This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines everything you need to know in order to get set up with Adobe Acrobat Sign as an integration within your AgencyCloud software
This guide covers:
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 softwareWhich 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 requiredFields 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
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 thisThis 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 AgencyCloudWhen 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
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 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 AdobeOnce 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
Sales
Business process | Document type | Approvers (in order) | Action per approver |
|---|---|---|---|
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 |
|---|---|---|---|
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
Types
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