How do I add a field to the highlight panel in Salesforce?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Field lists. If the fields you want to add aren't listed, you must first add them to the detail page layout.

How do I change the highlights panel in Salesforce?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Field lists.

How do I change the highlight panel in Salesforce lightning?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Fi

Electronic Signature
Features
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Lay Out Highlight Record

Lay Out Highlight Record. Use eSignature Tools that Work Where You Do.

Electronic Signature
Features
All Features
Lay Out Highlight Record

Sign documents online

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Collect payments & signatures

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Add wet ink signature online

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Sign documents on iPhone or iPad

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Award-winning eSignature solution

Do more online with a globally-trusted eSignature platform

You can make eSigning workflows user-friendly, fast, and effective for your customers and employees. Get your papers signed in a few minutes

Real-time accessibility along with immediate notifications means you’ll never miss a thing. View stats and document progress via detailed reports and dashboards.

airSlate SignNow enables you to sign on any system from any place, whether you are working remotely from your home or are in person at the office. Every eSigning experience is versatile and easy to customize.

Your electronic signatures are legally binding. airSlate SignNow ensures the highest compliance with US and EU eSignature laws and supports market-specific rules.

airSlate SignNow provides a lay out highlight record function that helps improve document workflows, get contracts signed immediately, and operate seamlessly with PDFs.

Benefit from easy-to-install airSlate SignNow add-ons for Google Docs, Chrome browser, Gmail, and more. Try airSlate SignNow’s legally-binding eSignature functionality with a click of a button

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Try airSlate SignNow with a sample document

Complete a sample document online. Experience airSlate SignNow's intuitive interface and easy-to-use tools
in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

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Checkboxes and radio buttons

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Request an attachment

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Set up data validation

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airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to lay out highlight record.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and lay out highlight record later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly lay out highlight record without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to lay out highlight record and include a charge request field to your sample to automatically collect payments during the contract signing.

Collect signatures

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Reduce costs by

$30

per document

Save up to

40h

per employee / month

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

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Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

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Your step-by-step guide — lay out highlight record

Access helpful tips and quick steps covering a variety of airSlate SignNow’s most popular features.

Lay out highlight record. Get highest benefit from the most trustworthy and secure eSignature platform. Streamline your digital transactions using airSlate SignNow. Optimize workflows for everything from simple staff records to advanced agreements and payment forms.

Know how to Lay out highlight record:

Import a few pages from your computer or cloud storage space.
Drag & drop custom fillable boxes (signature, text, date/time).
Modify the fields size, by tapping it and choosing Adjust Size.
Place checkboxes and dropdowns, and radio button groups.
Edit signers and request attachments.
Lay out highlight record.
Include the formula where you need the field to generate.
Apply comments and annotations for the signers anywhere on the page.
Save all adjustments by clicking on DONE.

Connect people from outside and inside your business to electronically access important documents and Lay out highlight record anytime and on any system using airSlate SignNow. You can monitor every activity carried out to your templates, get notifications an audit statement. Stay focused on your business and consumer partnerships while understanding that your data is precise and secure.

How it works

Upload a document

Edit & sign it from anywhere

Save your changes and share

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online

Generate templates of your most used documents for signing and completion.

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Create a signing link

Share a document via a link without the need to add recipient emails.

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Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

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Create a document template

Create teams to collaborate on documents and templates in real time.

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Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

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Archive documents in bulk

Save time by archiving multiple documents at once.

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Connect airSlate SignNow to your apps

Check out airSlate SignNow integrations

Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

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See exceptional results Lay out highlight record. Use eSignature Tools that Work Where You Do.

Get signatures on any document, manage contracts centrally and collaborate with customers, employees, and partners more efficiently.

How to complete and sign a document online

Check out the fastest approach to lay out highlight record. Prevent paper-based workflows and control PDF files from airSlate SignNow. Make ready and share your PDFs from the workplace or easily while on the go. No installation or additional software required. All benefits are available online, just go to signnow.com and create your personal eSignature process.

A brief instructions on how to lay out highlight record in minutes

Register an airSlate SignNow account (in the event you haven't signed up yet) or sign in using your Google or Facebook.
Click Upload and choose one of your PDF files.
Use the My Signature tool to insert your unique signature.
Modify the document in a dynamic PDF with fillable fields.
Complete your new form and click on Done.

