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Adobe Acrobat Sign for Veeva Vault: Upgrade guide

  1. Adobe Acrobat Sign Integrations
  2. What's New
  3. Product Versions and Lifecycle
  4. Acrobat Sign for Salesforce
    1. Install the Package
    2. Configure the Package
    3. User Guide
    4. Enable Digital Authentication
    5. Developer Guide
    6. Advanced Customization Guide
    7. Field Mapping and Templates Guide
    8. Mobile App User Guide
    9. Flows Automation Guide
    10. Document Builder Guide
    11. Configure Large Documents
    12. Upgrade Guide
    13. Release Notes
    14. FAQs
    15. Troubleshooting Guide
    16. Additional Articles
  5. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
      1. Installation Guide
    2. Acrobat Sign for Outlook
      1. User Guide
    3. Acrobat Sign for Word/PowerPoint
      1. User Guide
    4. Acrobat Sign for Teams
      1. User Guide
      2. Live Sign Guide
      3. Mobile User Guide
      4. Release Notes
      5. Microsoft Teams Approvals
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
      1. User Guide
      2. Release Notes
    6. Acrobat Sign Connector for Microsoft Search
      1. User Guide
      2. Release Notes
    7. Acrobat Sign for Microsoft Dynamics 
      1. Overview
      2. Dynamics Online: Installation Guide 
      3. Dynamics Online: User Guide 
      4. Dynamics On-Prem: Installation Guide 
      5. Dynamics On-Prem: User Guide
      6. Dynamics Workflow Guide
      7. Dynamics 365 for Talent
      8. Upgrade Guide
      9. Release Notes
    8. Acrobat Sign for Microsoft SharePoint 
      1. Overview
      2. SharePoint On-Prem: Installation Guide
      3. SharePoint On-Prem: Template Mapping Guide
      4. SharePoint On-Prem: User Guide
      5. SharePoint On-Prem: Release Notes
      6. SharePoint Online: Installation Guide
      7. SharePoint Online: Template Mapping Guide
      8. SharePoint Online: User Guide
      9. SharePoint Online: Web Form Mapping Guide
      10. SharePoint Online: Release Notes
  6. Acrobat Sign for ServiceNow
    1. Overview
    2. Installation Guide
    3. User Guide
    4. Release Notes
  7. Acrobat Sign for HR ServiceNow
    1. Installation Guide (Deprecated)
  8. Acrobat Sign for SAP SuccessFactors
    1. Cockpit Installation Guide (Deprecated)
    2. Recruiting Installation Guide (Deprecated)
    3. Recruiting User Guide
    4. Cloud Foundry Installation Guide
    5. Release Notes
  9. Acrobat Sign for Workday
    1. Installation Guide
    2. Quick Start Guide
    3. Configuration Tutorial
  10. Acrobat Sign for NetSuite
    1. Installation Guide
    2. Release Notes
  11. Acrobat Sign for SugarCRM
  12. Acrobat Sign for VeevaVault
    1. Installation Guide
    2. User Guide
    3. Upgrade Guide
    4. Release Notes
  13. Acrobat Sign for Coupa BSM Suite
    1. Installation Guide
  14. Acrobat Sign for Zapier
    1. Acrobat Sign for Zapier overview
    2. Supported e-sign workflows      
    3. Supported Actions
    4. Create automated e-sign workflows
  15. Acrobat Sign Developer Documentation
    1. Overview
    2. Webhooks
    3. Text Tags

Upgrade to Acrobat Sign for Veeva Vault v 1.3.3

Acrobat Sign for Veeva Vault v 1.3.3  includes package enhancement to accommodate event types exceeding 40 characters in length.

Deploy the package to upgrade the Acrobat Sign for Veeva Vault package to the latest version.

Upgrade to Acrobat Sign for Veeva Vault v 1.3.0

Step 1. Enable the restart agreement feature

Acrobat Sign for Veeva Vault v 1.3.0 includes a feature for restarting agreements, allowing recipients to do so except for the initial recipient in the workflow.

To enable the agreement restart feature in Acrobat Sign for Veeva Vault:

  1. Contact the Adobe Support team to enable the agreement restart feature in your Acrobat Sign account.

  2. Contact the Acrobat Sign Account Admin to deactivate the Webhook created for the Veeva Vault Application.

  3. Execute the Create or Cancel Agreement flow.

    The webhook will be automatically activated and subscribed with the AGREEMENT_RESTARTED event.

  4. Deploy the package to upgrade the Acrobat Sign for Veeva Vault package to the latest version.

Примітка.

