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Adobe Acrobat Sign for ServiceNow: User Guide

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  1. Adobe Acrobat Sign-integraties
  2. Nieuwe functies
  3. Productversies en levenscyclus
  4. Acrobat Sign voor Salesforce
    1. Het pakket installeren
    2. Het pakket configureren
    3. Handboek
    4. Digitale verificatie inschakelen
    5. Handleiding voor ontwikkelaars
    6. Geavanceerde aanpassingshandleiding
    7. Veldtoewijzing en sjablonenhandleiding
    8. Gebruikershandleiding voor gebruikers van mobiele apps
    9. Handleiding voor flowautomatisering
    10. Handleiding voor Document Builder
    11. Grote documenten configureren
    12. Upgradehandleiding
    13. Aanvullende informatie
    14. Veelgestelde vragen
    15. Handleiding voor het oplossen van problemen
    16. Aanvullende artikelen
  5. Acrobat Sign voor Microsoft
    1. Acrobat Sign voor Microsoft 365
      1. Installatiehandleiding
    2. Acrobat Sign voor Outlook
      1. Handboek
    3. Acrobat Sign voor Word/PowerPoint
      1. Handboek
    4. Acrobat Sign voor teams
      1. Handboek
      2. Handboek voor Live Sign
      3. Gebruikershandleiding voor mobiele apparaten
      4. Aanvullende informatie
      5. Microsoft Teams-goedkeuringen
    5. Acrobat Sign voor Microsoft PowerApps en Power Automate
      1. Handboek
      2. Aanvullende informatie
    6. Acrobat Sign Connector voor Microsoft Search
      1. Handboek
      2. Aanvullende informatie
    7. Acrobat Sign voor Microsoft Dynamics 
      1. Overzicht
      2. Dynamics Online: Installatiehandleiding 
      3. Dynamics Online: Handboek 
      4. Dynamics On-Prem: Installatiehandleiding 
      5. Dynamics On-Prem: Handboek
      6. Dynamics Workflowhandleiding
      7. Dynamics 365 voor Talent
      8. Upgradehandleiding
      9. Aanvullende informatie
    8. Acrobat Sign voor Microsoft SharePoint 
      1. Overzicht
      2. SharePoint On-Prem: Installatiehandleiding
      3. SharePoint On-Prem: Handleiding voor het toewijzen van sjablonen
      4. SharePoint On-Prem: Handboek
      5. SharePoint On-Prem: Aanvullende informatie
      6. SharePoint Online Installatiehandleiding
      7. SharePoint Online: Handleiding voor het toewijzen van sjablonen
      8. SharePoint Online: Handboek
      9. SharePoint Online: Handleiding voor het toewijzen van webformulieren
      10. SharePoint Online: Aanvullende informatie
  6. Acrobat Sign voor ServiceNow
    1. Overzicht
    2. Installatiehandleiding
    3. Handboek
    4. Aanvullende informatie
  7. Acrobat Sign voor HR ServiceNow
    1. Installatiegids (verouderd)
  8. Acrobat Sign voor SAP SuccessFactors
    1. Installatiegids voor Cockpit (verouderd)
    2. Installatiegids voor rekrutering (verouderd)
    3. Handboek voor rekrutering
    4. Installatiehandleiding voor Cloud Foundry
    5. Aanvullende informatie
  9. Acrobat Sign voor Workday
    1. Installatiehandleiding
    2. Handleiding om snel aan de slag te gaan
    3. Tutorial voor configuratie
  10. Acrobat Sign voor NetSuite
    1. Installatiehandleiding
    2. Aanvullende informatie
  11. Acrobat Sign voor SugarCRM
  12. Acrobat Sign voor VeevaVault
    1. Installatiehandleiding
    2. Handboek
    3. Upgradehandleiding
    4. Aanvullende informatie
  13. Acrobat Sign voor Coupa BSM Suite
    1. Installatiehandleiding
  14. Acrobat Sign voor Zapier
    1. Overzicht van Acrobat Sign voor Zapier
    2. Ondersteunde workflows voor elektronische ondertekening
    3. Ondersteunde acties
    4. Geautomatiseerde workflows voor elektronische ondertekening maken
  15. Documentatie voor Acrobat Sign Developer
    1. Overzicht
    2. Webhooks
    3. Tekstlabels

Overview

The Adobe Acrobat Sign for ServiceNow: User Guide provides instructions on how to create, send, view, sign, and manage agreements. See how to:

Create an agreement 

  1. Expand the Adobe Acrobat Sign menu and select Send for Signature.

  2. On the Send for Signature page, select an Acrobat Sign template or add a file. 

    You can create an agreement with multiple documents using any one of the following two ways:

    • Create a multi-document template and select it from the ‘Templates’ field.
    • Upload multiple files. Adobe combines multiple documents into one PDF document for signature.
    create-agreement-1

  3. On the next page, select one or more signers, edit the Subject if required, and then select Submit.

    It displays a confirmation message from where you can view the agreement.

    create-agreement-2

    Opmerking:

    Agreements created by a record producer are submitted directly to Acrobat Sign. The application doesn’t support submitting agreements in a ‘Draft’ state.

Create an agreement from an incident

Only users with the Sender (x_adosy_as.adobe_sign_sender) role can see the Sign with Adobe Acrobat user interface option. Users with the sender, requestor, or signer role can see the agreements in the ‘Adobe Acrobat Sign’ related list. 

