Pre-requisites:
The User being integrated must have an Adobe Sign client account and must have a valid and activated User account in the Contract Logix tenant.
Application Settings
Click the Settings cog and select Application Settings in the left navigation menu.
Select the “E-Signature Settings” tab.
For E-Signature Type, select “Adobe Sign”.
Under Adobe Sign Integration toggle “Enable Adobe Sign” ON.
Click Save at the top.
Integrating Users
There are two options. To set up yourself, use Option 1. To set up users who don’t have access to the Settings menu in Contract Logix, use Option 2.
Option 1 - To Integrate the Current Logged in User (yourself):
Navigate to “Users” in the left navigation menu.
Open your user record.
Once in the User Detail page, click on the “Integrate Now” button.
You will then be brought to the Adobe Sign login page.
Enter the email address that is linked to your Adobe Sign account.
Click into the password box but do NOT enter your password. Wait for the next page to load.
Once the next page loads, enter the password for your Adobe Sign account and click Continue.
You will then be brought to the Adobe Sign Integration confirmation page (Integration: Enabled).
If you return to your User Detail page, you will now see the Adobe Sign key. You can now check out documents for Adobe Sign in Contract Logix.
Option 2 - To Integrate Others:
As the Contract Logix Admin:
Navigate to “Users” in the left navigation menu.
Open the User record you want to integrate.
Once in the User Detail page, click on the “Send Integration Email” button. You will see a pop up that says, “Integration Email Sent.”
Click OK.
Once the User completes the steps below, you will see the Adobe Sign key in this User’s User record.
As the User being integrated:
User should log into Contract Logix in their default browser.
User will receive an email from Contract Logix, requesting consent to enable Adobe Sign e-signature.
User will need to click on “Enable Adobe Sign” in that email.
Once clicked, the User will be brought to the Adobe Sign login page. (If not already logged into Contract Logix, open a new tab in this browser window and login.)
User should enter the email address that is linked to their Adobe Sign account.
User should click into the password box but NOT enter their password. Wait for the next page to load.
Once the next page loads, user should enter the password for their Adobe Sign account and click Continue.
User will then be brought to the Adobe Sign Integration confirmation page (Integration: Enabled).
User can now check out documents for Adobe Sign in Contract Logix.