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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

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


 What is Adobe Sign?

Adobe 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

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 

  • Required information
    In order to progress with this request, the following information is required

     Required information
    1. The number of required user licenses

    2. Which documents are required for use with Adobe Sign 
      Integration entitlement is the conversion of up to 5 existing letters within your Reapit software

    3. Which approver types should be included for each document

    4. A design brief for each document
      This should show the placement of signatures, initials or other Adobe Sign fields required

    5. 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

     Next steps
    • An email is sent to Adobe

      • Adobe will send a welcome email to the admin account

      • This will prompt you to setup your account

      • When completed, a user name and password will be provided which needs to be provided to Reapit 

    • 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 Sign
      • In Adobe Request Type, select Additional Licences and complete as required

    • 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 Sign integration, including normal signatories
 Sales
Business processDocument typeApprovers (in order)Action per approver
Agreement of contract between agent & vendorSales 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 vendorTerms & conditions

1. Property Manager

2. Up to two vendors

Signature

Signature

Request for vendor approval of property particularsBrochure approval

1. Up to two vendors

Signature

 Lettings/rentals
Business processDocument typeApprovers (in order)Action per approver
Tenancy agreement between landlord and prospective tenantTenancy 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 landlordLettings/rental agreements (e.g. terms of business)1. Property ManagerSignature
Terms & conditions of contract to act on behalf of landlordTerms & conditions

1. Property Manager

2. Up to four landlords

Signature

Signature

Signature

Request for landlord approval of property particularsBrochure 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 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
 Available 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


 What is the cost of the integration per license?

The standard cost per license is £150 plus VAT per annum


 Are there any other additional costs?

The standard Reapit integration entitlement per company includes:

  • Updates to 5 existing letter templates (within Reapit Agency Cloud) for use via Adobe Sign

  • The inclusion of a reasonable number of Adobe Sign tags within each letter template
    Usually around 10 - 15 tags including signatures, initials, fill in fields, radio buttons or check boxes

  • Any work required outside of this scope (e.g. new letters to be added to Reapit software or merge codes to be added to existing Reapit letters) will be subject to the usual costs for custom template work


 What is included with each license purchased?

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 Sign

Document fair usage is an accumulative amount for the whole account, so multiple licenses can be purchased to increase the limit company-wide


 What is the standard license model used within the Reapit integration?

1 license per staff member (user level)


 What do I need to provide Reapit to allow them to complete the integration?

See the Adobe Acrobat Sign with Reapit - set-up requirements#Getting set-up section at the top of this page for detail on this


 We already have an Adobe channel set up with another partner. Can we migrate this to the Reapit channel?

Adobe operate using channels which can be seen as an account

When Reapit request an Adobe account it is under the Reapit channel - you can have more than one channel with an email address defined to both

It is not possible to migrate you to the Reapit channel; you first need to exit the terms you have with your current channel partner and then create a new one with Reapit


 When is this integration available?

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


 How long will it take for Reapit to set up the integration?

For a standard Adobe Sign integration, delivery is expected between 2 - 4 weeks once all initial detail has been provided to Reapit




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