How you update the document in your model agreement with all changes made in Adobe sign?

Hello

I successfully Setup Adobe sign in my sandbox SFDC, created templates with merge mapping and mapping of data... it's all coming together nicely.

I start sending an agreement, click on "Preview of the signed document or position fields", update all the fields in my agreement (define the length of field, drop down / drop-down list of values... etc.) and send my agreement must be signed. My question is: how to upgrade the document in the model to account for all of the updates I just did this document/contract? I do need to update the fields whenever I send the agreement?

As long as a Salesforce administrator I was looking for in Salesforce for the answer, but I didn't know that you can add templates to Adobe sign on the dashboard. Once you add a template, you can change all the fields of the form (and the formulas, rules of validation... etc) from the tab 'manage '.

Tags: Adobe Sign

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