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Adobe Acrobat Sign for NetSuite: Release Notes

  1. Adobe Acrobat Sign 整合
  2. 新增功能
  3. 產品版本與生命週期
  4. 適用於 Salesforce 的 Acrobat Sign
    1. 安裝套件
    2. 設定套件
    3. 使用手冊
    4. 開發人員指南
    5. 進階自訂指南
    6. 欄位對應與範本指南
    7. 行動應用程式使用手冊
    8. 工作流程自動化指南
    9. Document Builder 指南
    10. 設定大型文件
    11. 升級指南
    12. 版本注意事項
    13. 常見問題集
    14. 疑難排解指南
    15. 其他文章
  5. 適用於 Microsoft 的 Acrobat Sign
    1. 適用於 Microsoft 365 的 Acrobat Sign
      1. 安裝指南
    2. 適用於 Outlook 的 Acrobat Sign
      1. 使用手冊
    3. 適用於 Word/PowerPoint 的 Acrobat Sign
      1. 使用手冊
    4. 適用於 Teams 的 Acrobat Sign
      1. 使用手冊
      2. 即時簽署指南
      3. 行動版使用手冊
      4. 版本注意事項
      5. Microsoft Teams Approvals
    5. 適用於 Microsoft PowerApps 和 Power Automate 的 Acrobat Sign
      1. 使用手冊
      2. 版本注意事項
    6. 適用於 Microsoft Search 的 Acrobat Sign 連接器
      1. 使用手冊
      2. 版本注意事項
    7. 適用於 Microsoft Dynamics 的 Acrobat Sign
      1. 概覽
      2. Dynamics Online:安裝指南
      3. Dynamics Online:使用手冊
      4. Dynamics 內部部署:安裝指南 
      5. Dynamics 內部部署:使用手冊
      6. Dynamics 工作流程指南
      7. Dynamics 365 for Talent
      8. 升級指南
      9. 版本注意事項
    8. 適用於 Microsoft SharePoint 的 Acrobat Sign
      1. 概覽
      2. SharePoint 內部部署:安裝指南
      3. SharePoint 內部部署:範本對應指南
      4. SharePoint 內部部署:使用手冊
      5. SharePoint 內部部署:版本注意事項
      6. SharePoint Online:安裝指南
      7. SharePoint Online:範本對應指南
      8. SharePoint Online:使用手冊
      9. SharePoint Online:網頁表單對應指南
      10. SharePoint Online:版本注意事項
  6. 適用於 ServiceNow 的 Acrobat Sign
    1. 概覽
    2. 安裝指南
    3. 使用手冊
    4. 版本注意事項
  7. 適用於 HR ServiceNow 的 Acrobat Sign
    1. 安裝指南
  8. 適用於 SAP SuccessFactors 的 Acrobat Sign
    1. Cockpit 安裝指南 (已淘汰)
    2. Recruiting 安裝指南 (已淘汰)
    3. Recruiting 使用手冊
    4. Cloud Foundry 安裝指南
    5. 版本注意事項
  9. 適用於 Workday 的 Acrobat Sign
    1. 安裝指南
    2. 快速入門指南
    3. 設定教學課程
  10. 適用於 NetSuite 的 Acrobat Sign
    1. 安裝指南
    2. 版本注意事項
  11. 適用於 SugarCRM 的 Acrobat Sign
  12. 適用於 VeevaVault 的 Acrobat Sign
    1. 安裝指南
    2. 使用手冊
    3. 升級指南
    4. 版本注意事項
  13. 適用於 Coupa BSM Suite 的 Acrobat Sign
    1. 安裝指南
  14. Acrobat Sign 開發人員文件
    1. 概覽
    2. Webhook
    3. 文字標籤

Adobe Acrobat Sign for NetSuite: Release Notes provides detailed information about the new features and changes that are included in the current release of the Adobe Acrobat Sign integration for NetSuite. You can take advantage of the new features after downloading and installing the new package.

Update to package v4.0.7

Adobe Acrobat Sign for NetSuite v4.0.7 is fully compatible with NetSuite 2022.1 version.


Previous Releases

Version 4.0.6 includes an update in the OAuth process to ensure compatibility with NetSuite 2021.2 version.

4.0.5 update contains several security fixes related to OAuth login.

4.0.4 is fully adapted to use account-specific domains for all newly generated traffic.

The Adobe Sign icon has been updated to the new graphic.

