Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
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- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Form Layout Configuration
The Adobe Sign plugin will automatically create new Custom Fields on Activities and on the Record Type selected during Installation (Order, Contract etc). These fields are as follows:
|
# |
Field Name |
Record Type |
Data Type |
Field Description |
|
1 |
Adobe Sign Agreement Id |
Activities |
Text |
Stores the Agreement Id generated by Adobe Sign when a new agreement is created via the integration. |
|
2 |
Adobe Sign Document Name |
Activities |
Text |
Stores the document name as configured in the Plugin during setup. Useful to identify the status of a document if you are sending several agreements from the same record |
|
3 |
Adobe Sign Related Record Type |
Activities |
Text |
The API Name of the record type where an agreement is generated from. |
|
4 |
Adobe Sign URL |
Chosen Record Type e.g. Order, Contracts |
URL |
A URL to the DRAFT agreement that the integration creates automatically in Adobe Sign |
|
5 |
Adobe Sign |
Chosen Record Type |
iFrame |
Displays the agreement in DRAFT state within Adobe Sign when the integration has been used to allow the user to complete sending via the Adobe Sign UI |
|
6 |
Adobe Sign Agreement Id |
Chosen Record Type |
Text |
Stores the Agreement Id generated by Adobe Sign when a new agreement is created via the integration. |