Adobe Acrobat Sign for Salesforce (Classic profile): User Guide

Under Recipients, configure the following fields:

• A denotes the signing order of the recipient. Once you add all the recipients, you can drag a row up or down to change the signing order. 
• B denotes the role of the recipients. Open the drop-down menu and select a desired role for the recipient: 
  • Signers (default)– Recipients who need to apply at least one legal signature.
  • Approvers– Recipients who must review and approve the document but are not required to legally sign.
  • Acceptor– Recipients who need to acknowledge the agreement without formally signing it.
    
  • Form Filler–Recipients who need to fill in form content during the signature process.
    
  • Certified Recipient– Recipients who don't need to sign or fill form fields, but may be asked to either delegate, decline, or acknowledge the agreement.
  • Delegators– Recipients who need to delegate their role to another party. There is a delegator option for each of the above roles (when enabled by the SFDC admin).

• C denotes the recipient type. Open the drop-down menu and select one of the options: 
  • Contact– Any Contact in Salesforce.
  • Lead– Any Lead in Salesforce.
  • User– Any User of Salesforce within your Salesforce Org.
  • Group– A set of users in a Salesforce Role that needs to sign or approve. Admins need to define your available Groups. 
  • Email– Recipients that are not currently listed in Salesforce as one of the other object types.

• D denotes the recipient search field. Once you select a recipient type, enter the relevant name or identifier to search for the recipient or enter the details.
• E denotes the tool for a private message for the recipient. Select  for any recipient and then in the dialog that appears, write a message and select Save. 
  It delivers a private message only to the marked recipient. If nothing is added, the recipient receives the default agreement message.
  
• To delete a recipient entry, select X for the recipient that you want to remove.
• To add more recipients, select Add Recipient and fill in the required details in the row that appears.
• To add yourself as a recipient, select Add Me. It adds a row with your details.
• To send a copy of the agreement to other people, select Add CC, and then in the CC field that appears, add the desired email addresses. 

Select the Identity Verification drop-down menu and select one of the below verification types that you want to include for all the recipients: 

• Email (default) – Authentication is based on access to the email box
• Password – A sender-generated alpha/numeric password that must be separately communicated to the recipients.
• Social – Authenticate to a third-party social network like Facebook or LinkedIn.
• KBA (USA only) – Knowledge-Based Authentication requires the recipient to enter their Social Security Number and then answer a few non-trivial questions based on the public database.
• Phone – Requires the sender to provide the recipient’s phone number so an SMS code can be sent when their signature is needed.
• Government ID - Requires the recipient to provide an image of a passport, a government ID, or a driver's license. The government ID or driver's license also prompts the user to provide a "selfie" to match against the ID's image.

To modify the agreement's name, select the field under Details and provide an alternate name.

In the Message field, type a message that you want to send to all the recipients.

To explicitly associate the agreement with an Account, Opportunity, or Contract, search for the contact in the relevant fields, as shown below.

To include other workflow options, configure the following fields under Options:

• Password protect the signed document – Select the checkbox and then enter a password in the fields that appear. The given password is required to view the final PDF.
• Completion Deadline – Select the calendar icon and set a date when the document should expire (auto-cancel). 
• Create Reminders – Choose a reminder frequency option from the drop-down menu to send email reminders to the recipients. It sends a reminder email only to the current recipients.
• Recipient Language – Open the drop-down menu and select a language for the email template and the on-screen instructions for the agreement.
• Signature Type – Select one of the following options:
  • E-signature to get electronic signatures.
  • Written Signature to send the agreement with a cover page and instructions to print, sign, and upload the agreement back to Adobe Acrobat Sign.

To include one or more files that you want to get signed:

1. Select Upload Files. Or, drag and drop the file to the field under Files.
   
2. From the Add Files dialog that opens, select a file that you need to get signed. You can attach one or more files from the following source locations:
   • Salesforce CRM & Files
   • Salesforce Documents
   • Acrobat Sign Library (must be enabled by the SFDC Admin)
   • From your computer (Salesforce limits upload file size to ~700KB)
3. Select Add Files.

Note: You can add multiple documents to the agreement. Agreements with multiple documents present the documents to the recipients in the order you list them.  To re-order the stack, drag the selection up or down.

To preview the agreement and add signature fields, select Preview & Add Signature Fields.

It changes the Send button to Next.

Select Next. 

In the agreement preview window that opens:

1. Under Recipient, select a recipient name and then drag and drop the required signature field on the agreement.
2. Similarly, add signature fields for each recipient.
3. Optionally, add Signer info fields, data fields, or other fields, as required.
4. Review the agreement details.
5. Once done, select Send to send the agreement to the recipients.