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

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 1 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
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?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Digital Signature tab.
On the Digital Signature tab, drag the Adobe Sign Create Agreement activity onto your process.

General Configuration

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

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts 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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Source Repository

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

Fields

Field Name	Definition
Source Repository	Opens this Screen: The configuration screen for your document repository. The specific screen that shows depends on your document repository type. For more information, refer to Document Repositories. Function of this Screen: Configures your document repository.

Adobe Sign Create Agreement Configuration > Connection tab

Specifies the agreement to sign.

Fields

Field Name	Definition
Adobe Sign	Description: Specifies the access token that connects to your Adobe Sign environment. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts 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	Description: Specifies the name of the agreement to create. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: Yes
Signature Flow	Description: Specifies when the sender must sign an agreement. Allowed 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 Variables: Yes
Reminder Frequency	Description: Specifies how often to send an e-mail reminder. Allowed Values: Daily Weekly Default Value: None Accepts Variables: No
Expire Duration In Days	Description: Specifies the number of days until the agreement expires. Allowed Values: An integer. Default Value: None Accepts Variables: Yes
Message	Description: Specifies an optional message about the agreement to create. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes

Adobe Sign Create Agreement Configuration > Signer tab

Specifies the signers for the agreement.

Adobe Sign Create Agreement Configuration Signers tab — Figure: Adobe Sign Create Agreement Configuration > Signers tab

Fields

Field Name	Definition
Recipient Set Name	Description: Specifies a unique name about an agreement to show in the subject of an e-mail. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: Yes
Email ID	Description: Specifies the e-mail address of the signer associated with the agreement creation. Allowed 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 Variables: Yes Example: me@mydomain.com $MANAGER(DOMAIN\john) $MANAGER(${/my:myFields/my:username})
Store Signing URL in Variable	Description: 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. Allowed Values: A process data variable that accepts a URL. Default Value: None Accepts 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.

Adobe Sign Create Agreement Configuration > Approver tab

Specifies the approvers for an agreement.

Fields

Field Name	Definition
Recipient Set Name	Description: Specifies a unique name about an agreement to show in the subject of an e-mail. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts Variables: Yes
Approver Email Ids	Description: Specifies one or more e-mail addresses for the approver. Allowed 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 Variables: Yes Example: me@mydomain.com $MANAGER(DOMAIN\john) $MANAGER(${/my:myFields/my:username})
CC	Description: Specifies the recipients in the CC field for your email. Allowed 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 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.

Fields

Field Name	Definition
Agreement ID	Description: Specifies a process data variable that store the agreement ID from Adobe Sign. Allowed Values: A process data variable that accepts a numeric string with no spaces or special characters. Default Value: None Accepts Variables: Yes