Salesforce Integration - Add Checkbox in Form

[Sebastian30745295ik2j]

Hello together,

I just implemented Adobe Docu Sign in our Salesforce environment. In our contract templates there is a checkbox our customer can set as an optional value. We do not have a direct connection to a field in Salesforce.

How can I implement a checkbox field to an agreement template (Word template)? Unfortunately I couldn't find anything in the Adobe documentation.

Thanks for your support!

[Meenakshi Negi · Accepted solution]

Hi Sebastian30745295ik2j,

Thank you for reaching out.

Please refer to the information provided in the following help document about Sharepoint Integration: https://helpx.adobe.com/sign/integrations/microsoft-sharepoint-user-guide.html. 

It seems that you are using the Adobe Sign Enterprise plan. If you have an integration-related question, 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 indicated in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

Thanks,

Meenakshi

[Sebastian30745295ik2j]

Hi @Meenakshi Negi,

thank you - this answered my question and now my document is ready to sign!

Regars,

Sebastian