Adobe Sign Create Agreement activity

An activity that creates an agreement in Adobe Sign.


Adobe Sign Create Agreement activity

Configure the Adobe Sign Create Agreement activity

To configure the Adobe Sign Create Agreement activity, do the procedure in this topic.

Prerequisites

Good to Know

  • ​​To send an e-mail notification, click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature Digital Signature icon tab.
      2. On the Digital Signature Digital Signature icon tab, drag the Adobe Sign Create Agreement Adobe Sign Create Agreement icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Adobe Sign Create Agreement activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Source Repository

Specifies the original, or source, location type for your agreement.

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Amazon S3) - Adobe Sign Create Agreement.

Box Box icon

Function:
Specifies that Box is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Box) - Adobe Sign Create Agreement.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Dropbox) - Adobe Sign Create Agreement.

FTP FTP icon

Function:
Specifies that FTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (FTP) - Adobe Sign Create Agreement.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Google Drive) - Adobe Sign Create Agreement.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (NetSuite) - Adobe Sign Create Agreement.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive) - Adobe Sign Create Agreement.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive For Business) - Adobe Sign Create Agreement.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (Salesforce) - Adobe Sign Create Agreement.

SFTP SFTP icon

Function:
Specifies that SFTP is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SFTP) - Adobe Sign Create Agreement.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is your document source location.

To select your file in the source location, complete the fields on Source Repository Configuration (SharePoint) - Adobe Sign Create Agreement.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the data source for the file.

To select your file in the source location, complete the fields on Source Repository Configuration (Local File System) - Adobe Sign Create Agreement.

Adobe Sign Create Agreement Configuration > Connection tab

Specifies the agreement to sign.

Figure: Adobe Sign Create Agreement Configuration > Connection tab

Adobe Sign Create Agreement Configuration Connection tab

Fields

Field Name Definition

Adobe Sign

Function:
Specifies the access token that connects to your Adobe Sign environment.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for Adobe Sign
Function of this Screen:
Configure an access token to connect to Adobe Sign.

Agreement Name

Function:
Specifies the name of the agreement to create.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Signature Flow

Function:
Specifies when the sender must sign an agreement.
Accepted Values:
  • Sender Signature Not Required - The sender is not required to sign in an agreement.
  • Sender Signs Last - The sender must sign the agreement last.
  • Sender Signs First - The sender must sign the agreement first.
  • Sequential - The sender must sign the agreement in the order of the signature workflow.
  • Parallel - The sender can sign the agreement in parallel with other signers.
Default Value:
None
Accepts Process Data Variables:
Yes

Reminder Frequency

Function:
Specifies how often to send an e-mail reminder.
Accepted Values:
  • Daily
  • Weekly
Default Value:
None
Accepts Process Data Variables:
No

Expire Duration In Days

Function:
Specifies the number of days until the agreement expires.
Accepted Values:
An integer.
Default Value:
None
Accepts Process Data Variables:
Yes

Message

Function:
Specifies an optional message about the agreement to create.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Adobe Sign Create Agreement Configuration > Signer tab

Specifies the signers for the agreement.

Figure: Adobe Sign Create Agreement Configuration > Signers tab

Adobe Sign Create Agreement Configuration Signers tab

Fields

Field Name Definition

Recipient Set Name

Function:
Specifies a unique name about an agreement to show in the subject of an e-mail.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

E-mail ID

Function:
Specifies the e-mail address of the signer associated with the agreement creation.
Accepted Values:
A text string in e-mail address format.

If you use process data variables, domain\username is changed automatically to a valid e-mail format.

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • me@mydomain.com
  • $MANAGER(DOMAIN\john)
  • $MANAGER(${/my:myFields/my:username})

Store Signing URL in Variable

Function:
Specifies the process data variable that stores the reference URL for signing the documents.

The reference URL comes in the response from the Adobe Sign API.

Accepted Values:
A process data variable that accepts a URL.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Add icon

Function:
Creates a row.

Delete Delete icon

Function:
Deletes the row.

Adobe Sign Create Agreement Configuration > Approver tab

Specifies the approvers for an agreement.

Figure: Adobe Sign Create Agreement Configuration > Approver tab

Adobe Sign Create Agreement Configuration Approver tab

Fields

Field Name Definition

Recipient Set Name

Function:
Specifies a unique name about an agreement to show in the subject of an e-mail.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Approver Email Ids

Function:
Specifies one or more e-mail addresses for the approver.
Accepted Values:
A list of e-mail addresses, separated by commas (,).

If you use process data variables, domain\username is changed automatically to a valid e-mail format.

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • me@mydomain.com
  • $MANAGER(DOMAIN\john)
  • $MANAGER(${/my:myFields/my:username})

CC

Function:
Specifies the recipients in the CC field for your e-mail.
Accepted Values:
A list of e-mail addresses, separated by commas (,).

If you use process data variables, domain\username is changed automatically to a valid e-mail format.

Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • me@mydomain.com
  • $MANAGER(DOMAIN\john)
  • $MANAGER(${/my:myFields/my:username})

Adobe Sign Create Agreement Configuration > Response tab

Specifies a process data variable that store the agreement ID from Adobe Sign.

Figure: Adobe Sign Create Agreement Configuration > Response tab

Adobe Sign Create Agreement Configuration Response tab

Fields

Field Name Definition

Agreement ID

Function:
Specifies a process data variable that store the agreement ID from Adobe Sign.
Accepted Values:
A process data variable that accepts a numeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes