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Optional Custom Fields for Adobe Sign
Last updated : 17th December 2019
Using Reports, several types of advanced Custom Fields can be created in Workbooks to enhance the integration further by bringing key information such as the Agreement Name and Agreement Status stored on the Adobe Sign Activities, onto the Main tab of the source record e.g. an Order or Contract record.
The following configuration should only be created after you have installed the Adobe Sign Plugin.
| # | Custom Field Data Type | Functionality | Help URL |
| 1 | Dynamic Linked Item |
If you are planning to enable the “Allow Re-Send of Signed Agreements?” setting when configuring a new Button Process, then you will need to configure this Custom Field manually on the selected source record type. The Adobe Sign integration checks the value of this field if it exists, and alongside the “Allow Re-Send of Signed Agreements” setting will stop the user from generating multiple documents. Also, once a document is sent, the Task icon on the field can be used to click through to the Agreement. When the agreement is signed, it is available as a PDF under the Files tab from this record. |
https://www.workbooks.com/node/1409 |
| 2 | Report Cell | Alongside the above field to show an Adobe Sign Task in a Dynamic Linked Item field, you can show the current status of the selected Task in a Report Cell. Statuses that are synced from the Adobe Sign integration are listed here. | https://www.workbooks.com/node/1410 |
| 3 | Report Grid | If you are allowing users to re-send documents as required using the “Allow Re-Send of Signed Agreements?”, or have multiple buttons configured from one source record then this type of field is particularly useful for seeing all Agreements that have been sent from the Main tab of the record. You can expose columns such as the Status, Document Name and Completed Date. Rows can be colour-coded to highlight documents of a given status to indicate an action that might be required when viewing the document | https://www.workbooks.com/node/2372 |