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Drawloop - Adobe Sign/Echosign - How to attach signed document to a custom object


How to write back data and attach a signed document to a custom object


Please ensure the following configurations of Adobe have been completed and is connected to the custom object:
Adobe Sign for Salesforce Install Guide

Please ensure you have completed the DocGen Delivery Option:
Adobe Delivery Option

To attach to a custom object:
In order to attach to a custom object, the record id must be passed to the created agreement during document generation. 
To do this, create an 'Insert-Update' from the document package that passes the record id to the Agreement object (echosign_dev1__SIGN_Agreement__c)

See the configuration of Insert-Update below:

 User-added image

Version history
Revision #:
38 of 38
Last update:
‎08-21-2019 02:25 PM
Updated by: