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The Adobe Sign integration lets your workflows find agreements, read who signed, download the signed PDF, send a new agreement for signature, and send reminders.

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Before you start

You need three things:
  • The admin role in the Current workspace.
  • An Adobe Sign user that can send agreements.
  • A contact in the Current contacts directory for each person that your workflows send agreements to.
Current sends an agreement only to known contacts. Adobe Sign sends an email to each signer, so Current checks each signer, each copy recipient, and each reminder recipient against the contacts directory first. If one address is not a contact, Current refuses the complete request and sends nothing.

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Which Adobe Sign user to sign in with

The role of the user sets the access of the connection: Adobe Sign sends each agreement in the name of this user. The signers see this name in the email.

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Install

1

Open the Integrations page

In the portal, go to Settings > Integrations.
2

Connect Adobe Sign

Find the Adobe Sign row. Click Connect.
3

Sign in and allow the access

Sign in to Adobe Sign. Read the permission list and give your consent.
4

Confirm the connection

The browser comes back to the Integrations page.
The Adobe Sign row shows the green Connected badge, with the name of the Adobe Sign user.

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The permissions

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What a workflow can do

A workflow cannot cancel an agreement. Cancel it in Adobe Sign.

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Verify the installation

Open a workflow that reads Adobe Sign and click Run now. Read the run history in the action drawer.
A run that lists your agreements confirms the connection.

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Remove the integration

Go to Settings > Integrations. Click Disconnect on the Adobe Sign row, then confirm. A disconnection removes the token from Current. Current also cancels the token at Adobe Sign. Agreements that a workflow sent stay in Adobe Sign, and the signers can still sign them.

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Questions you may have

Add the person to the contacts directory with the email address that the workflow used. Then run the workflow again.
Adobe Sign stops a connection after 60 days without use. Click Reconnect on the Adobe Sign row and sign in again.
The connection sees the agreements of the signed-in user. If another user sent the agreement, connect again with an account administrator.