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The conga merge preview generates the PDF successfully. The Adobe agreement is initiated, and I can see the recipient, message is passed. But the conga composer PDF is not in the "Files" section of the agreement.
https://composer.congamerge.com/composer8/index.html?
sessionId=XXXXXXXXXXXXXXXXXXX
&serverUrl=https://XXXXXXXX.my.salesforce.com/services/Soap/u/29.0/00D5D000000XXXX
&id=0065D0000066yAh
&reportid=[E1Space]00O7F000002XXXX
&queryid=[E1PaySplit]a045D00000HXXXX
&templateid=+a0C5D000009HbdY
&fp0=1
&ofn=RXA003+Pty+Ltd+-+Contract
&ds7=4
&esopportunityid=0065D000006XXXX
&essignaturetype=2
&esagreementname=Agreement+for+FM21-RXA003+Pty+Ltd+-+1/09/2021
&esmessage=This+is+test+message+from+TEST001+Template
&esexpireinxdays=14
&esrecipient1=0035D00001OXXXX
&esrecipient1role=Signer
&sf1=1
&mfts0=StageName
&mftsvalue0=Contract+Sent
&uf0=1
&esvisible=1
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i have the same issue and not sure where is the issue. did you able to resolve this issue given it is posted a month ago? are you using conga template or agreement template in template id?
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I'm having this same issue. Has anyone found a solution?
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Hi,
Conga uses salesforce attachments whereas Adobe sign uses Salesforce files. Hence in adobe sign settings under custom settings, you will need to mention 'Attachments' in this parameter 'Agreement Document Storage Type' so that Adobe sign utilises attachments. This worked for me and suggested by Adobe support
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hi,
could you please provide the sep to reach that setting? I am unable to find it.
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Edit: Custom Settings > Adobe sign settings
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have checked already but there is no Agreement Document Storage Type field😄
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i think you are editing the custom settings' field. you should be clicking 'Manage' button alongside Adobe sign settings to see the values of that field?
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ohk thanks.
but after creating a new record for "Adobe sign settings" and setting the field value as Attchemnt it still does not work.
is there any other way to solve his issue??
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Sorry. With this settings change, i remember adobe sign will use the attachments and not the files due to conga generating attachments (not files). if you need to use the files in adobe, i think you need to force a way in conga to use the files instead of attachments. or create a custom process to migrate the attachments to content document objects if no other way?
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ok thanks. 😊
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