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Adobe Sign Salesforce Variable Number of Recipients

Community Beginner ,
Aug 23, 2023 Aug 23, 2023

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This relates to my question the other day but is slightly different.

 

I set up a template with two participants: a client signer (participant 1) and a signer at the company  (participant 2) originating the document. In some scenarios, two client signers may sign before the company signer. When launching Adobe Sign in Salesforce, if I add a second client signer before the company signer, the second client signer becomes participant 2. All the fields set up in my template for participant 2 (meant for the company signer) will now be expected to be completed by the second client signer.

 

I can have the users manually change the assigned fields in the template before sending, but if they miss a field, the field meant for the company to sign will now be assigned to the second client signer. This seems error-prone.

 

Is there an elegant way to handle a variable number of recipients with templates?

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SharePoint and Salesforce integration

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