Configuring Adobe Sign Buttons
You can create a create a button in order to send out Adobe Sign agreements. In the Adobe Sign workflow, templates will be populated using data mappings and will produce a completed Adobe Sign Agreement. Administrators can customize the button for different signing procedures. The created button will be associated directly with a specific Template.
Requirements
To create a button for Adobe Sign agreements, you must be assigned a role with the following permissions:
- Administrator System Role
To create an Adobe Sign agreement button:
- In the Setup Home page, click Create > Entities.
- Select the entity for which you want to create a sign agreement button.
- Select the Button tab and then click New.
- In the Label field, enter the value that will be shown to end users on the button. The Name field will be automatically populated from the Label field.
- In the Button Type field, select Detail, then in the Content Type field, select URL.
- In the Target dropdown, select if the agreement will be opened in the same browser window or will be opened in a new browser tab/window.
- In the Action= field, enter the following: "/AdobeSignAgreement/Build?<¶meter=>". Enter the mandatory parameters from the table below, separating each parameter with a '&' and values following the '='. Optional parameters can be entered to customize the signing process.
E.g.: "/AdobeSignAgreement/Build?templateId=04D00000000001C0000&signers={!$User.Email}&appName=AdobeSign&recordId={!Id}&buildType=sign".
| Parameter Name | Status | Description |
|---|
| templateId | Mandatory | ID of the Adobe Sign Template used to create the Agreement record. |
| signers | Mandatory | Comma-separated list of signer emails. You can use merge fields. |
| sender | Optional | Email address of the sender. If this is not provided, the current user's email will be used. Note that the email address should be associated with an AdobeSign account. |
| appName | Mandatory | Name of the "Connected App" record. The credentials provided will be used for Adobe Sign integration. |
| recordId | Mandatory | ID of the record from which data is merged into the agreement documents. |
| relatedToId | Optional | ID of the record to which the final signed agreement is stored. If not provided, the file will be attached to the "Record ID". |
| buildType | Optional | Optional value is "sign". If provided, upon clicking the button the user is presented with Adobe Sign to obtain signatures and produce the contract. If this parameter is not provided, the user is forwarded to the Agreement record first where they can make certain adjustments to the agreement before sending it out to obtain signatures. |
| dialogMode | Optional | Optional value is "1". Pass this parameter if you wish to open the Agreement in a popup window where you do not want the site header and footer to be displayed. This option is only useful when "buildType=sign" is also passed. |
- Configure the remaining settings and then click Save.
Note*: Buttons must be placed into the entity’s page layout before users can send agreements.
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