Knowledge Base - Smart Flows

Send to Adobe Acrobat Sign

The Send to Adobe Acrobat Sign flow block allows Designers to send a document for electronic signature via Adobe Acrobat Sign. The signed document available from the flow output of that block can be used in subsequent steps.

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Flow Block Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow block customization buttons

You can further customize your flow block's parameters in several ways

  • Linked field icon'.png Users can use linked fields to map data from your data set(s).

  • User editable field icon.png Users can use edit fields to customize the flow block.

  • Delayed Output Icon.png Using delayed output settings to wait for signatures or file names of completed documents.

Flow output

The Flow Output section shows all the output parameters that are available for the block. When checked, the value of the output parameter are presented to the user who is executing the flow. Each setting that composes this output information is described in detail below:

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Index No.

Field name

Description

1

Sign urls

When checked, the system provides URLs to the signer(s) to sign the document. 

2

Agreement ID

When checked, the system the provides the id for the agreement.

3

Agreement Name

When checked, the system provides, the name of the agreement. By default, the name of the agreement is used in the subject of the e-mail sent to the signer.

4

Agreement Status

When checked, the system displays the status of the Send to Adobe Acrobat Signtransaction in the flow output.

5

Document name (Delayed output)

When checked, the system outputs the filename of the signed document during the flow output step. Checking this box causes the flow to enter a wait mode until all signers complete the signing ceremony.

6

Signed document (Delayed output)

When checked, the system provides a link to the signed document during the flow output. Checking this box causes the flow to enter a wait mode until all signers complete the signing ceremony.

Basic settings

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Index No.

Field name

Description

1

Document

Represents the document to send for signature via Adobe Acrobat Sign. The system uses the Generated document by default. If your Template does not contain e-signatures, configured with the Template Builder, the system displays an error when testing the flow.

2

Connector

The Adobe Acrobat Sign connector to use. If you only have one, it will be the default one which is selected by default.

3

Document name

Sets the document name for the document sent via Adobe Acrobat Sign. The system uses the Template name by default.

Adobe Acrobat Sign settings

Send to Adobe Sign ASS.png

Index No.

Field name

Description

1

Agreement Language

The language for the agreement. This value must be selected from the list of available/supported language. It cannot be set dynamically. The e-mail sent to the signer will be in that language and same thing for the signature ceremony.

2

Agreement name

The name of the agreement.

3

Agreement message

Message to appear in the e-mail sent to the signer. This can be used to provide additional instructions to the signer.

4

Sign in person

If checked, the signer will sign the document "in person" with the originator.

5

If the agreement was cancelled, expired or archived, resume the flow with the unsigned document

When checked, the system continues the flow even if a signature is not received for the document.

6

Password protect

If checked, this option gives the ability to specify a password for the signed document.

7

Remind the signers to sign the document

If checked, this option gives the ability to configure the reminder for pending signer(s).

The reminder options are: Every day (Default)Every weekEvery business dayEvery other dayEvery third dayEvery fifth day

8

Redirect url

URL of the web page where the signer will be redirected after completion of the signature.