Installing the Integration

You will need to install a plugin, which makes setting up the Adobe Sign Integration easier. This page walks you through how to do this.

To set up the integration, you need to install the Adobe Sign Plugin into your Workbooks database. As a System Admin, click Start > Configuration > Automation > Plugins > Add Plugin. From here, select Script Library and then select Adobe Sign REST. Select Install to begin the Plugin installation.

Step 1 of the Plugin is simply a confirmation screen. Before continuing with the installation of the Adobe Sign integration, ensure that you have your Adobe Sign account details to hand for an ACTIVE Adobe Sign Admin.

Click “Continue” when you are happy. This will take a few seconds to install some base configuration of the Integration, then display a success message upon completion.

The Plugin automatically installs the following Processes in your Workbooks instance:

• Adobe Sign Maintain Users (Scheduled Process): This process is set to run once every 30 minutes by default and the schedule should not be changed. This process serves two purposes:
  • Users created in Adobe Sign are synced to Workbooks and created as API Data. This data is used to control the Sender when generating a new Adobe Sign agreement. The user’s status from Adobe Sign is maintained so that a Workbooks User who does not have an ACTIVE Adobe Sign account would not be able to send a document from themselves. A default sender address can be configured to be used in these instances instead.
  • Keeping Access Tokens alive: After you have configured a Process Button to send out an Adobe Sign agreement, you will be asked to authenticate with Adobe Sign as an Admin user. You will only need to authenticate Workbooks once, after which the integration manages the authentication in the background until you disable it or revoke access.
• Adobe Sign Authentication (Web Process): Once you have authorised Workbooks to use your Adobe Sign account for the first time, this process is used as part of the automatic background refresh of your access token on your behalf.
• Adobe Sign Listener (Web Process): This process manages incoming messages from Adobe Sign about the status of your agreements. When an event occurs in Adobe Sign such as a document being viewed by a recipient, or signed, Adobe Sign sends details of this event to your Workbooks instance via this Web Process. The process automatically processes the message and carries out the approach actions.
• Adobe Sign (Integration Process): This process is used to configure the Adobe Sign integration and set up buttons from your chosen record type to generate new agreements for signature.