Adobe Sign Envelope Creation

Group/Team Setup

 With the deployment of the Adobe Sign integration a new team and group have been created. The Internal Signer Team is designed to specify all internal signers who can be selected on a Adobe Sign Envelope. The Adobe Sign User group is designed to allow specified users to see the necessary fields to generate Adobe Sign envelops and generate the envelopes directly in the ESM ContractManagement system.

 Assign the Internal Signer Team as part of a users Team field to allow them to sign Adobe Sign envelopes. Assign the Adobe Sign User group as part of a users Group field to allow them to send Adobe Sign envelopes. Note: The Adobe Sign User group does not and should not be assigned to users who will only sign envelopes. This group is used only to generate Adobe Sign envelopes.

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Adobe Sign Envelop Creation

 Now that users have been assigned to the necessary groups and teams, the Adobe Sign Users can submit envelopes. The creation and maintenance of Adobe Sign envelops is done within the Contract record directly, in the Adobe Sign Envelopes tab.

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In order to generate an envelope 3 important pieces of information are required:

  1. An internal signer: The signer must have an email address.
  2. An external signer: The signer must have an email address.
  3. At least 1 document to sign: The document cannot be an Excel file.

Navigating to this tab will present four or more pieces of important data, depending on your setup, which will accommodate the requirements to generate an envelope:

  1. Internal Signer – The system displays up to 4 fields for internal signers. All 4 fields are part of a linked set, so utilizing the drop down in the Internal Signer field will automatically populate the remaining fields:
    • Internal Signer – A drop down field filtered to only show users who have the Internal Signer team as part of their teams field (required).
    • Internal Signer Email – The email address associated with the internal signer (required).
    • Internal Signer Title – The title of the internal signer (optional).
    • Internal Signer ID – The ESM Contract Management ID number of the internal signer selected (required).
  2. 1st Party Signer - The system displays 4 fields for external signers. All 4 fields are part of a linked set, so utilizing the search options in the 1st Party Signer field will automatically populate the remaining fields. The 1st Party Signer is designated as the external (vendor) signer. The available choices are filtered to only display People records associated with the Contract Party 1 (vendor) on the contract record. However, you may manually enter the necessary information, with the Name and Email address information being required:
    • 1st Party Signer Name – A search box filtered to only People records associated with the vendor on the contract record, but can be manually entered (required).
    • 1st Party Signer Email – The email address associated with the external signer (required).
    • 1st Party Signer Title – The title of the external signer (optional).
    • 1st Party Signer ID – The ESM Contract Management ID number of the external signer selected (optional).
  3. Document to be Signed – Displays all documents associated with the contract record. Select all documents by checking the box next to the document name that will be sent for signature.
  4. Create Adobe Sign Envelope action button – Selecting this button will create the Adobe Sign envelop based on the information entered above.

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Setting up an Envelope 

Once the Create Adobe Sign Envelope action button has been pressed, a new window will open allowing for the completion of the Adobe Sign envelop. While changes can be made at this point, in most cases the only remaining step is to select the Create & Preview action button. Changes can include:

  1. Adding another Recipient – Click the New button in the Adobe Sign Recipients area to assign another signer. The system will automatically assign the users selected before creating the envelope.
  2. Change the Subject – The system defaults the Subject to the Contract Title. This is the subject for the Adobe Sign request, as seen by signers.
  3. Additional Emails – Additional users can receive emails, without receiving signature requests by entering an email address here.
  4. Signature Flow – The order and flow of signatures can be altered here:
    1. Sequential – The signature flow will be in the order of the signer recipients.
    2. Sender Signs Only – Only the sender will sign the envelope, regardless of the recipients.
    3. Sender Signs Last – The sender of the envelope will be required to sign at the end of the process.
    4. Sender Signs First – The sender of the envelope will be required to sign at the start of the process.
    5. Sender Signature Not Required (default) – The sender is not added to the signature flow and instead the named recipients are.
    6. Parallel – The singing order will occur all at once.

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Once the envelope is created as desired select the Preview/Send will action button to be taken directly to the Adobe Sign system.

 

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