Using Acrobat Sign Document Builder for Salesforce

Log in to the Salesforce account with your admin credentials.

In the Install Acrobat Sign Document Builder page that displays: 

1. Select Install for Admins Only.
2. Select the checkbox to acknowledge the installation.
3. Select Install.
4. In the Approve Third-Party Access dialog that appears, select the consent checkbox and then select Continue.

It displays a notification saying that the installation process will take some time.

To authenticate user credentials, select App center and search for Document Builder. From the list of results that appear, select Document Builder Admin.

In the Document Builder Admin page that opens, select Connect.

In the Adobe Acrobat Sign account page that opens, enter your account credentials and select Sign In.

You can log in using your account credentials for the Adobe Acrobat Sign base package.

In the dialog that appears, select Allow Access.

In the Salesforce login page that opens, enter your Salesforce account credentials and select Login.

It displays a message confirming that your Adobe Acrobat Sign account is linked to Document Builder for Adobe Acrobat Sign in Salesforce.

Select Done. 
The Document Builder Admin page displays a message confirming that the Document Builder extension is connected to your user account.

Navigate to Setup > Platform Tools > Object and Fields > Object Manager.

Select Add File Attachment from the list. It opens the 'Add File Attachment' object.

From the left panel, select Fields & Relationships.

Select Attachment Type field (with Field Name as echosign_dev1__Type__c).

Scroll down the page to the Values section and check the list. If the list does not include the 'Document Builder Template' value, select New.

Enter the new Attachment Type value “Document Builder Template”.

Select Save.

To localize the new Attachment Type value through the translation workbench:

1. Navigate to Setup > Platform Tools > User Interface > Translation Workbench > Translate.
2. If prompted to enable the translation workbench, select Enable.
3. Select the Language that you want to localize to.
4. Select the Setup Component as Picklist Value.
5. Select Object as Add File Attachment.
6. Under Master Picklist Value Lable, select + Attachment Type to expand the menu. 
7. Next, double-click the column space next to Document Builder Template to open the text field where the translation can be entered, and enter the appropriate localized value.
8. Select Save when done.

From the Agreements Templates tab in the Adobe Acrobat Sign for Salesforce lightning page, open an existing agreement template.

Or, select Agreement Templates > New Agreement Template to initiate the process of  creating an agreement template. For more details, see how to Create an Agreement Template.

Under the Template Details tab:

1. Provide a name for the agreement template.
2. In the Salesforce Object field, select an object. 
   
   Note: The Document Builder template uses the selected Salesforce object as the main data source. So, you must select the Salesforce master object before using Document Builder.
   
   
3. Fill in the other details, as required.
4. Select the Attachment tab.

Select Create a New Template.

In the dialog that appears, enter a template name and then select Create.

In the page that opens, select a Sample Record Data from the drop-down list. Then, select Next.

The sample record data helps you preview the fields in the template data.

To add the fields that you want to include in your agreement template, select + Add and select a field name from the drop-down list. After you have added and verified all the required fields, select Next.

From the Tag Document tab, copy the anchor text for each field and paste it into your Word template. Or, select Download JSON to download the entire JSON file. 

Once the file is downloaded, you see a message confirming the download. You can use the downloaded JSON file to import all the tags into your Microsoft Word template using the free Adobe Document Generation Tagger add-in. 

Select Next.

To tag the template, open the Microsoft Word document and generate tags using Document Generation add-on.

See how to install and use the Adobe Document Generation add-in for Microsoft Word.

See how to add text tags to MS Word template using the Adobe Document Generation Tagger.

Once you tag the document, return to the Document Builder wizard page and select Upload File to upload your tagged word template. Once the file is uploaded, select Done to close the dialog.

The uploaded file is automatically assigned a template name. You may edit the Generated File Name field to rename the template file. 

Once done, select Next. In the page that appears, select Preview.

Note: You may select a different record data or modify information in the previous steps, if needed.

Verify your template with the selected sample record data, and select Save and close.

Go to the Attachment tab to view the Document Builder template. 

