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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to work with AdobeSign DataMappinghttps://www.mscrm-addons.com/Blog/PostId/10285/how-to-work-with-adobesign-datamappingDocumentsCorePack (DCP)Wed, 15 Jan 2020 13:35:07 GMT<p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">DataMapping is a specific feature of <strong>AdobeSign. &nbsp;</strong></span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">With this feature it allows you to set an association between the field in <strong>Agreement</strong> and the attribute of the entity in CRM.&nbsp;<br /> After signing a document the values of the field of the CRM entity will be replaced with the predefined values of the user.</span></p> <span style="text-align: left; color: #7f7f7f; letter-spacing: normal; background-color: #ffffff;"> </span> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">For example if you want to replace values of the fields&nbsp;<strong>Jobtitle</strong> and <strong>address1_city</strong>&nbsp; of contact entity.</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">First of all it is necessary to create a <strong>Data Mapping Template</strong>&nbsp;entity in CRM.</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">In your CRM environment navigate to <strong>Adobe Sign</strong> tab and then to <strong>Data Mapping</strong>:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Data Mapping" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure1.png"> <img width="325" height="309" class="img-responsive" alt="Data Mapping " src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Data Mapping </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;<br /> <span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">Then click the </span><span style="color: #7f7f7f;"><strong style="text-align: left; letter-spacing: 0.3px;">NEW</strong></span><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;"> Icon:<br /> </span></em></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New Template" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure2.png"> <img width="325" height="309" class="img-responsive" alt="New Template" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #7f7f7f;">Figure 2: New Template </span></em></div> </div> <p><span style="color: #7f7f7f;"><br /> <span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">In the opened form specify the name of </span><strong style="text-align: left; letter-spacing: 0.3px;">DataMapping</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> and select a target entity (in our case Contact):</span></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New Data Mapping" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure3.png"> <img width="376" height="273" class="img-responsive" alt="New Data Mapping " src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: New Data Mapping&nbsp;<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">After selecting the target entity the form will be expanded with additional data. We are interested in transfer data from an agreement to CRM, so we will fill out the corresponding section:<br /> </span></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Data Mapping For Contact" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure4.png"> <img width="376" height="427" class="img-responsive" alt="Data Mapping For Contact " src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Data Mapping For Contact&nbsp;<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong style="text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">The Agreement field</span></strong><span style="color: #7f7f7f;"><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;"> is the field we will later insert into agreement. This name can be random, for example&nbsp; </span><strong style="text-align: left; letter-spacing: 0.3px;">JobtitleDataMappingField</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">. </span><strong style="text-align: left; letter-spacing: 0.3px;">Attribute</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> is the corresponding attribute of the entity. In our case </span><strong style="text-align: left; letter-spacing: 0.3px;">Job Title</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">. Then check the option </span><strong style="text-align: left; letter-spacing: 0.3px;">Override</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> and click </span><strong style="text-align: left; letter-spacing: 0.3px;">Add</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> button:</span></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Add Button" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure5.png"><img width="200" height="150" class="img-responsive" alt="Add Button" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure5.png" /> </a></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Add Button </em></div> </div> <p><span style="color: #7f7f7f;"><br /> <span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">The record will be added:</span></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Map Adobe Sign Agreement Data" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure6.png"> <img width="200" height="156" class="img-responsive" alt="Map Adobe Sign Agreement Data " src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Map Adobe Sign Agreement Data<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">Repeat the same for </span><span style="color: #7f7f7f;"><strong style="text-align: left; letter-spacing: 0.3px;">address1_city</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">&nbsp; attribute. The </span><strong style="text-align: left; letter-spacing: 0.3px;">Agreement</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> field we name </span><strong style="text-align: left; letter-spacing: 0.3px;">Address1CityDataMappingField</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">:</span></span>​</em></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Data Mapping for Address City" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure7.png"> <img width="200" height="153" class="img-responsive" alt="Data Mapping for Address City" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Data Mapping for Address City</em></div> </div> <p>&nbsp;</p> <strong>After adding:</strong> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Agreement Field " href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure8.png"> <img width="147" height="153" class="img-responsive" alt="Agreement Field " src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Agreement Field </em></div> </div> <p>&nbsp;</p> <p><span style="color: #7f7f7f;">Save created <strong>Data Mapping Template</strong>.</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">Now we can create the <strong>Documents CorePack template</strong> for some contact using our <strong>Data Mapping Template</strong>.