Use integration guides

Get quick access to installation, user, and upgrade guides for current Adobe Sign integration products. Some of the more complex integrations will have commonly used knowledgebase articles also listed for convenience.

 

Adobe Sign integration product versioning and lifecycle:

The Adobe Sign versioning convention and support lifecycle for integrated services aligns with other Adobe products with which you may already be familiar.


Version numbers:

The package version uses a three-part numbering system to identify the sequential build number of the released version and the relative import of the upgrade in terms of new or changing content. The number follows this pattern:
N.m.p 

Where N = Major version; m = Minor version; p = Patched version.

For example, an integration package version 23.2.1 indicates a release status of:

  • Major version: 23
  • Minor version: 2
  • Patch version: 1

As engineers develop new “builds” of the package, they will increment the version number according to the nature of the updates to the code.

  • Major version changes denote a significant addition in features or an important change to core systems
  • Minor version updates typically include smaller feature updates and security patches. Adobe Sign may require an upgrade to the latest patched version in case of security or to address a reported item
  • Patch versions are almost exclusively bug fixes and UI adjustments
Note:

Not all versions are released to the public as the product iterates in development. It is not uncommon to see significant jumps in the patch version between releases.

It is strongly recommended that admins keep their version up-to-date to ensure that the account has full access to all features and all known security issues are patched.

Adobe Sign may require an upgrade to the latest patched version in the case of sufficient security concern or to address a critical system issue.


The version support lifecycle

The version support lifecycle of an Adobe Sign integration product is defined based on the major version of the package, and indicates the time frame that Adobe Sign is actively supporting the individual verion of the integration.

Adobe Sign supports the current verison of a package, and the previous two major versions (inclusive with all related minor and patch updates). Major versions are expressed as follows:

  • Current version (N): The latest major version of the package
  • Previous version (N-1): One major version behind the latest version
  • Last supported version (N-2): Two major versions behind the current version

For example, if the current available version of the package is 23.2.1, then:

  • Current major version (N) is 23
  • Previous major version (N-1) of this package is 22
  • Last supported major version (N-2) of this package is 21
  • Every version older than 21.0.0 is unsupported
Version chart

The version service lifecycle

The version service lifecycle defines the full scope of when the service is usable. The timeline matches the version support lifecycle with the addition of a 90-day grace period that allows customers to complete their upgrade.

  • During the grace period of an unsupported version, support is only provided to upgrade to a newer version, not to maintain an unsupported version
  • After the grace period, the version falls out of service
    • Adobe Sign will not accept requests from versions that are out of service
    • Once the integration is upgraded to the current version, communications between Adobe Sign and the integration will resume normally
Shut down period

Contact your reseller or customer support if you have any questions.

Adobe Sign for Salesforce

Note:

All Organizations should upgrade to at least v21.5.11 as soon as possible.  v21.5.11 is a prerequisite for all later versions and must be installed before further upgrading to later versions. 

 Note that Adobe Sign for Salesforce integration support for v19.x and v20.x expires in October 2021.

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

► 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

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 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:

Service access to the Adobe Sign for Salesforce integration v19.x and v20.x expires in October 2021. Post expiration, these versions will not be accessible to the Adobe Sign service. Ensure that you upgrade to the latest supported version of Adobe Sign for Salesforce to continue using Adobe Sign through Salesforce.

If you are on version 20.x or older, please upgrade to the new package to ensure the continuation of support.

Adobe Sign for Microsoft Office

Supported products:

  • Exchange Online

Clients:

  • Outlook 2013 (Windows v15+)
  • Outlook 2016 (Windows v16+)
  • Outlook Online – Using:
    • Chrome - current version
    • Firefox - current version
    • Safari - current version
    • Edge - current version
  • Outlook 2016 (Mac v15.35+)

You also need to comply with the basic Microsoft requirements to use Office

Supported platforms:

  • Word or PowerPoint 2013 (Windows v15+)
  • Word or PowerPoint 2016 (Windows v16+)
  • Word or PowerPoint Online (365) – Using:
    • Chrome - current version
    • Firefox - current version
    • Safari - current version
    • Edge - current version
  • Word or PowerPoint 2016 (Mac v15.34+)

Supported platforms:

  • Office 365 – Using:
    • Chrome - current version
    • Firefox - current version
    • Microsoft Edge - current version

The Microsoft Teams Approvals application allows users to configure, send, sign and track Adobe Sign agreements right within the Approvals application.

Microsoft Teams makes the Approvals application and Adobe Sign application available to all users. There is no additional software to download. If you do not see the Approvals application or Adobe Sign as an option in the Approvals application, contact your Microsoft Teams administrator and request they are re-enabled.

Adobe Sign for Microsoft PowerApps and Power Automate  

 

Supported platforms:

  • Office 365 – Using:
    • Chrome - current version
    • Firefox - current version
    • Safari - current version
    • Edge - current version

Adobe Sign for Microsoft Dynamics

Free Trial

Current Install Package for Dynamics 365 CRM

By downloading the Adobe Sign for MS Dynamics package, you acknowledge that you have read and accepted all of the Terms and Conditions:

Note:

Starting November 2021, Adobe Sign will discontinue support for the Adobe Sign for Dynamics package version 9.4.x and older. We suggest that you upgrade to the latest version as soon as possible.


Guides for Dynamics 365 CRM (v9.5)


Release Notes

Microsoft Dynamics 365 for Talent

Adobe Sign for Microsoft SharePoint

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.

Guides

Adobe Sign for ServiceNow

Adobe Sign for HR (ServiceNow)

Adobe Sign for SAP SuccessFactors

Adobe Sign for Workday

Adobe Sign for NetSuite

Trial

Release Notes

Note:

Support for Adobe Sign for NetSuite integration v4.0.5 and older has ended. 

Please upgrade to v4.0.6  to ensure the continuation of functionality and support of Adobe Sign for NetSuite integration. The unsupported versions cannot be used to create a connection with Adobe Sign since a deprecation is introduced with NetSuite 2021.2. 

Adobe Sign for SugarCRM

Adobe Sign API

Note:


Adobe Sign is ending support for older API authentication models in May 2021

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 May 2021 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 May2021

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 May 2021.  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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