Nintex Sign powered by Adobe Sign Delivery Option
The Nintex Sign/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 Lightning Experience DocGen Designer (LEDD) and set Nintex Sign as the delivery option. See Delivery Options to learn more about other delivery options.
Before you can use the Nintex Sign/Adobe Sign delivery option, you'll need to install Adobe Sign for Salesforce.
- Ensure that you have an Adobe Sign account.
- Install the Adobe Sign for Salesforce app into your Salesforce org.
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.
- Create Agreement Templates in Adobe Sign for Salesforce. See Creating an Agreement Template.
Add a Nintex Sign/Adobe Sign Delivery Option
- Create a new DocGen Package. See DocGen Packages.
- In your DocGen Package, click the Delivery tab.
- In the Select Delivery Method or Storage Location pane, expand Electronic Signature and click Nintex Sign/Adobe Sign.
- Complete the required fields:
- Delivery Option Name
Document Output Type
- Make DocGen Package Available On:
Lists and Reports
- Individual Records
- Processing Options
- 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.
- Confirm the settings and click Save.
Test the Nintex Sign/Adobe Sign Delivery Method
Once you add the Nintex Sign/Adobe Sign delivery method to your DocGen Package, you can test the package and download the output to your computer.
- Navigate to the App Launcher by selecting the in the upper left corner, select Nintex DocGen.
- Select the DocGen Packages tab.
Select the DocGen Package that contains the Download Delivery Option.
Select a Record to test run the DocGen Package.
Click Add Delivery Option > Electronic Signerature > Nintex Sign/Adobe Sign.
- Select an option for the Sign Configuration. The Agreement Template settings display in a Read Only view. To make changes, you'll need to update your Agreement Template in Adobe Sign.
- Click Run Test. Nintex Drawloop DocGen generates the document as a PDF to download.
Click Send to Adobe Sign. You are redirected to the Adobe Sign Agreement record created for your generated documents.
- Click Send to deliver your documents to your recipients for signatures.
|Delivery Option Name*||This is the name of the delivery option.|
|Document Output Type*||
|Make DocGen Package Available On*||
Select one or both of these options to choose what you want your DocGen Package available on.
This text that appears in a pop up for the delivery option when you hover your mouse over the question mark on the run DocGen Package page.
You must complete any fields that are marked with an asterisk (*).
|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|
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|