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Salesforce Integration - Add Checkbox in Form

New Here ,
Jun 27, 2023 Jun 27, 2023

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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!

TOPICS
Adobe Sign forms , How to sign , Send documents , SharePoint and Salesforce integration

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correct answers 1 Correct answer

Adobe Employee , Jul 02, 2023 Jul 02, 2023

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

...

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Adobe Employee ,
Jul 02, 2023 Jul 02, 2023

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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

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New Here ,
Jul 02, 2023 Jul 02, 2023

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Hi @MeenakshiNegi,

 

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

 

Regars,

Sebastian

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