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What is the purpose of the signer's email property for signature field types? I assumed I could enter an email address, and Adobe Sign would pick it up eliminating the need for users to have to key the recipient email address. It doesn't appear to be working that way.
Is there anyway I can pre-assign a signature field to an email address to save the user from having to key the address/recipient?
Hi Nancyd,
As you have a query related to the Salesforce integration, this is something that can be best answered by the Adobe Sign support team.
I would suggest you contact the Adobe Sign support team using the steps mentioned below:
• Login to your Adobe Sign account directly via Sign In — e-signature and e-sign Software Solution — Adobe Sign
• Once logged in, check the upper right corner of the page and click the question mark icon.
• It will re-direct you to the page where you get the option to
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FYI - I'm passing the form through Salesforce integration.
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Hi Nancy - I am passing email addresses to the invitation form from my salesforce custom object. These email addresses are defined in the AdobeSign Agreement Template you are calling. In this template you will see a related list called "Add Recipients" where you can define the extraction.
Mine is a "Look Up Based on Master Object Field", Recipient Type "Email", and if AdobeSign is properly aware of the fields in your master object you'll be able to pick the email value field in screen 2 of the setup. Works fine.
My invite form has everything it needs from salesforce. My challenge is launching into host signing automatically and bypassing the input form altogether. So far I have no answer to this desired improvement to my work flow.
Good Luck,
Dave
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Hi Nancyd,
As you have a query related to the Salesforce integration, this is something that can be best answered by the Adobe Sign support team.
I would suggest you contact the Adobe Sign support team using the steps mentioned below:
• Login to your Adobe Sign account directly via Sign In — e-signature and e-sign Software Solution — Adobe Sign
• Once logged in, check the upper right corner of the page and click the question mark icon.
• It will re-direct you to the page where you get the option to create the support case or to start a chat with the team.
• If you've never logged in this way, use the forgot password option on the login link to set your password.
Hope the information helps.
Let us know if you experience any issue or need any help.
Regards,
Meenakshi
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