Upgrading from v1.x

Adobe Sign for SharePoint v2.0 requires additional scopes to be approved via OAuth (webhooks and web form scopes).

Customers that are upgrading from v1.x must update their OAuth credentials to gain access to these new scopes:

1. Update the Adobe Sign add-in to the 2.x package

2. Update the connection to Adobe Sign:

The person who is both the Office Tenant Administrator and an Adobe Sign Account administrator must bring up the settings page for the sharepoint sign integration tenant. 

  • Bring up the integration settings
  • In the “Connect Adobe Sign” panel:
    • Click the Update button (next to Update your Office 365 tenant connection)
    • Sign in with the same credentials as before 
      • The email address used for the original connection is displayed in the first paragraph
  • Close the settings by going back to SharePoint or refresh the window

All sites in the tenant which use the tenant connection should now be able to use web form features  

Note:

It’s important to close or refresh the settings tab even if you want to immediately start setting up web form mappings after re-authentication with Adobe Sign.

Failure to refresh the settings window produces errors on the web forms tab until you do.

If the SharePoint Administrator and the Adobe Sign Account Administrator are different people, both need to collaborate to configure the solution.

For every site that uses the integration, the person who is both the SharePoint Administrator and an Adobe Sign administrator for that particular site must update the site connection for that site:

  • Bring up the integration settings
  • In the Connect Adobe Sign panel:
    • Click the Update button next to Update your SharePoint site connection
    • Sign in with the same credentials as before
      • The email address used for the original connection will be displayed in the first paragraph
  • Close the settings by going back to SharePoint or refresh the window

Once done, users of that particular site should be able to use web form features  

Note:

It’s important to close or refresh the settings tab even if you want to immediately start setting up web form mappings after re-authentication with Adobe Sign.

Failure to refresh the settings window produces errors on the web forms tab until you do.

If the SharePoint Administrator and the Adobe Sign Account Administrator are different people, both need to collaborate to configure the solution.