We have pre-deployed the Adobe Sign integration is available in addition to the DocuSign integration so that new customers can take advantage of either e-signature system, with minimal effort.
There is a permission group called Adobe Sign User. Only people in that group and the admin group will be able to see and work with the Adobe Sign elements, by default. These include record visibility of the three Adobe Sign Tables discussed below, and the fields within the contract record for the Adobe Sign elements, including the button to generate the Adobe Sign Envelope Agreement from the contract.
Agiloft is an Adobe Sign partner, and Agiloft customers may use the Adobe Sign integration without setting up a separate account or contract with Adobe Sign. Agiloft admin users may set up the Adobe Sign integration directly from the Setup menu and may go there to purchase Adobe Sign envelopes from Agreements from Agiloft as needed, with a minimum purchase of 25 envelopesAgreements.
Setting Up an Adobe Sign Account
To set up your own Adobe Sign account, go to Setup gear in the top-right corner > Integration > Configure Adobe Sign to open the account form:.
Decision About Who Documents Come From
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In the screenshot shown above, the option: "Choose an email field from the People table to identify the sender" is used to define the email account to use for sending. When a person tries to send a document for signature, the system looks at the value in the field defined here in the sender's user record to know what login (email) to use for the sending at Adobe Sign. If you choose the Email field, then the system will try to send under the user's own email address. You will need to make sure each user is created as a user in the Adobe Sign account, or their sending will be unsuccessful. If you prefer to have the documents sent under the admin account, then choose an email field here that will hold the admin email account in the user records for the users who you want to be able to send. We have provided a default email field called Adobe Sign Sending Account in the people table. If you have an older Agiloft KB you can add such a field yourself:
You can add the Adobe Sign admin email address to this field (located on the history tab, it is only accessible to admin users) for all users who should be able to send documents for signature. Then when they send, the system will use the value in that field as the login for the sending. It is of course, also possible to set up some users as senders and put their own email address in that field, and then only use the admin account for those who cannot be successfully set up at Adobe Sign.
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To set up an Adobe Sign account, click the Register a New Account button on the form shown above.
This will bring up a form on an Agiloft server where you can choose the account type, define the email address to use for the Adobe Sign account, and so on:.
If you are still in testing mode, you can create a development account and send practice envelopes at agreements at no cost. Once you are ready for production, you will deactivate the development account and create a new production account. The new account will need to use a different email address, so plan on that from the beginning.
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Back in the Agiloft setup screen, click on the Proceed with Account Setup button to refresh the screen with some additional options. Enter the Knowledge Base Server URL - this is the custom URL that is used as the hostname of the Agiloft server, i.e. https://mycompany.agiloft.com. When you have entered that URL and verified your Adobe Sign account, you can click the Grant Access to Adobe Sign Connect button. This will bring up an Adobe Sign login screen. Enter the credentials for your new account. You will be asked to allow access to Agiloft:
Click the Allow Access button. Go back to the Setup screen and click the Grant Access to Adobe Sign Connect button again. The screen will refresh and you should see that access has been granted:
Now value in the Access Granted field is now Yes. Now, you are ready to start using the integration, unless this is a production account.
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If you have created a production account, you will need to buy envelopes before agreements before you start sending documents for signature. You will see two buttons on the integration setup screen :
called Manage Account, Deactivate Account, and Buy Agreements.
Manage Account - this : this button takes you to a view of your account showing the number of envelopes you Agreements you have purchased and sent, and allows you to also buy envelopes from Agreements from there.
Deactivate Account: this button take you to a view of your account where you can begin the deactivation process.
Buy Envelopes: this Buy Envelopes - this button brings up the purchase screen where you can enter a credit card to purchase envelopesAgreements:
The current pricing tiers are shown on the purchase screen - the price per envelope depends Agreement depends on the volume purchased.
The default minimum purchase is 25 envelopes unless Agreements unless you have special volume discounted pricing. Once you have purchased some envelopes you Agreements you are ready to start sending contracts for signature.
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If you have chosen to have individual users send under their own Adobe Sign sub-account, you will need to update the users to create their Adobe Sign sub-account. There are two rule actions on the people table, similar to rule actions for DocuSign:
There is a field in the employee table called Adobe Sign Sender, which has a Yes/No value (default value is No). When a new employee is created in the system, if that field has a Yes value, the system will try to create the user at Adobe Sign.
There is also an edit rule on the employee table that runs if the Adobe Sign Sender field just changed. It handles the creation or removal of a user at Adobe Sign:
So to create users at Adobe Sign, you just need to identify the users and update that field (located on the History tab). Only admin users can modify that field. Naturally, if you have not yet set up an Adobe Sign account, these actions will fail.