AdobeSign for Sugar allows you to send documents or contracts for electronic signature using AdobeSign from within SugarCRM. Track your documents anytime, anywhere within minutes. Supports the use of PDF templates or AdobeSign templates to send documents to Sugar accounts, contacts, or leads for e-signature.
List Document
The list Document option allows you to see details of the documents you sent along with their statuses. Click on the list document, and a list of all documents you sent will be displayed.
- Manually select certain files, and click on the 'Check file status' option from the drop-down list. It will update the status of your documents, whether it is sent, delivered or signed.
- In the automatic process, it creates a job under the Scheduler module. You can see this job with the title 'Adobe Sign - Document Status Update' by going to Admin Panel and clicking on the Schedulers link. By default, it's set to 15 minutes time intervals which you can adjust according to your needs.
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