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home/Knowledge Base/Template Designer(DCP)/How to work with AdobeSign DataMapping

How to work with AdobeSign DataMapping

255 views 0 Updated on April 2, 2020

DataMapping is a specific feature of AdobeSign.  

With this feature it allows you to set an association between the field in Agreement and the attribute of the entity in CRM.
After signing a document the values of the field of the CRM entity will be replaced with the predefined values of the user.

 

For example if you want to replace values of the fields Jobtitle and address1_city  of contact entity.

First of all it is necessary to create a Data Mapping Template entity in CRM.

In your CRM environment navigate to Adobe Sign tab and then to Data Mapping:


Data Mapping
Figure 1: Data Mapping


Then click the NEW Icon:


New Template
Figure 2: New Template


In the opened form specify the name of DataMapping and select a target entity (in our case Contact):


New Data Mapping

Figure 3: New Data Mapping 

 

After selecting the target entity the form will be expanded with additional data. We are interested in transfer data from an agreement to CRM, so we will fill out the corresponding section:


Data Mapping For Contact

Figure 4: Data Mapping For Contact 

 

The Agreement field is the field we will later insert into agreement. This name can be random, for example  JobtitleDataMappingField. Attribute is the corresponding attribute of the entity. In our case Job Title. Then check the option Override and click Add button:

Add Button

Figure 5: Add Button


The record will be added:


Map Adobe Sign Agreement Data

Figure 6: Map Adobe Sign Agreement Data

 

Repeat the same for address1_city  attribute. The Agreement field we name Address1CityDataMappingField:​


Data Mapping for Address City
Figure 7: Data Mapping for Address City

After adding:


Agreement Field
Figure 8: Agreement Field

Save created Data Mapping Template.

Now we can create the Documents CorePack template for some contact using our Data Mapping Template.

Open MS Word, create the Documents CorePack template (for additional information see How to create Documents CorePack templates) for contact entity. In the necessary place insert Agreement Field in format:

 {{NameOfField}}

Here:

Job title: {{JobTitleDataMapping}}

City: {{Address1CityDataMappingField}}

Sample template:


Sample Template
Figure 9: Sample Template


Now we have to create the AdobeSign Data Mapping template in Documents CorePack template. In order to do it, open the Advanced Template Settings on DocumentCorePack Template Designer pane:
​DocumentsCorePack Template Designer

Figure 10: DocumentsCorePack Template Designer


Then press the button Electronic Signature in Advanced Settings:
​Template Settings

Figure 11: Template Settings


In opened „eSign Settings“ the user can set following properties for „AdobeSign“:

  • DataMapping (The Agreement Mapping Template entity has to be already created in CRM),
  • Sign order – choose if signee should sign document in any order or in order of adding to agreement,
  • Signing language – default language of Agreement:

​In eSign Settings select the created DataMapping template:


eSign Settings

Figure 12: eSign Settings

 

Then press OK button to save changings.

Save Documents CorePack template in CRM.

Open a Contact entity which has to used for signing:​


Contact Entity

Figure 13: Contact Entity

 

Current values for Job Title is Animator and for Address City is Denver.

Now click the button Create Document  [1] and then Let me decide every step (available for users). 

In opened list choose created DCP template [2] and click Next [3] button:


Documents CorePack Dialog

Figure 14: Documents CorePack Dialog

 

Then check the Attach document [1], choose As Adobe Sign email [2] and select recepient [3]:


Documents CorePack Dialog

Figure 15: Documents CorePack Dialog

 

Then at the end click on Finish:


Documents CorePack Dialog

Figure 16: Documents CorePack Dialog

 

Shortly afterwards the recipient will receive an email with an invitation to sign the document:
​Adobe Sign Invitation

Figure 17: Adobe Sign Invitation

 

After the recipient clicks the link, he can fill out the fields (in our case Job title and City) and sign the document:

Signed Document Figure 18: Signed Document

After signing it is necessary to open the AdobeSign Agreement in order to change the status.

Before signing:


AdobeSign Agreement

Figure 19: AdobeSign Agreement 

 

After signing:


Changed AdobeSign Agreement

Figure 20: Changed AdobeSign Agreement 

 

Then open the contact you work with and make sure that the values of Job title and City fields have been replaced with the values from signed Agreement:

 


Changed Contacts
Figure 21: Changed Contacts


Now the values for Job Title is Geologist and for Address City is South Park. The values have been succesfully replaced.

​That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

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