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Configure Adobe Acrobat Sign

Updated

Adobe Acrobat Sign integrates with SmartSimple to enable electronic signature collection on documents generated within Web Page Views. The integration collects legally binding e-signatures, routes documents to one or more signers in parallel or sequential order, and sends automated email notifications with signing links to recipients. For definitions of signature tag parameters, see Adobe Acrobat Sign Signature Tag Parameters Reference.

Who: System administrators

When to Use Adobe Acrobat Sign

Use Adobe Acrobat Sign to:

  • Collect legally binding e-signatures on SmartSimple-generated documents.
  • Route documents to one or more signers in parallel or sequential order.
  • Send automated email notifications with document signing links to recipients.

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Obtain the Credentials from Adobe Acrobat Sign

Adobe Acrobat Sign provides the Application ID, Authentication URL, and Client Secret needed to integrate with SmartSimple.

To obtain this information from Adobe Acrobat Sign:

  1. Log in to your Adobe Acrobat Sign account to retrieve your credentials.

  2. Click your profile in the upper right corner, and then click Profile Settings.profile and profile settings

     

  3. Click Acrobat Sign API in the left navigation, and then click API Applications.Acrobat Sign API and API Applications

     

  4. Click the application and click Configure OAuth for Application.configure OAuth for application

     

  5. Copy the Client ID.
  6. Copy the Client Secret.
  7. Confirm the Redirect URI is the correct link for your SmartSimple instance.redirect URL.png
     
  8. Locate the Enabled Scopes section, select self for the following scopes to authorize agreement permissions and authorize webhook permissions, and then click Save.
    • user_login
    • agreement_read
    • agreement_write
    • agreement_send
    • webhook_read
    • webhook_write

    • webhook_retentionSave button

       

  9. Click Account Settings in the left navigation, and then click Account Setup.Account Settings and Account Setup

     

  10. Locate the Hostname/URL address field and copy the content starting from the region portion.

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Create an Integration Key in SmartSimple

To create an Adobe Acrobat Sign Integration Key:

  1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Integrations tab.
  2. Locate the Services Settings section, and click Integration Key Management.
  3. Click the New Integration Key [+] button.
  4. Click the Type field and select Adobe Acrobat Sign from the drop-down menu.
  5. Click the Application ID, Authentication URI, and Client Secret fields, and paste the information from Adobe Acrobat in the Obtain the Credentials from Adobe Acrobat Sign section.
  6. Toggle Include Audit Report on to include an audit report at the end of the completed PDF document.
  7. Toggle Send Cancellation Email to Signers on to email signers when the e-signature process is cancelled from the queue or a workflow.
  8. Toggle Enable Webhooks on.

  9. Click Save.new integration key management page

     

NOTE  For certain Adobe Sign accounts, the version must be appended to the Authentication URL. If you encounter a use_oauth_v2_apis error during authentication, append /v2 to the Authentication URL. For example: https://secure.eu1.adobesign.com/public/oauth/v2.

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Configure Signing on a Web Page View

To enable signing on a Web Page View:

  1. Navigate to the Web Page View custom field where you want signing to occur. See the Access Custom Fields section of Configure Custom Fields.
  2. Locate the Document section and toggle Enable E-Signature on.

    • The Append date-timestamp to signed document file name toggle and Field to Complete Workflow field appear.enable e-signature

       

  3. Locate the To Custom Field field, select the applicable custom field, and then click Save.

    • This determines where the finalized PDF document is stored within the system. It should be a multiple file upload field enabled on the same record.

    to custom field

     

It is recommended to add a workflow to the upload field to change the record status when the document uploads. This status change confirms that the signing was completed.

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Add an E-Witness Signature

Add an e-witness signature to require a witness to sign immediately after a signer on a document sent through Adobe Acrobat Sign. The signer selects their own witness in Adobe Acrobat Sign, so the email address submitted for the witness is empty. For more information from Adobe, see Enable the recipient role to mark a signer with an e-witness.

IMPORTANT  The e-witness feature requires an Adobe Acrobat Sign account that supports it. Enable the feature in the Adobe Acrobat Sign account before adding witness tags.

E-witness signing enforces sequential signing order. If the signature flow is defined as PARALLEL, the setting is ignored.

Two roles in the signature tag syntax support e-witness signing:

SIGNWITHWITNESS - A signer who requires a witness.

WITNESS - The witness for the preceding signer.

Every SIGNWITHWITNESS signer requires a WITNESS tag immediately after that signer in the sequence. For example, if signerA has index 1, the witness has index 2.

Example

This example shows one signer who requires an e-witness.

<!--signature signerA@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;1-->
<!--signature ;WITNESS;;;2-->

 

Example

This example shows three signers, where the second signer requires an e-witness.

<!--signature signerA@fake.com;SIGNER;~firstname~;~lastname~;1-->
<!--signature signerB@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;2-->
<!--signature ;WITNESS;;;3-->
<!--signature signerC@fake.com;SIGNER;~firstname~;~lastname~;4-->

 

Incorrect Examples

Incorrect index ordering or missing roles makes the submission invalid. The following tag sequences are invalid.

Two SIGNWITHWITNESS tags with only one WITNESS tag:

<!--signature signerA@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;1-->
<!--signature signerB@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;2-->
<!--signature ;WITNESS;;;3-->

A WITNESS tag with an index before its signer:

<!--signature ;WITNESS;;;1-->
<!--signature signerA@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;2-->
<!--signature signerB@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;3-->

A final SIGNWITHWITNESS tag with no WITNESS tag after it:

<!--signature signerA@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;1-->
<!--signature ;WITNESS;;;2-->
<!--signature signerB@fake.com;SIGNWITHWITNESS;~firstname~;~lastname~;3-->

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Flatten Attached PDFs

When generating a PDF for signing, ensure that any attached PDF files do not contain digital signatures. Adobe will reject the entire document if any attached file is digitally signed. The Adobe Sign integration permits only one digital signature field per signer.

When attaching a signed PDF using ssattach to the document being sent for e-signatures, flatten the attached PDFs first. For more information, see Adobe's documentation on How to Flatten a PDF.

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