Adobe Sign for Salesforce 發行說明

以下 Adobe Sign for Salesforce 發行說明的排序方式會先顯示最新版本,然後隨著網頁往下捲動回溯各個舊版本。

注意:

強烈建議先安裝至沙箱環境或升級,以確保應用程式所有層面均符合您的預期,且不會與其他自訂項目、設定或應用程式發生衝突。

若客戶從 21.5.11 版之前版本升級,須先升級至 21.5.11 版套件再升級成最新套件。

Adobe Sign for Salesforce v23.x

Adobe Sign 圖示品牌重塑

整個應用程式使用的 Adobe Sign 圖示已更新為新品牌。


更新 Salesforce 組織使用檔案作為文件的預設儲存物件

Adobe Sign for Salesforce 套件第 23 版將儲存文件的預設物件類型從傳統附件物件轉移至較新的檔案物件。

此更新強化 Salesforce Lightning 體驗,這僅支援檔案 (Salesforce Classic 體驗支援檔案),且符合許多經常與 Adobe Sign 配對並以同樣方式升級的協力廠商解決方案。

受影響的文件包括:

  • 合約文件
  • 資料對應
  • 合約範本
  • 合約更新
  • 大型檔案傳送
  • 自訂設定
  • 推送合約

更新至此版本的管理員目前無須執行任何動作,因為會溯往組織現有的儲存物件,以確保操作持續不中斷。

不過,在附件過時之前,建議管理員研究如何將組織移轉為使用檔案

註解:
  • 從 23.0 以前的 Adobe Sign for Salesforce 版本更新時,在更新之後將接受現有的儲存物件 (就大多數客戶而言是附件)。無須執行任何動作,正常持續操作
  • 新安裝的 Adobe Sign for Salesforce 套件會將檔案設為預設儲存物件,但可手動切換至附件
  • Salesforce 管理員可利用控制項在檔案附件之間切換儲存物件


新的自訂設定可控制文件儲存類型

為了支援管理員控制文件儲存類型,「自訂設定 > Adobe Sign 設定」控制項集新增一個控制項。

此 UI 對應至自訂物件 Agreement_Document_Storage_Type__c

可行的設定值為:

  • {空} - 如果值是空的,則預設行為取決於套件的安裝版本
    • 23.0 以上的版本預設以檔案為預設儲存類型
    • 23.0 之前的版本預設以附件為預設儲存類型
  • 檔案 - 將檔案強制定義為 Adobe Sign 文件的預設儲存物件
  • 附件 - 將附件強制定義為 Adobe Sign 文件的預設儲存物件
文件類型設定


分析設定

新增選用分析設定是為了讓 Adobe Sign 收集使用資料來改善產品。此資料僅適用於開發階段,而非行銷用途。

按一下右邊欄的分析設定連結,即可從「Adobe Sign 管理員」標籤控制此設定:

Analytics 設定

對於大多數新的客戶安裝,分析設定預設為啟用

  • 加拿大和歐盟的新客戶安裝預設停用分析
  • 升級客戶預設停用此設定,以符合其目前的體驗。管理員可以在「Adobe Sign 管理員」標籤隨意啟用此設定

啟用時,CSP 信任的網站中會自動新增 adobe.io 網站名稱的記錄:

CSP 信任的網站新增 Adobe.io

停用分析設定會自動從「CSP 信任的網站」頁面移除 adobe.io 記錄。


已解決的問題

問題編號 修正問題說明
15687 解決從 Adobe Sign 管理頁面移除的資料庫範本仍可由 Salesforce 範本存取的問題
18890 修正已取消的合約狀態拼字不一致
20380 修正日期的格式錯誤
20420 改善自訂工具列的選單位置,以免開啟時超出螢幕
20436 解決合約上的游標未將相關連結顯示為可點按的問題
20631 解決附加至合約的影像檔案在瀏覽器標籤中開啟而非下載的問題
20638 改善取消原因欄位來允許 255 個以上的字元
20678 解決 Adobe Sign 標籤遺失 Salesforce 自訂主題的問題
20972/21359 解決存取權杖過期時無法存取 Adobe Sign 資料庫範本的問題
21126 解決電子郵件收件者類型在自訂設定中停用時,未從收件者選項移除的問題
21426 解決使用者的資料庫有很大的檔案庫清單時 (1000 個以上),阻止存取 Adobe Sign 資料庫範本的問題
21512 改善管理合約標題中的副檔名
註解:

支援比目前主版本高兩個主版本Adobe Sign for Salesforce 套件。

  • 目前版本為 23.0
  • 支援第 21 版以上

若客戶執行不支援的版本,安全風險勢必會增加,我們強烈建議升級至新套件,確保能持續享有支援服務。

如有任何問題或需要升級組織的相關協助,請聯絡成功經理。


舊版

Salesforce 合約範本現可選擇連結 Adobe Sign 的自訂工作流程,以便對應 Adobe Sign 的複雜簽署程序,將該結構讀入 Salesforce 範本。

Salesforce 範本中的工作流程

已解決的問題

若組織想在 Salesforce 和 Adobe Sign 建立的新安全性框架下 (即升級後的 API),繼續使用 Adobe Sign,Adobe Sign for Salesforce 21.5.11 是必要的安裝項目。

21.5.11 版套件解除參照兩個頁面 (MyEchoSign.pageAboutEchoSign.page),以利徹底移除。

雖然已解決部分問題,但此套件的功能或使用者功能沒有任何變動:


已解決的問題

問題編號

修正問題說明

19681

改善套件,移除停用 Chatter 時會妨礙安裝的 Chatter 需求

20013

修正合約以 Adobe Sign 驗證當作驗證方式時,合約狀態更新未能正常運作的問題

20045

修正只有系統管理員可以使用 Lightning UI 設定的自訂設定問題


支援 Salesforce「檔案」做為「檔案對應」中的儲存物件

Winter 2019 Adobe Sign for Salesforce (第 21 版) 更新了套件的三個核心元素以便進行新部署,同時為現有客戶維持回溯相容性:

