Signature policies before confirmation

When to use

Turn this on when a document must be signed before the business step goes ahead, for example a customer signing a sales order before you confirm it.

You need signatures:manage (or settings:read to view) for /signatures/settings.
The setting is the toggle signatures.confirmation_policies. Default: {}, meaning no signature is required.
It applies only to sales order (confirm), purchase order (send) and service order (confirm).

Level	Effect
`hidden`	The signing option is not offered for that record type.
`optional`	Signing is offered but not needed to continue.
`required`	The action is blocked until the signature is completed.

Go to E-Signatures → Settings.

Choose sales order, purchase order or service order.

Select hidden, optional or required and save.

With required, users cannot confirm or send until signing is done; tell your teams first.
Completing a signature does not advance any workflow step on its own.
Other record types cannot be made mandatory with this setting.