- set up a document template with text tags and add it to the SFDC library
- create an Agreement template
- add the EchoSign button to a Custom Object page layout
- create a merge mapping to merge fields data from the Custom object into an EchoSign agreement
- create a data mapping to map field data from the EchoSign agreement back into the custom object in SFDC
The tutorial is the attached PDF, the Word document is a sample template document used in this tutorial.
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