此外,也已做出多項調整,使 Salesforce 體驗與 Web 體驗整合更完善。  因應措施:

透過「資料對應」程序對應檔案儲存時,已新增核取方塊以明確地強制儲存為「附件」。

如果未選取此選項,內容會儲存為「檔案」。

改善合約更新程序

第 21 版變更 Salesforce 中的合約更新程序。Adobe Sign 會通知 Salesforce 有可用更新 (而不是將更新推送到 Salesforce),然後 Salesforce 就能將這些更新提取進來。這可協助減緩 Salesforce 在 Adobe Sign 推送更新時處於離線狀態的問題。

此外,合約現在會以非同步的方式更新,而所有舊版則都是採用同步的方式更新。


新增「自訂設定」區段:「Adobe Sign 合約更新設定」

為支援全新更新程序,已在 Salesforce 的「自訂設定」區段中新增此區段:「Adobe Sign 合約更新設定」

五個先前既有設定的位置已從「Adobe Sign 設定」區段重新調整至此類別:

Adobe Sign 設定

Adobe Sign 合約更新設定

將稽核 PDF 新增至附件清單

新增稽核報告

針對已推送合約新增已簽署 PDF 連結

新增已簽署 PDF 的 URL

針對已推送合約新增已簽署 PDF

新增已簽署的 PDF

將已簽署 PDF 新增為個別附件

將已簽署 PDF 新增為個別附件

將支援檔案新增至附件清單

新增支援檔案

 

新增下列三個新設定:

  • 「顯示影像」– 若啟用此項,合約 PDF 的影像會顯示在合約頁面上
  • 「更新合約事件」– 若啟用此項,Salesforce 會在收到 Adobe Sign 通知時更新合約事件
  • 「更新合約狀態」– 若啟用此項,Salesforce 會在收到 Adobe Sign 通知時主動更新合約狀態。

現在,手動更新合約會更新合約的所有元素 (收件者、事件、影像等),而不只是更新狀態而已。

舊影像


重新命名「自訂設定」區段:「Adobe Sign 推送對應設定」現已改為「Adobe Sign 合約收件者設定」

已修改「推送對應設定」以便廣泛套用到所有合約,因此已重新命名控管這些設定的自訂設定區段,以更清楚地反映是將設定套用到所有合約的收件者,而不只是「推送」合約而已。

此外,已新增五個新設定,以擴充更新合約相關收件者的功能:

  • 「建立缺少的收件者」(預設為啟用) - 啟用這個設定,即可建立缺少的收件者
    • 系統會在「合約推送對應」、「取代簽署者」或「委派簽署者」工作流程中建立新的收件者
  • 「啟用參與集」- 啟用這個設定,即可建立及更新「參與集」
  • 「更新委派的收件者」(預設為啟用) - 啟用此設定後,若簽署者或寄件者委派收件者,系統即會將收件者標記為「已委派」
    • 「合約檢視」頁面不會顯示這些收件者
  • 「更新收件者」(預設為啟用) - 啟用這個設定,即可更新現有收件者屬性,例如「狀態」
  • 「更新遭取代的收件者」(預設為啟用)- 啟用此設定後,若「管理」頁面中傳送者已取代收件者,系統即會將收件者標記為「已取代」
    • 「合約檢視」頁面不會顯示這些收件者


改善手動更新

已改善手動更新程序,系統會更新「合約」物件的整個套裝,包括所有連結、影像、事件、狀態和資料對應。


更新事件說明

更新合約的事件說明,包括下列三項變更:

  • 使用「文件」這個廣義用語,而不使用合約的名稱
  • 在名稱值的後面插入使用者的電子郵件地址
  • 包含 IP 位址


新增驗證方法:政府核發證件

已新增政府核發證件驗證方法,做為「Adobe Sign 設定」區段中的自訂選項。

政府核發證件是一種高級身分驗證方法,必須由您的成功經理啟用,才能進行部署。


支援以拖放方式新增檔案
(僅適用於 Lightning)

Lightning 體驗現在可讓您從本機系統拖曳合約,然後放置到「檔案」區域,藉此將文件新增到新合約。

透過拖放方式新增的文件會上傳到您在 Salesforce 中的個人「檔案」。


新增合約範本格式

已更新「合約範本」介面,採用五個索引標籤以提升範本內容的清晰度。


簡易簽署

「簡易簽署」是一個簡易的現成元件,能讓 Community 入口網站使用者簽署自助服務合約。請將此元件新增至任何 Salesforce Community Cloud 入口網站 (客戶、合作夥伴、員工等),或將元件嵌入至其他 Lightning 元件。


Adobe Sign for Salesforce CPQ:
「產生 Adobe Sign」按鈕

已改善「Adobe Sign CPQ」元件,簡化將「報價 PDF」附加至「合約」的程序,只要按一下「產生 Adobe Sign」按鈕或使用 LEX 元件即可。

按一下 LX 元件中的「產生」按鈕

已解決的問題

概覽

Summer 2018 Salesforce (v20) 版本不只增加 Lightning Experience 內的功能,還啟用了數種客戶希望能加入且需求頻率高的新功能。

註解:

Adobe Sign for Salesforce 的版本 20 中,我們進一步調整了 Lightning Experience 以最佳化整體效能。

最佳化中的一環是將合約清單移至 Lightning 元件。舊版使用具有內嵌「Lightning Out」元件的 Visualforce 頁面。  此移動的其中一個結果是,從標準物件 (連絡人、商機、帳戶、契約等等) 上的相關清單啟動新合約時,它不會自動將合約與物件關聯。這是由於 Salesforce 缺乏要直接傳遞至 Lightning 元件「Ikid」參數的支援。

