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D
defaultwh9a5ebuhmuf
Participant
October 18, 2021
Question

Adobe Sign for Salesforce - When a user clicks on send, the user is able to sign the document

  • October 18, 2021
  • 1 reply
  • 384 views

we are currently integrating adobe sign with salesforce. during testing we noticed, that when a user clicks on the send button (without checking the Preview & Add Signature Fields checkbox) the user will be redirected to the contract itself and is also able to sign the contract.  That should not be possible as only the client is allowed to sign the document. 

Maybe someone has an idea why that is.

 
 
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1 reply

S
Adobe Employee
SimonESATS
Adobe Employee
October 18, 2021

agreement in salesforce have the option to allow for 'host signing' which result in the agreement be opened on the senders screen. The idea is that the signer is sitting next to the sender and is ready to sign.

Another reason could be that the sender is the first signer.

 

The hosted signing option can be hidden for users,

Go to Setup > Platform Tools > Custom Code > Custom Settings> Adobe Sign Settings

Click new or manage and uncheck the option "Show Hosted Signing Option"

 

https://helpx.adobe.com/sign/using/salesforce-advanced-customization-guide.html see the section Adobe Sign Custom Settings

D
defaultwh9a5ebuhmufAuthor
Participant
October 18, 2021

Hey, thanks for your quick reply.

The "Show hosted Signing Option" is already unchecked in our settings.  

When I am testing I only have one recipient (signer), which is me with my private email. The sender should not sign duing testing

 

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