Preview & Add Signature Fields mandatory

Forum|Forum|4 years ago
October 18, 2021
1 reply
1142 views

is it possible to make the "Preview & Add Signature Fields" a mandatory field somehow? So a user is not able to send the contract without the previewing the doc first?

This topic has been closed for replies.

S

SimonESATS

Adobe Employee

Account and group admins can set this in the send settings of the Sign account:

D

defaultwh9a5ebuhmufAuthor

Participant

Hey, thanks for your answer.

Are those setting also valid for the salesforce integration?

I checked the setting they way I want them to be.

preview is selected by default
dont allow users to modify

But it seemsm, that its not changing in salesforce.

Is there another setting which I am just unable to find?

thanks in advance

S

SimonESATS

Adobe Employee

Salesforce integration has it's own rules. First and foremost you want to ensure new agreements are created via an agreement template record. In this agreement template record you would set the preview setting on or off.

Then in Adobe Sign custom settings you can make this a read-only option.

Go to Setup > Platform Tools > Custom Code > Custom Settings> Adobe Sign Settings

Click new or manage and uncheck the option "Read Only Preview or Position"

https://helpx.adobe.com/sign/using/salesforce-advanced-customization-guide.html see the section Adobe Sign Custom Settings

tutorial on using agreement templated https://community.adobe.com/t5/adobe-sign-discussions/sending-adobe-sign-agreements-from-custom-objects-in-salesforce/m-p/5885031

there ay be a way of editing the agreement object so the preview field is enabled by default and then made readonly.

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