Configure Adobe Sign for Salesforce to send large documents (greater than 2.0 MB from the send agreement page and 9.0 MB when sending in batch)

Configure Salesforce to Send Large Documents

Large documents are automatically supported for send transactions and background actions up to certain limits:

  • Send Transactions—When clicking the Send for Signature button on the Agreements page, you can send a single document that is up to 2.0 MB or multiple documents whose summed size is up to 2.0 MB.
  • Background Actions—When sending document using background actions, a single document up to 9.0 MB or multiple documents whose summed size is up to 9.0 MB can be sent. (See the Advanced Customization guide for more information on background actions.)

If you need to send larger documents, you must do the following:

Pastaba:

Sending large file transactions (as defined above) for signature is not supported in Salesforce Professional Edition. 

Setting Up the Adobe Sign Callback Site

You must set up and configure a site for the Adobe Sign Callback so that agreement updates can be pushed to Salesforce in a timely manner.

Pastaba:

If you have not used Salesforce sites in your Salesforce org, you must first register a Force.com domain name that will be used for all your Salesforce sites in the account. (See Registering a Custom Force.com Domain in the Salesforce.com help). Keep in mind that if you are registering a new domain name, it is recommended that you don’t have a very long domain name or the secure web URL may exceed the 255 character limit that Adobe Sign has for callback URLs.

  1. Navigate to Setup > Platform Tools > User Interface > Sites and Domains > Sites
  2. Register your site domain name
    1. Type the name of your desired domain in the text field after the http://
    2. Click the Check Availability button to ensure the domain is available for your use
      1. Once you have an available domain, a Success message displays.
    3. Accept the Terms of Use, and click the Register My Force.com Domain button
Sites Configuration panel

The Sites page refreshes to show your new Site

  3. Click the New button

  • The Site Edit page loads
Adobe Sign Callback parameters

4. In the Site Edit page, do the following:

  • Set the Site Label value to: Adobe Sign Callback
  • Set the Site Name value to: Adobe_Sign_Callback
  • Set the Site Contact value to a Salesforce user who will receive notifications about Sites. In most cases, this would be the account admin.
  • Set the Default Web Address value to: AdobeSignCallback
  • Enable the Active control.
  • Set the Active Site Home Page value to: EchoSignCallback
    • EchoSign is a legacy name for the Adobe Sign product

 

The fields should look like this:

Adobe Sign Callback

    5. Click Save to continue.

    6. In the Custom URLs section, click the View link

             A new tab will open

2b_sites_configdsaved

    7. From the new tab, copy the value of the URL in the browser and paste it into a text file.

  • If you are testing on Sandboxes, copy the http URL and not the https URL.

        Your URL should look something like the URL shown below:

Site URL

Pastaba:

You will need this URL to set up your custom settings.

Adding the Adobe Sign Callback URL to Custom Settings

  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
Adobe Sign Settings

  3.  Click the Manage button

Adobe Sign Settings: Manage

  4.  Click New or Edit

  • The Adobe Sign Settings Edit page will load.
Adobe Sign Settings: New

  5.  Set the Callback URL Adobe to Salesforce Site value to the value of the ‘Secure Web Address’ you copied after configuring your Adobe Sign Callback site (see Step 7 above).

  • Make sure the address prefix is ‘https’ and not ‘http’.
Callback URL setting

  6. Click Save to save your settings.

Customizing the Profile for Your Adobe Sign Callback Site

You must also customize the profile for your Adobe Sign Callback site as follows:

  • Add the AgreementAttachmentService Apex class so it is visible
  • Enable the agreement object and field permissions if necessary
  • Add IP Addresses for the Adobe Sign Callback Site

Pastaba:

The following steps reflect the enhanced profile interface. (See Profiles Overview in the Salesforce.com help for more information on the profile interfaces.)

  1. Navigate to Setup > Platform Tools > User Interface > Sites and Domains > Sites
  2. Click the site label Adobe Sign Callback
  3. Click the Public Access Settings button
Public Access

  4. To add the AgreementAttachmentService Apex class, do the following:

a. Click the Enable Apex Class Access link to jump to that section, then click Edit

Enable Apex Class

b. From the Available Apex Classes list on the left, select the echosign_dev1.AgreementAttachmentService and click Add to move it to the Enabled Apex Classes list on the right as shown below.

c. Click Save

            You will be returned to the Adobe Sign Callback Profile page

Enable Apex Class

 5. To enable Object Level Permissions for the Adobe Sign Callback Site Profile, do the following.

        a. Click the Edit button on the Adobe Sign Callback Profile page and scroll down to Custom Object Permissions

        b. Enable all the Agreements object permissions (Read, Create, Edit, Delete, View All, Modify All)

Custom Object Permissions

        c. Click Save and you will be returned to the Adobe Sign Callback Profile page

 

    6. Add the IP ranges for public access settings in the Site so that it is restricted properly to Adobe Sign IPs.

        a. Click the Login IP Ranges link to jump to the appropriate section

        b. Click the New button

        c. In the Login IP Ranges dialog, enter the first IP address range:

○ Start IP Address: 52.71.63.224

○ End IP Address: 52.71.63.255

○ Description: Adobe Sign

        d. Click Save

enter_the_ip_addressrange

Pastaba:

If the error “The list of IP Ranges does not cover your current IP address….” displays, enable the Save this IP Range even though it does not cover my current IP address option and click Save again.

     

    e. Repeat steps a-d above for all of the below IP address ranges:

Start IP

End IP

Description

52.35.253.64

52.35.253.95

Adobe Sign

52.48.127.160

52.48.127.191

Adobe Sign

52.58.63.192

52.58.63.223

Adobe Sign

52.196.191.224

52.196.191.255

Adobe Sign

52.65.255.192

52.65.255.223

Adobe Sign

13.126.23.0 13.126.23.31 Adobe Sign

 

The final Login IP Ranges for the Adobe Sign Callback Site should display as follows:

list_of_ip_ranges

Set the Attachment Service Invocation Count Field to Visible for All Profiles

You must also ensure that the “Attachment Service Invocation Count” field is editable by the relevant profile by doing the following.

  1. Navigate to Setup > Platform Tools > Objects and Fields > Object Manager
  2. Click the Agreement link in the left rail
  3. Click the Fields and Relationships option in the left rail
  4. Find and click the Attachment Service Invocation Count link
6_click_the_attachmentserviceinvocationcountlink

 

    5. Click the Set Field-Level Security button.

    6. Enable Visible and Read-only at the top-level to enable field level security for all profiles listed

Field level security

 

7. Click Save

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