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 a Adobe Sign account email and password then it's as simple as logging in through Enboarder!
Integration Key and set up
The first step to integrate with Adobe Sign, login to your account at AdobeSign at https://secure.au1.echosign.com/.
Click on the API link on the header menu
Click on the Integration Key link under API Introduction
Give your integration a name and select all the checkboxes and click save
Next, click on the integration just created under access token, integration key link will display.
Click on the integration key and copy the integration key
Login to Enboarder as an admin and go to Settings > Integrations and click the account you'd like to integrate with.
Note: We also integrate with a few other E-Sign providers too!I
Click on add/upgrade integration and provide the integration key copied above.
Click on Update. You'll notice a green checkmark to indicate integration is successful.
You can create multiple templates in your adobe sign account to access those templates in eSign module.
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.
Go to the relevant workflow detail to edit the sequence. Click on the edit button.
On next page, click on Advanced options. then select "Bundle all e-signing module into one envelope" in case you want 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 your Customer Success Manager if you require assistance.