Objective

How to use Host Signing feature in Salesforce for Adobe Sign on the Desktop?

Environment

Salesforce UI

Steps

  1. Log in to your Salesforce account and go the Adobe Sign app.

  2. Click the Agreements tab.

  3. Click New.

    000206831_Image1
  4. On the right side of the Agreement page, select the Host signing for the first signer check box.

  5. Select the recipient, attach the file, and send the document.

    The next screen has the agreement open prompting the host signer to sign the document.

  6. As a host signer, sign the agreement.
    The agreement is completed.  

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