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Optional Custom Fields for Adobe Sign
Using reports, you can create advanced custom fields that bring Adobe Sign information, such as the agreement name and agreement status, directly onto the main tab of a record, such as an Order or Contract. This makes it easier to view key agreement details without opening the related Adobe Sign activity.
The following configuration should only be created after you have installed the Adobe Sign Plugin.
| # | Custom Field Data Type | Functionality | Help URL |
| 1 | Dynamic Linked Item | If you plan to enable the ‘Allow Re-Send of Signed Agreements?‘ option on a button process, you’ll need to create this custom field manually on the source record type.
When this field is present, the Adobe Sign integration uses it alongside the ‘Allow Re-Send of Signed Agreements?‘ setting to prevent duplicate agreements from being generated. Once an agreement has been sent, you can use the task icon on the field to open the related agreement.
After the agreement has been signed, a PDF copy is available on the Files tab of the record. |
Adobe Sign Dynamic Linked Item |
| 2 | Report Cell | Alongside the above field to show an Adobe Sign Task in a Dynamic Linked Item field, you can show the current status of the selected Task in a Report Cell. Statuses that are synced from the Adobe Sign integration are listed here. | Adobe Sign Report Cell |
| 3 | Report Grid | If you’re using the ‘Allow Re-Send of Signed Agreements?‘ setting or have multiple button processes configured on the same record type, this field can be especially useful. It lets you view all agreements sent from the record directly on the Main tab, making it easier to track agreement activity without navigating to related records. | Adobe Sign Report Grid |