The Adobe Sign - Send for Signature action sends Document to be Signed via Adobe Sign

After documents have been prepared for signature this action sends the document(s) to be signed through the Adobe Sign integration.


Options


    • Integration Name (Enterprise Feature) - If you have multiple Adobe Sign integrations defined you can specify which one to use by its name. If you leave this blank then the system will use the first one. 


    • Signer 1 - The Email Address and Name of the first signer. 


    • Signer 2 - The Email Address and Name of the second signer.


    • Signer 3 - The Email Address and Name of the third signer.


    • Agreement Name - The name to give the agreement. This shows up in the email subject and body.


    • Email Subject - The subject line of the email sent out to all signers.


    • Send only the current document - Check this ON to send the active document for signature. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • Send All or First Document- Check this ON to send ALL documents that match the Cat/SubCat/Name or OFF to send the first one that matches.


    • Include all Documents with Sign Here annotations - Check this ON to include ALL documents that have Sign Here annotations. This allows you to add documents to the signing packet without needing to know where the user has placed them.


    • Document(s) to Sign - Specify the Category / SubCategory / Name of the Documents to send for signature. The Documents in the active Record are queried and the Documents matching these values are sent according to the options above.



NOTES: 

  • Use of Adobe Sign actions requires at least one authenticated Adobe Sign Application
  • At least the first signer must be used in order for Adobe Sign to accept the request
  • At least one document must be sent in order for Adobe Sign to accept the request
  • You must apply signature annotations to the document to be signed. At a minimum you need to specify where the signatures go but you can also specify other fields. Here are fields you can specify via annotations.
    • Signature
    • Initials
    • Name
    • Email
    • Company
    • Title



All fields can contain static values or variables.