Adobe Sign Create Agreement activity
An activity that creates an agreement in Adobe Sign.
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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:
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.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Source Repository
Specifies the original, or source, location type for your agreement.
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Fields
Field Name | Definition |
---|---|
Source Repository |
|
Adobe Sign Create Agreement Configuration > Connection tab
Specifies the agreement to sign.
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Fields
Field Name | Definition |
---|---|
Adobe Sign |
|
Create |
|
Agreement Name |
|
Signature Flow |
|
Reminder Frequency |
|
Expire Duration In Days |
|
Message |
|
Adobe Sign Create Agreement Configuration > Signer tab
Specifies the signers for the agreement.
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Fields
Field Name | Definition |
---|---|
Recipient Set Name |
|
Email ID |
|
Store Signing URL in Variable |
|
Add |
|
Delete |
|
Adobe Sign Create Agreement Configuration > Approver tab
Specifies the approvers for an agreement.
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Fields
Field Name | Definition |
---|---|
Recipient Set Name |
|
Approver Email Ids |
|
CC |
|
Adobe Sign Create Agreement Configuration > Response tab
Specifies a process data variable that store the agreement ID from Adobe Sign.
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Fields
Field Name | Definition |
---|---|
Agreement ID |
|