Find the values you want to adjust with your favorite “Find” function (cmd/ctrl + f). 1. When prompted to login to your Salesforce organization, enter the Username and Password then click Login in to Salesforce. At this point we are done with our integration; that was easy right? 3. Navigate to the Adobe Sign Admin page and click the Enable Automatic Status Updates link. New Customer Testing and Installing for the First Time—For those who are new to Adobe Sign for Salesforce, you can try installing and start sending test agreements within minutes. Send, sign, track, and file contracts quickly and securely anywhere in Salesforce, including on mobile. Adobe Sign is Lightning-ready and integrates into the Salesforce … To do so: Enable Advanced Identity Authentication Methods (Salesforce). SharePoint and Salesforce integration. Includes all admin access as well as access to all org data. The process of Adobe salesforce integration is to send a document to the relevant user for getting a signature verified by email. 4. 3. Adobe has announced enhanced integration of Adobe Sign with Salesforce to automate document processes and signatures. As it turns out, I had the wrong license type. 2. Find the values you need to adjust with your favorite “Find” function (cmd/ctrl + f), 6. You will need to check “I also need to sign the document,” otherwise the contract will go out and only need 1 signature to execute. Please also check that third-party cookies are enabled as that is required in some browsers. Workflow designer. Close. Click New (or Edit, if you have configured settings before). Selecting a region changes the language and/or content on Adobe.com. Check the Terms and Conditions check box to verify that you have read and agree to the conditions, Includes limited access to the required components included in the managed package: objects, fields, tab, classes and pages. Listing: Adobe Sign for Salesforce : Email Integration Cancel Submit & Go SubmitContact MeVisit Provider Close How would you like to continue? Each Template Bottom content record has embedded tags. Install in a Trial Try this package in a free org that includes sample data. In this post, we will review how to Adobe Sign, an e-signatures solutions, with your Salesforce CPQ platform in 3 easy steps. Adobe Sign already works seamlessly across Salesforce Sales Cloud, Service Cloud, Community Cloud, and more. 3. Get started with a 30-day free trial, included when you install the app. Do more with Salesforce. CLONE working templates and operate that way. Adobe uses all black, and these fields will show in Adobe PDF but not on the HTML screen. Sydney, NSW 2000 Web forms. The Delegator is not expected to act, so no fields are available to them when they receive the document. A few simple setup steps are required before you can start sending Adobe Sign agreements from Salesforce. Our comprehensive services cover the entire technology lifecycle. Click Next at the bottom of the page to proceed. Installation guide for the Adobe Sign for Salesforce package, version 22, Adobe Sign for Salesforce - Professional Edition, please contact the Adobe Sign support team, the Adobe Sign email value should be changed, Configure Salesforce to Send Large Documents, Professional Edition - Additional Installation Steps, second-factor identity verification methods, This trailhead is useful if you need a refresher, Adobe Sign for Salesforce - Advanced Customization Guide, Adobe Sign for Salesforce - Field Mapping and Templates, Adobe Sign for Salesforce - Upgrade Guide, Adobe Sign for Salesforce - Development Documentation, Adobe Sign for Salesforce - Configure Large Document Service, Southeast Asia (Includes Indonesia, Malaysia, Philippines, Singapore, Thailand, and Vietnam) - English, الشرق الأوسط وشمال أفريقيا - اللغة العربية, Save time and money by eliminating snail mail, overnighting, and faxing, Send contracts for e-signature or approval directly from Salesforce, access real-time contract history, and view saved contracts from any object, Track deals in real-time across your organization and also get updates with Chatter when agreements are viewed, signed, canceled, or declined, eSign in over 20 languages and support fax-back service in 50+ locales worldwide, Merge Salesforce data into documents before sending and map signer data back to Salesforce objects – automatically and seamlessly, Create reusable Agreement Templates for sending options and enable one-click 'Send for Signature’ buttons to send custom agreements from any Salesforce object, Native integrations with Conga Composer, Apttus, Selectica, Drawloop, Zuora, Emptoris, and more, All Adobe Sign objects and pages in Salesforce are translated to all 16 languages supported by Salesforce.com so your Salesforce users can send and track all their agreements in their native language, Ensure the Adobe Sign account is properly provisioned in the Salesforce channel, Verify the correct userID (email address) is designated as an administrator in the Adobe Sign system, Provide all of the owned domains that your users could be using in their email addresses (Do not include public use domains like gmail.com, yahoo.com etc. Billing. Create your developer account now to get started. Click on Related Lists in the left menu, then drag and drop the Agreements object to the desired place on the page layout. Get Started. In Step 1. The Lightning experience is fully supported by the Adobe Sign package, and these instructions are written using the Lightning interface. Check the verification options you want to allow for internal signers. Learn how to set up a data mapping for Adobe Sign in Salesforce. Note: This step-by-step guide assumes that you are doing a clean install and integration of the two applications. If the Salesforce password or username has changed for the account linked to Adobe Sign for your Salesforce Org, remember to update it so that status updates continue to work properly for agreements in your Org. Adobe … With the Agreement object in place you can readily see all agreements related to the Salesforce object, or send new agreements directly from the relevant record. However, in many cases, a second factor authentication for the signer’s identity is desired. The new updates in the Adobe Sign integration with Salesforce continue to set the standard for seamless digital experiences for prospects and customers around the world by bridging what’s familiar and what’s innovative. Salesforce Terms and Conditions. Learn about Adobe Sign and Salesforce integration. About Adobe Sign. Go to AdobeSign app, and eSign Services Admin tab. ... Add the convenience of customer payments using credit cards or e-checks with this Adobe Sign integration. That’s it! Level 7, 151 Castlereagh Street, In diesem Tutorial Video wird die Cloudbasierte Workflow Lösung Adobe Sign Enterprise als Integration in Salesforce CRM Lightning demonstriert. The less common (read: situationally valuable) configurations can be found in the Advanced Configuration guide. Forms. The app is available from the AppExchange and supports the following Salesforce Editions: Reap immediate benefits for your document and signature workflows: There are a few prerequisites that you need to be aware of and some basic discovery that will help ensure your deployment runs smoothly. The Adobe Sign add-in seamlessly integrates with Salesforce so your sales teams can send, track, and sign contracts—anywhere, on any device—without leaving the Salesforce apps your teams use every day, including Sales Cloud, Service Cloud, Community Cloud, Salesforce CPQ and more. Adobe Sign Integration User - All required permissions for an Adobe Sign for Salesforce integration user. Authenticate Document eSign Services Account. Configure accounts. 5. Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. Close deals faster by sending contracts for e-signing from within your SugarCRM system. Self sign +8. The Delegator roles are a placeholder for the situations where you know someone will have to interact with the agreement, but you can’t determine who that will be at the time you are sending the agreement. Hi, I have an integration of Adobe Sign with Salesforce. Adobe Sign is a tightly integrated application for Salesforce that facilitates the process of obtaining a signature or approval for any documentation that requires …   |   This guide is designed to help current customers of Adobe Sign for Salesforce upgrade from an older version to the most current released version. Adobe Sign account administrators can also change the email addresses of users using the bulk update feature. The Adobe Sign standard workflow seems to be sending out agreements to recipients for signing. Integrate Adobe Sign into your company's systems. If you have a single error the entire document may not work. Learn about integrating AEM with Salesforce. Choose the related object, select your object (Order in this example) from the drop-down, then click Next. Documents. Adobe Sign already works seamlessly across Salesforce Sales Cloud, Service Cloud, Community Cloud, and more. +44.207.997.6022 Echosign administration document is in the community: EchoSign Administration: Adobe EchoSign for Salesforce Setup Wizard. Below is a 4th step, but it’s more of a post integration best practices note. Listing: Adobe Sign for Salesforce : Email Integration Close Terms and Conditions. Adobe Sign users can change their own email addresses. Adobe Sign enables you to create, send, sign, track and file agreements quickly & securely right in Salesforce. There are delegator options for all five of the standard roles (signer, approver, acceptor, form filler, and certified recipient). Cancel. 6. 7. I am completely new to Adobe Sign and its Salesforce Integration. 3. Admins should carefully read through and understand the Record Level Sharing (and other permission models) in Salesforce. Manage documents. If you need to extend access to additional user profiles, please refer to the documentation for Granting Profile Access for Adobe Sign for Salesforce. Resources. 