I have sent you the Install and customize guide for Salesforce Version 16.
Let me finetune the question, cause is it not a standard issue and I was not clear enough
I want to send out a fully pre-defined document automatically, where everything (incl placeholders) is already defined (and partly filled in)
So I need to make use of Text Tags (referring to the Textforms tutorial)
But in my adobe form, I can only put a certain signature tag (my first signer), one time ?
it's possible but you need to do this using a trigger if you want to trigger the sending of the agreement automatically.
Typically the sending of an agreement is done from a button click, which doesn't need a trigger.
A tutorial on how to set this up can be found here:
It's also useful for when using standard object, the main difference being that standard objects already have relations set between the agreement and standard object.
I will use Conga Workflow to send out a document automatically, based on defined criteria and I will add echosign parameters to the conga merge (see conga documentation). I manage this, no prob.
But I need to include 'anchor tags / text fields' in the predefined document, to incicate where to sign
Can I define 2 such fields at separate places in the document , where the same person can sign ? What should be the name of the tags ?