Browsers
The Adobe Acrobat Sign for Salesforce application provides easy signature workflows that individuals or organizations can easily adopt and implement. You can use the application to:
Adobe Acrobat Sign for Salesforce (Lightning profile): User Guide provides instructions on how to:
Using Salesforce Classic profile? Refer to Adobe Acrobat Sign for Salesforce (Classic profile): User Guide.
To customize the processes for further automation of the application, refer to the Acrobat Sign for Salesforce: Customization Guide. For assistance, you may contact your Salesforce Administrator.
To learn how to automatically generate documents using Salesforce data, refer to Acrobat Sign Document Builder for Salesforce: User Guide.
Supported Browsers
Browsers |
Supported |
Limitations |
---|---|---|
Microsoft® Edge |
Yes |
Yes |
Google Chrome™ |
Yes |
No |
Mozilla® Firefox® |
Yes |
No |
Apple Safari® |
Yes |
No |
Known Issues with Microsoft® Edge:
Known Issues with the Acrobat Sign for Salesforce application:
If you've enabled account sharing on your Acrobat Sign account, the users that are not included in the agreement cannot view the agreement in the Salesforce environment, unless:
Note: You can use Adobe Acrobat Sign to view the agreement.
“Agreements” are the objects that Acrobat Sign installs into Salesforce, and are the vehicle for delivering your document to the recipients.
“Recipient” is the generic term used for any signer, approver, or delegator of an Agreement. Anyone you send the document to for some action is a recipient.
Agreements can be created in several ways, depending on how your Administrator has deployed the package. The common options include:
Once you open the agreement in draft mode, you must configure it to define the recipients, nature of the agreement, documents to be sent for signature, and additional settings, if necessary.
A. Signing order of the recipient B. Role of the recipient C. Recipient type D. Recipient Search field E. Private message tool
Under Recipients, configure the following fields:
Select the Identity Verification drop-down menu and select one of the below verification types that you want to include for all the recipients:
You can configure Adobe Acrobat Sign to enable a unique verification method for each recipient. Once this option is enabled, it displays the verification option for each recipient, as shown below.
To include other workflow options, configure the following fields under Options:
To include one or more files that you want to get signed:
Note: You can add multiple documents to the agreement. Agreements with multiple documents present the documents to the recipients in the order you list them. To re-order the stack, drag the selection up or down.
In the agreement preview window that opens:
Acrobat Sign for Salesforce integration associates your agreements to a Salesforce object in a meaningful way. For instance, when you send an NDA to a contact, then the agreement is listed on that Contacts page. Similarly, if you send an agreement to a recipient from an Opportunity object, both Recipient and Opportunity objects will show the agreement in their lists.
In case an agreement is orphaned in the system, it's listed under the Agreements tab. The list under Agreements displays the agreements that you're authorized to view.
Acrobat Sign for Salesforce also allows you to send and manage agreements via Agreements Panel and Agreements List. You can add AgreementPanel (or AgreementPanel-wide) and AgreementList components to any Salesforce object and use them to send and manage agreements for any record within that object.
From the list of agreements, select the agreement that you want to manage and take one of the below-listed actions from the top action bar:
Select the Manage Agreements tab to open the agreement portal in your Acrobat Sign account, as shown below. It displays all the agreements related to your userID (email address).
In certain cases, Salesforce makes the agreements searchable with respect to the context and users. However, most Admins suppress this tab to maintain all activities in Salesforce.
You can view and manage agreements from the Agreements Panel and Agreements List components.
Note: If you do not see the Agreements panel or Agreements list on a Salesforce object's record page, see how to add AgreementPanel and AgreementList components.
An Agreements List on a record page displays all the agreements sent out from that record.
You can manage agreements from the Agreements Panel as follows:
To modify an existing agreement, open the drop-down menu for the agreement and take a desired action.
To send a new agreement from the record, open the Send drop-down menu and select any available template or select New Agreement to create a new agreement.
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