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How to work with AdobeSign DataMapping

DataMapping is the specific feature of AdobeSign.  
It allows  the user to set an association between the field in Agreement and the attribute of the entity in CRM. 
After the document is signed the field’s values of the CRM entity will be replaced with the values which  the user has defined in the document.

For example if you want to replace values of the fields Jobtitle and address1_city  of contact entity.

First of all it is necessary to create a Data Mapping Template entity in CRM.

In your CRM environment navigate to Adobe Sign tab and then to Data Mapping:


In the opened form specify the name of DataMapping and select a target entity (in our case Contact):


The record will be added:

 

After adding:

 

Save created Data Mapping Template.

Now we can create the Documents CorePack template for some contact using our Data Mapping Template.

Open MS Word, create the Documents CorePack template (for additional information see How to create Documents CorePack templates) for contact entity. In the necessary place insert Agreement Field in format:

 {{NameOfField}}

Here:

Job title: {{JobTitleDataMapping}}

City: {{Address1CityDataMappingField}}

 
Sample template:

  • DataMapping (The Agreement Mapping Template entity has to be already created in CRM),
  • Sign order – choose if signee should sign document in any order or in order of adding to agreement,
  • Signing language – default language of Agreement:

Save Documents CorePack template in CRM.

Open a Contact entity which has to used for signing:​

Now click the button Create Document  [1] and then Let me decide every step (available for users). 

In opened list choose created DCP template [2] and click Next [3] button:

Then check the Attach document [1], choose As Adobe Sign email [2] and select recepient [3]:

After signing it is necessary to open the AdobeSign Agreement in order to change the status.

Before signing:

After signing:

Then open the contact you work with and make sure that the values of Job title and City fields have been replaced with the values from signed Agreement:

 
Now the values for Job Title is Geologist and for Address City is South Park. The values have been succesfully replaced.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




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