Rebranded to Adobe Sign (from Adobe Document Cloud e-sign services)
You’ll see Adobe Sign where you previously saw Adobe e-sign Services as evidence of the rebranding.
 

Due to an API regression bug introduced when NetSuite performed their platform update, a new package (v4.0.1) has been released.

Customers are encouraged to update to the newest package.

Added auto provisioning of users through NetSuite

A new custom preferences has been added for v4.0. When enabled, users who send agreements in NetSuite are automatically auto-provisioned with an Adobe Document Cloud e-sign services user account.


'Built for NetSuite' certified

This version achieved the 'Built for Netsuite' certification and meets all the latest NetSuite design best practices.

 


Rebranded to Adobe Document Cloud e-sign services (from EchoSign)

You’ll see Adobe Document Cloud e-sign Services (or Adobe e-sign Services for short) where you previously saw Adobe EchoSign as evidence of the rebranding.

 


Implemented enhanced security with OAuth

To improve data security, e-sign services now uses OAuth 2.0 to authenticate your Adobe Document Cloud e-sign services account within NetSuite. This new protocol lets NetSuite talk to eSign services without requesting your eSign services password. Since sensitive information is not being shared directly between the apps, your account is less likely to be compromised. This improvement will not impact your implementation, but you will need to do a one-time setup to authorize your NetSuite package to communicate with the Adobe Document Cloud. This is done during the installation process. For customers upgrading from a previous version of the package—v3.5.9 and prior—the API key previously used will be replaced by an OAuth token generated during the authorization process.

 


Migrated the e-sign services from SOAP APIs to REST APIs

To improve efficiency, flexibility and processing speed, Adobe Document Cloud e-sign services—and consequently the v4.0 integration for NetSuite—has migrated from SOAP-based to REST-based APIs.

 

Advanced Participant Roles - Approver

  • One or more recipients can be marked as approver(s) in an agreement
  • Approvers are required to reviewand approve the document
  • Approvers can also be required to fill data into the agreement before approving


Preview Document or Drag and Drop Form Fields Before Sending

Preview agreement or drag and drop form !elds before sending for signature


Send Reminder to Current Signer

Send immediate reminder to current signer


Advanced Signer Authentication Policies

  • Knowledge Based Authentication – Answer questions to verify signer identity
    • Requires Signers to prove their identity by answering questions taken from hundreds of public and commercial databases
    • Name on signature is taken from the user’s authenticated name and cannot be changed at the time of signing
    • Powered by RSA
    • KBA usage is limited per account, per month. Contact Sales for more information.
  • Web identity – sign in with Facebook, LinkedIn, Google, etc. before signing
    • Signer can only sign after verifying their identity using a 3rd party Web service
      • Google, LinkedIn, Facebook, Microsoft Live, Yahoo!, Twitter
    • Name on signature is taken from the user’s web service pro!le and cannot be changed at the time of signing
    • Audit trail captures identity verification details
  • One Time Password
  • Apply authentication methods for internal or external signers or all signers.
    • E.g. External signers need to use a password or use Knowledge Based Authentication while Internal signers do not


Additional Custom Preferences

  • Add Signed PDF as a link to the !le URL or as a"achment hosted in NetSuite
  • Add Audit Trail to Agreement record a$er agreement is signed
  • Use the transaction contact as !rst signer by default, instead of Customer email
  • Grant Senders the option to mark recipients as Approvers


Transaction Files

Easily select !les to a"ach from the current transaction with new ‘Transaction Files’ dropdown list


Adobe PDF Certification For All EchoSign Documents

  • All PDF files sent or downloaded from EchoSign will be certi!ed with an Adobe EchoSign Digital Certificate
  • Acrobat or Reader will display the certi!cation guaranteeing that the document has not been tampered with for additional trust and peace of mind


Collect Supporting Documents

  • Senders can collect additional supporting documents from Signers during signing (e.g. driver’s license, business certificate)
  • Collected documents become part of the official record of the signed agreement


Conditional Data Fields

  • Define conditional logic for agreement fields
  • Conditions can be based on values for one or more fields on the agreement
  • Conditions can be de!ned through the drag-and-drop forms authoring UI or through text-tags
  • Signer is presented with the appropriate !elds when signing a document based on the de!ned conditions


Additional EchoSign Form Fields Enhancements

  • Dropdown menus
  • Field masking
  • Radio buttons
  • Create shorter text tags to maintain document structure

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