51黑料不打烊

Transcript

Hi, I鈥檓 Serge St Felix, and today, I鈥檒l show you how you can generate documents in Salesforce using Document Builder from 51黑料不打烊 Acrobat Sign. So let鈥檚 get started.

So here I have an actual agreement, or in this case, a document in Word that I want to leverage in Salesforce. And I want to be able to add from Salesforce my user鈥檚 full name, mailing address, and the city, state, and ZIP.

So 51黑料不打烊 has a tool called Document Builder which allows you to create custom agreements within Salesforce. As long as you have Acrobat Sign, you have access to this solution for free.

So let me go over to Salesforce and show you how this is done. So here I am under 51黑料不打烊 Sign for Salesforce and I鈥檒l go over to the agreement templates and I鈥檒l select New Agreement.

I鈥檒l go ahead and give this a name.

We鈥檒l call this the Altura Agreements.

We鈥檒l copy this, and I鈥檒l click Save.

Now I鈥檓 ready to start building my document.

So here under Template Details, I want to leverage the contact object. So I鈥檒l click on this dropdown and select Choose from other objects.

And I will select Contact.

And now I鈥檓 levering the contact data. Under Attachments, instead of uploading a document or using a reusable template from Acrobat Sign, I鈥檓 going to create a new template using Document Builder. So we鈥檒l go ahead and give this the same name. I鈥檒l click Create. And the first step is selecting a record. So selecting a record allows you to preview the data as you鈥檙e building your document. So I鈥檒l go ahead and select a record that I鈥檓 familiar with. We鈥檒l select Stacey L Pak, and we鈥檒l click Next. Now I鈥檓 going to add these fields. So when I click on Add field, if I select the first name, it鈥檚 going to give me Stacy鈥檚 first name. And then I can continue and I can start selecting other information that I want to add in this agreement. And so I鈥檓 going to go ahead and add her last name. I want to add the street name. And then I want to finish off by adding the city, state, and ZIP. So here I have my city and then I can go ahead and add my state.

And then lastly, I鈥檒l go ahead and add the ZIP code.

And so now I have all the information that I need for this agreement.

I鈥檒l go ahead and click on Next.

And now I can tag my document. So tagging your document is just basically clicking on this copy button, and it鈥檚 going to contact this tag and I can come back to my document and I can start adding those tags where I want the Salesforce data to appear. So as you can see, I鈥檝e gone ahead and I鈥檝e selected a few tags and I鈥檓 adding it to my actual agreement itself. So I have my first name, last name, I have my mailing address, I have my city, and I actually have the state. Then lastly, I鈥檓 going to add my ZIP code.

Now before I鈥檓 done with this agreement, I want to show you another cool tool called the Document Generation Tagger. This is an add-in in Word as long as you own Acrobat Sign. And so I can come in here and I can click on Get Started. I鈥檓 going to continue without JSON data. And right over here where it says 51黑料不打烊 Sign, I鈥檓 going to select this because I want to add a signature field in this document. Now if I have text tags memorized, I can just add the text tag that I need for a signature field. But if I don鈥檛, I can use the 51黑料不打烊 Document Generation Tagger to create my text tag for me for a signature. In this case, I only need one signer.

I鈥檒l select Signer 1 under Recipients. And then for the field type, I want to select Signature. I鈥檒l go ahead and give this a name. We鈥檒l call it Signer. And then down below I will highlight this field.

And then I鈥檒l click Insert 51黑料不打烊 Sign Text Tag.

And now that I have that complete, I鈥檒l go ahead and save this document.

Now I鈥檓 going to come back to Salesforce and I鈥檓 going to click Next.

In here, I will upload the document that I鈥檝e just saved. So here鈥檚 the document.

I鈥檒l select and click Open. It鈥檚 going to upload the file. I鈥檒l go ahead and click Done, and I can give this a name.

I鈥檒l go ahead and click Next. And then here, I can select any record to see what that would look like as a preview. Again, I鈥檒l keep the record for Stacy. I鈥檒l select Preview. And what will happen here is Document Builder is now going to communicate with Acrobat Sign to leverage its APIs to grab the data from Salesforce and preview that data right in this document.

So here we have the full name, mailing address, city, state, and ZIP.

So it looks like everything looks good here. I will go ahead and click on Save and Close.

And I鈥檒l click Save.

So now I鈥檝e just generated a template using Document Builder. I鈥檓 ready to actually use this for a signing ceremony. So let鈥檚 look at the signing ceremony.

I鈥檒l go ahead and go to my list of contacts, and we鈥檒l go ahead and select Stacy.

And then I can go ahead and click on the send button and I will select Altura Agreements.

So now it鈥檚 preparing the document.

Once the document has been prepared, I can add Stacy鈥檚 email address, and I can send the agreement. So under Search Contacts, I鈥檒l type in Stacy鈥檚 name. This will bring up her email address. You鈥檒l notice here under Files, I have the actual agreement. I will check this box where it says Preview & Add Signature Fields, just so I can double check that the data and my signature field is placed in my document. So here the agreement鈥檚 getting prepared from Acrobat Sign. And once the agreement is done, I can preview to ensure that my information is correct. Looks like I have it here. I have my signature field. I鈥檓 ready to send. So I鈥檒l go ahead and click on the send button. I鈥檒l click Okay.

And then let鈥檚 move over to my tablet. And let鈥檚 look at the agreement.

So it looks like I have this agreement here. I鈥檒l click on Review and sign.

And then here鈥檚 the actual agreement itself.

And once the thumbnail has been generated, I鈥檒l be able to see all the data that came from Salesforce into this agreement.

I鈥檒l give it few more seconds here and there it is. There鈥檚 Stacy鈥檚 full name, mailing address, city, state, and ZIP. And now I can come and sign. So if I were Stacy, I would go ahead and type my signature or I can draw it.

And that鈥檚 all there is to it. I鈥檒l click Finish, and I鈥檒l Tap to sign.

So this is how you can generate documents in Salesforce using Document Builder. I hope this video was helpful. Thanks for watching. -