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?

    jon-paull41550364 Level 1


      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?