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Disable Automatically Attaching to Salesforce Record

Community Beginner ,
Oct 20, 2023 Oct 20, 2023

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I've created a template to work with a custom object and it's working well, with one exception. It's creating an attachment to the Agreement record. Since the agreement image is stored in Adobe Sign, is there a way to prevent Adobe Sign from creating an attachment related to the Agreement record?

 

I've found a setting, Attach Merged Document, in the Adobe Sign Merge Mapping custom settings set to "checked", that I think is what I want, but it is disabled and I can't change it to unchecked.

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SharePoint and Salesforce integration

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Adobe Employee ,
Oct 31, 2023 Oct 31, 2023

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Hi jbintn,

 

Thank you for reaching out.

 

It seems that you are using the Adobe Sign Enterprise plan. If you have a question related to integration, the experts can best answer it. I suggest you, please get in touch with our Adobe Sign Enterprise support team to get the correct information about this. You may contact them using the steps in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

For more information on Salesforce integration: https://helpx.adobe.com/sign/integrations/home.html

 

Thanks,

Meenakshi

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