Simple Sign is an easy out of the box component to allow community portal users to sign self service agreements. Add this component to any Salesforce Community Cloud portal (customer, partner, employee, etc.), or embed the component into other Lightning components.

Prerequisites

To gain access to the Simple Sign functionality, you must have version 21.0 or later of the Adobe Sign for Salesforce package installed.

New installations should be mindful to Generate Sample Agreement Templates when linking Salesforce to Adobe Sign

1_step_1_-_link_youraccount

If the templates were not generated during install, or if you have upgraded from a previous version of the package to v19, you can generate the templates on the Adobe Sign Admin tab.

2_generate_templatesfromadmintab

Verify that:

  • The Agreement Types tab has the NDA type
  • The Agreement Templates tab has the Test Community Agreement template
3_agreement_type-nda
4_agreement_templates-testcommunity

If you haven't already, Enable Lightning

Lightning must be enabled within your Salesforce organization for the portal to work.

On the off chance that you don't have Lightning enabled:

  • Navigate to: Setup > Lightning Experience
  • Select the Turn It On tab
  • Click the Enable button to show Enabled
6_enable_lightning


Enable Chatter

Chatter must be enabled in your SFDC organization.

If you do not already have Chatter enabled:

  • Navigate to: Setup > Platform Tools > Feature Settings > Chatter > Chatter Settings
  • Click the Edit button
  • Check the Enable check box
  • Click Save
5_enable_chatter


Enable Communities

Communities will need to be enabled, if not done so already.

  • Navigate to: Setup >  Platform Tools > Feature Settings > Communities > Communities Settings
  • Check the Enable communities check box
  • Provide a domain name for your communities
    • If your account already has an established domain, you can use the same value for communities
  • Click Save
    • Click OK when you are warned that your Domain cannot be changed once established
7_enabel_communities


Activate two CSP Trusted Sites

Two Content Security Policy Trusted Sites must be configured to whitelist the base URL for your Adobe Sign account

1. Find your Adobe Sign URL shard:

  • Navigate to the Adobe Sign Admin page
  • Click the Access Adobe Sign Account Management Console link
    • A new tab opens. The URL of that new tab shows your account specific Adobe Sign URL
  • Copy the parameter just before the echosign.com part (the shard value)
    • .na1 in this case: https://caseyjones.na1.echosign.com
  • Close the tab
Shard

 

2. Navigate to Setup > Settings > Security > CSP Trusted Sites

3. Click New Trusted Site

new_trusted_site

 

4. Set fields as follows:

  • Trusted Site Name: AdobeSign
  • Trusted Site URL: https://secure.<shard>.echosign.com
    • (e.g. https://secure.na1.echosign.com)
  • Active: Keep checked
  • Context: Communities

5. Click Save

csp_trusted_sitedefinition

 

6. Navigate back to Setup > Settings > Security > CSP Trusted Sites

7. Click New Trusted Site

8. Set fields as follows:

  • Trusted Site Name: AdobeSign2
  • Trusted Site URL: https://secure.echosign.com
  • Active: Keep checked
  • Context: Communities

9. Click Save

trusted_site_defined1

 

When done the CSP sites should look like this:

completed_csp


Creating the Community Portal User

Clone the Community User Profile

To configure your user profiles to use the Adobe Sign self-service portal, you will need to edit the profile, and that means you need to clone one of the standard profiles.

  • Navigate to: Setup > Administration > Users > Profiles
  • Click the Clone link next to one of the standard Customer Community profiles
    • There are four Customer Community profiles, and any of them can be used
    • Note the User License type of the profile you clone
15_clone_a_profile

 

The cloned profile page opens automatically

  • Click the Edit button to open the custom profile for editing
16_edit_the_customprofile

 

Scroll down to the Custom Object Permissions, and enable all Adobe Sign objects, either by checking the Modify All check box, or selecting a tighter security setting by checking only the permissions you want to set (Read, Create, Edit):

  • Add File Attachments
  • Add Form Field Templates
  • Add Recipients
  • Agreements
  • Agreement Events
  • Agreement Notifications
  • Agreement Templates
  • Agreement Types
  • Data Mappings
  • Mutexes
  • Field Mappings
  • File Mappings
  • Form Field Child Mappings
  • Form Field Child Mapping Entries

 

Click Save when done

  • Form Field Imports
  • Form Field Mappings
  • Form Field Mapping Entries
  • Group Mappings
  • Library Templates
  • Map Data Into Agreement Fields
  • Merge Mappings
  • Object Mappings
  • ParticipantSets
  • Recipients
  • Signed Agreements
  • Triggers
  • User Sync Results
custom_object_permissions


Create an Account, Contact, and User for the community

An Account, Contact, and User need to be created.

