Adobe Sign Create Agreement activity

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:

This is a common configuration field that is used in many examples. Refer to:

• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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

Amazon S3

Function:

Specifies that Amazon S3 is the source location for your files.

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

Box

Function:

Specifies that Box is the source location for your files.

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

Dropbox

Function:

Specifies that Dropbox is the source location for your files.

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

File System

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 Adobe Sign Create Agreement > Source Repository > File System.

FTP

Function:

Specifies that FTP is the source location for your files.

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

Google Drive

Function:

Specifies that Google Drive is the source location for your files.

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

NetSuite

Function:

Specifies that NetSuite is the source location for your files.

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

OneDrive

Function:

Specifies that OneDrive is the source location for your files.

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

OneDrive for Business

Function:

Specifies that OneDrive for Business is the source location for your files.

To select your file in the source location, complete the fields on Adobe Sign Create Agreement > Source Repository > OneDrive for Business.

Salesforce

Function:

Specifies that Salesforce is the source location for your files.

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

SFTP

Function:

Specifies that SFTP is the source location for your files.

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

SharePoint

Function:

Specifies that SharePoint is the source location for your files.

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

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

Create

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

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

Email ID

Function:

Specifies the e-mail address of the signer associated with the agreement creation.

Accepted Values:

One line of text (a string) in email address format.

If you use process data variables, domain\username is changed automatically to a valid email 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

Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Add

Function:

Creates a row.

Delete

Function:

Deletes the row.

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 email addresses, separated by commas (,).

If you use process data variables, domain\username is changed automatically to a valid email 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 email.

Accepted Values:

A list of email addresses, separated by commas (,).

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

Default Value:

None

Accepts Process Data Variables:

Yes

Example:

• me@mydomain.com
• $MANAGER(DOMAIN\john)
• $MANAGER(${/my:myFields/my:username})

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