such as Digital Signature. Leave those alone.

  2. Optional: make a new field for the form.

    Click Fields & Relationships. Click New, and make the field as usual. On the field-level security page, make the field visible to the profiles of the users who take signatures. Skip this step if the fields you need are already there.

  3. Click Field Sets. Then click SignatureFields.

    The field set editor opens. The fields of the Signature object sit at the top. The fields on the form sit in In the Field Set. At first it holds First Name, Last Name, Email and Date.

  4. Drag fields in, out and into order.

    Drag a field from the top into In the Field Set to add it to the form. Drag a field back out to remove it. The order in the field set is the order on the form.

    The SignatureFields field set editor, with the Signature fields at the top and the fields of the form below.
  5. Click Save.

One field set in the free version

The free version always uses SignatureFields. More field sets, for more than one form, need the paid version.

Applies to

Simple Signature 5.8.x. These steps come from the tested Simple Signature implementation guide, where they sit with the steps before and after them.

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