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:
Then click the NEW Icon:
In the opened form specify the name of DataMapping and select a target entity (in our case Contact):
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:
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:
The record will be added:
Figure 6: Map Adobe Sign Agreement Data
Repeat the same for address1_city attribute. The Agreement field we name Address1CityDataMappingField:
After adding:
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:
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:
Then press the button Electronic Signature in Advanced 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:
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:
Figure 14: Documents CorePack Dialog
Then check the Attach document [1], choose As Adobe Sign email [2] and select recepient [3]:
Figure 15: Documents CorePack Dialog
Then at the end click on Finish:
Figure 16: Documents CorePack Dialog
Shortly afterwards the recipient will receive an email with an invitation to sign the document:
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:
Figure 18: Signed Document
After signing it is necessary to open the AdobeSign Agreement in order to change the status.
Before signing:
Figure 19: AdobeSign Agreement
After signing:
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:
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.