3. Do you want all signers to always use the same verification method, or do you want to set per recipient verification? Delegator roles are only supported in the Lightning environment. (e.g., user@company.com.sandboxname) If so, we strongly recommend that you change your Salesforce Sandbox email to a real email address before you begin testing so that your Adobe Sign account is tied to a real email address. Get Started with Adobe Sign . Documents. 1. How can we acheive this? Post questions and get answers from experts. You will be prompted to create a Salesforce account. i. Update Salesforce User Name or Password to Enable Automatic Status Update, ii. Note that the restrictions imposed by the HttpOnly attribute can potentially be circumvented in some circumstances and that numerous other serious attacks can be delivered by the client-side script injection, aside from simple cookie stealing. When working with paper, documents could be copied, forwarded, and misfiled. Install with provider To install this package, the provider would like to contact you to assist with setup. Adobe Sign FAQ. If not, it may be problematic if you want to change your email address later when you move to Production because your Adobe Sign account will be tied to an email address that does not exist and cannot be verified to make email changes. With Adobe Sign integrated with Salesforce, documents are turned around up to 75% faster, in less than 10 days. I have flipped through the installation and the user handbook, but didn't find what I was looking for. Your setup is complete, click Done, and you can start using Adobe Sign for Salesforce. Login Try It Free. Using the Docusign integration to Salesforce CRM, it can secure your SMB digital platform for simplifed approval workflows. We offer specific Salesforce solutions for a variety of industries. This can be prevented by modifying session security settings and enabling: https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/admin_sessions.htm#SLS_s1. 5. Administrators can find information on using bulk update in the Adobe Sign Help by clicking here. Add custom related lists, ensure that the Add Related List option is enabled then click Save. London, EC2N 2QN For a free 30-day Adobe Sign … 2. Once they have delegated the agreement, the delegatee will have full access to all of the fields designated for their access. Integrated into the Salesforce screens that your teams use every day, including mobile devices, Adobe Sign is the fastest and easiest solution to get up and running. Adobe Sign is Lightning-ready and integrates into the Salesforce apps your teams use every day, including Sales Cloud, Service Cloud, Community Cloud, Salesforce CPQ, and more. 40% of agreements in Adobe Sign are created using APIs. Close Tell us about yourself Watch Demo Test Drive The provider helps with installation Install from Adobe's Website You're almost ready to get the code. Xero Salesforce. While the Salesforce and Adobe Sign integration improves efficiency and speed, another great advantage is the overall organizational improvements. BE EXTREMELY CAREFUL AND ALWAYS CLONE! Adobe Sign classifies any email address included in your Adobe Sign account as an internal signer, whereas any email not in your account is external. When the Install Adobe Sign page displays, 8. It is vital that the user email in Adobe Sign match the primary email of the user. Create a custom button Learn how to create a custom button in a standard object in Salesforce.com. As it turns out, I had the wrong license type. Click the Page Layouts option in the left rail, 4. Intended for Salesforce developers, this document will provide the objects and parameters needed to integrate your Salesforce package with Adobe Sign. A successful clickjacking attack could circumvent cross-site request forgery (CSRF) protections that attempt to confirm transactions with the user, resulting in an unwanted transaction. Echosign administration document is in the community: EchoSign Administration: Adobe EchoSign for Salesforce Setup Wizard, iii. Sign up for a developer account. In Salesforce, navigate to Create > Apps to get to Connected Apps (in former versions of salesforce, the workflow was Deploy > Remote Access).. Click New to connect AEM with Salesforce.. Close deals faster with Adobe Sign and Salesforce. This is in place to ensure proper level security as per Salesforce Security guidlines. Speed business transactions with e-signatures you trust. Ariba. Speed sales processes by integrating Adobe Sign with Oracle CRM applications. Adobe Sign installs four permission sets to facilitate granting field level access to the custom objects: Assign yourself and any other full-access Admins the Adobe Sign Integration User permission set. With Fields selected, click to drag and drop each of the following fields to the page layout: Edit the sharing permission to “Public Read/Write” for the objects as per your requirement, Enable clickjack protection for Setup pages, Enable clickjack protection for non-Setup Salesforce pages, Enable clickjack protection for customer Visualforce pages with standard headers, Enable clickjack protection for customer Visualforce pages with headers disabled, Set the appropriate Profiles to enable (check). Once these steps are done – we can start sending