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Frank Gonzales

Frank Gonzales

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Agreement Name

  • Displays in the subject line of emails and in Adobe Sign for the sender & signers.

  • Displays in the "Agreement Name" section of the PowerForm if it is not hidden via the WFSetting_HideAgreementName setting.

  • Replacement variables can be added with “${variable}” where "variable" is replaced with the merge field document field name or recipient role name.

Message

  • Displays in the email body to all recipients and as a message from the sender within each signing session.

  • Replacement variables can be added with “${variable}” where "variable" is replaced with the merge field document field name or recipient role name.

Cc

  • Displays on the PowerForm after the "Recipients" section if marked as "Editable" and the "Maximum" value entered exceeds the number of default email addresses entered.

  • Use for recipients who always need to receive a copy as there is no role for "Receives a Copy" in the "Recipients" section of the workflow designer.

  • To remove CCs from the PowerForm:

    • Set the minimum & maximum number to “0”

  • To allow the requester to add CCs:

    • Check "Editable"

    • Set both a minimum & maximum number

    • The number of default emails entered will be deducted from the minimum and maximum number of CCs shown on the PowerForm.

    • Example: Entered value = "test1@calpoly.edu;test2@calpoly.edu", minimum = 3, & maximum = 8. This will result in 6 CC's showing on the PowerForm with the first one required.

  • To enter emails and not allow requester to add CCs:

    • Check "Editable"

    • Set a minimum & maximum number that matches the number of email addresses entered

    • Example: Entered value = "test1@calpoly.edu;test2@calpoly.edu", minimum = 1, & maximum = 1. This will result in 0 CC's showing on the PowerForm.

  • Entered emails will not be shown on the PowerForm.

  • To send to more than one email, use a comma or semicolon between each address.

Send Options
Set password to open downloaded PDF

  • This setting should never be used. The password is not retrievable in any way and will prevent your department from accessing the signed agreement as well.

Send Options
Completion deadline

  • A completion deadline sets the maximum number of days that all recipients have to sign the agreement before it expires.

Send Options
Allow authoring of documents prior to sending

  • This setting should never be used. It does not work with PowerForms.

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  • All document titles must be unique.

  • All documents must be set with a Template Type of “Both” or “Reusable document”.

  • All library documents selected must be owned by or shared with the sending account.

  • Documents are shown on the PowerForm with the "Document Title" unless one file is selected and it is required.

  • Multiple documents can be added to a single Workflow. Per row configuration:

    • If no file is selected:

      • It will allow the end-user to upload a file which becomes part of the agreement and must be less than 6MB.

      • If "Required" is checked the end-user will be required to upload a file before they can submit the PowerForm.

    • If only one file is selected:

      • If required, the document will not appear on the PowerForm.

      • If not required, a drop-down will appear on the PowerForm with a drop-down list that contain "-- None --" and the "Document Name".

    • If more than one file is selected:

      • It will be shown on the PowerForm as a drop-down with each file's "Document Name" (in alphabetical order).

      • If required, "-- Select a document --" is shown at the top of the drop-down list and one of the files must be selected before the end-user can submit the PowerForm.

      • If not required, "-- None --" is shown at the top of the drop-down list.

What is the purpose of Sender Input Fields?

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  1. To supply settings to the PowerForm application:

  2. As “merge fields” which can be used for:

    • Variable replacements in the "Agreement Name", "Message", and “Private Message” fields of the Workflow Designer

    • Pre-filling form fields on documents

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  1. Confirm the PowerForm service account - adobesign@calpoly.edu - is a member of the group the templates and workflow are shared with.

  2. Open a new browser window or tab and enter the following URL: https://adobesign.calpoly.edu/PowerForm/

  3. Open Adobe Sign and navigate to your workflowand copy the “ID”.

  4. Add the ID from Step 3 to the end of the URL from Step 2 to create your PowerForm URL.

  5. Publish the PowerForm URL when testing is complete for your intended audience.

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