The latest version of Acrobat Sign for Veeva Vault doesn't force customers to use the latest document version anymore. We've made the latest version parameter optional because some Veeva Vault products didn't support it. If you still want to enable this feature, refer to the instructions outlined in the “PREVENT USERS FROM SENDING OLDER VERSION OF THE DOCUMENT FOR SIGNATURE” section.

Step 2. SETUP DISPLAY SECTION OF THE DOCUMENT FIELD

  1. Go to the Configuration tab and select Document Fields > Shared Fields.

  2. Select the Signature shared field.

  3. From the Display Section dropdown, select Adobe Acrobat Signature.

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  4. Select Save

Upgrade to Acrobat Sign for Veeva Vault v 1.2.1

Adobe Sign is now Adobe Acrobat Sign

Adobe Acrobat Sign for Veeva Vault v 1.2.1 includes rebranding of Adobe Sign. It renames the Label and Description of object in Veeva Vault instance to “Adobe Acrobat Sign”.

You must implement the following steps to upgrade the Acrobat Sign for Veeva Vault package to the latest version:

Deploy the package. Once deployed, following components will be updated:

Vault Component 
Updates
Object: Signature 
Field Label of Object
Object: Process Locker 
Description of Object
Object: Adobe Sign Integration Task Log
Label, Label Plural, Description of Object
Page Layout: Adobe Sign Integration Task Log Detail Page Layout  Label of Page Layout
Rendition Type: Adobe Sign Rendition
Label of Rendition Type
Link: Adobe Sign
Label of Web Action
Link: Cancel Adobe Sign
Label of Web Action
Permission Set: Adobe Sign Admin Actions
Label, Description of Permission Set
Security Profile: Adobe Sign Admin
Label, Description of security profile
Object: Adobe Sign Agreement Action
Label, Label Plural, Inbound Relationship Label of Fields
Sharing Rule: Adobe Sign Agreement Action Permission Label of Sharing Rule in Object
Page Link: Adobe Sign Agreement Action Page
Label of Page Link
Object Lifecycle Adobe Sign Agreement Action Lifecycle Label of Lifecycle

Veeva Vault admin must do the following configurations manually:

To create a new Display Section:

  1. Navigate to Admin > Configuration > Document Fields > Signature > Edit.
  2. In the Display Section field, Select Create Display Section and assign Adobe Acrobat Signature as the Section label.
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To do so:

  1. Navigate to Admin > Users & Groups > Groups > Adobe Sign Admin Group.
  2. Update Label to "Adobe Acrobat Sign Admin Group".
  3. Update Description to “It is a group that will be used to set the document field level security for Adobe Acrobat Sign related fields".
Upgrade Adobe Acrobat Sign for Veeva Vault

  1. Updat the Lifecycle States by navigating to Admin > Configuration > Document Lifecycles > General Lifecycle > States.

    Update Label from "In Adobe Sign Draft" to "In Adobe Acrobat Sign Draft".

    Upgrade Adobe Acrobat Sign for Veeva Vault

    Update Label from "In Adobe Sign Authoring" to “In Adobe Acrobat Sign Authoring”.

    Upgrade Adobe Acrobat Sign for Veeva Vault

    Update Label from "In Adobe Signing" to “In Adobe Acrobat Signing”.

    Upgrade Adobe Acrobat Sign for Veeva Vault

  2. Update the Action Label as follows:

    1. Navigate to Admin > Configuration > Document Lifecycles > General Lifecycle > States.
    2. Select Reviewed > User Actions tab.
    3. Update Action Label from "In Adobe Sign Draft" to "In Adobe Acrobat Sign Draft".
    Upgrade Adobe Acrobat Sign for Veeva Vault

  3. Select In Adobe Acrobat Sign Draft > User Actions tab and do the following:

    • Update Action Label from “In Adobe Sign Authoring” to “In Adobe Acrobat Sign Authoring”.
    • Update Action Label from “In Adobe Signing” to “In Adobe Acrobat Signing”.
    • Update Action Label from “Adobe Sign Cancelled” to “Adobe Acrobat Sign Cancelled”.
    Upgrade Adobe Acrobat Sign for Veeva Vault

  4. Select In Adobe Acrobat Sign Authoring > User Actions tab and do the following:

    • Update Action Label from “In Adobe Signing” to “In Adobe Acrobat Signing”.
    • Update Action Label from “Adobe Sign Cancelled” to “Adobe Acrobat Sign Cancelled”.
    Upgrade Adobe Acrobat Sign for Veeva Vault

  5. Select In Adobe Acrobat Signing > User Actions tab and do the following:

    • Update Action Label from “Adobe Sign Cancelled” to “Adobe Acrobat Sign Cancelled”.
    • Update Action Label from “Adobe Sign Rejected” to “Adobe Acrobat Sign Rejected”.
    • Update Action Label from “Adobe Signed” to “Adobe Acrobat Signed”.
    Upgrade Adobe Acrobat Sign for Veeva Vault

