Adobe Acrobat Sign for Salesforce Resource Center

Current Release Notes	Current Version: 23.14

Admin documents:

Developer Guide

Adobe Sign for Dynamics video — Click to view the video

User documents:

User Guide
Email Component User Guide:
- Gmail
- Outlook

Trial access:

Known Issues

As of the Spring '21 Salesforce update, guest users are not permitted to create or update agreements.

When a sender has to prefill a field, that sender has to authenticate to Acrobat Sign to gain access to the field. This happens seamlessly through the integration, so users typically won't be aware of it.

If the agreement is also configured to Host the signing for the first signer, a conflict arises as the established session is authenticated to the sender, and not the first signer.

Common Questions

The Uniform Index basically marks "All" the contacts in the object at the same recipient order, it means, it sets all the contacts to be able to sign in parallel.

Pre-requisites: It is exposed on the Agreement template, so it works with the Agreement templates with the Master object as Account/Opportunity. (An object that has a Contact-related list.)

Open the Agreement Template > Add recipient related list > New button
In the Source of Recipient list, select "All Account Contact Roles/All Opportunity Contact roles".
It displays the Uniform Index check box.
Select the Uniform Index check box.
Click Save

While sending the agreement using this template from the Master object, all the contacts as the recipient with the same index are specified in the Index box on the Agreement Template.

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Adobe Acrobat Sign for Salesforce Resource Center

Known Issues

Common Questions

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Adobe Acrobat Sign for Salesforce Resource Center

Known Issues

Guest users may not create or update agreements

Reminders are no longer reported in Agreements Events after v21.5

Prefill fields and Host Signing are not compatible

Common Questions

Using the Uniform Index field on the Add Recipient object

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