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Adobe Sign

570 bytes added, 15:25, 6 January 2022
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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~: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
 
==Signee Email Subject and Body and Other details==
The signees are sent an email which contains a link to view and sign the document. The custom details of the email can be configured with tags added on the {{WPV}}. Variables and text can be used.
 
{| class="wikitable"
|-
||
<nowiki><!--SignatureEmailSubject System No: @opportunityid@--></nowiki>
 
<nowiki><!--SignatureEmailBody Please sign for record #: @opportunityid@--></nowiki>
 
<nowiki><!--SignatureCC abc123@smartsimple.com abc456@smartsimple.com--></nowiki>
 
<nowiki><!--SignatureLocale fr_FR--></nowiki>
 
|}
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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