---
title: "Custom links"
url: "https://docs.signnow.com/docs/custom-links"
type: "page"
section: "Integrations"
slug: "custom-links"
---

# Custom links

# Custom links

## Prerequisites

Go to **App Launcher** > **SignNow Admin Tools**.

![signnow_admin_tools.png](/reference-assets/images/SignNow_Salesforce/signnow_admin_tools.png)


Log in to your SignNow account and grant SignNow for Salesforce access to your account.

Click **Custom Links** in the left-hand menu.

![Custom Links tab in SignNow Admin Tools with the Generate Custom Link builder](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_builder_overview.png)

---

On the **Custom Links** tab, Salesforce admins can generate a link for custom buttons and add them to Salesforce record pages.

By clicking the custom button, users send documents for signature or sign them themselves, based on the configuration set by the admin. A single custom button can combine SignNow templates with files attached to the record and send them for signature in one document group, so recipients review and sign everything in one SignNow invite instead of several separate requests.

Let's follow the step-by-step instructions for creating a URL for a custom button.

## Select what should be sent for signature

Once a user clicks the custom button, the SignNow application opens the documents pre-defined by the Salesforce admin.

In **Select what should be sent for signature**, select **Templates**, **File**, or both. When **Templates** is selected, choose who picks the templates.

| Option | Description |
| --- | --- |
| **Templates: selected by the sender** | The user selects one or more SignNow templates after clicking the custom button. |
| **Templates: pre-selected by the Admin** | The custom button uses the templates you choose. Select one or more templates from the list and click **Apply**. |
| **File: from the list of files attached to a Salesforce record** | The user selects files attached to the record they are sending from. |

Select both to let the user combine templates and record files in one document group. See [Combine templates and files](#combine-templates-and-files).

![Generate Custom Link builder with Templates and File selected](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_builder_templates_and_file.png)

> [!NOTE]
> The template list includes both document group templates and document generation templates, which build the document from Salesforce record data. Document generation templates are marked **DOCX**. See [Document generation](/docs/salesforce-document-generation).

### Templates: pre-selected by the Admin

After a user clicks the custom button, they will open or send a document group template pre-selected by the admin.

Select at least one template in **Select Template** to generate the link.

![Templates: pre-selected by the Admin with several templates selected in the Select Template list](/reference-assets/images/SignNow_Salesforce/use_case_template_conditions/custom_links_preselected.png)

> [!NOTE]
> The admin can select multiple document group templates. After clicking the custom button, the user chooses which of them to send.

> [!TIP]
> To offer different templates depending on the field values of the record, see [Select templates based on record field values](/docs/salesforce-select-templates-by-field-values).

If the Salesforce admin adds the document flow to the custom button, the user can perform actions defined by this document flow.

For example, if the admin hid the **Add Fields Screen** and **Map Fields Screen**, the user won't see these steps.

### Templates: selected by the sender

After a user clicks the custom button, the **Select Templates** page opens. The user selects one or more templates, sets their order in **Merge order** if needed, and clicks **Proceed**.

![Select Templates page with two templates selected and the Merge order panel](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_sender_select_templates.png)

The steps after **Proceed** depend on the document flow added to the custom button. See [Configure the sender's experience](/docs/document-flows#configure-the-senders-experience).

### File: from the list of files attached to a Salesforce record

After a user clicks the custom button, they can select files attached to the record they are sending from and send them for signature.

> [!NOTE]
> The supported file types are PDF, DOCX, PNG, JPG, JPEG, GIF, BMP, DOC, ODT, RTF, XML, XLS, XLSX, PPT, and PPTX.

If multiple files are available, the user can merge them and manage the merging order. For this scenario, the document flow configuration can also be added.

> [!NOTE]
> Once all recipients have signed the document, it is saved in the **Notes & Attachments** section of the associated Salesforce object.

### Combine templates and files

Combine your standard SignNow templates with documents that are specific to each record in one custom button. For example, send your contract template together with the quote or proposal attached to the Opportunity. The user prepares everything in one go, and recipients receive all documents in a single invite. Once all recipients sign, the completed documents are saved to the record.

When both **Templates** and **File** are selected:

- The user clicks the custom button, selects files attached to the record on the **Select File** page, and clicks **Proceed**.
- On the **Select Templates** page, the user selects the templates to add. If the admin pre-selected templates, only those templates are listed, and a single pre-selected template is already selected.
- In **Merge order**, the user can set the order of the documents and clicks **Proceed**.

SignNow combines the selected files and templates into one document group. The next steps depend on the document flow added to the custom button.

