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This guide has been reviewed against our global client base and classed as relevant to all regions |
This page outlines all you need to know in order to get set up with Adobe Acrobat Sign as an integration within your AgencyCloud software
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Adobe Acrobat Sign is a cloud-based e-signature service that allows a user to send, sign, track, and manage signature processes using a browser or mobile device |
This guide covers:
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Getting set-up
Set up an Account with Adobe Acrobat Sign and begin the AgencyCloud integration process
Your local Reapit Key Contact should first contact your Reapit Client Success Manager (CSM) to get this process started
Complete a request form
Part of the set-up process will involve completing a request form on the Reapit Service Desk portal
This form needs to be completed by your Reapit Key Contact
- click here to access the form
Required information
In order to progress with this request, the following information is required
- The number of required user licenses
- Which documents are required for use with Adobe Acrobat Sign
Integration entitlement is the conversion of up to 5 existing letters within your Reapit software - Which approver types should be included for each document
- A design brief for each document
This should show the placement of signatures, initials or other Adobe Acrobat Sign fields required - Fields that are mandatory for completion when received by your approvers
These are fields which the approver has to complete/sign in order to submit a document via Adobe Acrobat Sign
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| See the following Key points section for information on the document types, approver types and actions available for use with Adobe Acrobat Sign and AgencyCloud |
Next steps
Once the request has been processed by Reapit, the following process will be followed
- An email is sent to Adobe
- Adobe will send a welcome email to the admin account
Ensure the Admin account is noted as Reapit will not have reference to this - This will prompt you to setup your account and your user to the Adobe Portal (Guide from Adobe)
Note each user has to verify their login to Adobe Acrobat Sign which is not related to Reapit or AgencyCloud - When completed, the username and password need to be sent to Reapit
This allows the necessary Reapit setup to be completed, including configuration & API key
- Once you have the account details, update Reapit using the Service Desk ticket you already have open (as outlined in Complete a request form section above)
- The account will then be added by Reapit Support
- Reapit support will then raise a Template Change Request for Adobe - as standard there are five templates that can be converted
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Additional
Licenceslicences
For additional licences:
- Click here to go to open an Approved Integration Request and complete the form as follows:
- In Approved Integrations, select Adobe Acrobat Sign
- In Adobe Request Type, select Additional Licences and complete as required
- Click the link to view the Adobe guide for adding a new user to a licence within the Adobe portal - Add user in Adobe Portal
- Adobe will be emailed automatically to request the licences and they will respond to you directly
This activity is not progressed via Reapit - your Reapit request will be closed once emails are sent to Adobe - Once you have your new user details from Adobe, please raise a Staff Member Request via this form and the Reapit Service Desk will set up the details for you
Key points
Standard licence models
- 1 licence per staff member
- Documents are sent from the individual user
- Fair Usage Policy (FUP) - 300 document per licence per annum
Most requested documents for Adobe Acrobat Sign integration, including normal signatories
SalesSales
| Business process | Document type | Approvers (in order) | Action per approver |
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| Agreement of contract between agent & vendor | Sales agreements (e.g. terms of business) | 1. Property Manager 2. Up to two vendors | Signature Signature |
| Terms & conditions of contract to act on behalf of vendor | Terms & conditions | 1. Property Manager 2. Up to two vendors | Signature Signature |
| Request for vendor approval of property particulars | Brochure approval | 1. Up to two vendors | Signature |
Lettings/rentals
| Business process | Document type | Approvers (in order) | Action per approver |
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| Tenancy agreement between landlord and prospective tenant | Tenancy agreements | 1. Up to four tenants 2. Up to four guarantors 3. Up to four landlords* | Signature, initials Signature Signature, initials |
| Agreement of contract between agent and landlord | Lettings/rental agreements (e.g. terms of business) | 1. Property Manager | Signature |
| Terms & conditions of contract to act on behalf of landlord | Terms & conditions | 1. Property Manager 2. Up to four landlords | Signature Signature |
| Request for landlord approval of property particulars | Brochure approval | 1. Up to two landlords | Signature |
* An agent may sign on behalf of the landlord - under these circumstances, the approving landlord will be replaced with an internal approver
Available approver types & actions
Approver typesTypes
- Applicants x 4
- Vendors x 2
- Buyers x 2
- Vendor solicitor
- Tenants x 4
- Landlords x 4
- Guarantors x 4
- Property Manager
- Tenancy Manager
- Selling Negotiator
- Applicant Negotiator
- Logged Negotiator
Actions
- Add signatures
- Add initials
- Select via check boxes
- Select via radio buttons
- Free-type text boxes (single line)
When added separate to signature*:
- Date when signed
- Full name of signee
* These details are included as standard with all signatures for all approvers - however, they are available as separate stand-alone fields for the first approver
Frequently Asked Questions
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The standard cost per license is £150 plus VAT per annum |
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The standard Reapit integration entitlement per company includes: Updates to 5 existing letter templates (within AgencyCloud) for use via Adobe Acrobat Sign The inclusion of a reasonable number of Adobe Acrobat Sign tags within each letter template Any work required outside of this scope (e.g. new letters to be added to AgencyCloud or merge codes to be added to existing AgencyCloud letters) will be subject to the usual costs for custom template work |
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Each license covers the delivery of up to 300 documents per annum (fair usage policy) and also allows for a separate email address to be used to deliver and receive your documents via Adobe Acrobat Sign Document fair usage is an accumulative amount for the whole account, so multiple licenses can be purchased to increase the limit company-wide |
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1 license per staff member (user level) |
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See the section at the top of this page, titled Getting set-up, for detail on this |
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When Reapit request an Adobe account it is setup under the Reapit channel It is not possible to migrate an existing Adobe account under the Reapit channel; you first need to exit the terms you have with your current Adobe Account and then create a new one with Reapit |
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The integration is available now, subject to Reapit receiving all required information Any further detail required will be outlined to you as part of the setup process |
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For a standard Adobe Acrobat Sign integration, delivery is expected between 2 - 4 weeks once all initial detail has been provided to Reapit |
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