1 Reply Latest reply on Aug 31, 2016 6:55 AM by jon-paull41550364

    How do you update the document in your agreement template with all the changes you've made in Adobe Sign?



      I've successfully setup Adobe Sign in my SFDC Sandbox, created templates with Merge Mapping and Data Mapping...it's all coming together nicely.

      I start to send an agreement, click "Preview document or position signature fields", update all the fields in my agreement (define field length, drop down/picklist values...etc.) and send out my agreement to be signed. My issue is: How do I update the document in the template to reflect all the updates I just made to that document/agreement?? Do I need to update the fields every time I send out the agreement?