On this page
- Adobe Sign for Salesforce
- Adobe Sign for Dropbox
- Adobe Sign for Microsoft Office
- Adobe Sign for Microsoft PowerApps and Flow
- Adobe Sign for Microsoft Dynamics
- Microsoft Dynamics 365 for Talent
- Adobe Sign for Microsoft SharePoint
- Adobe Sign for ServiceNow
- Adobe Sign for HR (ServiceNow)
- Adobe Sign for SAP SuccessFactors
- Adobe Sign for Workday
- Adobe Sign for Workplace by Facebook
- Adobe Sign for NetSuite
- Adobe Sign for SugarCRM
- Adobe Sign API
Get quick access to 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.
Note:
All Organizations should upgrade to v21.5.4 now.
v21.5.4 is a prerequisite for all later versions and must be installed before further upgrading to later versions.
► 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
► Adobe Sign for Simple Signing (Community Cloud)
A component for the Community Cloud that allows a developer to embed the signature Templates into other Lightning components
► 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
If you use Adobe Sign with Leads in Salesforce, you probably want to take a look at this
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 web forms, 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 v18 has ended as of March1, 2019
Product updates, security updates and technical support for Adobe Sign for Salesforce v18 has ended as of March 1, 2019
If you are on version 18 or older, please upgrade to the new package to ensure the continuation of support.
Note:
The Adobe Sign for SharePoint solution is supported in the SharePoint 2019 On-Premise Classic UI only.
Adobe and Microsoft are currently working to expand support to include the Modern UI.
Note:
Workflows installation is no longer available for new installations.
Please refer to the Microsoft PowerApps and Flow guide for this functionality.
Note:
Support for the Adobe Sign for NetSuite integration v4.0 has ended
Due to a regression bug introduced when NetSuite updated their platform, technical support for Adobe Sign for NetSuite v4.0 and older has ended.
Please be sure to upgrade to v4.0.1 to ensure the continuation of functionality and support for this integration.
Note:
Adobe Sign is ending support for older API authentication models in June 2020
Adobe is committed to providing safe and secure product experience for our customers by adhering to the latest industry standard security protocols. As a part of that process, Adobe Sign is ending support by June 2020 for older API authentication models that allowed sending username and password in the API call.
IMPACT
Clients currently using the older authentication model will need to move to the newer OAuth-based authentication.
ACTION REQUIRED
○ Customers using an integration should upgrade to the latest version. Refer to reference guides for all the latest Adobe-built partner integrations.
○ Customers who have built their own custom integration with Adobe Sign will need to update to the latest OAuth-based authentication. For more details, please refer to this Migration Guide.
○ Mobile users will need to upgrade to the latest version of the Adobe Sign app for iOS & Android.
Planned EOL of SOAP API in June 2020
With the release of REST API Version 6 providing the best programming experience for Adobe Sign developers, the SOAP API has been deprecated and will not be supported past June 2020. The REST API is now the preferred interface to integrators and application developers and future development should move to this API.
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