Show the form on a record page
How to do it in Simple Signature, one step at a time.
Last updated 9 Oct 2026
Paid version only. These steps do not count in the setup progress.
You can also put the form on a tab of the record page, with no code. Any user who can open the record and use Simple Signature can sign there.
The Signature needs a lookup to the object
Contact, Lead and Opportunity have one already. For another object, see Add the Sign button.
Open a test Contact. Click the gear icon at the top right. Click Edit Page.
The Lightning App Builder opens. Components sit in the left panel, the page sits in the middle, and the settings of the item you click sit in the right panel.
Add a new tab beside Details.
Click the tab bar on the page, the bar that holds Activity and Details. In the right panel, click Add Tab. Click the new tab in that list. In Tab Label, pick Custom, and type
Sign.Drag SignatureFormConnector into the new tab.
SignatureFormConnectorFind it under Custom - Managed in the left panel.
Paste your Experience ID.
Click the component. In the right panel, paste the ID into Experience ID.
Click Save. Activate the page, if Salesforce asks.
Salesforce asks the first time you edit the Lightning page of an object. Click Activate. Click Assign as Org Default. Choose Desktop. Click Next. Salesforce shows a review of the assignment. Click Save.
Click Back. Open the Sign tab and sign.
Back sits at the top right of the Lightning App Builder. The record opens. Click the Sign tab. The form shows there. Take a test signature.
If the first click on the button that saves only moves the page, click the button again.
Applies to
Simple Signature 5.8.x, paid version. These steps come from the tested Simple Signature implementation guide, where they sit with the steps before and after them.
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