Adobe Sign Button Process

To send out an agreement for signature, a Process Button should be created on the relevant Form Layouts for your chosen record type. Open the Form Layout that you would like to add the Process button to, then open the Automation tab. Click on “New Process Button”, which will open up the window for configuring the button process.

Use the following information:

• Button Text: Send via Adobe Sign
• Script Location: Script Library
• Script: Adobe Sign REST Integration
• Enable: True
• Run As: Current User (this allows the integration to generate an agreement that is sent from the current Workbooks User)
• Position: As desired to suit your needs, based on other buttons you may have configured

Click “Save” to reveal a parameters tab. When you completed the setup of the Plugin, the first action, displays the values of 2 parameters that need to be set as part of the Process Button:

Copy these values and enter into the relevant parameter as shown:

• document_name: Set this to the name displayed
• mode: Set this to the value of “send”

Once configured, Save & Close the Process Button and the Form Layout.