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==Configuring Global Settings==''Note: In order to use this feature you must request your URL to be whitelisted with development. This can be requested via support ticket.'' 1. Go to Global settings - Integrations section - Service Settings. 2. Access the option for '''Integration Key Management'''. 3. Click on New Integration Key. You will be presented with the following fields: * Key Type: set to Adobe Sign* Key name: Adobe Sign * Application ID (#3): unique Adobe Client ID (from Adobe Sign Account)* Client Secret (#4): unique Client Secret (from Adobe Sign Account)* 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. Login to your Adobe Account: ii. Go to Account: iii. 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. 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)REDIRECT [[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 Acrobat Sign Access'''.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: 1) Online Signature: This will enable a new button on the {{WPV}} called "Online Signature" : [[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 Sign account configured in the Global Settings.* <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-->* <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:External Services]][[Category: e-Signature]]
Redirected page to Adobe Acrobat Sign