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Ability to review document(s) in agreement before sending it out for signature

New Here ,
Aug 31, 2021 Aug 31, 2021

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We want to create an agreement in DRAFT state and merge optional default values for certain fields on the document using data from our internal application. We want to then retrieve the document WITH the merged field values so the user can review it before sending out the agreement for signing. Is there any way to achieve this? We tried using the GET /agreements/{agreementId}/combinedDocument but the file returned doesn't include the merge info until the agreement has been updated to IN_PROCESS (i.e sent for signature). Same with the image URLs (GET /agreements/{agreementId}/documents/imageUrls).

 

Any help would be much appreciated!

 

 

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Send documents , Workflow designer

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Adobe Employee ,
Aug 31, 2021 Aug 31, 2021

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Hello,

 

Thank you for reaching out.

 

Would you mind elaborating the workflow you have mentioned above? As you are trying to merge the data from internal application for certain fields, I would suggest you to get in touch with the Adobe Sign enterprise team. It can be best answered by the experts. 

We have checked that you are using Adobe Sign entperise plan. You may refer to the steps suggested in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html to create a case ticket or connect with an team member. They will be able to provide you the right information.

 

Let us know if you need any help.

 

Thanks,

Meenakshi

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