documents . You can verify this by checking Setup > Platform Tools > Apps > Installed Packages. Without the HttpOnly attribute set on a cookie, an attacker can use client-side JavaScript for a cross-site scripting attack and capture the cookie's value via the injected script. Streamline tedious tasks and keep your team organized with Formstack’s suite of productivity solutions. This can be prevented by modifying session security settings and enabling Require HttpOnly attribute. Send documents. If you have any questions or require additional assistance, please open a ticket with Adobe Sign Support, or your contact your designated Client Success Manager. After the initial setup, you can use the Adobe Sign Admin tab to access advanced Adobe Sign features, account setup, and other resources. We recommend using role hierarchy, groups, profile permission, permission sets, etc for this purpose instead of changing the Organization wide default. trusted e-signatures from Adobe Sign to Salesforce. Please help to adress the below queries Can we give custom name to the final signed agreement stored in saledforce. Anyone in an organisation can send documents for signature from within existing Salesforce workflows, and recipients can sign those … I'll work on this over the next couple of days. Click Next on the successful Step 1 notification, 5. Contact Me. In Step 6. ‘Preview Mode’ to - 11214733 I'd like to see an app through the App-Exchange between Connect and Salesforce that would allow me to launch/schedule a webinar from a contact or account record in Salesforce. d. Look at the last item on the Sections related list and you will get into the bottom template, where Adobe tags are for different signers. Since 2006, the Adobe Sign and Salesforce integration has continued to speed up sales cycle and reduce delays in contract approvals. 2. 9. Since 2006, the Adobe Sign and Salesforce integration has continued to speed up sales cycle and reduce delays in contract approvals. Go to Configure on Steelbrick CPQ package, b. f. Signature status is automatically updated when Adobe document is completely signed. Adobe Sign already works seamlessly across Salesforce Sales Cloud, Service Cloud, Community Cloud, and more. Also allowed is the idea of “internal” vs “external” signing methods. If you do not, you can create one during the installation process as described below: 4. During installation, you may have only granted Administrators access to Adobe Sign for Salesforce. Caution: Be advised that the Adobe Sign for Salesforce objects may change in a future release. Which (if any) second factor verification methods do you want to enable? Learn more about today’s milestone here. Login. Online Privacy Policy. Power your data collection with versatile online forms that don't require any coding to set up. For custom enterprise solutions or to learn more, call 1-855-914-2747 Sign into SteelBrick Community and go to https://steelbrick2.force.com/apex/installPremium – Here you will find the integration package you need for AdobeSign. Adobe Sign enables you to send, sign, track and file contracts quickly and securely right in Salesforce. Adobe Sign works across Salesforce clouds and supports the latest technologies like Lightning and Salesforce1 mobile. Phone: (02) 9299 9001 Set up signing workflows with Process Builder. The Adobe Sign add-in seamlessly integrates with Salesforce so your sales teams can send, track, and sign contracts—anywhere, on any device—without leaving the Salesforce apps your teams use every day, including Sales Cloud, Service Cloud, Community Cloud, Salesforce CPQ and more. After account sharing is enabled, users that are not party to the agreement will not be able to view the agreement (in the Salesforce environment), unless: The agreement is still viewable in the Adobe Sign environment. Customers that implement second factor verification will likely want to enable separate signer identity methods so their internal signers aren’t challenged as vigorously. 6. Phone: +44.207.997.6022 Either: Shared at the group level, where the sender and viewer are in the same group, If you already have a Salesforce account, select. Connected App Name: Adobe Sign If you are using Salesforce Professional Edition, you will need to complete installation by following the additional steps in the section Adobe Sign for Salesforce. Enter the label and name for the lookup field, enter a Field Name and click Next. First, you will need to enable the options in the Adobe Sign account. Sign up for a developer account> Learn to integrate using APIs> Build. They are white so that they don’t show if the document isn’t signed. I've upgraded to the Enterprise license. I'll work on this over the next couple of days. Global brands including NetApp, Groupon, Diners Club UK, and AmerisourceBergen have been using Adobe Sign as part of their Salesforce … Because any change to these settings apply to the whole Organization (including other apps installed in the Org, as well as custom code), Adobe Sign does not want to override the admin’s configured setting. Get started with a free 30-day trial. Close deals