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Drawloop - AdobeSign Agreement Template Configuration

Topic

How to set up an AdobeSign Agreement Template. AdobeSign Version 20+

Instructions

After configuring your Adobe Agreement Template to map the desired fields to the Agreement, you will just need to place the Template id in the desired AdobeSign/NintexSign Delivery Option on the DocGen Package.

Common Basic Configuration:
'Record ID' and 'Send on Behalf of':
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2. The Recipient Contact field for the Recipient:

a. Selecting a Field for the recipient.
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b. Static or Dynamic Send On Behalf Of. ( Any SOBO User Must have the "Adobe Sign Allow Sending As Other Users" Field Check on the User Detail Page.  & be an Active User in your AdobeSign Account.)

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3. Adding the Template Record ID to the Drawloop DocGen Delivery Option.

Classic:
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LEDD:

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Expected Outcome:
1. The DocGen Package will be Generated
2. The agreement Template will be loaded with the generated file. 
3. The ID and SOBO will be mapped to the Adobe Agreement Template and will Pull the Record Owner for the SOBO user. 


 

Version history
Revision #:
14 of 14
Last update:
‎03-26-2020 03:53 PM
Updated by: