Integrate Adobe Sign with AEM Forms

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Learn how to configure Adobe Sign for AEM Forms

Adobe Sign enables e-signature workflows for adaptive forms. E-signatures improve workflows to process documents for legal, sales, payroll, human resource management, and many more areas.

In a typical Adobe Sign and adaptive forms scenario, a user fills an adaptive form to apply for a service. For example, a credit card application and a citizen benefits form. When a user fills, submits, and signs the application form, the form is sent to the service provider for further action. Service provider reviews the application and uses Adobe Sign to mark the application approved. To enable similar electronic-signature workflows, you can integrate Adobe Sign with AEM Forms.

To use Adobe Sign with AEM Forms, configure Adobe Sign in AEM Cloud Services:   

Prerequisites

You require the following to integrate Adobe Sign with AEM Forms:

Configure Adobe Sign with AEM Forms

After prerequisites are in place, perform the following steps to configure Adobe Sign with AEM Forms:

  1. On the AEM Forms server, navigate to Adobe Experience Manager > Tools  > Deployment > Cloud Services.

    Not:

    Verify that URL of the cloud services configuration page is starting with HTTPS. If not, enable SSL for  AEM Forms server.

  2. On the Cloud Services page, in the Adobe Document Cloud section, under Adobe Sign, tap Configure Now. If a configuration exists, tap Show Configurations, and tap +. The Create Configuration dialog box appears.  

  3. In the Create Configuration dialog box, specify Title and Name and tap Create. The Edit Component dialog box appears.

  4. Note down or copy URL of the webpage contaning the Edit Component dialog box. It is required to configure Adobe Sign application with AEM Forms.

  5. Configure OAuth settings for the Adobe Sign application:

    1. Open a browser window and sign in to the Adobe Sign developer account.
    2. Select the application configured for AEM Forms, and tap Configure OAuth for Application.
    3. In the Redirect URL box, add the HTTPS URL noted-down or copied in step 4 and click Save.
    4. Enable the following OAuth settings for the Adobe Sign application and click Save.
    • aggrement_read
    • aggrement_write   
    • aggrement_send
    • widget_write
    • workflow_read

    For step-by-step information to configure OAuth settings for an Adobe Sign application and obtain the keys, see Configure oAuth settings for the application developer documentation.

     

    OAuth Config

  6. In the Edit Component dialog, specify Client ID and Client Secret, (optional) select the Enable Adobe Sign for attachments also option, and tap Connect to Adobe Sign. The Enable Adobe Sign for attachments also option appends files attached to an adaptive forms to the corresponding Adobe Sign document sent for signing.

    When prompted for credentials, provide username and password of the account used while creating Adobe Sign application.  

  7. Open AEM Web Console. The URL is http://[server]:[port]/system/console/configMgr.

  8. Open Forms Common Configuration Service.

  9. In the Allow field, select All users - All the users, anonymous or logged in, can preview attachments, verify and esign forms, and click Save.

Now, Adobe Sign is integrated with AEM Forms and ready for use in adaptive forms. 

Configure Adobe Sign scheduler to sync the signing status

An Adobe Sign enabled adaptive form is submitted only after all the signers complete the signing process. By default, the Adobe Sign Scheduler services is scheduled to check (poll) signer response after every 24 hours. You can change the default interval for your environment. Perform the following steps to change the default interval:  

  1. Log in to AEM Forms server with admin credentials and navigate to Tools > Operations > Web Console.

    You can also open the following URL in a browser window:
    http://[localhost]:[port]/system/console/configMgr  

  2. Locate and open the Adobe Sign Configuration Service option. Specify a cron expression in the Status Update Scheduler Expression field and click Save. For example, to run the configuration service daily at 00:00 am, specify 0 0 0 1/1 * ? * in the Status Update Scheduler Expression field.

Default interval to sync status of Adobe Sign is now changed.