Page Comparison

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” (if you skip this the PowerForm will fail. This bug will be resolved with the mid-May update)

• 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.