Go to the Veeva Vault login page and enter your username and password. It opens your Vault’s home page, as shown below.
- Adobe Acrobat Sign Integrations
- What's New
- Product Versions and Lifecycle
- Acrobat Sign for Salesforce
- Install the package
- Configure the package
- User Guide
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for Microsoft
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Outlook
- Acrobat Sign for Word/PowerPoint
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- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
- Acrobat Sign for Microsoft Dynamics
- Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
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- Acrobat Sign for Microsoft 365
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- Acrobat Sign for VeevaVault
- Acrobat Sign for Coupa BSM Suite
- Acrobat Sign Developer Documentation
Contact Adobe Acrobat Sign Support
This document is designed to help Veeva Vault customers learn how to use Adobe Acrobat Sign for Veeva Vault integration for sending an agreement.
Overview
Adobe Acrobat Sign integration with Veeva Vault facilitates the process of obtaining a signature or approval for any documentation that requires legal signatures or auditable document processing.
The overall process of sending documents for signature is similar to sending an email, so it is easy to adopt for most users.
Adobe Acrobat Sign integration with Veeva Vault streamlines and expedites your document and signature workflows. By using the integration workflow, you:
- Save time and resources spent on snail mails, overnighting, or faxing.
- Send contracts for e-signature or approval from Veeva Vault, access real-time contract history, and view saved contracts.
- Track the deals in real time across your organization and get updates when agreements are viewed, signed, canceled, or declined.
- eSign in over 20 languages and support fax-back service in 50+ locales worldwide.
- Create reusable Agreement Templates for sending options.
Send an Agreement using Adobe Acrobat Sign for Veeva Vault
To send an agreement using Adobe Acrobat Sign for Veeva:
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Note: If an Adobe Acrobat Sign user account does not exist for the sender’s email, the iFrame window displays a message, as shown below. It also sends the user an email with the instructions to activate the account.
However, if Auto Provision Sign Users feature is disabled, Adobe Acrobat Sign user creation fails, and the iFrame window displays a message asking the user to contact their Adobe Acrobat Sign account administrator. The Adobe Acrobat Sign Account Administrator can take one of the following actions:
- Enable the Auto Provision Sign Users feature for the account.
- Create the user in Adobe Acrobat Sign prior to using the Veeva Vault Adobe Acrobat Sign Integration.
Cancel an Agreement using Adobe Acrobat Sign for Veeva Vault
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Go to the Veeva Vault login page and enter your username and password.
It opens your Vault’s home page, as shown below.