Adobe Sign

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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. There should be a section called Service Settings.

2. Access the option for Integration Key Management.

3. Click on New Integration Key. You will be presented with the following fields:

Adobe Account Setup.

4. Click Save.

5. The Online Signature Provider section allows you to select the e-signature partners, which in this case would be Adobe Sign.

6. You are then required to click Save to expose a button labeled Verify Adobe Sign Access.

7. When the button is clicked 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.

  • {{_es_:sender:title}} - name of the sender. Will be the name associated with the Adobe Sign account configured in the Global Settings.
  • {{_es_:signer1:signatureblock}} - may be used for defining one signature line placement in conjunction with syntax for defining the signee using variable syntax
  • {{_es_:signer~Index~:signature}} - will automatically add all the signees from the contact list to the web page view as required signatures
  • {{_es_:signer~Index~:signatureblock}} - will automatically add all the signees from the contact list to the web page view as required signatures
  • {{_es_:signer~Index~:initials}} - will automatically add all the signees initials from the contact list to the web page view
  • {{_es_:signer~Index~:company}} - will automatically add all the signees Company from the contact list to the web page view
  • {{_es_:signer~Index~:fullname}} - will automatically add all the signees from the contact list to the web page view
  • {{_es_:signer~Index~:optsignature}} - will automatically add all the signees from the contact list to the web page view as optional signatures
  • {{_es_: signer~Index~:optinitials}}:- 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 tag appropriate for the signing order. There are 2 tags used depending on the order:

  • Parallel: <!--SignatureFlow P-->
  • Sequencial: <!--SignatureFlow S-->