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Participant
September 27, 2021
Question

Using Word document as Agreement Template issue

  • September 27, 2021
  • 1 reply
  • 221 views

Hi,

Is it possible to use a Microsoft Word document as a template for Adobe Sign in Salesforce? Then this is generated into a PDF? Or do all templates need to be PDF?

I have tried using a .doc file however it doesn't actually generate a file.

Thanks,
RdAsh89

This topic has been closed for replies.

1 reply

Adobe Employee
September 30, 2021

yes you can use any support file format by adobe Sign which inludes .doc

have a read through this tutorial

https://community.adobe.com/t5/adobe-sign-discussions/sending-adobe-sign-agreements-from-custom-objects-in-salesforce/m-p/5885031