Note:

An account owner must be associated with a Role to enable portal users.  Please make sure that your Salesforce user has a Role associated (any Role works).

Setup > Administration > Users > Users > {click on the Edit link to the left of your Full Name}

To create the Account:

  • Launch the Sales app from the App Launcher
  • Click the downward pointing arrow on the Account tab, and select the + New Account menu option
21_click_the_accounttabandselectnewaccountformthedropdownmenu

When the New Account overlay appears, enter an Account Name value that clearly identifies this account as the Adobe Sign Portal account.

  • This is the only value needed
  • Click Save when done
22_name_the_account

Next, a Contact and User need to be created in the Account:

  • Click the Create icon at the top right of the window
  • Select New Contact from the menu
23_select_new_contactfromthecreatemenu

When the New Contact overlay appears:

  • Enter a meaningful Name value
  • Enter an Email value for the contact. Preferably the email of an admin that manages the community portal content
  • Associate the Contact to the Adobe Sign Community portal account that you created in the previous step
  • Click Save
configure_the_communitycontact
  • Open the new Contact page that you just created
  • Click the Setup gear in the upper-right corner of the window
  • Select Edit Object from the menu
edit_the_contactobject

 

  • Select the Page Layout option from the left hand rail
  • Edit the Contact Layout 
edit_the_page_layout

 

  • Select Mobile & Lightning Actions from the object options
  • Drag the Enable Customer User button to the Salesforce Mobile and Lightning Experience Actions section
  • Drag the Log in to Community as User button to the Salesforce Mobile and Lightning Experience Actions section
  • Save the page layout
add_enable_customerusertothepagelayout
  • Return to your community contact and click the Enable Customer User button
enable_customer_user

A New User page opens with the Contact information imported.

Configure the User:

  • Set the User License to match the license of the Profile you cloned earlier
  • Set the Profile to the cloned profile
  • Click Save when done
26_set_the_user_licenseandprofile

 

The page refreshes to show the new user.

Mouse over the permission Set Assignments link and click the Edit Assignments button 

edit_assignments

 

Add the Adobe Sign Community User permission set to the user and Save

assign_permissionset


Configuring the SFDC Community Page


Start a new Community

  • Navigate to: Setup >  Platform Tools > Feature Settings > Communities > All Communities
  • Click the New Community button
8_start_new_community

 

  • Select the Customer Service experience
    • The Customer Service experience is required for the Self-Service components
select_the_customerserviceexperience

 

  • When the Customer Service page loads, click Get Started
click_get_started

 

  • Enter a Name for the community
    • Optionally, you can add site-specific name to the URL, which is useful if you have multiple Communities
  • Click Create when the Name is configured
11_enter_a_name_forthecommunity

A delightful graphics show runs while the Community is created. Once done, the Community page is displayed.

►The name of the Community is displayed at the top of the window, highlighted in yellow

►The site-specific string in the URL can be seen in the address bar, highlighted in teal

completed_communitypage


Activate the Community workspace and add Users

  • Navigate to: Setup > Platform Tools > Feature Settings > Communities > All Communities
  • Click the Workspaces link of your community

The My Workspaces page loads:

  • Click the Administration option
30_click_administration

The Administration page opens for your community.

With Settings selected on the left rail:

  • Click the Activate Community button to the left of the Status indicator
30a_activate_theportal

 

Select Members from the left rail

  • Select All from the Search drop-down
  • Select the custom Profile that you created from the Available Profiles list
  • Click the Add button, moving the profile to the Selected Profiles list
  • Click the Save button
select_the_communityprofile


Set the Profile Visibility settings for the Email setting of the community user to Public

The Profile value for the email address of the user you will send on behalf of must be set to Public:

  • Open the Contact page for the user you are using to send on behalf of
  • Click the More Options (▼) icon in the top-right of the contact window and select Log in to Community as User
40_log_in_as_communityuser

The portal interface opens:

  • Click the user name at the top-right of the community page window to open the drop-down window
  • Select My Settings
41_select_settings

The My Settings page for the user opens:

  • In the Profile Visibility section, set the Email value to Public
  • Click Save
42_edit_the_emailsetting

Add the Adobe Simple Sign component to the Workspace

  • Navigate to: Setup > Platform Tools > Feature Settings > Communities > All Communities
  • Click the Workspaces link of your community
  • Click the Builder option in the My Workspaces section of the page
  • Click the Components icon in the top-left of the page, scroll to the bottom of the menu, and click-drag the Adobe Simple Sign option onto the page layout.
    • Drop the component where ever you want the Adobe Sign agreements to be exposed
29_navigate_to_allcommunities
drag_simple_signintotheportaltempalte

 

The page refreshes to show the added component on the page layout, and exposes the management panel for the component in the top right corner.

select_template

The management panel in the upper-right of the window has only one configurable option:

Agreement Template - What is the template that governs the agreements listed in the component

 

Select the template, and then click the Publish button to make the portal available.

  • Every time you make a change to the portal or any settings, you must re-publish the portal
14a_click_publishtopublishtheportalpage

Embed Simple Sign code into your Lightning components

The Simple Sign component can be embedded in another lightning component.

Example code of the component:

<echosign_dev1:SimpleSign templateId="a0L190000019xUrEAI" />

 

When the component is embedded programmatically in another component, the following additional parameters can be specified:

  • agreementId - The salesforce ID of the agreement which is in-flight or draft 
    • Draft agreements should have send-on-behalf configured
  • templateId - The salesforce ID of the template which governs the agreements generated
  • pollingInterval - Value would be a number in milliseconds
    • This denotes the time which goes by before each attempt to fetch the signing URL
      • Min value is 500
      • Max value is 50000
      • Default value is 1000
  • showSigningModal
    • If set to false, then it just returns the signingURL without loading the ESign page in an overlay modal
    • If set to true, it returns the signingURL and also loads the ESign page in the overlay modal
    • Default is true

 

Parameters follow these rules:

  • Either the agreementID or templateID should be specified
    • If both are specified, then the agreementID will be used
    • If neither are specified an error is returned
  • When using an agreementID, the agreement must be in draft or out for signature status, where there is at least one remaining recipient left to sign
    • If the agreement is in draft state, send it out as is, grab the signing URL and show it
    • If the agreement is in-flight, grab the signing URL and show it
    • If the agreement is completed, show and notify an error
  • If a templateID is used, Auto Send is enabled regardless
    • When an agreementID is used, the Auto Send setting on the template is respected
  • Simple Sign agreement templates must have a master object type of Contact
  • Send on behalf of is strongly recommended because the bulk of community users usually are typically not licensed to send

 

The component can also publish events to consumers.  Here's an example of the event handler:

<aura:handler name="notifyError" event="echosign_dev1:ErrorEvent" action="{!c.onError}"/>

Available events are:

Agreement Sent name="notifyAgreementSent" event="echosign_dev1:AgreementSentEvent" action="{!c.onAgreementSent}"
Agreement loaded from template name="notifyAgreementLoaded" event="echosign_dev1:AgreementLoadedEvent" action="{!c.onAgreementLoaded}"
Signing page opened name="notifySigningLoaded" event="echosign_dev1:SigningLoadedEvent" action="{!c.onSigningLoaded}"
Signed name="notifyRecipientCompleted" event="echosign_dev1:RecipientCompletedEvent" action="{!c.onRecipientCompleted}"
No Signed name="notifyRecipientNotCompleted" event="echosign_dev1:RecipientNotCompletedEvent" action="{!c.onRecipientNotCompleted}"
Error During any action name="notifyError" event="echosign_dev1:ErrorEvent" action="{!c.onError}"


Agreement Template Requirements for Simple Sign

Templates

Templates in the Simple Sign environment must be configured to assign the recipient based on a lookup to a Master Object, and that object must be a Contact.

On the Template Details tab:

  • Click the drop down under Salesforce Object
  • Select Choose from other objects
    • a new drop-down field is exposed
  • Select Contact from the second drop-down field
configure_the_contactmasterobject
  • Click the Recipient tab
  • Delete the one recipient already on the template
  • Click the Add recipient from object or run-time variable link
    • The Add recipient overlay appears
  • In the Choose object or runtime variable field, select Look Up Based on Master Object Field
    • The first recipient must be set to the Master Object (Contact) and the Source field from master object should be contact ID.
  • Click Save
look_up_based_onmasterobjectfield

A file of some type must be attached to the template for Simple Sign to work.  There is no chance for "the sender to attach the document" like an active send process.