只有在使用 Lightning 頁面版面時,才會看到此限制。使用「進階」頁面版面可持續啟用此功能。

此處說明變更頁面版面。

 

支援 Salesforce Process Builder

已新增動作來支援 Salesforce Process Builder。 

管理員可以建立可觸發透過範本建立合約的程序,以及傳送、提醒、更新、取消和刪除動作。

 

適用於收件者的擴充角色

已新增三個新角色,加上每個附帶委派者角色!  現在您可以建立簽名流程,其中包括接受者、表單填寫者和認證收件者做為參與者的類型。

 

改善沙箱支援

在 2019 年 3 月 16 日,Salesforce 會自動啟用一項重大更新,將自動去除分區識別的 URL。

在 v20 之前,該 URL 用來剖析分區資訊,並指示 Adobe Sign 關於嘗試通訊的 SFDC 執行個體的本質(生產或沙箱)。

在 2019 年 3 月 16 日之後,採用 v19 或更早版本的客戶將必須與支援連絡來標示其沙箱環境,允許 OAuth 程序連接。

已安裝 v20 以上版本的客戶將順暢地導覽 OAuth 程序,而不需接洽 Adobe Sign 支援。

 

與其觸發的每個事件相關的收件者

合約事件物件現在會將事件與觸發事件的收件者建立關聯,讓您對於與收件者相關的逐步簽名程序有詳細的了解。

 

已新增收件者 IP 位址欄位

合約事件物件已新增新的欄位:有效的使用者 IP 位址

這個新欄位會匯入對合約記錄的任何事件的 IP 位址,以及將它與觸發事件的使用者建立關聯。

可以產生報告以公開 IP 資訊

 

取回和更新舊版文件金鑰

仍使用 Adobe Sign for Salesforce v13 或更早版本的客戶現在可升級至現代版的套件,並更新其現有合約各自的文件金鑰。

 

第 20.8 版 (遞增修補程式)

API 名稱欄位已新增至資料/合併對應的選取清單

新增新的設定,以在定義資料/合併對應時公開欄位的 API 名稱。

若要啟用此功能:

  1. 瀏覽至「設定 > 平台工具 > 自訂程式碼 > 自訂設定」
    • 此動作將載入「自訂設定」頁面
  2. 按一下「Adobe Sign 設定」標籤
    • 畫面將載入「Adobe Sign 設定」頁面

3. 按一下「管理」按鈕

 4.按一下「新增」(或者若過去曾進行設定,則按一下「編輯」)

• 畫面將載入「Adobe Sign 設定」頁面

5. 使用您的「尋找」功能 (cmd/ctrl + f) 來找到「顯示檔案 API 名稱」

6. 按一下「儲存」

 

已解決的問題

問題編號

更正的問題描述

14931

使用「基本」版面傳送合約時出現錯誤訊息

15012

在 EchoSign 合約進階 VF 頁面中未自動填入收件者

14578

除非資料對應具有與額外物件對應的項目,否則檔案對應會失敗

13169

自動佈建錯誤

12457

如果收件者順序變更,則不會保留收件者

14541

如果定義了超過 11 個收件者,會出現錯誤

 

第 20.9 版 (安全性修補)

已設定大型檔案或推送合約的使用者進行升級時,應於安裝新套件之前仔細檢閱升級程序:

大型檔案服務升級程序

推送合約升級程序

 

回呼使用者取代回呼網站設定檔

鑒於授予廣泛物件回呼網站存取權之相關安全性考量,第 20.9 版引入以使用者為基礎的全新驗證程序,有助於確保更妥善控制合約物件的存取權。

回呼網站向來為啟用大型檔案服務,及推送合約的客戶所使用。強烈建議所有啟用一或兩項功能的使用者升級至第 20.9 版,啟用新的回呼使用者功能,並移除網站使用者的所有權限。

回呼使用者需透過「Adobe Sign 管理員」頁面「Adobe 帳戶」連結底下的新控制項目啟用。

 

第 20.11 版 (遞增修補程式)

問題 621/14678 克服了先前的 Lightning 環境限制,該限制阻絕了合約和啟動合約之父項 SFDC 物件間的自動關係。

 

已解決的問題

問題編號

修正問題說明

621/14678

改善自動將合約與父項 SFDC 物件建立關聯的 Lightning 體驗

15441

改善在 Salesforce 查詢欄位中查詢加密欄位的功能

15686

修正使用主控簽署時,在合約頁面上擷取簽署 URL 的 Edge 瀏覽器問題

Winter 2018 Salesforce (v19) 版本不只增加 Lightning Experience 內的功能,還啟用了數種客戶希望能加入且需求頻率高的新功能。

 

從 Lightning 頁面執行批次動作

客戶現在可在最終執行動作前,透過 Lightning 介面大量建立、傳送、提醒、取消、刪除和更新合約,且相關程序經過改善,可減少需要採取的動作。

 

透過全新權限設定加速啟用使用者

在過去,當安裝 Adobe Sign for Salesforce 應用程式的管理員無法選擇「所有使用者」選項時,他們必須採取大量手動程序,才能讓個別使用者存取物件和欄位。

但他們再也不需要這樣做了!  透過新增的三項全新權限設定,管理員能為個別使用者快速套用所有權限,不必一一設定每個物件的所有欄位。

以下為這三個選項:

  • Adobe Sign 使用者 - Adobe Sign for Salesforce 傳送者使用者需要的最低權限。具備有限存取權限,可存取受管理套件內的所需元件:物件、欄位、標籤、類別與頁面。
  • Adobe Sign 管理員 - Adobe Sign for Salesforce 管理員使用者需要的最低權限。具備完整存取權限,可存取受管理套件內的所有元件:物件、欄位、標籤、類別與頁面。
  • Adobe Sign 整合使用者 - Adobe Sign for Salesforce 整合使用者需要的所有權限。具備所有管理員存取權限,以及存取所有組織資料的權限。

