Is it possible to use a Salesforce Flow to attach files to an agreement?

Hey Chris,

In case you or anyone else sees this, I determined this was possible and have it working successfuly. Caveat - this method utilizes Salesforce files, not the echosign library :(.

You can use the runtime variable option for attaching documents in the Adobe Sign Template - For example to attach two documents, you could add two document runtime variables in the template such as myAttachment1 and myAttachment2.

Within the flow, you can pull the picklist value and determine which document(s) IDs you want to assign to those two variables based on the picklist value. The key is Adobe Sign requires you use the Content Document Version ID. However, if you query the Content Document object, there is a field containing the ID of the latest version. This way you always ensure you are pulling the latest version into the template. Then within the flow, you create a text variable containing the runtime variable and document version ID (example: myAttachment1=0685d00000g0hznAAA,myAttachment2=0685d00000g0hznABC). Content Document Version IDs start with "0685" so be sure you are using an ID from the correct object. I couldn't get this to work at first because I was using the Content Document IDs.

Then utilizing the Load Agreement flow apex action included Adobe Sign package, specify which Adobe Sign Template you want to use and the name of your flow variable containing the document IDs. I attached the flow to a button on the page layout so the user can click to generate an agreement and merge in all of the documents dynamically. You can do the same with recipients.

Curious if you ever found a solution to this challenge. I am currently facing the same.