Adobe AcrobatSign Agreement Recipient Settings controls how recipient records are created and updated.This is the main set of core settings for the application. Adobe Acrobat Sign Settings control which features are exposed to your Adobe Acrobat Sign users and also sets the application’s behavior.The default values reflect the most common configurations that customers prefer and will be in effect unless you explicitly change them.Īdobe Acrobat Sign for Salesforce supports various custom settings: Settings allow you to change the behavior of Adobe Acrobat Sign for Salesforce and customize it to fit your business needs. Merge Mappings – The counterpart to Data Mappings, this tab defines what Salesforce content can be merged into a document before it is sent for signature.For most customers, this will be Admin only. Data Mappings – Used purely for defining data mappings to push document content back into Salesforce.Agreement Templates – For designing Agreement templates.Agreement Types - Helps to identify and locate all agreements of a specific category.Group Mappings – These settings allow the Salesforce Admin to automatically have Adobe Acrobat Sign move users into groups based on SFDC Profiles.
There is no reason for non-Admin users to access this content. Adobe Acrobat Sign Admin – Only expose this tab to the Salesforce Admin profile.(eg: Annual Policy Agreements Contract Renewal documents) Expose this tab only to users/profiles that will send large numbers of the same document. Batch Agreements – Used by people that need to generate a large number of agreements based on an Adobe Acrobat Sign template and a Salesforce query (to define the recipients).Generally speaking, Salesforce customers want to control contract/document manipulation purely within the Salesforce environment so events are fully logged in the CRM system, and thus would hide this tab from all but Admins. This page has tools that permit the user to fully manipulate the agreement directly in the Adobe Acrobat Sign web space. Manage Agreements – This tab opens a portal to the Adobe Acrobat Sign Manage page.If you are not using Salesforce1, then suppressing this tab is appropriate. Adobe Acrobat Sign Manager – Primarily used if you have deployed Adobe Acrobat Sign on Salesforce1.This should be enabled for all users that use the application. Agreements – One of the primary objects to allow users to create and review their agreements.SharePoint Online: Web Form Mapping Guide.SharePoint Online: Template Mapping Guide.SharePoint On-Prem: Template Mapping Guide.Acrobat Sign Connector for Microsoft Search.Acrobat Sign for Microsoft PowerApps and Power Automate.
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