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Adobe Sign

140 bytes added, 19:01, 8 July 2020
Signature Tag Parameters
* Authentication URL (#5): URL is generic based on your location (from Adobe Sign Account)
:: '''To retrieve the above information from your Adobe Sign account:''': i: 3.1. Login to your Adobe Account: ii: 3.2. Go to Account: iii: 3.3. To retrieve Client ID and Client Secret:::: - 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:: (fig. 1)[[File:adobesecret1.png|thumb|none|800px|Adobe Account Setup.]]:: (fig. 2)[[File:adobesecret2.png|thumb|none|300px|Adobe Account Setup.]]: iv: 3.4. To retrieve Authentication URL:::: - 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), e.g. Adobe Sign Hostname = eu1.echosign.com, Authentication URL = secure.eu1.echosign.com/public/oauth<br />(eg. https://secure.echosign.com/public/oauth or https://secure.na2.echosign.com/public/oauth or https://secure.eu1.echosign.com/public/oauth, etc.):: (fig. 3)[[File:Adobe2.png|thumb|none|500px|Adobe Account Setup.]]4. Click Save.<br />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 />6. Click Save, after page refreshes, under '''Online Signature provider''', click '''Verify Adobe Sign Access'''.<br />
7. A popup will be launched, enter your login details for the relevant Adobe Account and authorize access for SmartSimple.
 
==Configuring the Web Page View==
On the {{WPV}} where you wish to enable signing, enable the following two settings:
* <nowiki>{{_es_:signer~Index~:optsignature}} </nowiki> - will automatically add all the signees from the contact list to the web page view as optional signatures
* <nowiki>{{_es_: signer~Index~:optinitials}}</nowiki>:- will automatically add all the signees initials from the contact list to the web page view
* <nowiki>{{ _es_: signer~Index~:date}}</nowiki>:- will automatically add all the signees' date of signature
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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