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Adobe Sign agreement field and file mapping not working when there are multiple documents

New Here ,
Feb 19, 2020

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So I've been having a lot of issues with Adobe Sign after they required the update in Salesforce. Specifically when it comes to multiple documents being attached after they have been returned as signed. In the Data Mapping I mapped it so that when the Agreement comes back as signed, the Status on the Lead comes back as "Adobe Application Received" and the documents will auto attach to the record through file mapping. It works just fine if you are sending one agreement, but if you send multiple agreements at once and they come back signed, the Status doesn't update and nothing attaches to the record. I'll attach the configuration I have set up. I have tried both "Signed Agreement - Merged PDF" and "Signed Agreement - Separate PDFs" under the "Which File to Add?" section on the File Mapping. What am I missing here? I tried updating with the Callback User too and nothing has helped. Any info would be greatly appreciated as it has caused a lot of issues for the users who are trying to keep track of these agreements.

 

Adobe Sign configuration.PNG

Topics

Adobe Sign forms, Manage documents, SharePoint and Salesforce integration, User interface issues

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Adobe Sign agreement field and file mapping not working when there are multiple documents

New Here ,
Feb 19, 2020

Copy link to clipboard

Copied

So I've been having a lot of issues with Adobe Sign after they required the update in Salesforce. Specifically when it comes to multiple documents being attached after they have been returned as signed. In the Data Mapping I mapped it so that when the Agreement comes back as signed, the Status on the Lead comes back as "Adobe Application Received" and the documents will auto attach to the record through file mapping. It works just fine if you are sending one agreement, but if you send multiple agreements at once and they come back signed, the Status doesn't update and nothing attaches to the record. I'll attach the configuration I have set up. I have tried both "Signed Agreement - Merged PDF" and "Signed Agreement - Separate PDFs" under the "Which File to Add?" section on the File Mapping. What am I missing here? I tried updating with the Callback User too and nothing has helped. Any info would be greatly appreciated as it has caused a lot of issues for the users who are trying to keep track of these agreements.

 

Adobe Sign configuration.PNG

Topics

Adobe Sign forms, Manage documents, SharePoint and Salesforce integration, User interface issues

Views

122

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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