A compilation of Installation, User and Upgrade guides for current Adobe Sign integrations. Some of the more complex integrations will have commonly used knowledgebase articles also listed for convenience.

Adobe Sign for Salesforce

Salesforce Guides - v20

Additional Articles

Add Adobe Sign to your Salesforce email component

Send, Remind, Cancel, and more, all directly from your email client. Available for Outlook and Gmail

Adobe Sign connector to Salesforce CPQ

Add a button to send your CPQ quotes directly from the quote page to Adobe Sign

Adobe Sign for Self Signing (Community Cloud)

If you use community portals, and want to provide signable documents

Granting access to Salesforce users/profiles

If you didn't set up the Adobe Sign app for All Users

Working with Agreements in Batch

For generating batches of agreements based on user defined criteria

Lead conversion settings

If you use Adobe Sign with Leads in Salesforce, you probably want to take a look at this

Group Mappings

Align users in Adobe Sign groups based on Salesforce user profiles

Configure Salesforce to Send Large Documents

If you send documents over 2MB, you will need this configured

► Configure Push Agreements to create externally generated agreements in Salesforce

"Push agreements" are transactions that are initiated external to Salesforce, like the agreements created by Widgets, and then are pushed in to Salesforce.

Chatter & Salesforce1 enablement

Settings to enable sending from Chatter or Salesforce1

Page Layout configuration (Basic, Advanced and Lightning)

When you need to change your page layout to one of the other options

Note:

Support for the Adobe Sign for Salesforce integration v16 and v17 has ended as of November 15, 2018

 

Support for the Adobe Sign for Salesforce integration v18 will be ending March1, 2019

Product updates, security updates and technical support for Adobe Sign for Salesforce v18 is ending March 1, 2019

If you are on version 18 or older, please upgrade to the new package to ensure the continuation of support.

Legacy Documentation

Adobe Sign for Microsoft Office

Outlook

Supported platforms:

  • Outlook 2013 (Windows v15+)
  • Outlook 2016 (Windows v16+)
  • Outlook Online – Using:
    • Chrome v59+
    • Firefox v53+
    • Safari 9+
    • Edge 38+
    • IE 11+
  • Outlook 2016 (Mac v15.35+)

Word / PowerPoint

Supported platforms:

  • Word or PowerPoint 2013 (Windows v15+)
  • Word or PowerPoint 2016 (Windows v16+)
  • Word or PowerPoint Online (365) – Using:
    • Chrome v59+
    • Firefox v53+
    • Safari 9+
    • Edge 38+
    • IE 11+
  • Word or PowerPoint 2016 (Mac v15.34+)

Microsoft Flow

 

Supported platforms:

  • Office 365 – Using:
    • Chrome v59+
    • Firefox v53+
    • Safari 9+
    • Edge 38+
    • Internet Explorer 11+

 

Microsoft Teams

Supported platforms:

  • Office 365 – Using:
    • Chrome v51.0+
    • Firefox v47.0+
    • Microsoft Edge 12+
    • Internet Explorer 11+

Adobe Sign for Microsoft Dynamics

MS Dynamics CRM Guides (365, On-line and On-Premises)

Current Install Package for Dynamics 365 CRM (v7)


Guides for Dynamics 365 CRM (v7)


Current Install Package for Dynamics 2013/2015/2016 (v6)


Guides for Dynamics 2013/2015/2016 (v6)


Additional Articles


Release Notes

Note:

Adobe Sign for Microsoft Dynamics v5 and earlier (on premise and online versions) has been discontinued as of March 31, 2018.

All existing customers should have the new solution installed and operational, or risk losing Adobe Sign functionality.

Microsoft Dynamics 365 for Talent

Installation Guide

Adobe Sign for Microsoft SharePoint

SharePoint On-Premises 2013 & 2016

Guides

Note:

Adobe Sign for Microsoft SharePoint v3 and earlier (on premise) has been discontinued as of November 30, 2017.

All existing customers should have the new solution (linked above) installed and operational, or risk losing Adobe Sign functionality.

SharePoint Online

Guides

Workflow

Note:

Workflows installation is no longer available for new installations.

Please refer to Microsoft Flow for this functionality.

Adobe Sign for ServiceNow

Adobe Sign for HR (ServiceNow)

Adobe Sign for SAP SuccessFactors

Adobe Sign for Workday

Adobe Sign for Workplace by Facebook - Coming Soon!

Adobe Sign for NetSuite

Guides

Release Notes

Note:

Support for the Adobe Sign for NetSuite integration v3.x has ended

Product updates, security updates and technical support for Adobe Sign for NetSuite v3.x and older has ended.

Please be sure to upgrade to v4 to ensure the continuation of support for this integration.

Adobe Sign for SugarCRM

Adobe Sign API

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