After adding the attachments manually to the Notes & Attachments or Files related list, you must click eSignature button. After clicking the eSignature button, you are redirected to the Attachments and Template selection page. On this page, the documents listed in the Select Attachments view are populated from the Files and Notes & Attachments related list. 

When Document Versioning is enabled, documents listed in the Select Attachments view are populated from the Document Versions, Files, and Notes & Attachments related list. The latest version of the document is included in the list for selection. After the document is electronically signed by one or more recipients, the intermediate or fully signed documents will be updated and saved as a major version under Document Versions related list. 

Prior to Summer '20 release, signed documents were saved in the Notes & Attachments related list even if the Document Versioning was enabled.

To select attachment and template

  1. Click the eSignature button.  
  2. Select the Show attachments from parent agreement check box to display the documents, added in Notes & Attachments related list, in the Select Attachments section. 
    -or-
    Select the Show attachments from sibling agreements check box to display the documents, added in Notes & Attachments related list, in the Select Attachments section.  
    -or-
    Select the Show attachments from child agreements check box to display the documents, added in Notes & Attachments related list, in the Select Attachments section. 

    Note

    The visibility of Show attachments from parent agreement and Show attachments from sibling agreements depends on the Hide Related Agreement Selection custom setting. For more information on custom settings, refer to System Properties.



     

  3. Under the Select Attachments section, select the attachments that you want to send for eSignature. You can select multiple attachments. 
  4. Under the Select Templates section, select a template that you want to use to send your document for eSignature. 

  5. Click Select. You will be redirected to Adobe Sign Actions page. 

You have selected the attachment(s) and template. Now you can perform Adobe Sign Actions.

Sending Documents with Related Agreements

Apttus Adobe Integration enables you to select attachments from the related/sibling/parent/child agreements as well. This feature is controlled by the Hide Related Agreement Selection custom setting in Apttus-Adobe eSignature Properties. To ensure that the signed documents are returned back to the respective related/sibling/parent/child agreement records, you must add the Attachment Trigger custom code in your Salesforce org.

The table below represents the scenarios and behavior of various custom settings. The following custom settings might affect your system, collectively. 

Hide Related Agreement Selection checked?Don't Copy Signed Documents checked?Update Related Agreements checked?Result
YesYesYesThe user will be able to select documents from the primary agreement only. After the document(s) are signed, the signed agreements are not copied to Apttus' Agreements record and the Agreement Status is updated only in primary agreement.
YesYesNoThe user will be able to select documents from the primary agreement only. After the document(s) are signed, the signed agreements are not copied to Apttus' Agreements record and the Agreement Status is updated only in primary agreement. 
YesNoNoThe user will be able to select documents from the primary agreement only. After the document(s) are signed, the signed agreements are copied to Apttus' Agreements record and the Agreement Status is updated only in primary agreement. 
NoYesYes

The user will be able to select documents from both primary and related/parent/sibling/child agreements. After the document(s) are signed, the signed agreements are not copied to Apttus' Agreements record and the Agreement Status is updated in both primary and related/parent/sibling/child agreements.

NoYesNoThe user will be able to select documents from both primary and related/parent/sibling/child agreements. After the document(s) are signed, the signed agreements are not copied to Apttus' Agreements record and the Agreement Status is updated only in primary agreement.
No NoYesThe user will be able to select documents from both primary and related/parent/sibling/child agreements. After the document(s) are signed, the signed agreements are copied to Apttus' Agreements record and the Agreement Status is updated in both primary and related/parent/sibling/child agreements.
YesNoYesThe user will be able to select documents from the primary agreement only. After the document(s) are signed, the signed agreements are copied to Apttus' Agreements record and the Agreement Status is updated only in primary agreement.
NoNoNoThe user will be able to select documents from both primary and related/parent/sibling/child agreements. After the document(s) are signed, the signed agreements are copied to Apttus' Agreements record and the Agreement Status is updated only in primary agreement.


Contact Apttus Support for the custom configuration and the steps to implement the custom configuration in your Salesforce org.