Summary: Agreement Management OOTB Configuration (on Salesforce)

1

CSV Files Needed:

AgreementRecordTypeSetting

Agreementwizardsectionsetting

Agreementwizardfieldsetting

AgreementVsEmailTemplate

2

Object Manager => Agreement => Record Types

Copy the Record Type ID of NDA, TA, SubK and SubK Mod

3

In the AgreementRecordTypeSetting file, update column D with the IDs from step 2

4

In the Agreementwizardsectionsetting file, update column D with the IDs from the step 2

(Note: For NDA, update D2-D4, For TA, update D5-D7, For SubK, update D8-D10, For SubK Mod, update D11-D13)

5

In the Agreementwizardfieldsetting file, update column F with the IDs from the step 2

(Note: Note: For NDA, update F2-F14, For TA, update F15-F31, For SubK, update F32-F46, For SubK Mod, update F47-F61)

6

In the AgreementVsEmailTemplate file, update column B with the IDs from the step 2

(Note: For NDA, update B2 and B6 For TA, update B3 and B7, For SubK, update B4 and B8, For SubK Mod, update B5 and B9)

7

In the AgreementVsEmailTemplate file, update column E with the Email Template IDs

(Note: Open the Email Template and copy the ID from browser excluding the first two digits (2F), then use adminbooster.com to convert it from 15 to 18 characters)

(Note: If client does not use SharePoint, get the IDs of the Email Templates with (files) instead of (SharePoint))

NDA Internal

Email Notification for Internal Review (SharePoint)

TA Internal

Email Notification for Internal Review (SharePoint)

SubK Internal

Email Notification for Internal Review (SharePoint)

SubK Mod Internal

Email Notification for Internal Review (SharePoint)

NDA External

Agreements send to External Reviewer (SharePoint)

TA External

Agreements send to External Reviewer (SharePoint)

SubK External

Agreements send to External Reviewer (SharePoint)

SubK Mod External

Agreements send to External Reviewer (SharePoint)

8

Data Loader => Insert => Login => User Custom Domain

Insert the four saved files in the order below into the objects:

Agreement Record Type Setting

AgreementWizardSectionSetting

AgreementWizardFieldSetting

Agreement Vs EmailTemplate

(Note: to validate, go to Setup => Custom Settings and check if the four files were inserted)

1

Formstack Documents App => Formstack Settings Tab

Enter Key and Secret provided by TechnoMile

Add a new Object:

TM_TOMA_Agreement__c then Save

Add a new Object:

TM_TOMA_Contract_Vehicle__c then Save

Add a new Object:

TM_TOMA_CLIN_SLIN__c then Save

Maximum Fields to load for Mappings: 5000 then Save Setting

2

Contract Brief

2.1

Switch to SF Classic => Documents Tab

Folder: FedTom Custom Setting Doc

View TMSalesCloud_ContractBriefTemplate.docx

Copy the whole page and paste it in a Notepad

(Alternatively, copy the code from the Dev mapping by exporting the json)

2.2

Formstack Documents App => Formstack Mapping Tab

New Mapping

Mapping Name: Contract Brief Mapping

Salesforce Object: Our Contract

Select a Document: Contract Brief

Save and Next

Optional Settings:

Check Run in Batch Mode and Save Documents in Files

Scroll down => Import

Insert JSON

Paste the whole page from Notepad above then click Save and Activate

2.3

Setup=> Visualforce Page => Create New

Label: WebmergeContractBrief

Name: WebmergeContractBrief

Visualforce Markup: Paste the below, replace the MappingId with the one you just created above then click Save.

<apex:page standardController="TM_TOMA__Contract_Vehicle__c" 
     docType="html-5.0" title="Webmerge Contract Vehicle: {!TM_TOMA__Contract_Vehicle__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__Contract_Vehicle__c}"  MappingId="XXXXXXXXXXXXXXXXXX" />  
</apex:page> 

2.4

Setup => Custom Settings => TM Formstack Setting => Manage

Contract VF Page Name: WebmergeContractBrief

3

Contract LOF

3.1

Switch to SF Classic => Documents Tab

Folder: FedTom Custom Setting Doc

View TMSalesCloud_LOF_Letter_Template_ (Contract)

Copy the whole page and paste it in a Notepad

(Alternatively, copy the code from the Dev mapping by exporting the json)

3.2

Formstack Documents App => Formstack Mapping Tab

New Mapping

Mapping Name: LOF Contract Mapping

Salesforce Object: Our Contract

Select a Document: LOF Letter (Contract)

Save and Next

Optional Settings:

Check Run in Batch Mode and Save Documents in Files

Scroll down => Import

Insert JSON

Paste the whole page from Notepad above then click Save and Activate

3.3

Setup=> Visualforce Page => Create New

Label: WebmergeLOFContract

Name: WebmergeLOFContract

Visualforce Markup: Paste the below, replace the MappingId with the one you just created above then click Save.

<apex:page standardController="TM_TOMA__Contract_Vehicle__c" docType="html-5.0" 
        title="Webmerge Contract Vehicle: {!TM_TOMA__Contract_Vehicle__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__Contract_Vehicle__c}"  MappingId="a2hOD00000032JeYAI" />   
</apex:page>       

3.4

Setup => Custom Settings => TM Formstack Setting => Manage

Contract LOF VF Page Name: WebmergeLOFContract

4

CLIN/SLIN LOF

4.1

Switch to SF Classic => Documents Tab

Folder: FedTom Custom Setting Doc

View TMSalesCloud_LOF_Letter_Template_(CLIN/SLIN)_SOQL_Mapping

Copy the whole page and paste it in a Notepad

(Alternatively, copy the code from the Dev mapping by exporting the json)

4.2

Formstack Documents App => Formstack Mapping Tab

New Mapping

Mapping Name: LOF Clin/Slin Mapping

Salesforce Object: Clin/Slin

Select a Document: LOF Letter (CLIN/SLIN)

Save and Next

Optional Settings:

Check Run in Batch Mode and Save Documents in Files

Scroll down => Import

Insert JSON

Paste the whole page from Notepad above then click Save and Activate

4.3

Setup=> Visualforce Page => Create New

Label: WebmergeClinSlin

Name: WebmergeClinSlin

Visualforce Markup: Paste the below, replace the MappingId with the one you just created above then click Save.

<apex:page standardController="TM_TOMA__CLIN_SLIN__c" 
     docType="html-5.0" title="Webmerge Contract Vehicle: {!TM_TOMA__CLIN_SLIN__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__CLIN_SLIN__c}"  MappingId="a2hOD00000032JjYAI" />
</apex:page>

4.4

Setup => Object Manager => Clin/Slins => Buttons, Links and Actions => New Button or Link

Label: Generate LOF Letter (Clin/Slin)

Name: Generate_LOF_Letter_(Clin/Slin)

Display Type: Detail Page Buttons

Content Source: Visualforce Page

Content: WebmergeClinSlin then Save

4.5

Page Layout => CLIN Layout => Mobile & Lightning Actions => Add Generate LOF Letter (Clin/Slin) to page

Page Layout => SLIN Layout => Mobile & Lightning Actions => Add Generate LOF Letter (Clin/Slin) to page

5

Agreement

5.1

Switch to SF Classic => Documents Tab

Folder: FedTom Custom Setting Doc

View TMSalesCloud_ContractBriefTemplate.docx

Copy the whole page and paste it in a Notepad

(Alternatively, copy the code from the Dev mapping by exporting the json)

5.2

Formstack Documents App => Formstack Mapping Tab

New Mapping

Mapping Name: NDA Agreement Mapping

Salesforce Object: Agreement

Select a Document: NDA - Agreement

Save and Next

Optional Settings:

Check Run in Batch Mode and Save Documents in Files

Scroll down => Import

Insert JSON

Paste the whole page from Notepad above then click Save and Activate

5.3

Setup=> Visualforce Page => Create New

Label: WebmergeAgreement

Name: WebmergeAgreement

Visualforce Markup: Paste the below then click Save.

<apex:page standardController="TM_TOMA__Agreement__c" 
     docType="html-5.0" title="Webmerge Agreement: {!TM_TOMA__Agreement__c.Name}">
    <webm:WebmergeWizard record="{!TM_TOMA__Agreement__c}" />  
</apex:page>

5.4

Setup => Custom Settings => TM Formstack Setting => Manage

Agreement VF Page Name: WebmergeAgreement

1

Follow installation steps in the following Guide:

GRC Suite on Salesforce Sales Cloud - DocuSign Connector Configuration Guide