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How to download the agreement using a quick action without sending to signature

New Here ,
Feb 03, 2025 Feb 03, 2025

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I have a agreement template which is active and there is a document template attached in it. I need to call that agreement template on a salesforce record page and  the user should be able to download it. No signatures are needed and I dont want to send the document for signature,  since I dont have any signatures in that document. How can i solve this issue? Any answers are appreciated. Thanks. 

TOPICS
Adobe Sign forms , Billing , Configure accounts , How to sign , Login issues , Manage documents , Manage security and compliance , Product information , SDK , Self sign , Send documents , SharePoint and Salesforce integration , User interface issues , Web forms , Workflow designer

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Adobe Employee ,
Feb 03, 2025 Feb 03, 2025

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Hi dharma_2464,

 

Thank you for reaching out.

 

We have checked that you are using the Adobe Sign Enterprise plan. If you have an integration-related question, the experts can best answer it. Please contact our Adobe Sign Enterprise support team for the correct information. You may contact them using the steps in the following help document: https://adobe.ly/3CBCxS4

Refer to the following help document for more information on Acrobat Sign Integration: https://adobe.ly/4jF5wVL.

 

Thanks,

Meenakshi

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