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Participant
April 9, 2022
Question

Send Agreement without using template

  • April 9, 2022
  • 1 reply
  • 393 views
Hi, Is it possible to send an agreement without using a template as our users are not satisfied with the file generated thru the template merge process. So we have the file generated externally but now want to send it and get all the status updated leveraging the Salesforce Adobe sign app. I am able to successfully create the agreement record, attach the file(s) we need to send and also create the recipient record using below //Inserting the Agreement echosign_dev1__SIGN_Agreement__c agrmt = new echosign_dev1__SIGN_Agreement__c (); agrmt.Name = 'Test Agreement Send Auto '+system.now(); agrmt.echosign_dev1__Message__c = 'test from anonymous block'; agrmt.echosign_dev1__SignatureOrder__c = 'Recipient signs, then I sign'; agrmt.echosign_dev1__SignatureType__c = 'e-Signature'; agrmt.echosign_dev1__Signature_Flow__c = 'Order Entered'; agrmt.echosign_dev1__SenderSigns__c = true; agrmt.echosign_dev1__Recipient_Addresses__c = 'xxxxx@gmail.com,'; insert agrmt; //Link the externally created file to the agreement ContentDocumentLink cd = new ContentDocumentLink(); cd.LinkedEntityId = agrmt.Id; cd.ContentDocumentId = '0692h000002rD8QAAU'; cd.visibility = 'AllUsers'; insert cd; /*(I am able to see the file in the Agreement record, when I navigate to it on the UI) */ //Inserting the recipients Echosign_Dev1__SIGN_Recipients__c agrmtRec = new Echosign_Dev1__SIGN_Recipients__c(); agrmtRec.echosign_dev1__Agreement__c = agrmt.Id; agrmtRec.echosign_dev1__Recipient_Role__c = 'Signer'; agrmtRec.echosign_dev1__Order_Number__c = 1; agrmtRec.ECHOSIGN_DEV1__EMAIL_ADDRESS__C = 'xxxxx@gmail.com'; agrmtRec.echosign_dev1__Recipient_Type__c = 'Email'; agrmtRec.ECHOSIGN_DEV1__USEEMAILADDRESS__C = true; insert agrmtRec; However when I try to the Send the agreement by either using the process builder method(https://helpx.adobe.com/sign/using/salesforce-process-builder.html) or calling the method "echosign_dev1.EchoSignApiService.SendDocumentResult" from Apex, I get an error "Invalid or no file info is provided." So is this doable without using a template and am I missing fields(or records) that need to be updated to achieve this ? Thanks
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    1 reply

    John T Smith
    Community Expert
    Community Expert
    April 9, 2022

    When you post a question you always need to tell the program you are using
    There are MANY programs in a full subscription, plus other non-subscription programs
    Please post the exact name of the Adobe program you use so a Moderator may move this message to that forum

    Participant
    April 9, 2022

    I am still using the trial version of the Adobe Sign(Echo Sign) for Salesforce if that what you mean ?