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This table holds the Adobe Sign EnvelopesAgreement, which contain a link back to the Contract record from which they were created in the Linked Record field. The table also contains an embedded table of the Adobe Sign Recipients list and the Documents to Send field which holds the attached files to be reviewed/signed.

Once the envelope has Agreement has been previewed and sent, it is given an Adobe Sign Envelope ID Agreement ID and one of the paid envelopesAgreements.Image Removed

Within the envelopeAgreement record, you can see the recipients and their signing status as well:along with other details.

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Signing may be set up to happen sequentially or in parallel. It is also possible to change the default reminder frequency and deadline before the envelope expires Agreement expires within the envelope recordAgreement record. As each signer responds, the Signed Documents are updated with the latest version of the signed document, and an Audit Log file tracks all behavior within the system.

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The  The Send Reminder button is used to send a reminder email to any signer who has been notified but has not yet signed.

The Cancel Envelope button Agreement button is used to cancel the signing altogether.

Sign by Sender adds the sender's signature if he/she has been identified as one of the signers.

Automation

In the Standard System Demo, the Adobe Sign Envelopes table Sign Agreements table contains two rules. These rules are accessed by expanding the Adobe Sign Envelopes table Sign Agreements table in the left pane, selecting Setup Adobe Sign EnvelopesSign Agreements, and then selecting the Rules tab:

  • Edit: Completion actions - convert file and update contract: This rule uses a saved search to run whenever the Status field of an Adobe Sign Envelope record Agreement record is set as completed. It uses an If-Then-Else action called "Completion actions for contracts" and updates the Status of Contract. It also runs a conversion action to create a new attachment record for the signed documents. 

  • Edit: When status changes to Sent, update linked contract, if any: This rule uses a saved search to run whenever the Status field of an Adobe Sign Envelope record Sign Agreement record is set as SentIt uses a linked record action to change the related contract record's status as Pending Signature.

Ownership

Adobe Sign Envelope records Agreement records are owned by the sender of the envelopeAgreement. Adobe Sign Envelopes records Agreements records are owned by the user whose Login matches the Sender Login field.

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