Adobe Sign Set Alternate Signer activity

An activity that configures a new signer to replace a signer.


Adobe Sign Set Alternate Signer activity

Configure the Adobe Sign Set Alternate Signer activity

To configure the Adobe Sign Check Status 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 Set Alternate Signer Adobe Sign Set Alternate Signer 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 Set Alternate Singer 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

Adobe Sign Set Alternate Signer Configuration

Specifies information to assign an alternative signer for an agreement.

Figure: Adobe Sign Set Alternate Signer Configuration screen

Adobe Sign Set Alternate Signer Configuration screen

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 ID

Function:
Specifies a unique ID of the eSigned document to assign an alternative signer.

Adobe Sign gives a unique ID for each agreement.

Accepted Values:
An agreement ID from Adobe Sign.
Default Value:
None
Accepts Process Data Variables:
Yes

Current Participant Email

Function:
Specifies the e-mail address of the configured signer.
Accepted Values:
A text string in e-mail address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Alternative Participant Email

Function:
Specifies the e-mail address for a different signer if the configured signer can not complete the task.
Accepted Values:
A text string in e-mail address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Message

Function:
Specifies the content of the message for a new signer.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Store the Participant ID

Function:
Specifies a process data variable to store the participant 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