With the Adobe Sign package version v23, Adobe Sign has introduced Files as the new document storage type. You can configure the Agreement Document Storage Type custom setting in Adobe Sign Settings to define the document storage type. The supported document storage types are Files and Attachments. If you leave this custom setting blank, the system considers Attachments as the default value.
- Go to Setup > Custom Code > Custom Settings and click Manage for Adobe Sign Settings.
- Click Edit.
- Enter the value for Agreement Document Storage Type.
- Click Save.
Agreement Document Storage Type and Enable File
The Agreement Document Storage Type custom setting is dependent on the Enable File comply system property. For more information on the Enable File comply system property, refer to Comply System Properties topic in Conga CLM Administrator Guide.
When you send an agreement document for eSignature, you can view documents in the Select Attachments section according to the Enable File comply system property. For more information on selecting attachments when sending documents for eSignature, refer to Selecting Attachments and Templates in Adobe Sign Services User Guide.
The following table provides the details about how Agreement Document Storage Type custom setting works with the Enable File comply system property when sending documents for eSignature:
| Enable File | When sending documents for eSignature | Agreement Document Storage Type | Result |
|---|
| True | Documents with File type are displayed while selecting attachments. | Files | Documents are successfully sent for eSignature. |
| False | Documents with Attachment type are displayed while selecting attachments. | Files | Documents are not sent for eSignature and an error message is displayed. |
| True | Documents with File type are displayed while selecting attachments. | Attachments | Files are converted into Attachments and attachments are added to the Adobe Agreement. |
| False | Documents with Attachment type are displayed while selecting attachments. | Attachments | Documents are successfully sent for eSignature. |
If you want to use the Files document type in Adobe Sign, you must set the Enable File comply system property to true in Conga CLM and convert Attachments to Files. For more information on converting attachments to files, refer to Converting Attachments to Files in Conga CLM Administrator Guide.
After all recipients have completed the signing process, the signed documents are saved in agreement with the File or Attachment type. The storage type is defined by the Enable File comply system property and Agreement Document Storage Type custom setting. The following table provides the details about how documents are saved in agreement:
| Enable File | Agreement Document Storage Type | Agreement Document Versioning | Result |
|---|
| True | Files | True | A document version is created with the File type and saved under Document Versions Related list. |
| True | Files | False | Documents with File type are saved under Notes & Attachments and Files related list. |
| True | Attachments | True | Attachments are converted into Files and a document version with File type is saved under the Document Versions Related list. |
| True | Attachments | False | Attachments are converted into Files and documents with File type are saved under Notes & Attachments and Files related list. |
| False | Files | NA | Documents are not sent for eSignature. |
| False | Attachments | True | A document version is created with the Attachment type and saved under Document Versions Related list. |
| False | Attachments | False | Documents with Attachments type are saved under Notes & Attachments related list. |
