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Configure Large Documents and Push Agreements Service

Overview

Adobe Acrobat Sign for Salesforce: Large Documents & Push Agreements Services Guide explains how to configure Acrobat Sign for Salesforce to send Large Documents (greater than 4.0 MB from the send agreement page and 9.0 MB when sending in batch) or Push Agreements for agreements created outside of the Salesforce environment.

To establish and use the Large Documents and Push Agreement services, you must define the callback environment. The callback environment can be used for one or both services. The callback environment requires you to create a new and dedicated user and profile, which ensures that:

  • A known and minimally authorized set of permissions are in effect.
  • The functionality does not break due to a disabling of the user.

To establish the Callback environment and use Large Documents and Push Agreements services, you must complete the following steps:

Verify prerequisites

Note:

Salesforce professional edition doesn’t support Large document transactions or Push agreements.

Define the Callback User

You must create a dedicated user to grant object permissions for the callback process. To do so:

  1. Log in to your Acrobat Sign for Salesforce account using admin credentials.

  2. Navigate to Setup > Administration > Users > Profiles.

  3. Locate Standard User in the list of user profiles and then select Clone for the listing.

    Define callback user in Acrobat Sign for Salesforce.

  4. In the Clone Profile page that opens, provide a profile name and then select Save.

    The example profile here uses 'Demo callback user' as the profile name.

    Create callback user profile in Acrobat Sign for Salesforce.

  5. Follow the steps below to create a new user using a standard Salesforce License:

    1. From the left panel, select Users
    2. On the Users page, select New User.
    3.  On the New User page, give the user an intuitive name, assign a Salesforce license, and assign the profile you created above. Select Save.
    Create New callback user profile in Acrobat Sign for Salesforce.

  6. Add the 'Adobe Acrobat Sign Integration User' permission set to the callback user using the following steps:

    1. Navigate to Setup > Administration > Users > Users.
    2. Select the Full Name link of your callback user.
    3. Hover over Permission Set Assignments and then select Edit Assignments.
  7. On the Permission Set Assignment page:

    1. Under Available Permission Sets, select Adobe Acrobat Sign Integration User.
    2. Select Add to move the permission set into the Enabled column.
    3. Select Save.
    Add Adobe Acrobat Sign Integration User in Acrobat Sign for Salesforce.

  8. Link the user to Acrobat Sign using the steps corresponding to the environment that you are using. 

Establish the Callback site

Acrobat Sign admins, on the Commercial Cloud, must establish and configure a site specifically for the Adobe Acrobat Sign Callback. This setup ensures that agreement updates are promptly pushed to Salesforce and large documents can be easily downloaded. Please note that the push agreements feature isn’t available for Government Cloud users.

Note:

Before using Salesforce sites in your organization, you must register a Force.com domain, which is used for all the Salesforce sites in your account. When choosing a domain name, keep it short to prevent exceeding Adobe Acrobat Sign's 255 character limit for callback URLs.

  1. Using the Search Setup bar at the top, search for Sites and then from the search results, select Sites. Alternatively, navigate to Setup > Platform Tools > User Interface > Sites and Domains > Sites.

  2. If you want to use an already registered site, you can skip this step.

    Else, follow these steps to register your site domain name:

    1. Enter the desired domain name in the text field after the https://
    2. Select Check Availability to ensure that the domain is available. Once you have an available domain, a success message displays.
    3. Accept the Terms of Use and select Register My Force.com Domain.

  3. On the refereshed page, select New.

  4. On the Site Edit page:

    1. Set the Site Label value to Adobe Acrobat Sign Callback.
    2. Select the Site Name field. It automatically sets the value to Adobe_Acrobat_Sign_Callback.
    3. Set the Site Contact value to a Salesforce user who will receive notifications about Sites. In most cases, this is the account admin.
    4. Set the Default Web Address value to AdobeAcrobatSignCallback.
    5. Select Active checkbox.
    6. Set the Active Site Home Page value to EchoSignCallback.
      EchoSign is a legacy name for the Adobe Acrobat Sign.
    7. Select Save.
    Create callback site in in Acrobat Sign for Salesforce.

  5. Add the IP ranges for public access settings in the Site to restrict them to Adobe Acrobat Sign IPs. To do so:

    1. From the Site Details page for your Callback Site, select Public Access Settings.
    2. Select Login IP Ranges.
    3. Select New.
    4. In the Login IP Ranges dialog, enter the first IP address range:
      • Start IP Address: 52.71.63.224
      • End IP Address: 52.71.63.255
      • Description: Acrobat Sign
    5. Select Save.
    6. Repeat steps 2-5 for the IP address ranges in the table below.

    To determine the IP ranges associated with your region, refer to one of the following list of IP addresses based on the environment that you are using: 

    List of sample IP address ranges:

    Start IP End IP Description
    13.126.23.0 13.126.23.31 Adobe Acrobat Sign
    3.236.206.64 3.236.206.95 Adobe Acrobat Sign
    40.67.154.249 40.67.154.249 Adobe Acrobat Sign
    40.67.155.112 40.67.155.112 Adobe Acrobat Sign
    40.67.155.147 40.67.155.147 Adobe Acrobat Sign
    40.67.155.185 40.67.155.185 Adobe Acrobat Sign
    44.234.124.128 44.234.124.159 Adobe Acrobat Sign
    51.105.221.160 51.105.221.191 Adobe Acrobat Sign
    52.196.191.224 52.196.191.255 Adobe Acrobat Sign
    52.35.253.64 52.35.253.95 Adobe Acrobat Sign
    52.48.127.160 52.48.127.191 Adobe Acrobat Sign
    52.58.63.192 52.58.63.223 Adobe Acrobat Sign
    52.65.255.192 52.65.255.223 Adobe Acrobat Sign
    52.71.63.224 52.71.63.255 Adobe Acrobat Sign

    The final Login IP ranges for the Adobe Acrobat Sign Callback Site should display as follows:

    IP Ranges

    Note:

    If you get a “The list of IP Ranges does not cover your current IP address….” error, enable the Save this IP Range even though it doesn’t cover my current IP address option and then select Save.

Configure the individual services

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