 

卓越的書面簽名工作流程

以手寫簽名獲得電子簽署的準確性及可稽核性。可讓簽署者直接填寫、列印、簽署、掃描,且無須透過傳真機即可傳回文件。所有內容均以電子方式擷取及管理,因此您可在稽核記錄中看見清晰易讀的文字,以及簽署者驗證資料。

以書面簽名工作流程取代過時的傳真程序,促成更一致且專業的結果。  查看這裡以進一步了解詳細資訊。

 

Outlook 及 Gmail 適用的電子郵件元件

Adobe Sign for Salesforce 電子郵件元件可用於 Microsoft Outlook 網頁應用程式 (OWA)、Outlook 2016、Outlook for Mac 2016 或 Outlook 2013。此元件套件也可用於 Gmail 工作整合。

此電子郵件元件須個別安裝,但只需要幾分鐘就能完成安裝與設定。

按一下此處以了解安裝詳細資訊。

 

針對多種螢幕大小改善可重新排列的「傳送」頁面

螢幕較小的裝置在一般商業行為中開始越來越常見,而左右捲動的設定也讓您難以有效率地完成工作。為協助這些使用者更好地發揮平板電腦的功能,我們重構了「傳送」頁面,在不影響任何功能的前提下,使傳送頁面可排版為符合螢幕寬度範圍。

 

Salesforce CPQ 整合元件

使用 Adobe Sign CPQ 連接器元件,加快您直接從 Salesforce 傳送 CPQ 報價至客戶電子郵件信箱的速度,以準備進入簽署階段。

 

Salesforce Community Cloud 入口網站 (自行簽署) 支援

Community 入口網站現在可包含 Adobe Sign 元件,提供準備好的合約讓入口網站使用者簽署。

Salesforce 管理員可以發行合約、建立截止日期,並依需求定義續約週期。

使用者可以存取社群網站、產生新合約,以及在入口網站直接簽署合約。

 

19.4 版 - 2018 年 1 月發行

如果您是從第 14 版或更早版本進行升級,請更新舊版文件金鑰

當 Adobe Sign for Salesforce 應用程式從第 14 版或更早版本升級到目前的組建時,使用者可能無法在其他使用者升級前傳送的現有合約上執行諸如刪除、取消、檢視、提醒或更新等動作。

使用者可能會在執行這些動作時,收到發生錯誤的提示,例如:

「INVALID_DOCUMENT_KEY」或「發生內部伺服器錯誤」

這是因為第 14 版之前的應用程式版本採用的是舊版文件金鑰樣式的緣故。

需要進行舊版金鑰的一次性移轉。新的因應措施如下所述:

在完成設定步驟後,您可以在 Adobe Sign 管理員頁面找到以下連結:

  • 取得遺失的文件金鑰 - 按一下此連結將執行批次動作以取得現有合約遺失的文件金鑰。
  • 更新舊版文件金鑰 - 按一下此連結將清除現有的舊版文件金鑰,並取得組織中所有合約的新版文件金鑰。

若有合約沒有相關的文件金鑰,這麼做也會為合約取得文件金鑰

一旦合約都有新版文件金鑰,使用者將可以在其他使用者傳送的現有合約上執行合約動作。

註解:

只有當管理員將第 14 版或更早版本升級到第 19.4 版本時,系統才會顯示「取得遺失的文件金鑰」「更新舊版文件金鑰」的連結。

如果管理員更新第 14 版至第 19.4 版之間的套件,則這些連結皆預設為「隱藏」。在此情況下,管理員可以連繫 Adobe Sign 支援,以手動顯示連結。 

此動作需要您授權登入存取 Adobe Sign Support。


已解決的問題

問題 ID

描述

8014

Conga 改善了在「取消」和「提醒」動作的功能

8979

解決導致「超出最大檢視狀態大小限制」錯誤的情況

9709

更正 AgreementEventType 遺漏 WRITTEN_SIGNED 事件類型的問題

9832

解決 Salesforce 平台使用者遭遇「權限遭拒」錯誤的問題

9927

更正檔案嘗試附加至沒有檔案副檔名之合約的問題

9934

改善地理位置欄位的處理方式

10367

為從第 13 版及更早版本的套件更新的客戶提供 docKey 解決方案

 

v19.5–2018 年 2 月發行

新增本地化語言挪威文.

註解:

如果您使用挪威文當地語系化版本,並已更新為 Adobe Sign for Salesforce 19.0-19.4,您將需要手動更新 19.5 翻譯表。

 

從 v19.0 – v19.4 升級至 19.5 時

啟用翻譯 (如果您已使用 Salesforce 當地語系化的版本,將完成這些步驟)

  • 以管理員的身分登入 Salesforce
  • 瀏覽至「設定 > 平台工具 > 使用者介面 > 翻譯工作台 > 翻譯」
  • 按一下「啟用」

 

將挪威文啟用為語言選項

  • 以管理員的身分登入 Salesforce
  • 瀏覽至「設定 > 平台工具 > 使用者介面 > 翻譯工作台 > 翻譯設定」
  • 在「語言」挑選清單中,選取「挪威文」
  • 按一下「儲存」

更新翻譯

  • 瀏覽至「設定 > 平台工具 > 使用者介面 > 翻譯工作台 > 翻譯」
    • 「語言」選取為「挪威文」
    • 「設定元件」選取為「挑選清單值」
    • 「物件」選取為「合約」

 

  • 「主要挑選清單」表格中,展開「合約狀態」資料夾
  • 連按兩下英文狀態旁的欄位空間,以開啟可輸入翻譯的文字欄位。根據下表輸入值:

