Configuring Adobe Sign Templates & Mappings
The Magentrix platform allows integration with Adobe Sign where users can create agreements and contracts to be sent and tracked. Magentrix is flexible in accommodating different signing processes and allows custom agreements to be generated from entity fields.
This is done by first creating signing templates with text tags to denote where merge fields are to be placed in the agreement. A Mapping is then used to define text tags to specify how data from entity fields will be merged into the signing document fields.
An Adobe Sign Template is then created to specify where final Agreements will be stored and how Agreements will function. The Agreement template PDF is attached and a Mapping is selected.
A link is then made that upon use will build an agreement to be signed. Administrators can place links with merge fields into buttons to be placed into page layouts. See Configuring Adobe Sign Buttons.
Before creating Adobe Sign Templates and Mappings, first create a signing template with text tags. For more information on formatting text tags, see the Adobe documentation.
Note*: Do not use the Adobe Acrobat form builder.
Requirements
Administrators must have first connected to the Adobe Sign API.
To configure Adobe Sign, users must be assigned a role with the following permissions:
- All Entities, All Adobe Sign Entities: Read, Create, Edit
- Tab Settings, Adobe Sign Entities: On
- App Settings: App with the Adobe Sign Tabs must be visible
To create an Adobe Sign mapping:
- Navigate to the Adobe Sign Mapping page.
- Click New.
- In the Mapping Name field, enter a name for the mapping.
- Select the souce entity where fields will be mapped to the agreement.
- Click Next.
- Configure the fields:
- In the Adobe Merge Field column, specify the text tags in the signing template.
- In the Entity Field column, select the field that will be used to populate its respective text tag in the document.
- Click Update.
To create an Adobe Sign template:
- Navigate to the Adobe Sign Template page.
- Click New.
- In the Adobe Sign Template Information, configure the following fields:
- Name: Enter a name for the template.
- Automatic Reminder: Select the frequency of reminders sent to signers.
- Language: Select the language of the document.
- Email Copy To: Specify the email addresses that will be sent a copy of the agreement.
- Days Until Expiration: Specify the number of days until the agreement expires.
- Adobe Sign Mapping: Select the mapping file that will merge the fields from the record to the final PDF.
- Attachment Location: Select the final PDF will be stored in Magentrix or Salesforce. It will be attached to the record the agreement was started on.
- In the Agreement Information pane, configure the following fields:
- Agreement Name: This populates the default name of the agreement that will be made.
- Message: Enter an optional message that will be displayed when someone opens the document to be signed.
- Signature Order: Select the order the document will be signed.
- If you want to require a password to view and/or sign the document, configure the Security pane. This feature is optional.
- Click Save.
- Click Attach File and upload a signing template PDF with text tags.
See more:
<< Connecting the Adobe Sign API | Configuring Adobe Sign Buttons >>