Add Dynamic CONTACT as a recipient for Adobe Sign, for Community-Portal signing
We need to be able to send to Adobe via a CONTACT, not an email.
With Adobe you can have users sign their documents directly inside the SF-Community Portal. For this to work, we need DocGen to be able to send to a CONTACT in stead of an email.
Currently one can only select a fixed CONTACT. We'd like this to be extended so that we can use a dynamic contact, from either a Relationship or via a button-parameter. Then enter that contact in the Recipient field with a Tag, just like dynamic name/email recipients.
W/o this feature, we are not able to implement Community Portal Signing with DocGen. We have to send an email to a user, user has to go from the portal to their email, open the email, sign, then go back to the portal. Not very user-friendly.
To work-around this DocGen shortcoming, we are going to use the Adobe-API to pick up a document and send it to a Contact.
If we can do that with Adobe-API, why cann't Nintex do this?
Stephan Fijneman
shared this idea
Thank you very much for posting your feedback on AdobeSign for our review. At this time, we will not be adding this request to the near-term backlog, as we are focused on the AssureSign user experience. However, we reevaluate requests every quarter and will reach out if priorities change. Thank you again, and please do keep the feedback coming!