Call us on : 1-305-260-6455
Placeholder

Customer Forum

3. Configure Adobe Sign Form Layouts for your records

Alix (Workbooks Online) Posted: 2016-09-14 09:00

NOTE: Please make sure that you have installed the Adobe Sign Plugin and followed the steps on our Knowledge Base page and Forum Posts '1. Create a DLI Custom Field to open Adobe Sign Tasks easily from your records' and '2. Create a Report Cell Custom Field to show the Adobe Sign Document Status for your records (optional)' before following the instructions in this post.

The plugin will automatically create some new custom fields on Activities and on the Record Type selected during Installation, but these, along with the DLI and Report Cell that were just created from Forum Posts 1 and 2, will not be displayed on your Forms. You will need to amend your Form Layouts to suit your needs, perhaps creating an ‘Adobe Sign’ section to put them into.

Form Layout for the Record Type selected during Installation

The fields that will require showing/moving are:

  • Adobe Sign Task (your new DLI)
  • Adobe Sign URL
  • Adobe Sign Document Status (your new Report Cell)
  • Adobe Sign (IFrame - Tab) - you may need to tick the ‘Show as tab’ box on the field before this can be seen as a Tab on your Form Layout.

NOTE: The iframe tab must be displayed last else the process will not work correctly.

Please then read Forum Post '4. Configure Adobe Sign Process Buttons for your records'.

Adobe Sign Activities

The plugin will also have added a new Activity Type called ‘Adobe Sign’. We suggest that you create a new Form Layout for this Activity Type, applying a Layout Rule of ‘Activity Type is Adobe Sign’. This new Form Layout can then be amended to suit your needs. The Adobe Sign fields that you will need to show/move are:

  • Adobe Sign Document URL
  • Adobe Sign Task UI (IFrame - Tab) - you may need to tick the ‘Show as tab’ box on the field before this can be seen as a Tab on your Form Layout
  • optional - Adobe Sign Related Record Information - this is required for the process, and if displayed on the Form Layout, should be made read-only.

NOTE: The IFrame tab must be displayed last else the process will not work correctly.

You may also want to create an Adobe Sign Record Template that sets the Activity Type to Adobe Sign.

Please then read Forum Post '4. Configure Adobe Sign Process Buttons for your records'.