Introduction to Adobe Sign

An overview of what Adobe Sign is and how this can be used within Workbooks.

Workbooks can be integrated with Adobe Sign allowing you to send Workbooks PDFs to a group of people to obtain a digital signature. The signed agreement is automatically stored in Workbooks against a Task record.

Opportunities or any Transaction Record Type (Quotations, Orders, Contracts etc) can be configured for use with the integration. Activities are created to track the status of the agreement in Adobe Sign and automatically update as the agreement progresses through to signature.

Please ensure that you have bought Adobe Enterprise level licences in order to support all the features outlined on the following pages.

It is possible to set up a Workbooks PDF so that the signature block (and other interactive form fields) are automatically placed in the relevant location on the PDF, minimising the need for manual intervention when sending out a new agreement for signature. These fields can be configured to write back to Workbooks to capture useful information during the signing process. Whilst this is possible to achieve yourself, our Professional Service team can also assist with the required configuration. If you’d like us to set this up, please contact Support or your Account Manager to discuss your requirements.