This table holds the Adobe Sign Envelopes, 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 been previewed and sent, it is given an Adobe Sign Envelope ID and one of the paid envelopes.

Within the envelope, you can see the recipients and their signing status as well:

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 within the envelope 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.

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 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 contains two rules. These rules are accessed by expanding the Adobe Sign Envelopes table in the left pane, selecting Setup Adobe Sign Envelopes, 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 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 is set as Sent. It uses a linked record action to change the related contract record's status as Pending Signature.

Ownership

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