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| − | ==Configuring Global Settings==
| + | #REDIRECT [[Adobe Acrobat Sign]] |
| − | ''Note: In order to use this feature you must request your URL to be whitelisted with development. This can be requested via support ticket.''
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| − | 1. Go to Global settings - Integrations section - Service Settings.
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| − | 2. Access the option for '''Integration Key Management'''.
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| − | 3. Click on New Integration Key. You will be presented with the following fields:
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| − | * Key Type: set to Adobe Sign
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| − | * Key name: Adobe Sign
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| − | * Application ID (#3): unique Adobe Client ID (from Adobe Sign Account)
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| − | * Client Secret (#4): unique Client Secret (from Adobe Sign Account)
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| − | * Authentication URL (#5): URL is generic based on your location (from Adobe Sign Account)
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| − | :: '''To retrieve the above information from your Adobe Sign account:'''
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| − | :: 3.1. Login to your Adobe Account
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| − | :: 3.2. Go to Account
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| − | :: 3.3. To retrieve Client ID and Client Secret:
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| − | ::: - in Account tab - Adobe Sign API - API Applications (fig. 1)<br />- click on the API Applications record (fig. 1)<br />- click on the link '''Configure OAuth for Application '''(fig. 2)'''<br />'''- copy the Client ID for Application ID (#3)<br />- copy the Client Secret for Client Secret (#4)<br />- make sure Redirect URI included the link for your instance, e.g. https://smart.smartsimple.com/OAuthsp/callback.jsp or https://abcfoundation.smartsimple.com/OAuthsp/callback.jsp
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| − | :: (fig. 1)[[File:adobesecret1.png|thumb|none|800px|Adobe Account Setup.]]
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| − | :: (fig. 2)[[File:adobesecret2.png|thumb|none|300px|Adobe Account Setup.]]
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| − | :: 3.4. To retrieve Authentication URL:
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| − | ::: - in Account tab - Account Settings - Account Setup (fig. 3)<br />- check Hostname, e.g. na2.echosign.com or eu1.echosign.com (fig. 3)<br />- use this to construct the Authentication URL (#5), ** only take the region portion, ie. na1, na2, eu1 etc:<br />e.g. Adobe Sign Hostname = '''eu1'''.adobesign.com --> Authentication URL = '''secure.eu1'''.adobesign.com/public/oauth<br />e.g. Adobe Sign Hostname = '''na2'''.documents.adobe.com--> Authentication URL = '''secure.na2'''.adobesign.com/public/oauth <br />(eg. https://secure.adobesign.com/public/oauth or https://secure.na2.adobesign.com/public/oauth or https://secure.eu1.adobesign.com/public/oauth, etc.)
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| − | :: (fig. 3)[[File:Adobe2.png|thumb|none|500px|Adobe Account Setup.]]
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| − | ::
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| − | 4. Click Save.<br />
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| − | 5. Go to Global settings - Integrations section - Service Settings. The '''Online Signature Provider''' section allows you to select the e-signature partners, select '''Adobe Sign'''.<br />
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| − | 6. Click Save, after page refreshes, under '''Online Signature provider''', click '''Verify Adobe Sign Access'''.<br />
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| − | 7. A popup will be launched, enter your login details for the relevant Adobe Account and authorize access for SmartSimple.
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| − | ==Configuring the Web Page View==
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| − | On the {{WPV}} where you wish to enable signing, enable the following two settings:
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| − | 1) Online Signature: This will enable a new button on the {{WPV}} called "Online Signature"
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| − | : [[Image:Signority-PDFOptions.png|link=]]
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| − | 2) Store-To value: Determines where the finalized PDF document will be stored in the system.
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| − | : [[Image:Signority-ValueStoresTo.png|link=]]
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| − | ==Signature Tag Parameters==
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| − | The signature tag is used to define the contact details and signing order for the signee.
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| − | * <nowiki>{{_es_:sender:title}} </nowiki>- name of the sender. Will be the name associated with the Adobe Sign account configured in the Global Settings.
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| − | * <nowiki>{{_es_:signer1:signatureblock}} </nowiki> - may be used for defining one signature line placement in conjunction with syntax for defining the signee using variable syntax <!--signature @Signee Email@;@Signee Firstname@;@Signee Lastname@;1-->
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| − | * <nowiki>{{_es_:signer~Index~:signature}}</nowiki> - will automatically add all the signees from the contact list to the web page view as required signatures
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| − | * <nowiki>{{_es_:signer~Index~:signatureblock}}</nowiki> - will automatically add all the signees from the contact list to the web page view as required signatures
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| − | * <nowiki>{{_es_:signer~Index~:initials}} </nowiki>- will automatically add all the signees initials from the contact list to the web page view
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| − | * <nowiki>{{_es_:signer~Index~:company}} </nowiki>- will automatically add all the signees Company from the contact list to the web page view
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| − | * <nowiki>{{_es_:signer~Index~:fullname}}</nowiki> - will automatically add all the signees from the contact list to the web page view
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| − | * <nowiki>{{_es_:signer~Index~:optsignature}} </nowiki> - will automatically add all the signees from the contact list to the web page view as optional signatures
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| − | * <nowiki>{{_es_: signer~Index~:optinitials}}</nowiki>:- will automatically add all the signees initials from the contact list to the web page view
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| − | * <nowiki>{{ _es_: signer~Index~:date}}</nowiki>:- will automatically add all the signees' date of signature
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| − | The Signature tabs are used in conjunction [[List Syntax]] for contacts and with the <!--Signature--> tag appropriate for the signing order. There are 2 tags used depending on the order:
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| − | * Parallel: <nowiki><!--SignatureFlow P--> </nowiki>
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| − | * Sequencial: <nowiki><!--SignatureFlow S--></nowiki>
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| − | [[Category:Integration]]
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| − | [[Category:External Services]]
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| − | [[Category: e-Signature]]
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