Adobe Sign integrates with

This topic describes the setup process for an administrator to get Adobe Sign integrated into a knowledgebase. To use Adobe Sign for contract management and other e-signing requirements, see Manage Documents with Adobe Sign.

For more information on the tables and and fields used in this integration, see Adobe Sign Tables and Setup see the setup for the Standard system, or Adobe Sign Tables and Setup  or the setup for the ITIL system.

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Before integrating with Adobe Sign

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Integrate Adobe Sign with a KB

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1. Press it to begin integrating the KB with Adobe Sign. 
2. A message will confirm that tables, fields, rules and a group will be added that support Adobe Sign integration. 
3. Press OK to add all the necessary configuration elements.

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, it's important to keep the following in mind:

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Create an Adobe Sign Account

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• Before integrating Adobe Sign with your KB, you need to consider whether to send agreements from a single account or multiple accounts. Single accounts are simpler to maintain, but they also allow non-admin users to access admin functionality on the Adobe Sign website. For more information about choosing whether to use single or multiple accounts, see

• User Accounts in Adobe Sign Integration.

1. Select whether the account is Development for testing or Production for a live environment. Note that documents produced in a Development account have watermarks. For a Production account you will be purchasing envelopes through

   Companyname

   , so you must enter the amount of envelopes remaining before being notified. 

2. Select whether you already have an Adobe Sign account or you want to create a new account. If you already have an account, you can simply enter the account details in the fields below, and in a later step grant

   Companyname

    access to your account. 

   Note
   Your Adobe Sign account email address must be unique to the current knowledgebase due to uniqueness requirements in licensing. If you enter an email address already in use in another knowledgebase, you will receive an error message and be unable to integrate your account. It is best to use an admin or system account for this address rather than an end user account.

3. If you select "I want to create a new Adobe Sign account", an additional field will open to add the account password. 
4. Enter an email address for

   Companyname

    notifications. If you enter a number in the Notify When Number of Available Envelopes is Less Than field, you will be notified via email when that condition is met. 
   1. We recommend using an admin account for this address, and it may be the same as your Adobe Sign account email address.
5. Accept the Adobe Sign terms and conditions and click Save, then click Proceed with Account Setup.

Finish the Account Setup

1. In the Adobe Sign Extension tab, enter the knowledgebase server URL, then click Grant Access to Adobe Sign Connect. This will open the Adobe Sign single-sign on page where you can login and grant access to the knowledgebase. 
   Note: For security, you can also enter the IPv4 server address. This will filter all requests and reject them if they don't originate from the IPv4 address. For example, if the server address changes and a request is sent to sign a document or grant access to Adobe Sign Connect, the request will be rejected. Any potential fake or unwanted requests will also be rejected.
2. In the Sign In pop-up, enter the credentials for your existing account or the account you created in step 5.
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   1. If you had to create an Adobe Sign account you will receive an email asking you to verify the integration. Find the email from Adobe Sign and select the link to activate your account. Note: If you had an existing Adobe Sign account you can skip these steps. 
   2. Navigate back to your 

      Companyname

      KB and select Grant Access to Adobe Sign Connect and enter your Adobe Sign Credentials again. 
3. Select Allow Access.
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4. Once the connection has been successfully established, return to the knowledgebase and click Grant Access again. Access Granted will now show Yes and you can add further users and table actions.
5. See below for more information on setting up envelopes in a production system: Manage Agreements/Envelopes.

Adobe Sign Account Web Settings

Some configuration in the Adobe Sign web interface is required once the account is created.

Enable Message and Send Settings

Once you have an Adobe Sign account, log in at https://agiloft.na2.echosign.com/public/login and confirm the following settings are enabled:

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• Adobe Sign uses the term "agreement," which is synonymous with "envelope," which you might see in older versions of

  Companyname

  . Adobe Sign documents are sent in the form of agreements, which must be purchased directly from Adobe.
• There is a size limit of 10 MB per agreement. If the total file size of the agreement exceeds that, it fails on sending. If you need to send larger files regularly, consider reaching out to Adobe Sign to request a limit increase.
• If you're behind a firewall and Adobe Sign is not working properly, forward all traffic to https://your_server.fullwebname/extension/as/*.

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Add Senders

Any users who will send envelopes from within

1. In the Adobe Sign web account, go to Account > Users.
2. Click the + icon to add a new user. Fill out the form and save. Note that distribution group emails can't be used.
3. The user must verify their account by responding to the Adobe confirmation email before they can send envelopes.

If you want to allow multiple

Add Adobe Sign Actions to Other Tables

You can make the Adobe Sign envelope action available to specific tables other than the default Adobe Sign tables, so that you can send out Adobe Sign envelopes/agreements from that table.

• Select a table and click Add Action to open the Adobe Sign Action screen.
• Add a name and description. Select an Attached Document file field from the table and a form of signature workflow.

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• Add any other information to be included in the email to the Adobe Sign recipient.
• The Adobe Sign Envelope action will be added to the list of available actions in the table where it can be used for action buttons and rules.
• In addition, there is a Create Adobe Sign Envelope Action that can be added to the layout in the form of buttons and rules.

Manage Agreements/Envelopes

Envelopes can either be purchased through the portal, or 

1. In the Adobe Sign wizard, click Buy Envelopes once the production account has been authenticated. 
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2. This will open the Adobe Sign payment screen. The current pricing tiers will be displayed at the top.
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3. Choose a payment method. You can either pay by credit card or by invoice. 
4. If paying by card, add the card details to the fields and click Buy. This will process the purchase through your own card.
5. If paying by direct invoice to 

   Companyname

   , you should have a payment agreement prearranged. Enter a number of envelopes and click Buy. 

To manage your Adobe Sign envelopes, in the Adobe Sign wizard, click Manage Account > Envelopes and Payments tab to see the current status of your available envelopes and the payment history.

For more information on envelope pricing, see E-Signing Integrations. 

Manage Envelope Recipients

To add recipients to an envelope, navigate to the Contracts table. 

1. Select the Signature tab. 
2. Under Adobe Sign Envelopes, select Create Adobe Sign Envelope or edit an existing envelope. 
3. Under Adobe Sign Recipients, select New. 
4. Fill in the required fields, including signing order and person information, or search for an existing user. 
   Note: The user does not have to be added as an Adobe Sign user before they can sign envelopes. 
5. Click Save.

Note: You can also CC additional email addresses (comma separated) by using the "Additional Email" field in the envelope record. Any email addresses included this way will receive a copy of the document when the envelope is sent, as well as a copy of the completed document when all signatures have been received.

Manage Development and Production Environments

A single knowledgebase can be used to both test the Adobe Sign integration in development, then use it in production.  Once testing has been completed successfully, perform the following steps to change the account to Production:

1. In 

   Companyname

   , navigate to Setup > Integration > Configure Adobe Sign.
2. Click Deactivate Account to disconnect the development account. Press OK in the confirmation dialog.
3. Click Configure in the Integration screen.
4. Click Register a New Account.
5. Select the Production checkbox.
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6. Register a new production account, following the steps above. 

Recommended Migration Process

Due to the complications inherent with migrating user accounts in Adobe Sign, we recommend that you firstly set up a production knowledgebase with test accounts, then export the key structures to a production knowledgebase with the real user accounts. This will prevent situations where the user accounts need to be deactivated manually with Adobe Support. For more information see Import Export. 

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