Skip to main content
Participant
March 22, 2018
Question

Cannot see Adobe sign Library documents in Salesforce

Hello,

I am setting up an Agreement Template in Salesforce and I am attempting to add a file from the Echo Sign library, however there are no documents showing available to add. However  I have 7 templates in the Echo Sign library. 
This is the first time I am attempting to integrate Salesforce and Echo Sign, and I am thinking it might be a connection issue?

Any help would be appreciated.

thank you

Monica

This topic is closed to new replies. Start a new post to keep the conversation going.

5 replies

Participant
January 28, 2019

I am also facing the same issue

Translate
Participating Frequently
January 28, 2019

Greetings!

To expose the Adobe Sign library templates in your Salesforce installation, make sure to enable Show Adobe Sign Library Attachments in the Adobe Sign Custom Settings section.

If the account is correctly configured and linked to Adobe Sign, that is the only setting you need to change in Salesforce to expose the option for accessing the Adobe Sign library templates.

Translate
romainl745608
Participating Frequently
November 19, 2018

Hi Monica,

Did you set up the link between SalesForce and EchoSign (in SalesForce) ?

Regards,

Romain.

Translate
conoro92647636
Participant
November 19, 2018

in relation to mine, yes i did but only some users can see the document templates

Translate
conoro92647636
Participant
November 19, 2018

Hi Monica,

Did you figure out what the issue was? I too experience this?

Any information appreciated

regards

Conor

Translate