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Drawloop - File / Document not attached to the Adobe Sign Agreement

Issue

The Adobe Sign / Nintex Sign Agreement does not populate the generated document

 

Additional Information

 

Instructions

Adobe Sign Upgrade guide: https://helpx.adobe.com/sign/using/salesforce-integration-upgrade-guide.html#New

Adobe Sign Release notes: https://helpx.adobe.com/sign/release-notes/salesforce.html

 

To support the admin control of the document storage type, a new control has been added to the Custom Settings > Adobe Sign Settings set of controls.

This UI maps to the custom object Agreement_Document_Storage_Type__c

Viable setting values are:

  • {empty} - If the value is empty, the default behavior is based on the install version of the package
    • Version 23.0+ will default to Files as the default storage type
    • Versions prior to 23.0 will default to Attachments as the default storage type
  • Files - Strongly defines Files as the default storage object for Adobe Sign document
  • Attachments - Strongly defines Attachments as the default storage object for Adobe Sign document


1. Navigate to Custom Settings
2. Locate the Adobe Sign Setting and click Manage

Home _ Salesforce-000296.png

 

3. Select New for the Organization Level Value

-000294.png

 

4. Locate the Agreement Document Storage Type > enter the value "Attachments" and Save.

-000295.png

 

5. Navigate back to the Adobe Agreement record and refresh the page.  The generated document should now be present as it is an Attachment. 

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Version history
Last update:
‎08-24-2021 07:47 AM
Updated by:
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