主要挑選清單值標籤

挑選清單值標籤翻譯

已核准    

Godkjent

已取消/已拒絕                

Avbrutt / avslått

已建立

Opprettet

草稿

Kladd

已過期

Utgått

傳出以供核准                        

Ute til godkjenning

傳出進行簽署                        

Ute til signering

預先傳送                                        

Før sending

傳送進行中                        

Sending pågår

已簽署      

Signert

等候副署者核准   

Venter på kontragodkjenning

等候副署者簽名        

Venter på kontrasignatur

 

或按一下「儲存」

 

  • 「主要挑選清單」表格中,展開「語言」資料夾,並輸入下列值:

主要挑選清單值標籤

挑選清單值標籤翻譯

中文 (中國大陸)

Kinesisk (Kina)

中文 (台灣地區)

Kinesisk (Taiwan region)

捷克文 (捷克共和國)

Tsjekkisk (Tsjekkia)

丹麥文 (丹麥)

Dansk (Danmark)

荷蘭文 (荷蘭)

Nederlandsk (Nederland)

英文 (英國)

Engelsk (Storbritannia)

英文 (美國)

Engelsk (USA)

芬蘭文 (芬蘭)

Finsk (Finland)

法文 (法國)

Fransk (Frankrike)

德文 (德國)

Tysk (Tyskland)

冰島文 (冰島)

Islandsk (Island)

印尼文 (印尼)

Indonesisk (Indonesia)

義大利文 (義大利)

Italiensk (Italia)

日文 (日本)

Japansk (Japan)

韓文 (南韓)

Koreansk (Sør-Korea)

馬來文 (馬來西亞)

Malayisk (Malaysia)

挪威文 (挪威)

Norsk (Norge)

波蘭文 (波蘭)

Polsk (Polen)

葡萄牙文 (巴西)

Portugisisk (Brasil)

葡萄牙文 (葡萄牙)

Portugisisk (Portugal)

俄文 (俄羅斯)

Russisk (Russland)

西班牙文 (西班牙)

Spansk (Spania)

瑞典文 (瑞典)

Svensk (Sverige)

泰文 (泰國)

Thai (Thailand)

土耳其文 (土耳其)

Tyrkisk (Tyrkia)

越南文 (越南)

Vietnamesisk (Vietnam)

或按一下「儲存」

 

  • 「物件」挑選清單變更為「表單欄位對應項目」
  • 展開「來源類型」資料夾
  • 「主要挑選清單」表格中,展開「語言」資料夾,並輸入下列值:

主要挑選清單值標籤

挑選清單值標籤翻譯

常數

Konstant

Salesforce 物件欄位

Salesforce-objektfelt

 

或按一下「儲存」

 

 


已解決的問題

問題 ID

描述

6227

修正部份工作流程中取代收件者時出現的錯誤核准者圖示

6816

解決使用 EchoSign 進階 VF 頁面取代簽署者時擲回 null 404 錯誤問題

6956

解決匯入大量欄位導致最大檢視狀態大小限制錯誤的問題

10426

修正商機物件要求所有欄位明確具有允許資料對應之存取權限的錯誤

10676

改進資料公式,將一律顯示使用者本地時區位移

10979

修正管理合約索引標籤在系統權限下要求檢視設定之存取權限的問題

The Spring 2016 Salesforce (v18) release introduces the Lightning experience, and the newest update to the Adobe Sign for Salesforce package is "Lightning Ready".  Enabling the Lightning experience is completely up to you, and you can switch back to Salesforce Classic at any time.

In Lightning, the navigation menu on the left provides quick access to your Salesforce objects. You can use the App Launcher to access the Adobe Sign integration package.

See Find Your Stuff in Lightning Experience in the Salesforce Help for more information.

 

Lightning Experience

Enabling the Lightning Experience is easy:

  1. From Setup
  2. Click Lightning Experience in the left navigation menu to change the default settings before you switch the view. 
  3. Select Switch to Lightning Experience from your profile menu, to change to the Lightning view.
SFDC settings to switch to Lightening

See Enable Lightning Experience in the Salesforce Help for more information. 

 

 

Switching back to Salesforce Classic

If you are working in the Lightning Experience, switching back to Salesforce Classic is also easy. Simply click your profile picture in the upper right corner, and select Switch to Salesforce Classic from the menu.

Click your profile picture in the upper right corner, and select Switch to Salesforce Classic

 

Accessing the Adobe Sign integration application

Once Lightning is enabled, you can click the App Launcher to display the available apps, then click Adobe Sign.

See Opening a Different App in Lightning Experience in the Salesforce Help for more information.

The App Launcher

The menu for Adobe Sign displays. From this menu you can access all the familiar Adobe Sign pages and features. Note that the Manage Agreements and Adobe Sign Admin pages are currently only available in Salesforce Classic.

The menu for Adobe Sign display

In the Lightning Experience, the Adobe Sign pages have a new, cleaner look.

The Adobe Sign Lightning Experience

 

Enhanced Agreement page

The enhanced Agreements page can be used in both Salesforce Classic and Lightning. Before using this new Agreement page, you must enable the enhanced Agreement page style.

 

Enhanced Agreement Layout experience:

The enhanced Agreement page layout provides senders with all of the functionality of the previous layout plus additional features. The enhanced agreement page is available in both Salesforce Classic and Lightning.

To get to the enhanced agreement page, choose ‘Agreements’from the ITEMS menu on the lightning page or the left navigation menu on the Classic page.

The enhanced Agreement page layout

1. Recipients are numbered now as shown above. You can use recipient numbering to reorder recipients to create sequential routings and to create hybrid and parallel routings.

2. Sender can now quickly add themselves as a recipient anywhere in the routing, not just first or last, using Add Me and numbering.

3. Groups can be specified as recipients.

4. Private message can be added. Clicking the message bubble icon displays the Add a Private Message dialog. The bubble will appear slightly gray if you have a message.

5. Identity Verification

Define the details of the transaction

6. Select a related Contract

Enter the email addresses of the recipient

7. Select files from your document library or online storage accounts—You can now click Add Files to access the Select Files dialog and all the file sources that are enabled.

