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This page outlines all you need to know in order to get set up with Adobe Sign as an integration within your Reapit Agency Cloud software

Getting set-up 

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Getting set-up Getting set-up

• Set up an Account with Adobe Sign and begin the Reapit integration process
  Your 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

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  title Required information
  The number of required user licenses Which documents are required for use with Adobe 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 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 Sign

  See the following Key points section for information on the document types, approver types and actions available for use with Adobe Sign and your Reapit software
  
  

• Next steps
  Once the request has been processed by Reapit, the following process will be followed

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  title Next steps
  An email is sent to Adobe Adobe will send a welcome email to the admin account  (Ensure the Admin account is noted as we 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 Esign which is not related to Reapit or Agency Cloud When completed you will need to provide the API key to us and the email address of the users that you have setup up 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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  title Additional Licences
  For additional licences: Click here to go to open an Approved Integration Request and complete the form as follows: In Approved Integrations, select Adobe Sign In Adobe Request Type, select Additional Licences and complete as required This is 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

Frequently Asked Questions

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