Once you have installed the Adobe Sign Plugin, a new option for Adobe Sign will be available within Configuration > Email & Integration > Adobe Sign. Ater initial installation of the Plugin, close the Configuration window and then re-open it to reveal the option in the list.

NOTE: Enter your Adobe Sign Admin User credentials to set up this integration. If the credentials entered are not for an admin, you may experience issues with using the integration later.

Clicking on the Adobe Sign option for the first time will require you to authenticate Workbooks to login to your Adobe Sign account on your behalf. A new window will open asking for your Adobe Sign credentials. In the Adobe Sign window, enter your credentials then click Sign In:

The Workbooks Plugin will show the following message until you have authorised Adobe Sign:

Once signed in to Adobe Sign, you will be asked to authorise Workbooks to use the credentials you have logged in with. To continue using the integration, click “Allow Access”.

 

 

If successful, you will see the following message. After 5 seconds, the window will automatically close.

 

 

If you did not click Allow Access, you will see the following message and will be unable to use the integration:

 

 

Click the Adobe Sign option in Workbooks again to reload the Plugin. You will now see a configuration screen to configure your first process button: