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Problem merging fields from a salesforce custom object into a PDF form in Lightning

New Here ,
Jan 12, 2021 Jan 12, 2021

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1. I have a template under Manage Agreements | Templates and clicked Edit to add Text Input fields (Recipient is Sender (Prefill). I would like all of the PDF Text Input fields to be automatically populated from correstponding text fields from a custom object (the custom object's fields are populated).


2. I created a Merge Mapping with the Default Merge Mapping checked, all of the Taget Document fields populated with the name of the PDF Text Input fields, and the source is set to the custom salesforce object and fields (all are text fields).


3. I then created an Agreement Template that references the custom salesforce object, the template from Step 1 and the merge mapping from Step 2


However, when I go to the custom object and click the Adobe Sign button, it ceates and Agreement that is waiting on me to populate the fields that should have been pre-populated (under the Manage Agreement tab, I see the agreement and it says "waiting for prefill".


What am I doing wrong?


Manage documents , Send documents






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