When completed, send out an invite to sign to several people. Get an enforceable deal within a few minutes applying any device. Find more features for creating specialist PDFs; insert fillable fields lay out highlight record and work together in groups. The eSignature platform supplies a protected workflow and works in accordance with SOC 2 Type II Certification. Be sure that your information are guarded and that no one can take them.

How to eSign a PDF in Google Chrome

Are you looking for a solution to lay out highlight record right from Chrome? The airSlate SignNow extension for Google is here now to assist. Find a PDF file and right from your internet browser very easily open it up with the editor. Add more fillable fields for text and signature. Sign the PDF and send it securely in accordance with GDPR, SOC 2 Type II Certification and more.

By using this simple how-to guide listed below, broaden your eSignature process into Google and lay out highlight record:

Check out the Chrome web store and select the airSlate SignNow extension.
Click on Add to Chrome.
Log in to the profile or register a new one.
Add a PDF and then click Open in airSlate SignNow.
Alter the PDF.
Sign the PDF making use of the My Signature instrument.
Click Done to make edits.
Encourage other participants to eSign by clicking on Invite to Sign and picking their email addresses/names.

Create a signature that's built-in to your workflow to lay out highlight record and get PDFs eSigned within a few minutes. Say goodbye to the piles of papers located on your desk and begin saving time and money for additional essential duties. Selecting the airSlate SignNow Google extension is a smart practical option with lots of advantages.

How to sign an attachment in Gmail

If you're like most, you're used to downloading the email attachments you get, printing them out then putting your signature on them, isn't it? Well, we have great news to suit your needs. Putting your signature on documents with your mailbox became a lot easier. The airSlate SignNow add-on for Gmail lets you lay out highlight record without leaving your mailbox. Do all you need; insert fillable fields and send out signing requests in clicks.

How you can lay out highlight record in Gmail:

Find airSlate SignNow for Gmail in the G Suite Marketplace and click on Install.
Log in to your airSlate SignNow account or make a new one.
Open up your email with the PDF file you want to sign.
Click on Upload if you want to save the PDF file to your airSlate SignNow account.
Click Open document to open the editor.
Sign the PDF file using My Signature.
Share a signing links to the other participants using the Send to Sign option.
Put in their email address and click OK.

As a result, all customers will receive notifications letting them know to eSign the PDF. No reason to download the attachment repeatedly, just lay out highlight record in a couple of clicks. This add-one is ideal for people who prefer concentrating on more valuable goals rather than wasting time for absolutely nothing. Increase your daily routine with the award-winning eSignature application.

How to sign a PDF template on the go without an mobile app

For many solutions, getting offers done on the go means the installation of an app on the smartphone. We're delighted to say at airSlate SignNow we've made singing on the go more quickly and simpler by reducing the need for an application. To eSign, open up your browser (any mobile browser) and take direct access to airSlate SignNow and its powerful eSignature tools. Change docs, lay out highlight record and more. No installing or additional software required. Manage your deal from everywhere.

Have a look at our brief guide that teach you the best way to lay out highlight record.

Open up your mobile browser and go to signnow.com.
Log in or register a new account.
Upload or open the PDF file you need to change.
Insert fillable fields for textual content, eSignature and date.
Draw, type or upload your signature.
Click on Save and Close.
Click on Invite to Sign and enter a recipient's email if you want other people to eSign the PDF file.

Close deals with mobile is the same as with a desktop: build a reusable template, lay out highlight record and deal with the documentation as you would generally. In a few clicks, get an enforceable agreement that you can download to your device and send out to others. However, if you want a software, download the airSlate SignNow mobile app. It's comfortable, fast and has an incredible layout. Experience smooth eSignature workflows from your business office, in a taxi or on an airplane.

How to sign a PDF employing an iPhone

iOS is certainly a popular operating system packed with native instruments. It lets you eSign and change PDFs making use of Preview without the extra software program. However, as wonderful as Apple's solution is, it doesn't give any automation. Improve your iPhone's capabilities by using the airSlate SignNow iPhone app. Utilize your iPhone or iPad to lay out highlight record and more. Introduce eSignature automation for your mobile processes.

Inserting your signature by using an iPhone has never ever been so easy:

Select the airSlate SignNow iPhone app in the AppStore and set it up.
Make a new account or log in with the Facebook or Google.
Just click Plus and add the PDF file you wish to sign.
Click in the PDF file exactly where you wish to insert your signature.
Discover other features: put fillable fields or lay out highlight record.
Use the Save option to apply the adjustments.
Send out your PDF files via email or using a singing link.

Come up with a professional-looking PDFs right from your airSlate SignNow application. Get the best from your efforts and job from anyplace; in your house, in the office, on a bus or airplane, and even at the beach. Handle a complete document process effortlessly: create reusable templates, lay out highlight record and work on documents with partners. Turn your device right into a effective business tool for closing contracts.

How to sign a PDF file taking advantage of an Android

For Android users to deal with agreements from the mobile, they must set up additional software. The Play Market is huge and plump with options, so choosing a great program isn't a challenge if you have time for you to read through countless programs. To save your time and prevent frustration, we propose airSlate SignNow for Android. Save and edit PDFs, make signing roles, and even lay out highlight record.

The 9 simple steps to enhancing your smartphone workflow:

Open the application.
Log in using your Facebook or Google accounts or create a new if you haven't signed up yet.
Click on + to upload a new document with your camera, internal or cloud storages.
Touch just about anywhere on the PDF and put in your eSignature.
Click on OK to confirm and eSign.
Try far more editing features; put graphics, lay out highlight record, make a reusable template, and many others.
Click Save to apply alterations as soon as you finish.
Download the PDf file or share it via email.
Take advantage of the Invite to sign tool in order to establish And send a signing link to users.

Transform the mundane and routine into simple and smooth with the airSlate SignNow app for smartphone. eSign and share templates for signature from anywhere you're connected to the internet. Build professional-looking PDFs and lay out highlight record with couple of clicks. Created a perfect eSignature process with just your mobile phone and increase your total productiveness.

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FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

How do I add a field to the highlight panel in Salesforce?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Field lists. If the fields you want to add aren't listed, you must first add them to the detail page layout.
How do I change the highlights panel in Salesforce?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Field lists.
How do I change the highlight panel in Salesforce lightning?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Fi

What active users are saying — lay out highlight record

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

airSlate SignNow is Great for my Sales Role

5

Sara T

What do you like best?

Gone are the days of chasing down documents from clients. I love being able to send things digitally and my clients appreciate it as well. 10 out of 10 would recommend.

Read full review

Quick, Easy and Affordable

5

User in Real Estate

What do you like best?

I’ve been using airSlate SignNow for a few years now. I find it very user friendly. As a Real Estate Broker, I am constantly seeking signatures. With airSlate SignNow, I can quickly upload, invite to sign and obtain signatures from my clients, getting notices for each step in the signing process. My clients find airSlate SignNow easy to use as well. It’s a very simple process for my clients to create their signature, review the document, sign and date their document. All this and airSlate SignNow is very affordable. It’s great!

Read full review

Great product...Saves valuable time when processing forms and paperwork

5

Administrator in Hospital & Health Care

What do you like best?

Easy to use. Email straight to signer and notification when signed.

Read full review

What is an electronic and digital signature?

To understand the difference between a signature stamp and electronic signature, let’s consider what electronic signatures and signature stamps are. An electronic signature is a digital analogy to a handwritten signature, while a signature stamp is created using a method called hashing to formulate a unique private and public key. Both are legally binding. However, electronic signatures are much more convenient from an ease-of-use point of view because signature stamps require several keys and a digital certification for each signature (e-stamp) applied.

How do I create a PDF and send it to my customer for signing?

First, you have to create a form or contract in Word, Pages, or Google Docs. Once that’s done, simply export the document as a PDF and upload it to your airSlate SignNow account. If you don’t already have one, register using your Facebook, Google, or email. Upload your document to your Dashboard, open it, and click Invite to Sign. After that, use your customer's email to send them a signature request. Doing so allows your client to read the sample and add an electronic signature quickly, without having to have an account of their own. After your customer has signed the PDF, airSlate SignNow will automatically send copies to all parties involved (or the parties you specified in the settings). Save time and make eSigning easier for everyone involved with airSlate SignNow.

How can I include an electronic signature in a Word document?

Microsoft Word doesn’t provide any tool for creating electronic signatures that are valid and court admissible. Signing documents in DOC/DOCX format requires a professional eSignature solution, like airSlate SignNow. The tool is fully compliant with GDPR, ESIGN, UETA, and other industry-leading acts and regulations. Register an account, upload a .doc file, and drop the My Signature field to eSign. Select your preferred way of signing: by typing, drawing, or adding an image of your handwritten signature. If you need more people to approve your form, place the Signature Field for them and invite them to eSign it.

The ins and outs of eSignature

Find everything you need to know about electronic signatures. We’ve collected all the best tips and step-by-step instructions for working with eSignatures in a single place.