Questions

In Salesforce, I have an agreement template and some simple criteria for when it should be sent for signature (when an Opportunity goes to a specific stage). I see a bunch of semi-technical documenation, but nothing that actually says what you have to do to make it work. Can someone please define the steps needed in the Process Builder to automatically send a template for signature? (Recipient is a lookup on the Opportunity to a specific Contact.) From what I can glean you need to use Apex to create an agreement, then can update it to send the agreement. So, I created an action for "Load Agreement Template" (passing in "Master Record ID" & "Agreement Template ID"), then a second "update records" action for the related record "[Opportunity].echosign_dev1__xxx" (passing in "Recipient (Contact)" & "Background Action"="Send"). I've given it a try, but nothing happens - no errors, no new agreement records created, etc. What am I doing wrong?

Does anyone know of a way to allow a non-Adobe Sign user to fill out a form and send it out for signatures using the workflow I've created in Adobe Sign? Is that even a possibility?

Hi – I am having difficulty using a workflow which I recently developed.  The workflow in question does not appear in the dropdown of workflows available from the home screen It is activeIt has been activated for the “Information Technology” Group (I am part of that group)It contains 2 document templates – both of which should be available for anyone in my group “Information Technology”Thanks.

Hallo togetheri have to setup a process where we stamp PDF-Files with a stamp. This stamp would contain several signatures and also some other Form fields. Actual, when i just create a dynamic stamp, and stamp my PDF-File i get the grapic but no fields to fill or sign. how to combine this two functions (Stamp with Fields and Sign-Functions)  BrMichael

Just signed up for 90 trial for adobe sign.   sent a couple of docs.now getting error message contact customer support.Was working fine earlier.  Can anyone help.  The chatfeature is automated and led me here. 

Hi, I'm getting the error message below after installing Adobe Sign integration for SharePoint. A message appears in the last screen as an installation summary. I also get an access denied when assigning a site collection (see first image) It seems the software installed correctly but I can't find the Adobe Sign settings in my sharepoint site. I am using SP 2019 on premises and testing on a classic Team site. I'm using a 30 day trial of Adobe Sign. I also have a Developer account since I'm able to obtain an API key. I apprecciate your kind support  Info: ***** FEATURE ACTIVATION ******Error: http://sitecollectionurl/sites/demoesign*Error: System.UnauthorizedAccessException: Access is denied. (Exception from HRESULT: 0x80070005 (E_ACCESSDENIED))at Microsoft.SharePoint.SPGlobal.HandleUnauthorizedAccessException(UnauthorizedAccessException ex, Boolean allowCompleteRequest)at Microsoft.SharePoint.Library.SPRequest.OpenWeb(String bstrUrl, StorePath path, StorePath& pspServerRe

I bought an Adobe sign account late last year. Finding my account and my documents is so difficult. Each time I log in to my account it tries to sell me the product again and I can't locate any of the documents I have loaded for signature. When I manage to get in I can load the document, add the email addresses for signatures, set it up the signature boxes, click on the Adobe Sign link on the right and I can then see the documents I have in the dashboard/system for signature. The, when I log out it and log back in I can't see my account nor the dashboard or any of the documents. Sometimes it can take hours/days to locate them. This is not an efficient use of my time. Why is this occurring? How can I stop Adobe from trying to re-sell me the same product? and how can I get straight to my dashboard?     

Suite au changement d'adresse de mon compte adobe je ne peux plus me connecter a adobe sign.Il m'est recommandé d'archiver mes doc signé précédement mais je n'accede pas a mes document pour les archiver.J'ai tenter de remttre l'adresse mail précédente pour archiver mes doc mais impossible aussi.Aidez-moi svp

I am in an Enterprise agreement and my user profile doesn't have account settings whereby I can remove the date requirement.  Does anyone know how I can fix this? 

All - the Small Biz License for Adobe Sign allows for up to 9 users in this license. I have added the "users" but they can't gain them access...how do we gain access for our users?  

Good Afternoon -  Is there any way to have fill and sign and acrobat be compatible with adobe spark? I want to be able to print and sign documents on my adobe spark page?

When i sign documents and send them via email.Instead of my name appearing Echosign appears how can i resolve this.

Hello, I want to send an aplicaton form for a client to sign in four places. However, when I open the document in Adobe Sign all fields in the application are highlighted for review. There are hundreds of these highlighted fields in the document. How do I cancel all of these fields for review and just have the client sign in the four necessary places? Thanks!!

Error received - SObject row was retrieved via SOQL without querying the requested field: echosign_dev1__SIGN_Agreement__c.echosign_dev1__Message__c The document sends fine, but I recieve this on the Salesforce landing page after it sends.  Anyone know what this is?

In the administrator console can I see the number of transaction  used for the enterprise account.

Hi, In Adobe Sign, is there a way to create a template for signature/data fields, to pop up in various documents?For example:I open an invoice in PDF. I select users that need to sign it, then drag-drop the signature and data fields that each user needs to fill out.Is there a way to automate the step of drag-dropping the signature/data fields, if I know that for every document they will appear in the same places? Thanks,Epi

I cant sign in to complete a form  

Hi, is there a way to attach an additional document to the agreement after it had already been signed? I need an invoice signed immediately, and attachments to be added later.Or to attach a document at the point of signing? I read elsewhere that there is a field that I can add to the document, but I can't see it. If I need an upgrade to do it, what do I need to upgrade to? Thanks,Epi

Hi I purchased ADobe sign today having used the free Adobe reader for some time. I cant seem to access my adobe sign from my applications but only from the ADobe website and logging in - I want to be able to click on an icon in my mac aplications that takes me t to it but dont seem to have that option. I tried the help chat and they say they cant help me with this ?? Thanks 

Dear community,I have an "Adobe for Teams" plan and use Adobe Sign. However, I do not see and option for Mega Sign. Is there a way I can enable this feature or do I need an upgrade? If so, can you help me with the upgrade please? Thanks,Vibin

J'ai un abonnement adobe reader standard quand j'utilise adobe sign, quand j'envoie à un seule signataire, le message d'envoi et l'interface de signature est en français. Quand j'envoie à plusieurs signataire cela passe en anglais ?

Hi,I would like to know how can I manage my account not to receive an email confirming every time I signed a document in Adobe Sign.Thanks

Hey all. A few people in my company use this account to send out agreements and contracts. They can all view the documents under 'Manage' > 'Your Agreements.' Nothing comes up on my end. Everyone else can view them all. Does anyone know how to fix this?!

How we can design a workflow routing process, after a certain time, the sign agreement/email will route to a delegate to sign or approve it, because, we have many cases, where the department supervisors, VP, or approver forgets, or is busy on some conference, or takes vacation, etc... The 'parallel' routing is not working in this case, because, we cannot put the time (after 3 days) condition then to send to the delegate.We don't want the signer/approver has to open the sign/agreemnet email to select a delegate.Thank you.

Does anyone know how to resolve this issue? { "code":"PROBLEM_WITH_WORKFLOW_DESCRIPTION", "message":"There is a problem in workflow description.Change the workflow description or contact your account admin" }I have modified and updated the workflow several times but it doesn't seem to change from this error. I don't know what 'description' its talking about I don't see a description in the workflow editing page. https://secure.na1.echosign.com/public/docs/restapi/v6#!/agreements/createAgreement I am unable to find documentation for this issue.