Adobe Sign delivery
The Adobe Sign delivery sends documents generated by your process to Adobe Sign for signing.
Before configuring the delivery, connect your Adobe Sign account in the process:
Once connected, configure the Adobe Sign delivery settings.
Main settings
Specify the email subject and message. See how to use tokens in these fields.
Add as many recipients as needed and assign roles to them. You can add them manually or dynamically using tokens. Check how to specify recipients dynamically based on your data.
Note
If you select Needs to fill form, make sure the Allow senders to mark some recipients as form fillers option is enabled in your Adobe Sign account. You can find it under Account Settings → Send Settings.
Advanced settings
Expand the Advanced section to configure more settings:
Enable Sequential signing to control the signing order. Drag and drop recipients to define the sequence in which they sign the document:
You can also configure the expiration period, reminder notifications, and a password for extra security.
Use signature and other related tags
Adobe Sign integration for Plumsail Documents enables you to insert Adobe Sign text tags into a document template to define the location of e-signature fields and other associated fields like initials, date, etc.
The process works as follows:
you insert signature text tags into a document template;
each signer sees the fields they need to complete and sign.
Adobe Sign text tags use the same syntax as Plumsail Documents tokens, so you need to add the keep-token function to prevent the Plumsail Documents engine from processing them.
See the keep-token function article for more information.
The most commonly used text tags below already include the keep-token function. Make sure to add it when using other Adobe Sign text tags.
Text tag |
Description |
|---|---|
|
A signature field assigned to the first signer. |
|
An initials field assigned to the first signer. |
|
A read-only field for the recipient identified as signer1 to enter his or her full name. |
|
A field for the company name of the first signer. |
|
A read-only field containing the date of signature. |
This is how the fields appear for the signer:
You can find more examples of Adobe Sign text tags in their documentation.
Important
When adding Adobe Sign text tags to your template, make sure to include the keep-token function. See the description above.
Specify recipients dynamically based on your data
You can define recipients dynamically using tokens in the Name and Email fields. The data passed to the process determines who receives the document.
The Email field can contain a single address or a list of addresses separated by commas or semicolons:
{
"email": "Derek Clark <d.clark@contoso.com>; Jessica Adams <j.adams@contoso.com>"
}
If you provide a list of recipients in the Email field, the Name field is ignored.
You can specify recipient names in the list by placing names before the email address:
Behavior details:
If no name is provided, the email address is used as the recipient name.
If Sequential signing is enabled, recipients receive the document in the order specified in the list.
If you add an Access code, all recipients in the list receive the same code. To assign different codes, add recipients individually in the Recipients section.
Use tokens in email subject and body
You can insert values from your data using tokens.
Click { } to open the list of available tokens.
For example, if your data contains a property called address, insert it using the token {{address}}.
Tokens work the same way as in document templates and also support value functions.
You can also use predefined tokens:
{{@date}}- the current date and time{{@number}}- the current document number.
Note