  1. From the Incident form, select Sign with Adobe Acrobat.

    create-agreement-3

  2. On the section that appears, select a template or upload your own file and then select Next.

    create-agreement-4

  3. When prompted, verify the fields in the document and then select Next.

    In the example, a Merge rule exists for the Local Pet Policy template on the Incident record that maps:

    • ‘TodaysDate’ from ‘opened_at’
    • ‘EmployeeName’ from ‘caller_id’
    create-agreement-5

  4. In the dialog that appears:

    1. Add Signers. You may select ServiceNow users or enter email addresses.
    2. Enter a Subject. The Subject value is pre-populated with New Agreement, which can be edited.
    3. To set a password for accessing the agreement, select Password Protect.
    4. Optionally select Send emails from Adobe.
    5. To create an agreement in Draft state, Submit as Draft. It uploads the agreement to Adobe Acrobat Sign but requires the user to Review Details (available from the Agreement record) so it can be sent for signature.
    6. Select Submit.
    create-agreement-6

  5. On the confirmation message that appears:

    • Select View agreement in ServiceNow to see an end-user view of the agreement.
    • Select X icon to stay on the Incident form. Reload the form or refresh the Adobe Acrobat Sign-related list to update the form with the details of the agreement.

    On the agreements page, you can select Cancel agreement to cancel the agreement. 

    The Cancel agreement option is available only to the senders or users with the Manager role (x_adosy_as.adobe_sign_manager).

    create-agreement-7

    create-agreement-9

    Merge fields auto-populated in an agreement.

    Opmerking:

    When the signers review and sign the agreement, the TodaysDate and EmployeeName values on the document are pre-populated according to the Merge rule noted when checking the filled fields (above).

  6. Once all signers sign the agreement, the related list on the Incident form shows the updated status.

Review and submit a draft agreement

For agreements that you create in Draft status (by selecting the Submit as Draft checkbox), you can review the agreement details and modify them as required before sending. 

Senders review the agreement from the Adobe Acrobat Sign Web UI and any modifications made to the agreement before submission are synchronized into ServiceNow. Admins can re-order the signers in the Adobe Acrobat Sign Web UI and the changes are automatically synchronized into ServiceNow.

To review and submit drafts:

  1. Navigate to Adobe Acrobat Sign > Operational > Agreements and then select the Draft agreement that you want to review and send.    

  2. On the Agreement page, select Review Details. 
    It redirects you to the Adobe Acrobat Sign Web UI. 

    Note: The Review Details button is only available to users with the Admin role (x_adosy_as.adobe_sign_admin).

    Review Details

  3. If prompted, enter the credentials to log in to your Adobe Acrobat Sign account.

  4. On the Send details page that opens, modify the details as required:

    1. To re-order the signers, drag the recipients up or down as required.
    2. Update the agreement message if desired.
    3. Select or deselect the agreement options.
    4. Once done, select Send.
    Adobe Sign move users

    It reorders the recipients and sends the updated agreement to recipients. It displays a confirmation message, as shown below.

    Successful Send message

  5. Once you see the confirmation message, navigate back to the agreement in ServiceNow. 

    The agreement status is now updated to ‘Out for Signature’ and the participants are re-ordered and the state is now 'Out for Signature'. 

    You may need to refresh the related list to view the changes.

    Out for signature

Use Electronic Seals

You can use Electronic Seals to add a digital signature to an Agreement that is specific to your organization or department.

Once you set up Electronic Seals in your Adobe Acrobat Sign account, you can add them to ServiceNow and apply them to your agreements.

Users with the Admin role (x_adosy_as.adobe_sign_admin) can create and manage document templates.

To create an Electronic Seal:

  1. Navigate to Adobe Acrobat Sign > Administration > Electronic Seals and click New.
  2. Give the seal a name and copy/paste the seal id into the Id field.
  3. Select Submit.

To use an Electronic Seal:

  1. Add a seal to a Document Template in the Electronic seal field.
  2. Use the addElectronicSeal() method in the Scripting API.
Opmerking:

Documents must contain a digital signature form field for the sealing process to work. Alternatively, you can manually add digital signature fields in the Acrobat Sign compose interface by using the Submit as Draft option during creation followed by the Review Details action on Agreement.

Sign an agreement 

  1. To access the documents waiting for your signature, navigate to Self-Service > Adobe Acrobat Sign and then select For Signature.

  2. Double-click the record that you wish to sign from the list to open it and then select Review and sign. 

    review-and-sign

  3. Complete the fields as required and then select the Signature field.

    Signature field

  4. Enter your name and then select Apply.

    apply-sign

  5. If prompted, agree to the Terms of Use and Customer Disclosure and then select Click to Sign.

    Click to Sign

    Once the signatures are placed, you see a confirmation message as shown below. It redirects you to the agreement, where:

    • The state is Complete.
    • The status is Signed.  
    • The Signed document field is populated with the name of the document signed. 
    • The embedded participants list is updated. 
    • The document itself is attached.

    You may need to right-click and Reload the form to see the changes to the fields and the attachment.

    sign-agreement-message

View the signed agreements

To view the signed agreements, navigate to Self-Service > Adobe Acrobat Sign > My Signed Documents.

The list displays agreements that you have sent or recieved, and the state is Complete.

cancel an agreement

You can cancel an agreement that has been submitted for signature (in the 'Submitted' state). Only the user who created the agreement or users with the Manager [x_adosy_as.adobe_sign_manager] role can cancel the agreement.

To cancel an agreement, open the agreement record and then select Cancel agreement.

cancel-agreement

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