Adobe Sign Delivery Option

The Adobe Sign delivery method enables you to send generated documents to one or many recipients while requesting an eSignature. This topic explains how to install Adobe Sign for Salesforce in the Sales force Lightning Designer and set Adobe Sign as the delivery option. See Delivery Options to learn more about other delivery options.

Install and configure Adobe Sign for Salesforce

Before you can use the Adobe Sign delivery option, you'll need to install Adobe Sign for Salesforce.

  1. Ensure that you have an Adobe Sign account.
  2. Install the Adobe Sign for Salesforce app into your Salesforce org.

  3. Configure Adobe Acrobat for Salesforce by going to the Adobe Sign for Salesforce - Installation Guide and complete the following required sections under Post-Install Configurations:

    • Apply the Adobe Sign Permission Sets as needed
    • Launch the Adobe Sign Setup Wizard

    Both sections above will guide and provide you and your users with the correct permission to use the Adobe Sign and will connect your Adobe Sign account to your installation.

    Tip: To view the status of documents sent for signature, complete the Add the Agreements Object to Page Layouts step in the Adobe Sign for Salesforce - Installation Guide.

  4. Create Agreement Templates in Adobe Sign for Salesforce. See Creating an Agreement Template.

Add an Adobe Sign Delivery Option

  1. Create a new DocGen Package. See DocGen Packages.
  2. In your DocGen Package, click the Delivery tab.
  3. In the Select Delivery Method or Storage Location pane, expand Electronic Signature and click Adobe Sign
  4. Complete the required fields:
    1. Delivery Option Name

    2. Document Output Type

    3. Make DocGen Package Available On:

      1. Lists and Reports

      2. Individual Records
    4. Processing Options
    5. Sign Configuration - Select your the Adobe Sign Agreement Template, that you created previously in Install and configure Adobe Sign for Salesforce , that contains your designer eSignature configuration settings.

    Note: The Agreement Template settings display in a Read Only view. To make changes, you'll need to update your Agreement Template in Adobe Sign.

  5. Confirm the settings and click Save.
  6. Optional: Test your delivery option.
Field Description
Delivery Option Name* Specify the name of the delivery option. The user who generates documents sees this name in the delivery option at runtime.
Document Output Type*
  • Single PDF: Combine all documents into a single PDF so that the output will be a single PDF.
  • Separate PDF Files: Deliver separate PDFs.
  • Same as Original: Deliver individual files in the same format that the template used.
    • Track Changes in Word Docs: Enable this option to turn on the Track Changes feature in Microsoft Word.
  • Single PDF and Same as Original: Delivers a single PDF and individual files in the same format as the template used.
    • Track Changes in Word Docs: Enable this option to turn on the Track Changes feature in Microsoft Word.
Make Delivery Option Available On*

Select one or both of these options to choose where you want your DocGen Package to be available on.
Processing Options
  •  Automatically Process and Send: Send the processed DocGen Package without preview.
  •  On Screen and Auto Send: Show a process bar that displays the progress of the that is being created and then automatically send the DocGen Package.
  •  On Screen and Preview Before Sending: Show the process bar and preview the generated document.
    • Preview Step Help Text: This field appears if On Screen and Preview Before Sending is selected. The text that displays here will be a preview step during document generation.

Help Text

Type a note or hint for the delivery option you've configured and the hint will display at runtime.

Allow Document Storage Specifies that the user has the option to store documents.
Auto Send Specifies that output files should be automatically sent without a preview of the PDF output.
Display Order Specify the order in which your delivery options appear on the run DocGen Package page by putting a number in this field. The app displays delivery options in numerical order. If no number is specified, the app sorts delivery options alphabetically ahead of any other delivery option with a specified order number.
DocGen Package Specifies the name of the DocGen Package to which this delivery belongs. This field is required and only editable for new delivery options.
Limit Availability

  • Mass: Only specifies that this delivery option can be run by a user from a list view of records.

  • Non-Mass: Only specifies that this delivery option can only be run by a user from a single record.

  • Hidden: Specifies that this delivery option cannot be run from a list view or a single record.
Require Document Storage Specifies that the output files will automatically be attached to a storage solution.
Store As Specifies the storage option.
Turn Tracking On

Specifies that the Track Changes feature in Microsoft Word documents should be turned on.

Note: Turn Tracking On requires a Document Output Type set to Originals and Microsoft Word documents.
Wait for Document to Process Specifies that the users can bypass the process bar.

You must complete any fields that are marked with an asterisk (*).

Field Description
Agreement Template Name Name of the Adobe Sign Agreement Templates
Recipients Signer Type and Signing Order of Recipients with their type
Agreement Name Name of the Agreement that will be displayed to recipients
Message Message content included in the sent to recipients
Auto Send

On: Determines whether the agreement will be automatically sent to recipients once created

Off: Requires user interaction to send
Data Mapping The name of the Data Mapping configuration set for the Agreement Template