• Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
    Dedicated community for Japanese speakers
  • 한국 커뮤니티
    Dedicated community for Korean speakers
Exit
0

Merge multiple agreements into a single mail with Adobe eSign for Salesforce

New Here ,
Sep 22, 2021 Sep 22, 2021

Copy link to clipboard

Copied

Hi, 

Currrently we are sending multiple agreements using the following api in salesforce. 

echosign_dev1.AgreementTemplateService.load(agreementTemplateId,MasterRecordId);
 
We do have a business requirement to bundle agreements generated with different MasterRecordId but using the same agreementTemplate ( same Recipient as well) into a single mail.  This to prevent spamming the recipient. 

Ideally we are looking for an api like this:   echosign_dev1.AgreementTemplateService.load(<agreementTemplateId,List<sObject> masterRecords) 
 
masterRecords is a array where we can pass a list of Masterrecords ids. A single mail is sent out containing one merged pdf document. 

Is this achievable with Adobe esign ?

 
TOPICS
Product information , SDK , Send documents

Views

371

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Adobe Employee ,
Sep 23, 2021 Sep 23, 2021

Copy link to clipboard

Copied

No, at least not directly. One agreement = one email.

instead of sending multiple agreements, you could look into combining the documents used in one agreement transaction.

In that case Sign combines all documents into one PDF, though you can return the individual documents use. 

Sign considers this one transaction so one email.

 

However if the business case dictates that these shoudl be treated as inidividual transactions, you need to get a more clever.

This works best if agreements are send by a single sender using the send on behalf feature.

That allows you to disable invitation emails on the group of that single sender (requires you to  contact support though)

Then after creating the agreements, there's an apex class to grab the signing url for all these agreements (see the SFDC dev guide) and these can be added to an email created from salesforce for example.

 

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
New Here ,
Sep 23, 2021 Sep 23, 2021

Copy link to clipboard

Copied

Thanks for your reply and suggestions. I like the idea of "blocking" the outgoing invitation mail.  can this be done on agreement template level ?  We will create logic on agreement trigger to get the url and construct one mail. 

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
Adobe Employee ,
Sep 23, 2021 Sep 23, 2021

Copy link to clipboard

Copied

LATEST

Unfortunately not. The integration still uses the v5 rest api and the ability to suppress emails was added in v6 of the api. 

 

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines