What's a printer?
Avoid printing out documents and minimize paperwork by integrating Enboarder with an e-signing tool.
Setting up an Adobe Sign integration is fast and easy. You just need an Adobe Sign account email and password then it's as simple as logging in through Enboarder!
Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.
Adobe Integration Tile Setup
Before integrating the tile in Enboarder, please note the region of your Adobe account. You can find this in the URL in your browser when you login to your Adobe sign account. The region will show au1, na1, eu1 etc. You can see an example below:
Login to Enboarder as an admin and go to Settings > Apps & Integrations > App Center. Click on the Adobe Sign tile (or search if you can't see it).
Click on Add Integration
On the next page, enter the region your Adobe account is in (which was mentioned in the first step) and then click on Add Integration.
The system will then redirect to Adobe Sign's site. Please log in and approve the app.
Once approved, the tile will show as integrated!
Send multiple templates in a single email (Bundling)
Note: In a sequence, only one eSign provider is supported. Please ensure that you have added all templates for Adobe Sign only in the sequence if the bundling feature is enabled.
We can bundle multiple templates in a single request. Please follow the below steps to enable bundling.
First Integrate Adobe Sign from the Integration page, as detailed above.
Then go to the relevant workflow to edit the sequence where you are using the Adobe Sign module. Click on the edit button.
Click into the Settings tab, then select "Bundle all e-signing modules into one envelope". This will bundle all eSign documents in a single request.
Note - On selecting this feature, the system will send all eSign document templates in a single envelope and Adobe Sign will merge all documents into a single PDF and send them to the user for signing.
Reach out to our Customer Support team if you require assistance.