  • Click on the Attachment tab
  • Upload a document from your local system
    • Or select the environment where your document resides (in the Select to add documents section).
      • Click the lookup field to see all of the available documents in that section
      • Select one at a time to attach them to the template

Click Save when all of your documents are attached

attach_a_document

Note:

Any file you upload is stored in Salesforce (in the Salesforce CRM & Files option)

If you have portal users that aren't licensed in Adobe Sign, you will need to circumvent the user licensing by exploiting the "Send on Behalf of" feature built in to the package.  This allows a community user to generate an agreement using the licensing of another user.

This setup requires three configurations:

  • Enable the setting Allow Sending on Behalf of Others in the custom settings
  • Configure a licensed user to Allow Sending on Behalf of  their user
  • Configure the Agreement Template with the Salesforce ID of the above user 


Enable the setting

  1. Navigate to Setup > Platform Tools > Custom Code > Custom Settings
    • This loads the Custom Settings page
  2. Click the label Adobe Sign Settings
    • The Adobe Sign Settings page will load
custom_settings_-settings

    3. Click the Manage button

33_adobe_sign_settingmanage

    4. Click New (or Edit, if you have configured settings before)

  • The Adobe Sign Settings page will load.
34_adobe_sign_settings-edit

5. Search for Allow Sending on Behalf of Others

  • Enable the setting by checking the check box
  • Click Save
35_enable_sendingonbehalfofothers

Configure the User to have agreements sent on their behalf

To enable a User to support the Send on Behalf of functionality, two fields have to be added to the User record layout:

  • Navigate to Setup > Platform Tools > Objects and Fields > Object Manager
  • Select User from the Object Manager
  • Select User Page Layouts from the left rail of the User object page
  • Click the User Layout link
  • With Fields selectedclick and drag the below two fields to the “Additional Information (Header visible on edit only)” section of the layout
    • Adobe Sign Allow Sending As Other Users
    • Adobe Sign Email Verified 
  • Click Save
35a_add_field_touserpagelayout

With the fields in place, enable the specific User:

  • Navigate to: Setup > Administration > Users > Users
  • Click the Edit Action for the "community contact" user
  • In the User Edit page, Additional Information section
    • Check the Adobe Sign Allow Sending as Other Users option
    • Check the Adobe Sign Email Verified option
enable_additionalinformation

With the User Edit page still open, copy the UserID from the URL in your browser bar.

The UserID is found in the URL of the page (highlighted in yellow below):

37_sfdc_userid

The above URL reads (with the ID in bold):

https://adobedocwinter18test-dev-ed.lightning.force.com/one/one.app?source=aloha#/setup/page?nodeId=ManageUsers&address=%2F0051I000000TA5N%3F

Be careful not to include the %2F at the beginning, and the %3 at the end

  • Copy and save the UserID for the next step

 

Click the Save button when you are done to save the configuration.


Update the template with the userID

  • Navigate: App Launcher > Adobe Sign > Agreement Templates
  • Click the Agreement Template Name that you want to edit
38_navigate_to_theagreementtemplate

Click the Recipients tab and edit the Send On Behalf Of field

  • Paste the Salesforce UserID into the field (there is a place holder ID that you can delete without worry)
  • Click Save
edit_send_on_behalfof


Limitations of the component

There are some limitations for the Simple Sign component that you need to be aware of:

 

1. The Template may not be configured with Only Sender Signs enabled

○ In this case, community user will see the error that the there is no signing URL for the current user

2. The Template may not have the Enable Preview and Position Fields option checked

○ In this case, the agreement remains in pre-send state, and no signing URL will be loaded

3. The Template may not have the Enable hosted signature option checked

4. Simple Sign does not support delegation

○ In this case, the other recipient will not be able to access the signing URL

5. Simple Sign does not support Replace Signer (which is a form of delegation)

○ In this case, the new signer will not be able to access the signing URL

6. To access the Notes and Attachments of any Salesforce object, admins must enable Lets customer users access notes and attachments in Communities Settings

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