 

New recipient role: Delegator

In addition to Approver and Signer, admins and senders can now add Delegator to the recipient workflows. Delegators receive the agreement, but are not expected to sign.  Instead they will route the agreement to the approver or signer they choose. 

Great for situations where the signer/approver isn’t known until the signature process is underway, these two new roles will give you the flexibility to start gathering signatures immediately, and identify the proper downstream recipients at a later time.

 

Private messages

You can create unique messages for each recipient in the signing process before sending a document for signature or approval. To add a message, click the Add a private message icon. 

Create unique messages for each recipient

Recipients can easily read the private message during the signing experience. When someone has left a message for one of the recipients, the color of the message bubble will be light gray.

 

Hybrid routing

In addition to being able to create sequential and parallel recipient routing, you can use the new recipient ordering feature to create hybrid routing that includes parallel and sequential components using the new Send page. You can specify which participants need to sign at the same time (in parallel) and which need to sign in sequential order by dragging and dropping or using numbering order to define the signing sequence. 

 

Creating hybrid routing:

1. Enter the email addresses of the recipients.

Enter the email addresses of the recipients

2. To designate two recipients to sign second—in this example severtonea@gmail.com and kmaggerstein@gmail.com—enter a “2” in the routing order field for both. 

Enter a “2” in the routing order field for bot

When you save the agreement, the email addresses for severtonea@gmail.com and kmaggerstein@gmail.com display as parallel recipients in the second position. Note that the order of subsequent recipients will update to reflect the new routing order. 

The order of subsequent recipients will update to reflect the new routing order.

 

Recipient Group

You can speed up the signing processes by giving multiple team members the authority to sign on behalf of the entire group. Add a recipient group first, and then add multiple recipients to the group. Any one of the recipients listed can sign on behalf of the entire group. Recipient groups integrate with Salesforce groups.

 Add a recipient group

 

Modifying Agreements

You can make on-the-fly document corrections using the new modify agreements feature instead of canceling agreements and starting over. You can use Modify Agreements to add, delete, replace (delete then add), and reorder documents. You can also use the authoring environment to modify fields.

The modify agreements feature is available only on the new Send page. However, it can be used to modify agreements that were initiated before the November 2015 release as long as the transaction meets the “modifiable” criteria. If a document is modifiable, a Modify Agreement link displays on the Manage Agreements page when the document is selected. A modifiable agreement is one that meets the following criteria:

  • The agreement has not been signed, approved, or delegated to a signer or approver by the delegator to whom it was assigned.
  • The agreement does not include a digital signature or fax signature.
  • The agreement has not been initiated from a workflow.

 

 

Administration for modify agreements

The modify agreements feature must be turned on globally for your organization, and then the last check box, Allow senders to modify agreements after they have been sent for signature, will appear in the Account | Send Settings options for each user.

Account administrators and group administrators can specify whether you can modify documents that you have sent for signatures by checking the “Allow senders to modify agreements that have been sent for signature” in the Attaching Documents section of the Send Settings parameters in your Account. 

Allow senders to modify agreements that have been sent for signature

 

Modifying an agreement

If the modify agreements setting is enabled for your organization or group, you can modify agreements that are in the Out for Signature or Out for Approval sections. (See Modify agreements for more information.)

1. Click the Manage Agreements tab.

2. Click to select a modifiable agreement from the Out for Signature or Out for Approval section, then click the agreement description in the upper-right corner.

Click the agreement description in the upper-right corner.

The Send page displays in limited editing mode and you cannot make changes in the Recipients or Message sections.

The Send page

In this Send page, you can add, delete, replace (delete then add), and reorder documents.

To add a document, do one of the following:

  • Click Add Files.
Click Add Files.

  • Or, drag-and-drop files from your computer to the Drag More Files Here area.
Drag-and-drop files from your computer to the Drag More Files Here area.

  • To delete a document, click the delete icon (X) to the right.
Click the delete icon (X) to the right.

  • To recorder documents, click the grab bar and drag the document to its new position.
Click the grab bar and drag the document to its new position

Depending on your Send settings, you may be able to use the Preview & Add Signature Fields option to add form fields to the document or documents in the modified agreement. 

註解:

When you modify an agreement, the form fields that were originally added by the sender to documents using the authoring environment are discarded. Form fields that were added to library documents when they were created and form fields added to documents with text tags are automatically reprocessed.

  • If you do not need to add form fields or do not have the Preview & Add Signature Fields option, then click Update to save your changes.
  • If you need to add form fields, enable the Preview & Add Signature Fields option if necessary, then click Update to open the authoring environment. When done in the authoring environment, click Update.

If the agreement has already been signed, when the sender clicks Update the sender gets a message indicating that the recipient has signed, approved, or delegated it.

The "Cannot Modify Agreement" message

If the Modify Agreements feature has not been turned on globally for your organization, there are still a few ways that you can make modifications after an agreement has been sent for signatures.

If you scroll down to the bottom of the agreement description, you will see three ways that you can modify an agreement.

Replace Signer and Upload Copy links in the transaction metadata.

The actions you can perform on an existing agreement include replacing a signer, uploading a signed copy, and adding an expiration date.

To replace the current signer, enter the new signer’s email address and the reason that you are replacing the original signer. For example, the original signer might be out-of-the-office during the time you need to have the documents signed. Click the Replace Signer button when you’re finished.

Replace Current Signer interface

To upload a signed copy, click the Replace Signer link in the agreement description. Type the email address of the new signer and a short message about the reason for replacing the original signer. Note that until the new signer adds their signature, the original signer can still sign the document.

Upload a Signed Document interface

To add an expiration date, click the Add link in the agreement description. Then click the calendar icon to select the expiration date. Select the Notify Current Recipients check box, if you want the recipients to get notified.

The Add Expiration Date window.

 

Signing, approving, or delegating a modified agreement

The recipient of a modified agreement is notified that the agreement has changed before they can sign, approve, or delegate it.

The "Agreement has been modified" notification message

The recipient can click OK to continue. The signing, approving, or delegating process proceeds as usual.

However, if the agreement has just been modified while the recipient is on the eSign page, the recipient is informed and must click Refresh to continue.

The "Agreement Has Been Modified" error panel

 

Viewing the history and audit trail of a modified agreement

Information on the events specific to the modification of a document (e.g., Agreement was modified, Agreement modification was acknowledged) can be viewed from the Manage Agreements page.

1. Click the Manage Agreements tab.

2. Single click an agreement to select it, then click the History tab on the right side of the page.

The Adobe Sign Manage tab

The event history for the agreement displays in the information panel. The transactions related to the modification by the sender and the recipient’s acknowledgement of the modification are noted.

The Adobe Sign Event List

3. Click the Audit Report link in the upper-right corner of the History frame to open a PDF Audit Report. The transactions related to the modification by the sender and the recipient’s acknowledgement of the modification are noted.

The Adobe Sign Audit Report

 

Multiple templates per Salesforce object

For customers who are using Salesforce Lightning, our v18 integration will enable admins to configure having more than one template available for any SFDC object.  This is new flexibility for users and admins, enabling them to select the correct template to start the send process. For example, now a user can send an MSA or Partner agreement from an SFDC Account object; both could be available if needed, through Lightning components.

 

Support for Salesforce Lightning Components 

For Administrators using the Lightning experience, there is a new and extremely easy way to add Adobe Sign into standard and custom SFDC pages. We offer three components to allow the Admins flexibility in building the pages as they see fit.: Adobe Sign Send and Agreement component and an Adobe Sign agreement list

 

Enhanced Adobe Sign Admin page

The Admin Page has a new cleaner look and all functionality is now on a single page. The tabs have been eliminated. Switch to the Lightning Experience to use the new Adobe Sign Admin Page.

Enhanced Adobe Sign Admin page

 

Improved Setup Wizard

Use the improved Setup Wizard to link your Adobe Sign account to your Salesforce account. The Setup Wizard is available from both the Classic and Lightning user interfaces. If your accounts are not already linked, you will see the Setup Wizard when you choose Adobe Sign from within Salesforce.  

 The improved Setup Wizard to link your Adobe Sign account to your Salesforce account

You will receive a Success! message when the wizard has linked your account to enable automatic status updates.

Success! message when the wizard has linked your account to enable automatic status updates.

Dynamic product list creation

You can now automatically add your product lists to an agreement for signature. The merge mappings have been expanded to include all products tied to an opportunity. You can set which product attributes (like quantity and price) are included in your agreements as well as sort and filter the associated products.

 

Only I Sign

Your team can now sign any given document with "Only I Sign.” To do so, the sender can select the Sender Signs Only option on the Send Agreement page. The sender can then upload the document, drag and drop any required form fields onto it, and sign it. The document can be sent to the sender and any additional recipients specified. A record of this process is automatically generated in Salesforce, and a copy of the document is stored there as well. The Sender Signs Only option appears if the Enable Sender Signs Only setting is enabled, and it can be set to read-only using the Read Only Sender Signs Only setting.

 

Custom landing pages post-signing

You can now auto-redirect the signers of an agreement to a specified URL after they sign. For example, you can redirect signers to your company website or a survey page. Also specify how many seconds elapse before executing the redirect. The option to enter a redirect URL and specify the number of seconds is available on the Send Agreement page when the Enable Post Sign Options setting is enabled, and it can be set to read-only using the Read Only Post Sign Options setting.

 

Support for larger file sizes

Previously, additional setup steps were required to send transactions that included large files. Now you can send larger transactions as follows:

  • Manual Workflow—When clicking the Send for Signature button on the Agreements page, you can send a transaction that is up to 4MB, including multiple documents whose summed size is up to 4MB.
  • Background Actions—When sending a document using background actions, a single document up to 9MB or multiple documents whose summed size is up to 9MB can be sent.

Note:   Transactions larger than the noted sizes are supported with additional setup.

 

E-sign alerts within Salesforce

Your team members can now be alerted from within Salesforce when an agreement they’ve sent is about to expire. This option is controlled using the Create Sign Deadline Reminder Event and the Days Sign Deadline Reminder Event. The sender sees a pop- up alert in Salesforce and can then take action by contacting the signer and possibly extending the deadline.

 

Digital signatures

You can send an agreement out for a digital signature. Digital signatures are preferable to electronic signatures in certain regions (such as the EU) and industries (such as pharmaceutical). The digital signatures feature is currently in beta. Contact Adobe Support if you would like to use digital signatures before November 2015, when it will become generally available.

 

Simplified Setup Wizard

The new Setup Wizard makes it easier than ever to configure Salesforce after installation. Now you simply need to select the acknowledge option to allow Adobe Document Cloud eSign services to add a trusted remote site for your organization.

 

Admin control: Hide custom sidebar

If a custom sidebar has been added to the Agreement Editor page—accessed using the View Agreement button—you can now hide this sidebar by enabling the Hide Sidebar for Agreement Editor Page setting.

 

Admin Control: Auto-provisioning

In previous releases, users were automatically provisioned when they sent or managed agreements. Now you have the option to eliminate auto-provisioning using the Disable User Provisioning setting. Note that this setting does not control the auto- provisioning that occurs when Update Agreement is clicked from the Agreement list

 

Push releases

With v17, periodic patch updates can now be automatically pushed to your organization, eliminating the extra steps of downloading and installing a new package for dot releases.

 

Show Me How in-product tutorials

Using a new feature called “Show Me How,” team members can watch easy-to-follow tutorials covering the topics that typically lead to the most confusion.