## Choose how the document is delivered

In **Delivery and Invite Settings**, choose what happens after the user selects the documents:

- **Send for signature**: the user prepares the document and sends a signature invite to recipients. This is the default option.
- **Self Sign: sign the document without sending**: the user fills out and signs the document themselves, without recipients.

Self Sign works with files attached to the Salesforce record. To use it, select **File: from the list of files attached to a Salesforce record**. A document flow applies only to **Send for signature**, so **Add a SignNow Document Flow** is hidden when **Self Sign** is selected.

| What is sent | Send for signature | Self Sign |
| --- | --- | --- |
| **Templates** (selected by the sender or pre-selected by the admin) | Yes | No |
| **File** | Yes | Yes |
| **Templates** and **File** | Yes | No |

![Generate Custom Link builder with File and Self Sign selected](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_builder_self_sign.png)

### Self Sign a document

After a user clicks a custom button configured for Self Sign:

- On the **Select File** page, select one or more files attached to the record, set their order in **Merge order** if needed, and click **Proceed**.

![Select File page with two files and the Merge order panel](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_self_sign_select_file.png)

- The document opens in the SignNow editor. Add your signature, initials, text, date, and other fields from the left panel, then click **Done**.

![SignNow editor with signature, printed name, and date added](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_self_sign_editor_signed.png)

- On the **Document Complete Successfully** page, click **Download Document** to save a copy.

![Document Complete Successfully page with Download Document](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_self_sign_complete.png)

The signed document is saved in the **Notes & Attachments** section of the Salesforce record.

![Notes and Attachments on the Account record with the signed document](/reference-assets/images/SignNow_Salesforce/custom_links/custom_links_self_sign_notes_attachments.png)

## **Add the SignNow document flow (optional)**

A document flow applies to custom buttons that use **Send for signature**.

Click on the dropdown arrow to select the existing document flow.

The document flow settings will be applied to documents a user will send for signature.

If nothing is selected, the user can customize documents and signature invites before sending them to recipients.

![Add a SignNow Document Flow dropdown with the list of document flows open](/reference-assets/images/SignNow_Salesforce/add_document_flow_upd.png)

## **Enter the object name**

Enter the Salesforce object name where you will add the custom button.

![Generate a link for your custom button with the Account object name and the generated link](/reference-assets/images/SignNow_Salesforce/add_object_copy_url_upd.png)

> [!NOTE]
> The object name should be the **API name** of the object where you want to place the custom button, as listed in the **API NAME** column on the **Object Manager** page:<br><br>![custom_links_object_api_name.png](/reference-assets/images/SignNow_Salesforce/custom_links_object_api_name.png)


Click **Copy link** and insert the link into the custom button.

## Add the custom button to the Salesforce object

Go to **Setup** > **Object Manager** and select the object (**Contact** in our example) where you want to add the custom button.

![setup_object_contact.png](/reference-assets/images/SignNow_Salesforce/setup_object_contact.png)

Click the required object and click **Buttons, Links, and Actions** on the left panel. Then click **New Button or Link** in the top right corner.

![new_button_link.png](/reference-assets/images/SignNow_Salesforce/new_button_link.png)

Enter the custom button details, such as the label, display type, behavior, etc. The **Content Source** should be the URL.

Insert the generated link into the **Custom Button or Link Editor** field. Click **Save** to save your button.

> [!IMPORTANT]
> Ensure the **Display Type** is set to **Detail Page Button**.

![save_button.png](/reference-assets/images/SignNow_Salesforce/save_button.png)

Next, add the custom button to the object page layout.

Select **Page Layout** on the left panel and click the required page layout from the list.

![page_layout.png](/reference-assets/images/SignNow_Salesforce/page_layout.png)

Click **Mobile & Lightning Actions** and locate the custom button you created. Drag and drop the button to the desired section of the page layout and click **Save**.

![actions_drag_and_drop.png](/reference-assets/images/SignNow_Salesforce/actions_drag_and_drop.png)

> [!NOTE]
> In the Salesforce Classic interface, navigate to **Buttons** and locate the custom button you created. Drag and drop it into the **Custom Buttons** section on the page layout, then click **Save**.

Your custom button should be visible to users.

![send_with_sn_visible.png](/reference-assets/images/SignNow_Salesforce/send_with_sn_visible.png)

> [!TIP]
> Having trouble? See [Troubleshooting](/docs/salesforce-troubleshooting#custom-links).


---
*Full page: https://docs.signnow.com/docs/custom-links*