Configure Adobe Sign to send agreements using Chatter or Salesforce1 applications

From the Homepage, Opportunity, Account, or Contact feed, you can send agreements for signature through the Adobe Sign Publisher action. The same Adobe Sign action is used in both Chatter and the Salesforce1 mobile app or mobile browser experience. 

Adobe Sign for Chatter

Adobe Sign for Salesforce is Chatter enabled! Get real-time Chatter updates when:

  • agreements are sent, viewed, signed, declined, cancelled, not delivered
  • agreements expire or reminders sent
  • you receive an agreement you need to sign

Follow Chatter updates on Agreement, Account, Contract, and Opportunity. Collaborate across your organization to close more deals.

You can also send agreements directly from Chatter Publisher Actions

Setup Instructions for Chatter Status Updates

After installing the Adobe Sign for Salesforce app, you can configure which Chatter updates you want your users to see.

1. Navigate to Setup > Build > Develop > Custom Settings

○ Select Adobe Sign Chatter Settings

○ Click Manage

○ Click New

○ Configure the settings you are interested in (see a list of settings below in Chatter Custom Settings)

You only should define one set of Chatter settings for your Org and you can provide a Name to the settings. 

2. Enable Salesforce so that signers in your Org can get personal Chatter messages when they have a document to sign you must create a New Remote Site as follows:

a. Navigate to Setup > Administer > Security Controls > Remote Site Settings.

b. Click New Remote Site

c. Enter a unique alphanumeric Remote Site Name.

► It must begin with a letter

► It  can contain underscores, but not end with an underscore

► It cannot include two consecutive underscores

► It cannot include spaces

d. Enter a Remote Site URL by copying the first part of your web page URL (e.g., https://abchostname.salesforce.com) with the Salesforce Org domain. This URL may vary across different Orgs so make sure to enter the one specific to your Org. 

Configure the Remote URL

e. Click the Save button.

 

3. Ensure that Chatter feeds are enabled for the Agreement record by doing the following:

a. Navigate to Setup > Build > Customize > Chatter > Feed Tracking

b. Click Agreement, then check the box Enable Feed Tracking

Enable Feed Tracking

c. Click the Save button.

Chatter should now be enabled so that users will start receiving Chatter updates to track the status of their agreements.

Send from Chatter

From the Homepage, Opportunity, Account, or Contact feed, you can send agreements for signature through the Adobe Sign Publisher action. The same Adobe Sign action is used in the Salesforce1 mobile app or mobile browser experience. Since sending from Chatter uses the same Adobe Sign action as Salesforce, you can reference the Salesforce1 setup instructions in the next section to set up the Adobe Sign action in the Chatter feed as shown here.

Sending from Chatter

Chatter Custom Settings

Navigate to Setup > Build > Develop > Custom Settings

Adobe Sign Chatter Settings will appear if you have the Adobe Sign for Chatter app installed on your org. These settings determine where to post Chatter updates and also which events will result in a Chatter post. You only should define one set of Chatter settings for your Org and you can provide a Name to the settings. 

  • Enable Adobe Sign Chatter Updates—Enable this setting to turn on Chatter updates for Adobe Sign agreements.
  • Post on Account Record—Post Chatter updates for Adobe Sign agreements on the related Account record.
  • Post on Agreement Record—Post Chatter updates for Adobe Sign agreements on the Agreement record.
  • Post on Contract Record—Post Chatter updates for Adobe Sign agreements on the related Contract record.
  • Post on Opportunity Record—Post Chatter updates for Adobe Sign agreements on the related Opportunity record.
  • Post when Agreement Canceled—Post Chatter update when agreement is canceled.
  • Post when Agreement Declined—Post Chatter update when agreement is declined.
  • Post when Agreement Expires—Post Chatter update when agreement expires.
  • Post when Agreement Sent—Post Chatter update when agreement is sent.
  • Post when Agreement Signed or Approved—Post Chatter update when agreement is signed and approved.
  • Post when Agreement Viewed—Post Chatter update when agreement is viewed.
  • Post when Recipient Email Bounces—Post Chatter update when recipient email bounces and is not delivered.
  • Post when Reminders Sent—Post Chatter update when reminders are sent.
  • Send Notifications to Sign Agreements—Post private Chatter message to signer when an agreement needs the signer's signature.

Adobe Sign for Salesforce1 Mobile

Before you can send agreements using Salesforce1, you must enable the option and add Adobe Sign as a publisher action in the Global Publisher Layouts and the layout for the objects (e.g., Leads, Accounts, Contacts, Opportunities).

To enable Saleforce1, do the following:

1. Navigate to Setup > Administer > Mobile Administration > Salesforce1 > Salesforce1 Setting

a. Verify the Enable Salesforce1 mobile browser app is enabled

b. Click the Save button

Enable Salesforce1 mobile browser app

To add the Adobe Sign Publisher Action to the Homepage on Salesforce1 and Chatter feed, do the following:

  1. Navigate to Setup > Build > Create > Global Actions > Publisher Layouts
  2. Click the Edit Action for Global Layout
  3. With Quick Actions selected, drag the Adobe Sign action to the Quick Actions in the Publisher section of the layout
  4. Click Save
Publisher Layouts

To add the Adobe Sign Publisher Action to the Opportunity, Account, or Contact objects, do the following:

  1. Navigate to Setup > Build > Customize > {Object} > Page Layout
    1.    Where {Object} is  Accounts or Contacts or Opportunities
  2. Click the Edit Action for {Object} Layout.
  3. With Quick Action selected, drag the Adobe Sign {Object}_Publisher_Action to the Quick Actions in the Publisher section.
  4. Click the Save button.
Adobe Sign Publisher Action

Using Agreement Templates with Publisher Send Action

You can use Agreement Templates with the Adobe Sign Manager Publisher Action, which enables powerful end-to-end workflows from the mobile Salesforce1 app and browser experience.

  • In an agreement template, you can specify whether the agreement template should be available when sending from Chatter by enabling the Available for Publisher Actions option.
Enable template as Available for Publisher Actions
  • If enabled, then when sending from the Adobe Sign Manager publisher action from the specified Master Object (e.g., Lead, Account, Contact, Opportunity, Contract), the agreement template will be available. If you have more than one agreement template enabled for that object, then there will be a dropdown that shows senders the option to select a template. 
Example of Sending from Chatter
  • If your Master Object is blank in the agreement template but you make it available for publisher actions, that will enable it to show up when your senders use the Home page Chatter feed Adobe Sign action or the primary set of actions from the Salesforce1 homepage.
  • If you enabled Auto Send for your agreement template, Adobe Sign will send the agreement immediately once you hit the Send button. 

Using Adobe Sign Send Action from Salesforce1

If you have enabled the Adobe Sign publisher action, you can access that from the Home page or enabled Object (e.g., Opportunity) directly from the Salesforce1 mobile apps for iOS or Android. Just click the ellipsis (...) icon from Salesforce1 and then click on the Adobe Sign Manager icon to view the new agreement record. 

Salesforce1 Main page

Click on the Adobe eSign Manager action to pull up a new agreement record. 

Select Adobe eSign Manager

If an agreement template was set up, then the new record will be prepopulated with information from the agreement template. 

Adobe eSign Manager

From Salesforce1, you can also get in-person signatures by click on the Host Signing button on the agreement record. By doing so, you can hand your device over to the signer to fill out the document and apply a signature. Additionally, all the Chatter updates related to the agreement process can be tracked in Salesforce1. 

Hosted Sign from Salesforce1

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