With the release of V 1.0.2, Adobe Acrobat Sign Document Builder for Salesforce package includes the following enhancements:
Document Builder is an Adobe Acrobat Sign for Salesforce feature that provides the ability to automatically generate documents using Salesforce data. It is a part of the existing Sign Agreement Template functionality. Salesforce admins can enable teams or individual team members to use Document Builder for creating documents, such as proposals, quotes, or agreements. The generated document is sent as an attachment with the Acrobat Sign Agreement template and can be easily tracked and managed in Salesforce.
Document Builder is an extension package to the Adobe Acrobat Sign for Salesforce base package and does not require any additional purchase. The feature provides a step-by-step wizard for creating rules for merging data from salesforce object fields into a Word document template.
Adobe Acrobat Sign for Salesforce: Document Builder User Guide helps you understand how to:
Document Builder is supported only on the Salesforce Lightning platform.
Before installing the Document Builder extension package, you must:
In the Install Acrobat Sign Document Builder page that displays:
It displays a notification saying that the installation process will take some time.
To support Document Builder templates, the Type__c field of the Attachment_Template__c object now includes a new picklist value called 'Document Builder Template'. For the Document Builder templates to function properly after upgrading the base package to v24.x, Salesforce admins must add Document Builder Template picklist value to the existing picklist for the Type__c field of the Attachment_Template__c object.
All existing users of Adobe Acrobat Sign for Salesforce who upgrade to v24 must add the 'Document Builder Template' Picklist Value using the instructions below.
In case of a clean install of Adobe Acrobat Sign for Salesforce v24, users do not need to add the 'Document Builder Template' Picklist Value.
To localize the new Attachment Type value through the translation workbench:
Once the Document Builder extension package is installed and connected to the Adobe Acrobat Sign account, authorized users can access it within Agreement Templates under the Attachment tab. Salesforce admins can create a new Document Builder template or use an existing template as an attachment to their Agreement template.
To create a new Document Builder template:
From the Agreements Templates tab in the Adobe Acrobat Sign for Salesforce lightning page, open an existing agreement template.
Or, select Agreement Templates > New Agreement Template to initiate the process of creating an agreement template. For more details, see how to Create an Agreement Template.
Under the Template Details tab:
From the Tag Document tab, copy the anchor text for each field and paste it into your Word template. Or, select Download JSON to download the entire JSON file.
Once the file is downloaded, you see a message confirming the download. You can use the downloaded JSON file to import all the tags into your Microsoft Word template using the free Adobe Document Generation Tagger add-in.
To tag the template, open the Microsoft Word document and generate tags using Document Generation add-on.
See how to install and use the Adobe Document Generation add-in for Microsoft Word.
Once you tag the document, return to the Document Builder wizard page and select Upload File to upload your tagged word template. Once the file is uploaded, select Done to close the dialog.
The uploaded file is automatically assigned a template name. You may edit the Generated File Name field to rename the template file.
Once you create and add a Document Builder template, you can further configure the Agreement Template to send it to the recipients for signature. You can send an agreement with the Document Builder template for signature via:
To send agreements via the Agreements tab:
Once you create and add a Document Builder template to an agreement using the instructions above, follow the steps below to send that agreement for signature from the Agreements tab:
In the new agreement draft page that opens, fill in the following information as required:
In the Preview window that opens, do one or more of the following actions, as required:
To send agreements from the Agreements panel in Object record:
A Document Builder template uses the Salesforce object that you select while creating an Agreement template. You can use the same Salesforce master object to send agreements with the Document Builder template to recipients for signature.
Follow the steps below to send agreements from the Agreements panel in an object record:
In the Agreements panel, open the Send Agreement for Signature drop-down menu and select the agreement that you want to send for signature.
It opens the Agreement in draft mode, as shown below. Note that agreement includes the files from the agreement template that you selected in the step above.
If you do not see the Agreements panel in the Object record page, you can add the panel using the steps below:
You can upgrade the Adobe Acrobat Sign Document Builder package from the Salesforce AppExchange. This section provides instructions on how to upgrade Adobe Acrobat Sign for Document Builder from an older version to the latest version.
Each version of Adobe Acrobat Sign Document Builder has new features and enhancements that can provide key improvements to your document workflows. We strongly recommend that you upgrade to the latest release since Adobe discontinues support of older versions over time.
To find the package version of the Adobe Acrobat Sign Document Builder that is currently installed:
To upgrade Adobe Acrobat Sign Document Builder package:
To troubleshoot the 'Invalid refresh token' error, the Salesforce admin must ensure that OAuth to Sign is performed properly for the Document Builder package.
The Word template used in the Document Builder template cannot exceed ~4.4MB. Depending on the mapping rules set in the Document Builder template and the data pulled from the Salesforce org, the allowed Word template size might be even smaller. So, you must ensure that the Word template file size is not larger than the limit.