![]() Unlike Delete, the Salesforce record remains in the Salesforce agreement list with a “Cancelled” status The Cancel option in the menu list cancels the transaction in Adobe Sign and Salesforce. The Sign option is only available when it is your turn to sign the agreement.Ĭlicking Sign opens the agreement for you to review and apply your signature.Ĭlicking Remind in the menu list immediately sends a reminder to the current signer. Deletes the Agreement record from Salesforce. ![]() The Delete option in the menu list completes two tasks: The address of the email sender is automatically imported to the agreement template.Ĭonfigure and send the agreement as you normally would.Ĭlicking the Edit option in the menu list launches a new tab and opens the agreement in Salesforce. As you might expect, the Send New Agreement button opens Salesforce in a new tab, and start a new agreement.
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