 

Service Cloud/Console frames

Adobe Document Cloud eSign services can now be viewed as a frame within the Console view. This eliminates pop-up windows when using Service Cloud or Sales Cloud.

Fully rebranded the application to Adobe Document Cloud eSign services for Salesforce

Enabled OAuth as the authentication method for the package

Salesforce 1 Enabled

  • Fully native integration
  • Highest rated e-signature app
  • e-signatures you trust

 

Do it all on mobile – send and track agreements from Salesforce1

Send from anywhere

  • Send documents for signature from Android or iOS devices

Comply with business policies on the go

  • Automatically populate recipients, documents, and agreement options
  • Automatically merge Salesforce data into contracts and push signer data back

Manage agreements on the road

  • Get real-time notifications and status tracking

 

Close deals on-site with in-person signing from Salesforce1

  • Initiate contract for in-person signature
  • Hand device over to client to sign with finger or stylus
  • Close the deal and automatically store contract in Salesforce

 

 

Verify signer identity – get higher assurance with phone authentication

  • Get a streamlined, mobile friendly user experience for identity verification
  • Enable two-factor authentication
  • Automatically send a verification code via voice or SMS text message

 

 

Enable different levels of identity assurance for each signer

Verify identities of participants with two factor authentication

Select a different identity verification method for each recipient

  • Unique password
  • KBA
  • Social identity
  • (NEW)  Phone authentication

 

 

Easily change authentication method

  • Easily reset identity verification settings on documents out for signature
  • Use the Manage page to make changes and review other document protection settings

 

 

Send and manage in batch – save time and effort

Drive efficiency and create many documents in batches:

  • Partner agreements
  • NDAs
  • Consent forms
  • Renewal agreements

 

Send and manage agreements effortlessly

  • Create Agreement
  • Send Reminder
  • Cancel Agreement
  • Update Agreement Status
  • Delete Agreement
  • Change Owner

 

 

Deploy globally – enable e-signatures for your global workforce

Automatically work in language specified in the user’s Salesforce settings

Get a fully localized experience for global Salesforce users:

  • Senders
  • Signers
  • Administrators

 

 

Standardize forms and templates to meet business requirements

Upload and reuse documents from EchoSign document library

Apply a form field template to quickly add fields to commonly generated documents

 

 

Send contracts in record time – the best experience just got better

  • Work with an easier, more modern UI
  • Drag and drop to reorder recipients and documents
  • Use calendar picker to select expiration dates
  • Replace current signer when document is out for signature
  • Let recipients sign in any order

Send Agreements from Chatter

 

Significant Improvements to Data Mappings

 

Globally Translated Experience for Senders in Salesforce

 

Optimized Sending

Agreement Templates Improvements:

  • Automatically pull recipients from Account Contact Roles
  • Automatically attach Quotes when sending from Opportunity object
  • Automatically associate the Opportunity and Account to Agreement record when sending from those objects
  • Use specific Attachment ID for Agreement attachment
  • Use Agreement Templates with Conga Composer

 

Other  Enhancements:

  • Send to more than 6 recipients or send for approval with Conga
  • Option to retain Agreements from Lead record even if converted to Account, Contact, or Opportunity

 

 

Salesforce Identity Integration

Adobe EchoSign has been tested, validated and documented to integrate with Salesforce Identity, making it easier than ever for IT organizations to enable critical identity and access management features seamlessly and securely

Learn more at: http://www.salesforce.com/identity

Highlights for Version 13 Release

 

Optimize document workflows for your business needs

  • Send documents for approval
  • Send quote PDFs and use custom contacts with agreement templates
  • Create formulas to calculate data from other fields

Better identify your signers for critical documents

  • Enable advanced signer authentication

Get instant updates and collaborate in real-time to close deals with speed

  • Adobe EchoSign for Chatter brings you up to date wherever you are

Set up faster and hit the ground running

  • Leverage the simple setup wizard and new admin page
  • Synchronize Salesforce profiles and EchoSign groups
  • Quickly enable document data merge or push signer data back to Salesforce
  • Experience step by step guided walk-thrus of key features

 

Setup Wizard and Improved Admin Page

 

Send Documents for Approval

 

Advanced Signer Identity Verification

 

Use Case Example

 

Knowledge Based Authentication (KBA)

 

Web Identity Authentication

 

Enhanced Workflows for Agreement Templates

 

Merge Data from Salesforce to Create Documents

 

Push Data Back to Salesforce

 

Adobe EchoSign for Chatter

 

Automated Sync for Salesforce Profiles and EchoSign Groups

 

EchoSign for Salesforce Guided Walk-thrus

EchoSign Spring 2013 Features

  • Create powerful, dynamic forms with calculations and then merge calculated data back to Salesforce
  • Add or change signing deadlines after agreement is out for signature
  • Exclude internal signers from document deadlines
  • Improved document readability during preview or signing
  • Require signers to accept your organization’s custom terms of use during signing
  • Updated iOS mobile app with offline signing capabilities

 

Highlights from Version 12 Releases

Version 12 released in Spring 2012:

  • Merge data from Salesforce to documents before sending
  • Define default agreement options and preferences through agreement templates

Version 12 update (dot release) launched September 2012:

  • Associate supporting documents collected from signers with Salesforce objects
  • Attach files stored in Salesforce Content repository to send for signature
  • Separately attach each signed document to a Salesforce object when multiple documents were sent in a transaction

 

Improved Admin Page

 

Merge Data from Salesforce into EchoSign Agreements

 

Agreement Templates and Send to EchoSign button

 

Include the Signed Agreement and Audit Trail in Salesforce

 

Advanced Customization Options

 

Attach Files from Salesforce Content

 

Collect Supporting Documents

 

Adobe PDF Certification For All EchoSign Documents

 

Conditional Data Fields

 

Additional EchoSign Form Fields Enhancements

 

Additional Features

Update Salesforce.com with EchoSign Form Field Data

 

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