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Adobe Sign

2,813 bytes removed, 18:33, 13 July 2023
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Redirected page to Adobe Acrobat Sign
 ==Configuring Global Settings== Go to Global settings - Integrations section. There should be a section called Service Settings.  Access the option for '''Integration Key Management'''.  Click on New Integration Key. You will be presented with the following fields:* Key Type: set to Adobe Sign* Key name: set to Adobe Sign* Application ID: unique Adobe ID for the client * Client Secret: unique secret code for the client  3. Click Save.   The '''Online Signature Provider''' section allows you to select the e-signature partners, which in this case would be Adobe Sign.  You are then required to click Save to expose a button labelled Verify Adobe Sign Access.  When the button is click you can enter your login details for the relevant Adobe Account.  ==Configuring the Web Page View==On the {{WPV}} where you wish to enable signing, enable the following two settings: 1) Online Signature : This will enable a new button on the {{WPV}} called "Online Signature":#REDIRECT [[Image:Signority-PDFOptions.png|link=]]2) Store-To value : Determines where the finalized PDF document will be stored in the system.:[[Image:Signority-ValueStoresTo.png|link=]]  ==Signature Tag Parameters==The signature tag is used to define the contact details and signing order for the signee.  * <nowiki>{{_es_:sender:title}} </nowiki>- name of the sender. Will be the name associated with the Adobe Acrobat Sign account configured in the Global Settings. * <nowiki>{{_es_:signer~Index~:signature}}</nowiki> - will automatically add all the signees from the contact list to the web page view as required signatures * <nowiki>{{_es_:signer~Index~:signatureblock}}</nowiki> - will automatically add all the signees from the contact list to the web page view as required signatures* <nowiki>{{_es_:signer~Index~:initials}} </nowiki>- will automatically add all the signees initials from the contact list to the web page view* <nowiki>{{_es_:signer~Index~:company}} </nowiki>- will automatically add all the signees Company from the contact list to the web page view* <nowiki>{{_es_:signer~Index~:fullname}}</nowiki> - will automatically add all the signees from the contact list to the web page view* <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 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: * Parallel: <nowiki><!--SignatureFlow P--> </nowiki>* Sequencial: <nowiki><!--SignatureFlow S--></nowiki> [[Category:Integration]] [[Category: e-Signature]]
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