To do so:

  1. Navigate to Admin > Configuration > Lifecycle Stage Groups > General Lifecycle > Stages > Adobe Sign.
  2. Update Stage Label from "Adobe Sign" to "Adobe Acrobat Sign".
Upgrade Adobe Acrobat Sign for Veeva Vault

Upgrade Adobe Acrobat Sign for Veeva Vault

  1. Update 'Adobe Sign Agreement Action Assignment' as follows:

    1. Navigate  to Admin > Configuration > Notification Templates.
    2. Update Label from "Adobe Sign Agreement Action Assignment" to "Acrobat Sign Agreement Action Assignment".
    Upgrade Adobe Acrobat Sign for Veeva Vault

  2. Update 'Adobe Sign Agreement Action Reassignment' label to "Acrobat Sign Agreement Action Reassign".

    Upgrade Adobe Acrobat Sign for Veeva Vault

  3. Update 'Adobe Sign Agreement Action Completed' label to "Acrobat Sign Agreement Action Completed".

    Upgrade Adobe Acrobat Sign for Veeva Vault

To do so:

  1. Navigate to Admin > Configuration > Rendition Type.
  2. Update Rendition Type from "Adobe Audit Trail rendition' to "Adobe Acrobat Audit Trail rendition".
Upgrade Adobe Acrobat Sign for Veeva Vault

prevent users from sending older version of the document for signature (Optional)

In Veeva Vault, a document can have multiple versions. If a user tries to use an older version of the document to create an agreement, they will receive an error message. 

  1. Navigate to Admin Configuration > Web Action > Adobe Acrobat Sign.
  2. Update Web Action by adding latest version(&latestVersion=${Document.latest_version__v}) query param to existing web action URL.
    URL: https://api.na1.adobesign.com/api/gateway/veevavaultintsvc/partner/agreement?docId=${Document.id}&majVer=${Document.major_version_number__v}&minVer=${Document.minor_version_number__v}&vaultid=${Vault.id}&useWaitPage=true&latestVersion=${Document.latest_version__v}
Upgrade Adobe Acrobat Sign for Veeva Vault

Upgrade to Acrobat Sign for Veeva Vault v 1.2.0

Step 1. Create Adobe Sign Agreement Action object

The Acrobat Sign Agreement Action object is a user task type object which is used to trigger Adobe Acrobat Sign notification within Veeva Vault whenever a document is assigned to the participant for signing. It contains information under the following specific fields.

Field Label Type Description
agreement_id__c
Agreement Id
String (250)
Holds the Adobe Acrobat Sign’s unique agreement id.
name__v
Name
String (128)
Holds the Sign Notification task name.

To create Adobe Sign Agreement Action object:

  1. Navigate to Configuration > Objects.

  2. Select Create.

  3. Set the Object Label as Adobe Sign Agreement Action and Object Plural Label as Adobe Sign Agreement Actions.

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  4. From the Object Class dropdown, select User Task.

  5. From under Dynamic Access Control Section, select Enable Custom Sharing Rules.

  6. Select Save.

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Step 2. Deploy the Package

Deploy the package and follow the steps.

Step 3. Setup “Adobe Sign Agreement Action” Object Permissions for Vault Users

Vault Users, who are required to sign the Acrobat Sign agreement, must have permission to Read and Edit the Adobe Sign Agreement Action object. To do so:

  1. Go to Admin > Users and Groups > Security Profiles.

  2. Select the Security Profile of the vault user.

  3. Select the name of Permission Sets to set the Read and Edit permissions for the Adobe Sign Agreement Action object.

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Step 4. Validate Adobe Sign Agreement Action Object Configuration

Once you successfully deploy the package, it creates an Adobe Sign Agreement Action Page Link that is used to navigate users to a custom page destination. Recipients can select the assigned signing notification task to access the Adobe Sign Agreement Action Page Link and take action on the document.

  • Page Mode: View
  • Page Type: Object
  • Object: Adobe Sign Agreement Action
  • URL:https://api.na1.adobesign.com/api/gateway/veevavaultintsvc/partner/agreement/signingUrl?vaultid={{Vault.id}}&objectId={{Object.id}}&useWaitPage=true
upgrade-4

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Step 5. Setup Display section of the Document Field

  1. Go to the Configuration tab and select Document Fields > Shared Fields.

  2. Select Signature shared field.

  3. From the Display Section dropdown, select Adobe Signature.

  4. Select Save

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