Adobe Sign Actions enables the user to verify and update the Agreement settings like the Recipients, Signing Order, Agreement Details like Name, Message, Language, and Signature Type, Reminders, Agreement Deadline, Security Options like Password Protection, and the Attachments to be sent for eSignature. The user can save or delete the agreement as well.

 

To manage Adobe Sign actions

  1. Under the Recipients section, select the Recipient Type. The available options are.

    OptionDescription

    Contact

    Select this option if you want to select an existing Contact as a recipient.

    User

    Select this option if you want to select an existing User as a recipient.

    Email

    Select this option if you want to enter the name and email address manually.
    LeadSelect this option if you want to enter an existing Lead as a recipient.
  2. Click the  icon for Recipient to look up the recipient. 
    -or-
    Enter the email address of the recipient in the Email text box, if you have selected Email as the Recipient Type.  
  3. Click Add Recipient and perform steps 2 and 3, if there is a requirement to add more recipients.
  4. If you have entered multiple recipients, you can perform any of the following steps, if required.
    • Drag and drop the recipient to change the signing order. 
    • For Recipients Sign in, select any of the following options.
      • Any Order - Select this option if you want to allow the recipients to sign the document in any order.
      • Order Entered - Select this option if you want to allow the recipients to sign the document in the order mentioned above. 

    • Select the Sender Signs Only, if you want only your recipient to sign the document. 

    • Select the I also need to sign this document, if you, as a user, want to sign the document as well. If you select this option, you will have the option of selecting whether you want to sign the document first or last. Click First if you want to sign the document before your recipient signs the document. Click Last if you want to sign the document after your recipients sign the document. 

    • Enter the email address of the recipients in the Send email copies to to send the copies of the document to the mentioned email addresses. 
  5. Under the Agreement Detail section, enter the Agreement Name and Message (if any) for the recipient
  6. Select Language.
  7. Select the Signature Type. The available options are:
    • eSignature 
    • Fax Signature  
  8. For Opportunity, click the  icon and select an opportunity that you want to associate with this agreement. 

  9. Under the Agreement Options section, select the appropriate Signing Deadline Date for the agreement.
  10. Select the Remind the Recipient to Sign to enable the reminder for the document you want to send. You can select the frequency of reminders as well. The available options are.

    OptionDescription
    NeverSelect this option if you do not want to send any reminder to your recipient(s).
    Every Day, Until SignedSelect this option if you want to send a reminder to your recipient to sign the document, every day.
    Every Week, Until SignedSelect this option if you want to send a reminder to your recipient to sign the document, every week.
  11. Select the Preview document or position signature fields , If you want to preview the document or update the position of signature fields before the document is sent for eSignature.  

  12. Under the Security Options section, select the Verify signer identity,if you want to verify the identity of your recipients. Further, the available options are.

    OptionDescription
    Password to sign agreement - Select this option if you want your recipients to enter a password for the document that you send.
    PasswordEnter the password for your document.
    Confirm PasswordRe-enter the password for your document.
    Knowledge-based authentication - Select this option if you want your recipients to answer a question for the document that you send.
    QuestionEnter a question for the recipient(s) to answer.
    AnswerEnter the answer to the question that recipients must answer to open the document that you have sent.
    Web-based authentication - Select this option if you want your recipients to log in with their social media account, such as Google, LinkedIn, Facebook before viewing and signing the document.
    SocialSelect the social media account that you wish to use for web-based authentication.
  13. Select the Password Protect the signed document to force users to enter the password before they open the document that you have sent. You must enter the password in Password text box. 

  14. If you want to add more documents to the existing attachments, for eSignature, click Upload File and upload the document that you want to send.  

    Note

    Salesforce documents and content files can also be added as agreements. To do so click on Salesforce Content or CRM Files and search for the appropriate document. Click Salesforce Documents if your agreement already exists as any Salesforce documents.

  15. Click Choose File and choose the document that you want to upload.
  16. Click Attach File.
  17. Click Done.

  18. Click Send for Signature.
    -or-
    Click Save Agreement to save the agreement for now and sent it later on. 
    -or-
    Click Cancel to go back to the agreements screen.   

    If Preview document or position signature fields checkbox is selected, a pop-up is displayed which allows you to position the signature fields. Drag the required fields to the intended area.

    Click Next to send the document for eSignature.

    Click Close after you review the document that you have sent.

Apttus Adobe Sign Integration enables you to use Adobe Approvals to perform C2A (click-to-accept) on the agreement/proposal. When you approve a quote/proposal or agreement using Adobe Approvals, the status of the quote/proposal or agreement is automatically updated to Fully Signed.