Send metadata to the cloud signature provider

Overview 

When a Cloud Signature is validated to be applied to an agreement, the consumable transaction takes place in a secured session, outside of the view of Acrobat Sign. This is a good practice as the consumable transaction is a business exchange between the signature provider and their customer. Acrobat Sign is provided only with the information that the signature passed or failed.

However, customers who want to have a detailed understanding of how their signature providers are tracking their usage may find it valuable for the provider to directly link usage to identifiable agreements. The Send agreement information to the Cloud Signature Provider option provides three data elements to the signature provider when the signature application is attempted:

  • The AccountID - Your overall account identifier in the Acrobat System.
  • The GroupID - The specific group from which the agreement was sent. This is useful if different groups have different providers available or the accountID isn't configured to enable all groups with the same providers.
  • The TransactionID - The individual agreement-level identifier that gives the most granularity to understanding how signatures are consumed.

Availability:

The option to send metadata to the cloud signature provider is available for individual, team, and enterprise license plans.

Configuration scope:

The feature can be enabled at the account and group levels.

How it's used

Once enabled, the API manages the whole process of delivering the metadata to the providers. There is no further configuration or adjustment needed by the administrator nor the senders.

Configuration

The controls for this feature can be assessed by navigating to Digital Signatures > Send agreement information to the Cloud Signature Provider     

The Digital Signatures page with the setting controls highlighted.

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