Adobe Sign

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Revision as of 10:53, 16 December 2016 by Ciaran Donnelly (talk | contribs)

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Configuring Global Settings

Go to Global settings - Connectivity section. There should be a section called Online Signature Settings.

This 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 Web Page View where you wish to enable signing, enable the following two settings:

1) Online Signature : This will enable a new button on the Web Page View called "Online Signature"

Signority-PDFOptions.png

2) Store-To value : Determines where the finalized PDF document will be stored in the system.

Signority-ValueStoresTo.png


Signature Tag Parameters

The signature tag is used to define the contact details and signing order for the signee. Each parameter is separated by a semicolon.

<!--signature email;firstname;lastname;sequenceNo-->

Where:

Parameter Description and Use
email Email address of the signee. An email is sent to the signee with a link to sign the document
firstname First name of signee which appears in the email.
lastname Last name of signee which appears in the email.
sequenceNo The numeric signing order if there are multiple signees. Set the value to 1 if a single signee.