Note: When a Document Builder template is added to an Agreement template, you cannot create or select another Document Builder template.

From the top menu in the Adobe Acrobat Sign for Salesforce lightning page, select Agreements.

In the Agreements page, select New. 

It opens the Agreement Draft window, as shown below.

In the new agreement draft page that opens, fill in the following information as required:

1. Under Recipients, select a recipient role from the  Signer drop-down menu.
2. In the Search Contacts field, search for the recipient's contact. Else, select Email from the drop-down menu and add the recipient's email address.
3. Select I need to sign to add yourself as a signer. Select Sign Last or Sign First to set the signing order for yourself. Select Host signing for the first signer if needed.
4.  To add more recipients, select Add Recipient.
   
5. To set a password for identity verification of the recipients, select Password from the drop-down menu under Identity Verification. Next, enter and confirm your password. 
   Note: The recipient's email id is the default method of identity verification.
6. Optionally, add a message for the agreement recipients.
7. To add the Document Builder agreement template, select Add Files. In the Add Files dialog that opens, select the checkbox for the file that you want to include and then select Add Files.
   Alternatively, to add files from your computer, select Upload from My Computer and follow the workflow.

Under Options:

1. To password protect your signed document, select Password protect signed document. Next, assign a password in the password fields that appear.
2. To set a Completion Deadline, select the calendar icon and chose a completion date. 
3. To send reminders to the signers, select an appropriate option from the Create Reminders drop-down menu.  
4. Optionally, select an alternate recipient language for the agreement.
5. Select the Signature Type as E-Signature or Written Signature, as required.

To send the agreement without previewing, select Send. 

To preview the agreement and add signature fields, select Preview & Add Signature Fields checkbox. Then, select Next to open the preview.

In the Preview window that opens, do one or more of the following actions, as required:

• To add the signature fields for all recipients, select each recipient and then drag-and-drop the fields from Signature Fields menu in the right panel.
• To add signer's title, company name, or other related fields, open Signer Info Fields drop-down menu and add the appropriate field.
• To add data fields, open the Data Fields drop-down menu and add the desired data field type.
• To insert a file attachment, open More Fields drop-down menu and drag-and-drop File Attachment. Double-click the File Attachment field and fill in the required details in the dialog. You may add Hyperlink if required.
• To include a Participation Stamp or add a Transaction number, open Transaction Fields drop-down menu and add the desired option.

Once you add all the required fields and preview the agreement, select Send.
You may select Save as template to save the template for sending it later.

It displays a message confirming that your agreement has been send for signature, as shown below. Select OK to return to the Agreements page.

In the Adobe Acrobat Sign for Salesforce lightning page, select the Apps icon and search for the object that you used to create the Document Builder template.

To create a Document Builder template in the instructions above, we used the Opportunity object.

From the search result, select Opportunities to open the Opportunities object page.

Under Recently Viewed, double-click the opportunity that you created to open the opportunity record.

In the Agreements panel, open the Send Agreement for Signature drop-down menu and select the agreement that you want to send for signature.

In the Agreement draft, fill in the required details and send the agreement for signature.

Note: For details, follow the steps 3 to 8 in the instructions for Sending agreements via Agreements panel. 

Go to the Adobe Acrobat Sign Document Builder package on the Salesforce AppExchange and log in using your Salesforce account credentials.

Select Get It Now.

In the dialog that appears, select one of the following options:

• Install in Production
• Install in Sandbox

Note: We strongly suggest that you first test every installation or upgrade in the sandbox environment.

Review the installation information and the terms and conditions. Then, select the checkbox for I have read and agree to the terms and conditions, and then select Confirm and Install.

In the dialog that appears, log in to the Salesforce account using your credentials.

In the Upgrade Acrobat Sign Document Builder page that appears, select Install for Admins and then select Upgrade.

If the Approve Third Party Access popup displays, select Yes, grant access to these third-party websites, and then select Continue.

If you see a message saying this app is taking a long time to upgrade, select Done to continue.

Once the upgrade is complete, the Installed Packages page is displayed. You may check the listing of Acrobat Sign Document Builder to verify the installed version.