The Adobe Sign delivery sends the resulting document to Adobe Sign for signing.
At first, you need to connect to your Adobe Sign account from the Plumsail account:
After that, you’ll be able to customize the Adobe Sign delivery settings.
Type in the email subject and message:
Add recipients - as many as you need. Assign roles to them:
Note
If you select “Needs to fill form”, mind that you have to enable the option “Allow senders to mark some recipients as form fillers” inside your Adobe Sign account. You can find it the Account Settings => Send Settings.
You can customize more settings - for that, expand Advanced:
Here you can switch on Sequential signing, then just drag and drop recipients to define an order in which they should sign the document. Like in the gif below:
Also, you can set:
the expiration period;
reminders;
a password for extra security.
You may want to set recipients dynamically for each document. In this case, you can use tokens inside the Email field. Data passed to the process will define who will receive the document.
The token can contain not only one email address but the list of them comma- or semicolon-separated. Like this:
{
"emails": "Derek Clark <[email protected]>; Jessica Adams <[email protected]>"
}
Mind that if you put the list of recipients into the single field, the information you typed in the Name field will be skipped.
You can specify recipient names in the list by placing names before the email address.
Or you can omit that, and the email address will be displayed as a recipient name.
In case Sequential signing is enabled, the order in which recipients receive the document will be the same as in the list.
You can insert values from your data using tokens. Let us assume, your data has property “invoiceNumber”. In this case, you can include it using token {{invoiceNumber}}
.
Those tokens work the same way as in document templates including value formatters. Additionally, you can use {{@date}}
token to include current date:
{{@date}}
- full current date with time.
{{@date}:format(dd.MM.yyyy hh:mm)}
- formatted current date.
Note