Integration reference guides

A compilation of Installation, User and Upgrade guides for current Adobe Sign integrations. Some of the more complex integrations will have commonly used knowledgebase articles also listed for convenience.

Salesforce Guides - v21

Developer Documentation

Release Notes

► Add Adobe Sign to your Salesforce email component

Send, Remind, Cancel, and more, all directly from your email client. Available for Outlook and Gmail

► Adobe Sign connector to Salesforce CPQ

Add a button to send your CPQ quotes directly from the quote page to Adobe Sign

► Adobe Sign for Self Signing (Community Cloud)

If you use community portals, and want to provide signable documents

► Adobe Sign for Simple Signing (Community Cloud)

A component for the Community Cloud that allows a developer to embed the signature Templates into other Lightning components

► Granting access to Salesforce users/profiles

If you didn't set up the Adobe Sign app for All Users

► Working with Agreements in Batch

For generating batches of agreements based on user defined criteria

► Lead conversion settings

If you use Adobe Sign with Leads in Salesforce, you probably want to take a look at this

► Group Mappings

Align users in Adobe Sign groups based on Salesforce user profiles

► Configure Salesforce to Send Large Documents

If you send documents over 2MB, you will need this configured

► Configure Push Agreements to create externally generated agreements in Salesforce

"Push agreements" are transactions that are initiated external to Salesforce, like the agreements created by Widgets, and then are pushed in to Salesforce.

► Chatter & Salesforce1 enablement

Settings to enable sending from Chatter or Salesforce1

► Page Layout configuration (Basic, Advanced and Lightning)

When you need to change your page layout to one of the other options

Note:

Support for the Adobe Sign for Salesforce integration v18 has ended as of March1, 2019

Product updates, security updates and technical support for Adobe Sign for Salesforce v18 has ended as of March 1, 2019

If you are on version 18 or older, please upgrade to the new package to ensure the continuation of support.

Guides

User Guide

Frequently Asked Questions

Community Forums

Bug Report / Feature Request

Outlook

User Guide

Supported platforms:

Outlook 2013 (Windows v15+)
Outlook 2016 (Windows v16+)
Outlook Online – Using:
- Chrome v59+
- Firefox v53+
- Safari 9+
- Edge 38+
- IE 11+
Outlook 2016 (Mac v15.35+)

Word / PowerPoint

User Guide

Supported platforms:

Word or PowerPoint 2013 (Windows v15+)
Word or PowerPoint 2016 (Windows v16+)
Word or PowerPoint Online (365) – Using:
- Chrome v59+
- Firefox v53+
- Safari 9+
- Edge 38+
- IE 11+
Word or PowerPoint 2016 (Mac v15.34+)