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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 Agreement 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 Agreements from agreements from Agiloft as needed, with a minimum purchase of 25 Agreementsagreements.
Setting Up an Adobe Sign Account
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If you have created a production account, you will need to buy agreements before you start sending can send documents for signature. You will see two Three buttons on the integration setup screen called Manage Account, Deactivate Account, and Buy Agreements.Integration Setup screen allow you to manage your account and work with agreements:
- Manage Account:
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- Takes you to a view of your account showing the number of Agreements you have purchased and sent, and allows you to also buy Agreements from there.
- Deactivate Account:
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- Takes you to a view of your account where you can begin the deactivation process.
- Buy
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- Agreements:
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- Brings up the purchase screen where you can enter a credit card to purchase Agreements:
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The current pricing tiers are shown on the purchase screen
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- , and the price per
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- agreement depends on the volume purchased.
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- The default minimum purchase is 25
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- agreements, unless you have special volume discounted pricing.
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- After you purchase agreements, you can start sending contracts for signature.
Adding and Removing Adobe Sign Users Automatically
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