After setting up your Adobe Sign account and granting access from an Agiloft knowledgebase, you can make the Adobe Sign agreement action available to specific tables other than the default Adobe Sign tables. This lets you send out Adobe Sign agreements from tables of your choice.

1. Navigate to Setup > Integration and click Configure under Adobe Sign.
2. Select a table and click Add Action to open the Adobe Sign Action screen.
3. Add a name and description for the action.
4. Select an Attached Document file field from the table that holds the document to be signed.
5. If desired, select a signature workflow. Signature workflows are used only when a signing order is not defined on the Recipients tab. However, we strongly recommend always using a signing order because it offers more predictable control over agreement behavior. If the signature workflow is left at the default value and no signing order is defined, the agreement is sent to all recipients at the same time. For more information about signing order and signature flow, see Manage Documents with Adobe Sign.
6. Add any other information to be included in the email to the Adobe Sign recipient.
7. Click the Recipients tab and configure each option:
   1. Number of Recipients: Indicates the number of recipients to whom agreements are sent. The maximum number of recipients is 9.
   2. Signing Order: Determines the order in which a recipient signs, approves, and delegates. Subsequent recipients do not receive email notifications to interact with the document until previous recipients have completed the action specified by their role.
   3. Role: Determines how the recipient interacts with the document:
      • Signer: Recipient receives the document for signing.
      • Approver: Recipient receives the document for approval but is not required to sign it.
      • Delegate to Approver: Recipient receives the document and may review it, but they cannot otherwise interact with it. They must delegate it to another individual for approval by manually entering the approver's email address. The approver to which they delegate cannot be a party to the current agreement in any role.

      • Delegate to Signer: Recipient receives the document and may review it, but they cannot otherwise interact with it. They must delegate it to another individual for signing by manually entering the signer's email address. The signer to which they delegate cannot be a party to the current agreement in any role.

        To allow recipients to approve and delegate documents, you must first enable the appropriate options in your Adobe Sign account:

        1. Log in to your account at Adobe Sign.
        2. Go to Account > Account Settings > Send Settings.
        3. Under Allowed Recipient Roles, select the appropriate options.
           
        4. Click Save.

   4. Recipient Field: Indicates the linked field to the People table used to identify the recipient.

   5. Message: Provides an optional message to the recipient.
8. Click Save when complete. The Adobe Sign Agreement action is added to the list of available actions in the table. This also automatically creates an Adobe Sign Agreements tab in the table, which contains a Create Adobe Sign Agreement action button, as well as fields for Adobe Sign Agreements and Adobe Sign Recipients.