Adobe Sign for Salesforce - sending related files with agreement

Question

I am new to Adobe Sign for Salesforce. I have set up an agreement template with an additional attachment (File from Salesforce Object).

When I generate the agreement, it pulls the correct related file from the Salesforce object but when proceeding to the next step (Preview and Add Signatures) I receive a generic error. After some investigating, I have found that if I change the ownership of the related file to myself instead of the system user I no longer receive the error.

I have view access to the related file otherwise and I'd prefer not to have to change the ownership of the file. Is there a permission or change I can make to the Adobe Settings within Salesforce to accomplish this?

Meenakshi_Negi · Answer

Hi Allison28212746hebn,

Thank you for reaching out.

Please refer to the information provided in the following help document: https://helpx.adobe.com/sign/integrations/salesforce-user-guide.html. Check if that helps.

It seems that you are using the Adobe Sign Enterprise plan. If you have a question related to Salesforce integration, the experts can best answer it. I suggest you, please get in touch with our Adobe Sign Enterprise support team to get the correct information about this. You may contact them using the steps indicated in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

Thanks,

Meenakshi

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