</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">Open MS Word, create the <span style="margin: 0px; padding: 0px; border: 0px; border-image: none; text-align: left; color: #7f7f7f; letter-spacing: 0.3px;">Documents CorePack</span> template (for additional information see</span> <a style="color: #337ab7; background-color: transparent;" href="https://www.mscrm-addons.com/Blog/PostId/9941/how-to-create-documentscorepack-templates" target="_blank" rel="noopener">How to create Documents CorePack templates</a>) <span style="color: #7f7f7f;">for contact entity. In the necessary place insert <strong>Agreement Field</strong> in format:</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;"><strong>&nbsp;{{NameOfField}}</strong></span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">Here:</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;"><strong>Job title: {{JobTitleDataMapping}}</strong></span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><strong><span style="color: #7f7f7f;">City: {{Address1CityDataMappingField}}</span></strong></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;">&nbsp;<br /> <span style="color: #7f7f7f;"><strong>Sample template:</strong></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Sample Template" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure9.png"> <img width="376" height="199" class="img-responsive" alt="Sample Template" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Sample Template<br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #7f7f7f;"><br /> </span><em><span style="color: #7f7f7f;"><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">Now we have to create the AdobeSign </span><strong style="text-align: left; letter-spacing: 0.3px;">Data Mapping template</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> in&nbsp;</span><strong style="text-align: left; letter-spacing: 0.3px;">Documents CorePack template</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">. In order to do it, open the </span><strong style="text-align: left; letter-spacing: 0.3px;">Advanced Template Settings</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">&nbsp;on </span><strong style="text-align: left; letter-spacing: 0.3px;">DocumentCorePack Template Designer</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">&nbsp;pane:<br /> </span></span></em><em>​</em><a title="DocumentsCorePack Template Designer" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure10.png"><img width="266" height="282" class="img-responsive" alt="DocumentsCorePack Template Designer" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure10.png" /> </a></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #7f7f7f;">Figure 10: DocumentsCorePack Template Designer</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #7f7f7f;">&nbsp;<br /> <span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">Then press the button </span><strong style="text-align: left; letter-spacing: 0.3px;">Electronic Signature</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">&nbsp;in </span><strong style="text-align: left; letter-spacing: 0.3px;">Advanced Settings</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">:<br /> </span></span></em><em><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">​</span></em><a title="Template Settings" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure11.png"><img width="376" height="347" class="img-responsive" alt="Template Settings" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure11.png" /> </a></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: Template Settings</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;<br /> </em>In opened &bdquo;<strong>eSign Settings</strong>&ldquo; the user can set following properties for &bdquo;<strong>AdobeSign</strong>&ldquo;:</p> <ul style="margin: 0px 0px 0px 50px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: normal; list-style-type: square;"> <li style="margin: 0px 0px 5px; letter-spacing: 0.3px; list-style-type: disc; list-style-image: none;">DataMapping (The Agreement Mapping Template entity has to be already created in CRM),</li> <li style="margin: 0px 0px 5px; letter-spacing: 0.3px; list-style-type: disc; list-style-image: none;">Sign order &ndash; choose if signee should sign document in any order or in order of adding to agreement,</li> <li style="margin: 0px 0px 5px; letter-spacing: 0.3px; list-style-type: disc; list-style-image: none;">Signing language &ndash; default language of Agreement:</li> </ul> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>​</em><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">In </span><span style="color: #7f7f7f;"><strong style="text-align: left; letter-spacing: 0.3px;">eSign Settings</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">&nbsp;select the created </span><strong style="text-align: left; letter-spacing: 0.3px;">DataMapping template:</strong></span></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="eSign Settings" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure12.png"> <img width="377" height="347" class="img-responsive" alt="eSign Settings" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure12.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #7f7f7f;">Figure 12: eSign Settings<br /> <br /> </span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #7f7f7f;">Then press&nbsp;<strong>OK</strong> button to save changings.</span></p> </div> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">Save <strong>Documents CorePack template</strong> in CRM.</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">Open a <strong>Contact</strong> entity which has to used for signing:​</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact Entity" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure13.png"> <img width="377" height="235" class="img-responsive" alt="Contact Entity" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure13.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #7f7f7f;">Figure 13: Contact Entity<br /> <br /> </span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #7f7f7f;">Current values for <strong>Job Title</strong> is <strong>Animator</strong> and for <strong>Address</strong> <strong>City</strong> is <strong>Denver</strong>.</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">Now click the button <strong>Create Document</strong>&nbsp; <strong><span style="color: #ff0000;">[1]</span></strong> and then<strong> Let me decide every step (available for users).&nbsp;</strong></span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;"><strong></strong>In opened list choose created <strong>DCP template</strong> <strong><span style="color: #ff0000;">[2]</span>&nbsp;</strong>and click <strong>Next <span style="color: #ff0000;">[3]&nbsp;</span></strong>button:</span></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Documents CorePack Dialog" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure14.png"> <img width="376" height="235" class="img-responsive" alt="Documents CorePack Dialog" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure14.