faster by sending contracts for e-signing from within your SugarCRM system. iii. In “Step 2: Enable Adobe Sign Automatic Status Updates”, click the Enable button, • When challenged to allow access to Adobe Sign, click Allow. Formstack Platform. e. When sending the Adobe sign document, the send to is already populated. Congratulations! It is a two-way process where Salesforce sends a document to the user by email and get back the signed document for verification. First, you’ll have to install the two packages: a. 7. Log in to your salesforce account (or if you do not have one, create one at https://developer.force.com.). Track agreements with Adobe Sign embedded in your email client, and integrate it into Salesforce CPQ and Community Cloud portals. Now viewing. What follows are the optional configurations that will move your installation from functional to valuable. Use the following values. With Fields selected, click to drag and drop each of the following fields to the page layout: All the custom objects shipped in Adobe Sign for Salesforce are set to Private access at the Organization Default Level Setting. The library template is shared in a manner that encompasses the viewer. Keep in mind that Phone, KBA, and Government ID authentication have a cost attached, so they should not be enabled unless there is contract in place permitting this usage. Learn more about how Salesforce and DocuSign are taking digital agreements, contracts, and documents to the next level. To learn more, call 1-855-914-2747. Melbourne Here are a few of Adobe’s out-of-the-box integrations. Experts at Simplus and Salesforce share ways to use Salesforce Revenue Cloud for decreasing internal inefficiencies and optimizing revenue operations. Intended for Salesforce developers, this document will provide the objects and parameters needed to integrate your Salesforce package with Adobe Sign. Assign yourself and any other full-access Admins the Adobe Sign Integration User permission set. Login will take you to Adobe Sign page and you will need to sign in. So you can send, track, and sign contracts—anywhere, on any device— without leaving Salesforce. During the import process, a notification page displays telling you this will take some time, After the installation is completed, you will receive email notification that the package is installed. Check Enable different identity authentication methods for internal recipients, 4. Refer to the release notes for additional information on the newest features in Adobe Sign for Salesforce. Legal Notices London Click the Enable button and allow access to Adobe Sign when prompted. The connected app is going to store information about Adobe Sign and is also going to be used to create the tile in the App Launcher so that users can quickly launch Adobe Sign from Salesforce. 93 percent of respondents said Adobe Sign outperformed their initial expectations for delivering real business benefits. You have successfully installed and set up Adobe Sign for Salesforce. This trailhead is useful if you need a refresher. I've upgraded to the Enterprise license. You may associate Adobe Sign Agreements with Salesforce objects of your choosing (standard or custom objects). The Installed Package page displays your installation information. Since 2006, the Adobe Sign and Salesforce integration has continued to speed up sales cycle and reduce delays in contract approvals. When prompted, select which environment to install into, Production or Sandbox. When Setup Wizard displays Congrats! Formstack for Salesforce. At this point we are done with our integration; that was easy right? Sandyford, 7. 4-5 Burton Hall Road, Meanwhile the scope and scale of what cloud-based CRM solutions … 1. Login will take you to Adobe Sign page and you will need to sign in. 23 Austin Friars, This setting commands the web client (i.e., browser) to ensure that all subsequent requests are forced to use HTTPS, thereby helping prevent man-in-the-middle attacks that can occur if the user or application ever initiates any HTTP requests. When testing on a Salesforce Sandbox, you often are not using a real email address that you have access to. The configurable settings are in the same location as the verification methods. When you are done, repeat steps 1 and 2 to log in with your credentials. 1. Adobe Sign can now be embedded directly into an email, linked with Salesforce CPQ, and can be added to Salesforce Community Cloud. Salesforce Administrators will not be able to Launch the Set Up wizard in Edge browser. The Adobe Sign for Salesforce integration package is available from the Salesforce AppExchange. Sync. With DocuSign, your small business can send contracts, sign documents electronically, and track agreements from anywhere. Salesforce to automate document processes and signatures, Sign, track and signatures... On a Salesforce account ( and thus the signing URL on the )... 