You must create the System Properties record under the Apttus-Adobe eSignature Properties custom setting with the API Name ApttusAdobeESignatureProperties__c. 

You need to configure the Apttus-Adobe eSignature Properties custom setting with Apttus_Echosign namespace when sending an agreement for eSignature. 

You need to configure the Apttus-Adobe eSignature Properties custom setting with Apttus_QPESign namespace when sending a quote or proposal for eSignature.

To create system properties record

  1. Go to Setup > Build > Develop > Custom Settings and click Manage for Apttus-Adobe eSignature Properties.
  2. Click New.
  3. Enter the Name as System Properties.
  4. Select the Force Selections checkbox if you want to force your users to select Attachment(s) and a Template when available while sending a document for eSignature. 
  5. Click Save. 

The following managed properties are used throughout this document.

Setup > Build > Develop > Custom Settings > Apttus-Adobe eSignature Properties > System Properties
NameDescription
Force Selections

Select this option if you want to force your users to select Attachment(s) and a Template when available while sending a document for eSignature.

If checked, the system throws an error if the user does not select attachment(s) and a template, when available.

If unchecked, the system does not throw any error, even if the user does not select the template, when available.

Don't Copy Signed Documents

(For Conga CLM and Conga CPQ)

Select this option if you do not want the system to copy your signed documents from Adobe to Agreement or Quote/Proposal record.

If checked, the system will not copy your signed documents from Adobe to Agreement or Quote/Proposal record. And, the system will update the record's Activity History and the Status.

If unchecked, the system will copy your signed documents from Adobe to Agreement or Quote/Proposal record.

Hide Related Agreement Selection

(For Conga CLM)

Select this option if you want to hide the option for Related Agreement Selection.

If checked, the users will not see the Related/Child/Parent/Sibling agreements on the Select Attachment user interface.

If unchecked, the users will see the Related/Child/Parent/Sibling Agreements on the Select Attachment user interface.

Update Related Agreements

(For Conga CLM)

Select this checkbox if you want to update the Agreement Status of all Related Agreements.

If checked the status of Related/Child/Parent/Sibling agreements will be updated if they are selected while sending for eSignature. Also, the signed documents will be returned back to the respective Related/Child/Parent/Sibling agreements.

If unchecked, the status of only the Primary Agreement will be updated and signed documents will be returned back to the Primary Agreement only.

Note: If you select Update Related Agreements checkbox, you must select Don't Copy Signed Documents checkbox to avoid redundant documents through product trigger.

If you want to ensure that the signed agreements are returned back to their respective records, you must add custom code in your org. For more information on returning back signed agreements, refer to Selecting Attachments and Templates.

Bypass Sharing

Select this checkbox to bypass the Org Sharing Settings set for Agreement Template object. 

If you select this checkbox, all the agreement templates are made available to the logged-in user to select while sending an agreement for eSignature. 

If you do not select this checkbox, the availability of templates is based on the access setting specified in the Org Sharing Settings for Agreement Template object. 

Enable Template Filtering

Select this checkbox to filter the templates according to the Agreement Type while sending an agreement for eSignature.

If you select this checkbox, the template selection list includes the templates for which the template's Agreement Type matches with the Record Type of the selected agreement record.