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#Bruker apex changing default frames location update
Adobe Sign Agreement Update Settings control the features that define how the agreement is updated in Salesforce.Adobe Sign Agreement Recipient Settings controls how recipient records are created and updated.This is the main set of core settings for the application. Adobe Sign Settings control which features are exposed to your Adobe Sign users and also sets the application’s behavior.The default values reflect the most common configurations that customers prefer, and will be in effect unless you explicitly change them.Īdobe Sign for Salesforce supports various custom settings: Settings allow you to change the behavior of Adobe Sign for Salesforce and customize it to fit to your business needs. Merge Mappings – The counterpart to Data Mappings, this tab defines what Salesforce content can be merged into a document before it is sent for signature.For most customers, this will be Admin only. Data Mappings – Used purely for defining data mappings to push document content back into Salesforce.Agreement Templates – For designing Agreement templates.Agreement Types - Helps to identify and locate all agreements of a specific category.Group Mappings – These settings allow the Salesforce Admin to automatically have Adobe Sign move users into groups based on SFDC Profiles.There is no reason for non-Admin users to access this content. Adobe Sign Admin – Only expose this tab to the Salesforce Admin profile.(eg: Annual Policy Agreements Contract Renewal documents) Expose this tab only to users/profiles that will send large numbers of the same document. Batch Agreements – Used by people that need to generate a large number of agreements based on an Adobe Sign template and a Salesforce query (to define the recipients).Generally speaking, Salesforce customers want to control contract/document manipulation purely within the Salesforce environment so events are fully logged in the CRM system, and thus would hide this tab from all but Admins.
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This page has tools that permit the user to fully manipulate the agreement directly in the Adobe Sign web space.
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