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

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Digital Signature tab.

    Digital Signature tab
  3. On the Digital Signature tab, drag the Adobe Sign Create Agreement activity onto your process.

    Drag Adobe Sign Create Agreement 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:
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

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 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 Box icon

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 Dropbox icon

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 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 Adobe Sign Create Agreement > Source Repository > File System.

FTP FTP icon

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 Google Drive icon

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 NetSuite icon

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 OneDrive icon

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 OneDrive For Business icon

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 Salesforce icon

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 SFTP icon

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 SharePoint icon

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 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

Create 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

Email ID

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