Set Up Adobe Sign for E-Signatures
- Configure a paid, enterprise-level Adobe Sign account. Adobe Sign requires a separate subscription from Acrobat Pro for enterprise.
- Set up the Adobe account to sign in to Adobe Sign. See Concept: E-Signature Account Types.
- Enable Workflow in the Contract Management and Document Intelligence account to access the E-Signature section.
You can streamline contract management and automate e-signature collection by integrating Adobe Sign with Contract Management and Document Intelligence. You can integrate only 1 e-signature solution with a unique Contract Management and Document Intelligence account.
Counterparty signatory information pre-populates from the intake form or from e-signature tags. These tags enable the recipient of the signature request to reassign envelopes to appropriate signatories and update the signature block with the newly assigned signatory's information.
Internal signatories are predefined in each workflow. You can replace them with any internal signatory associated with that workflow. These fields can also use e-signature tags, enabling the recipient of the signature request to reassign envelopes to appropriate signatories and update the signature block with the new signatory's information.
Contract Lifecycle Management Workflow automatically places signatures on documents sent through Contract Management and Document Intelligence. When users send documents outside Contract Management and Document Intelligence, the signing coordinator must manually place fields in Adobe Sign before sending them.
- ClickAdmin.
- ClickIntegrations.
- On the3rd Party Integrationstab, clickConnectfor Adobe Sign.
- On the Workflow tab, open an active ticket that has reached theSignstage.
- ClickSend to E-signature.
- Prepare the document for signature. Depending on the type of Adobe Sign account, when collecting signatures, coordinators sign in to:
- Individual accounts manually every time a contract is sent for electronic signature.
- Company accounts automatically using the account of the company.
- Send the document for signature.
- Adobe Sign emails the signatories in the order listed on theSignpage. Once signatories sign the document, Adobe moves the document from theSignstage to indicate execution.