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Adobe Acrobat Sign for Veeva Vault: User 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

Contact Adobe Acrobat Sign Support

This document is designed to help Veeva Vault customers learn how to use Adobe Acrobat Sign for Veeva Vault integration for sending an agreement.

Overview

Adobe Acrobat Sign integration with Veeva Vault facilitates the process of obtaining a signature or approval for any documentation that requires legal signatures or auditable document processing.

The overall process of sending documents for signature is similar to sending an email, so it is easy to adopt for most users.

Adobe Acrobat Sign integration with Veeva Vault streamlines and expedites your document and signature workflows. By using the integration workflow, you:

  • Save time and resources spent on snail mails, overnighting, or faxing.
  • Send contracts for e-signature or approval from Veeva Vault, access real-time contract history, and view saved contracts.
  • Track the deals in real time across your organization and get updates when agreements are viewed, signed, canceled, or declined.
  • eSign in over 20 languages and support fax-back service in 50+ locales worldwide.
  • Create reusable Agreement Templates for sending options.

Send an Agreement using Adobe Acrobat Sign for Veeva Vault

To send an agreement using Adobe Acrobat Sign for Veeva:

  1. Go to the Veeva Vault login page and enter your username and password. It opens your Vault’s home page, as shown below.

    vault-home

  2. Select the Library tab and then from the top-right corner, select Create.

    create-library

  3. Select Upload and Continue.

  4. Upload any document from your local drive.

  5. In the dialog that appears, select Type as Clinical and then select a Subtype and Classification, if required.

    choose-document-type

  6. To close the dialog, select Ok.

  7. Select Next.

  8. In the window that shows, fill in all the required fields in the metadata section and select Save.

    metadata-details

  9. It creates a test document in Draft status, as displayed below.

    document-draft

  10. From the top-right corner, select gear icon dropdown menu and select Start Review.

    start-review

  11. Select the Reviewer and Review Due Date.

  12. Select Start. It changes the document Status to IN REVIEW.

    in-review

  13. Complete the assigned task on behalf of the reviewers. Once you are done, it changes the document Status to REVIEWED.

    reviewed-status

  14. Select gear icon dropdown menu and select Adobe Sign.

    select-adobe-sign

  15. If UMG (Users in Multiple Groups) feature is enabled on the Adobe Acrobat Sign account and the sender belongs to multiple groups, you see a dialog as shown below. In the dialog, select the group and then select Next.

    umg-dialog

  16. In the iFrame window that opens in Vault, enter the recipient’s email address and select Next.

    iframe

    Note: If an Adobe Acrobat Sign user account does not exist for the sender’s email, the iFrame window displays a message, as shown below. It also sends the user an email with the instructions to activate the account.

    iFrame-registration-message

    iFrame-confirm-email

    However, if Auto Provision Sign Users feature is disabled, Adobe Acrobat Sign user creation fails, and the iFrame window displays a message asking the user to contact their Adobe Acrobat Sign account administrator. The Adobe Acrobat Sign Account Administrator can take one of the following actions:

    • Enable the Auto Provision Sign Users feature for the account.
    • Create the user in Adobe Acrobat Sign prior to using the Veeva Vault Adobe Acrobat Sign Integration.
    iFrame-contact-administrator

  17. Once the document is processed, drag and drop the Signature fields from the right panel and select Send.

    add-signature-fields

  18. It sends the document to the recipients for signature. Once the recipient receives the document email, the document status changes from Reviewed to In Adobe Signing.

    in-adobe-signing

  19. Once all the signatures are captured and completed in Adobe Acrobat Sign, the document Status in Vault changes to Approved.

  20. Select Document Files option and expand the Renditions section in Vault. It automatically creates a Rendition called ‘Adobe Sign Rendition’ once the document is in an Approved state.

    document-files

  21. Download the Adobe Sign Rendition for validating the recipient signature.

    verify-signature

Cancel an Agreement using Adobe Acrobat Sign for Veeva Vault

  1. Go to the Veeva Vault login page and enter your username and password.
    It opens your Vault’s home page, as shown below.

    vault-home

  2. Select the Library tab and then select the document.
    The document status can be: In Adobe Sign Draft, In Adobe Sign Authoring, or In Adobe Signing.

    document-adobe-sign-authoring

  3. Select Cancel Adobe Sign.

    cancel-document

    It triggers the Web Action and loads the iFrame window in Vault.

    cancelled-document

    The document status automatically changes to Review.

    cancel-reviewed

    After the document status changes to Review, you can again send it out for signature.

 Adobe

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