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Summary of the three page layouts that Adobe Sign for Salesforce supports, and how to configure them.
Overview
Adobe Sign for Salesforce has three page styles to create, edit, and view agreements. The default is the Lightning layout and is the recommended layout. Below is some information about the differences between the layouts as well as instructions for how to change between page layouts.
The ‘Agreement Basic’ Page Style - This page uses the standard Salesforce.com page layout to view and edit the agreement. Sending a new agreement requires a few more clicks -- creating an agreement, saving it and then attaching files on a separate screen. This page allows you to heavily customize the page layout (adding and removing your own custom fields and custom options). However, the Basic page does not provide access to many of the features that have been included in recent updates.
- The Basic page style only uses "Attachment" objects, "File" objects must use the Lightning style
The ‘Agreement Advanced’ Page Style - This page allows you to create an Adobe Sign Agreement on a single page – specify recipients, names the agreement, select options, attach files and send. This page also gives you more flexibility in specifying the number and type of recipients for each agreement. Development for this page style has ended with version 17, so subsequent release features may not be available to users under this page choice.
- The Advanced page style only uses "Attachment" objects, "File" objects must use the Lightning style
The ‘Lightning’ Page Style (Default) – This page is the current default, and is the layout that future development will be focused on. Most new features (version 18+) require the Lightning layout, including the ability to add Signing Groups, modifying agreements in-flight and hybrid sending workflows. The two current limitations on this page layout are:
- Lightning does not support Field Sets
- Lightning only permits uploaded files of ~700KB (vs the 1.7MB Agreement Advanced permits)
If you require Field Sets or uploadable files over 700K, then use the Agreement Advanced layout. Otherwise, the Lightning page is the strong recommendation for new deployments.
The 'Basic' Page
To use the Agreement Basic page style instead of the Agreement Advanced page style, you must reset the page layout and the agreement buttons as outline in the following sections:
- Setting the ‘Agreement Basic’ page layout
- Setting up the Agreement buttons to work for your page layout
Additionally there are instructions for:
- How to add and enable signer fields on the page layout
- How to send an agreement using the Basic page
The 'Advanced' Page
To switch to the Agreement Advanced page style, you must reset the page layout and the agreement buttons as outlined in the following sections:
- Setting the ‘Agreement Basic’ page layout
- Setting up the Agreement buttons to work for your page layout
- Adding Field Sets to the Agreement page
The 'Agreement Advanced' page is only available to customers that have version 10 or later of the Adobe Sign for Salesforce package.
The 'Lightning' Page
To switch to the Lightning page style, you must reset the page layout and the agreement buttons as outlined in the following sections:
- Setting the ‘Agreement Basic’ page layout
- Setting up the Agreement buttons to work for your page layout
The 'Lightning' page is only available to customers that have version 18 or later of the Adobe Sign for Salesforce package.