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 14: Documents CorePack Dialog<br /> <br /> </em></div> </div> <p><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">Then check the </span><span style="color: #7f7f7f;"><strong style="text-align: left; letter-spacing: 0.3px;">Attach document&nbsp;<span style="color: #ff0000;">[1]</span></strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">, choose&nbsp;</span><strong style="text-align: left; letter-spacing: 0.3px;">As Adobe Sign email</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> </span><span style="text-align: left; letter-spacing: 0.3px;"><strong><span style="color: #ff0000;">[2]</span>&nbsp;</strong></span><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">and select recepient </span><span style="text-align: left; color: #ff0000; letter-spacing: 0.3px;"><strong>[3]</strong></span><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">:</span></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Documents CorePack Dialog" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure15.png"> <img width="376" height="253" class="img-responsive" alt="Documents CorePack Dialog" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure15.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 15: Documents CorePack Dialog<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #7f7f7f;">Then at the end click on<span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> </span><strong style="text-align: left; letter-spacing: 0.3px;">Finish</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">:</span></span></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Documents CorePack Dialog" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure16.png"> <span style="color: #007000;"></span><img width="376" height="253" class="img-responsive" alt="Documents CorePack Dialog" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure16.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 16: Documents CorePack Dialog<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">Shortly afterwards the recipient will receive an email with an invitation to sign the document:<br /> </span><em>​</em><a title="Adobe Sign Invitation" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure17.png"><img width="327" height="371" class="img-responsive" alt="Adobe Sign Invitation" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure17.png" /> </a></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 17: Adobe Sign Invitation<br /> <br /> </em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">After the recipient clicks the link, he can fill out the fields (in our case </span><span style="color: #7f7f7f;"><strong style="text-align: left; letter-spacing: 0.3px;">Job title</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> and </span><strong style="text-align: left; letter-spacing: 0.3px;">City</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">) and sign the document:</span></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Signed Document" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure18.png"><img width="386" height="213" class="img-responsive" alt="Signed Document" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure18.png" /> </a><em>Figure 18: Signed Document</em></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">After signing it is necessary to open the <strong>AdobeSign Agreement</strong> in order to change the status.</span></p> <p style="margin: 0px; padding: 0px 0px 20px; text-align: left; color: #424242; letter-spacing: 0.3px;"><span style="color: #7f7f7f;">Before signing:</span></p> </div> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="AdobeSign Agreement" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure19.png"> <img width="386" height="132" class="img-responsive" alt="AdobeSign Agreement" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure19.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 19: AdobeSign Agreement&nbsp;<br /> <br /> </em></div> </div> <p>After signing:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Changed AdobeSign Agreement" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure20.png"> <img width="386" height="132" class="img-responsive" alt="Changed AdobeSign Agreement" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure20.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 20: Changed AdobeSign Agreement&nbsp;<br /> <br /> </em></div> </div> <p><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;">Then open the contact you work with and make sure that the values of </span><span style="color: #7f7f7f;"><strong style="text-align: left; letter-spacing: 0.3px;">Job title</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> and </span><strong style="text-align: left; letter-spacing: 0.3px;">City</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> fields have been replaced with the values from signed Agreement:</span></span></p> <p><span style="text-align: left; color: #7f7f7f; letter-spacing: 0.3px; background-color: #ffffff;"></span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Changed Contacts" href="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure21.png"> <img width="377" height="188" class="img-responsive" alt="Changed Contacts" src="/Portals/0/Blog/How_to_work_with_AdobeSign_DataMapping/figure21.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 21: Changed Contacts</em></div> </div> <p><span style="color: #7f7f7f;">&nbsp;<br /> <span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">Now the values for </span><strong style="text-align: left; letter-spacing: 0.3px;">Job Title</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> is </span><strong style="text-align: left; letter-spacing: 0.3px;">Geologist</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> and for </span><strong style="text-align: left; letter-spacing: 0.3px;">Address</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> </span><strong style="text-align: left; letter-spacing: 0.3px;">City</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;"> is </span><strong style="text-align: left; letter-spacing: 0.3px;">South Park</strong><span style="text-align: left; letter-spacing: 0.3px; background-color: #ffffff;">. The values have been succesfully replaced.</span></span></p> <p>​<span style="margin: 0px; padding: 0px; border: 0px; border-image: none; text-align: justify; color: #777777; letter-spacing: normal; background-color: #fcfcfc;"><strong style="margin: 0px; padding: 0px; border: 0px; border-image: none;">That&rsquo;s it!</strong>&nbsp;</span><span style="margin: 0px; padding: 0px; border: 0px; border-image: none; text-align: justify; color: #777777; letter-spacing: normal; background-color: #fcfcfc;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="margin: 0px; padding: 0px; border: 0px; border-image: none; text-align: justify; color: #0077b3; letter-spacing: normal; background-color: #fcfcfc;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="margin: 0px; padding: 0px; border: 0px; border-image: none; text-align: justify; color: #777777; letter-spacing: normal; background-color: #fcfcfc;">.</span></p>10285