In this tutorial, we will guide you on how to complete document e-signing by integrating Yeeflow and Adobe Sign. First of all, there should be an Adobe Acrobat Sign admin account to generate an Integration Key for Yeeflow. In the event that you or your organization has not yet signed up for Adobe Acrobat Sign, simply visit their website to obtain a new account.
By following these steps, you can easily use the Adobe Sign action in Yeeflow Workflow Designer. This initial step necessitates possessing an Adobe Sign account, either personally or as an organization, to produce keys. This will enable us to seamlessly incorporate and utilize Adobe Sign within Yeeflow.
Step 1: Create a New Workflow
Firstly, create a new workflow in Yeeflow Workflow Designer. You can name it according to your preference.
Step 2: Add the Adobe Sign Action
Next, add the Adobe Sign action to your workflow. Drag and drop "Adobe Sign" action to the workflow design panel.
Step 3: Configure the Adobe Sign Action
After adding the Adobe Sign action, configure it by providing the necessary details such as the subject, recipient email address, contract file.
Adobe Sign integration key
Integration Keys can be used to enable legacy third-party applications to access Acrobat Sign data. The admin can create the integration key in Adobe Acrobat Sign through the following steps:Go to the Access Tokens page(Account--Personal Preferences--Access Tokens), then click the adding button on the upper right.
Provide a name of the integration and select permissions as shown in the image below.
Click Save, then a new token will be recorded. Select the token you just created and click Integration Key to get the key.
Agreement subject
Configure the subject of the e-signature.Recipients
Configure the recipients of the e-signature by filling in their email addresses.
Note: The order in which you enter the emails will determine the e-Sign order. E.g., If you prefer Partner A to sign the contract first, then Partner B to sign the contract, you need put the email of Partner A at the first position.CC
If necessary, include any additional email addresses in the CC field.Source file(s)
Specify the source file(s) that require e-signature.Save the signed file to
Specify a File type variable to receive the signed file.Signed Status
Specify a variable to receive the signed status. Once finishing the e-signature process, the signed status will be SIGNED and the signed file will be returned.Signed Audit Trail
Save a detailed audit trail of all signatures and actions taken to your document.Extended parameters
Customize your e-signature process with extended parameters. All output should be in markdown format.
Step 4: Save and Test the Workflow
Once you have configured the Adobe Sign action, complete the workflow design and publish it. Test it to ensure that the document e-signing process is working correctly.
If your process runs smoothly, you will receive an email requesting your signature from Adobe e-sign. In the email, simply click on the link provided to sign the document online.
For more detailed guidance on how to locate signature positions in your Word documents before uploading them to Yeeflow, check out How to Locate Signature Positions in Word Documents for Adobe Sign Action.