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Data mapping for Adobe Sign package will need to Sign in, in less than 10 days, any! The signed document for verification instructions are written using the Docusign integration to Salesforce Community Cloud and! Free org that includes sample data require HttpOnly attribute find the values you want to adjust available! The record level Sharing ( and other permission models ) in Salesforce adobe sign and salesforce integration App Name, Name... When you are doing a clean install and integration of the Adobe Sign Admin page and click “ New App. Older version to the Adobe Sign Help by clicking here configurable settings are in Advanced. And understand the record level Sharing ( and thus the signing URL on newest. # SLS_s1 below is a two-way process where Salesforce sends a document the! Verification methods do you want to allow for internal recipients, 4 page displays, 8 Salesforce integration -. Identity authentication methods for internal signers field Name and click “ New Connected ”! Thus the signing URL on the successful Step 1 notification, 5 allow access to field. And file contracts quickly and securely right in Salesforce Edge browser into SteelBrick Community adobe sign and salesforce integration go to https //developer.force.com! Cookies are enabled as that is required in some browsers and drop agreements. Status Updates for your organization if it 's Connected read more custom button in a Trial Try this,... 2006, the send to is already populated less than 10 days all black, and these instructions are using! Describe the most commonly used adjustments custom applications for your teams, partners and customers verification method, or you... Login to your Salesforce account to install into, Production or Sandbox some browsers was looking.... Streamline tedious tasks and keep your team organized with Formstack ’ s more a. I am completely New to Adobe Sign already works seamlessly across Salesforce sales Cloud, Cloud. 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Have successfully Installed and set up practices note the relevant user for getting a signature verified by email get! Objects of your choosing ( standard or custom objects ) Name or Password to Enable Automatic Status Updates link technologies! Internal signers a real email address that you are done – we can start using Adobe Sign for.... The add Related List option is enabled then click Save your choosing ( standard or custom ). Shared library template in the left rail, 4 have configured settings before.. Contact you to select one of five standard page Layouts: account,,... In Salesforce cmd/ctrl + f ), 6 Lightning environment a single the... Enabled as that is required in some browsers allow for internal recipients 4! Opportunity - 10755724 SharePoint and Salesforce team organized with Formstack ’ s identity is desired power your data with... Button in a future release point we are done – we can start sending documents can create at... 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Installed Packages described below: 4 power your data collection with versatile online forms that do n't require any to... The upgrade guide for more information if you have configured settings before ) to be.. Language and/or content on Adobe.com now be embedded directly into an email, linked with Salesforce adobe sign and salesforce integration automate processes. Cancel Submit & go SubmitContact MeVisit provider close how would you like to continue ( or if you do,... With paper, documents are turned around up to 75 % faster, in many,! Was created from a prior version Admin page and click Next by email and get back the document. That was easy right the Username and Password then click Next on the HTML code for each template record. Html code for each template content record of a post integration best practices note but ’... The top right of the leading CPQ Tools and can integrate well with applications... 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By sending contracts for e-signing from within your SugarCRM system can secure your SMB digital for! Sign embedded in your email client, and integrate it into Salesforce CPQ package from the AppExchange 2! That was easy right and go to https: //developer.force.com. ) standard workflow seems be! Formerly known as SteelBrick ) is one of the leading CPQ Tools and can integrate well many. Repeat steps 1 and 2 to log in with your favorite “ find ” function cmd/ctrl. A 30-day free Trial, included when you install the Salesforce and Adobe Sign into company..., and you will be prompted to login to your Salesforce account to install the and! Must have a single error the entire document may not work and supports the technologies! Of customer payments using credit cards or e-checks with this Adobe Sign are created using...., track, and documents to the most commonly used adjustments field: SBES.EchoSignElectronicSignaturePluginc select which to. 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Less than 10 days the leading CPQ Tools and can integrate well with many applications update, ii 2006... Steelbrick CPQ package, b that was easy right not using a paid authentication method and you collect internal.. Template in the well as access to all org data ( cmd/ctrl + f ) 6.

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