Adobe Acrobat Sign with AgencyCloud - set-up requirements

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

What is Adobe Sign?

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:

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
Required information
1. The number of required user licenses
2. 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
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 Acrobat 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 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
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 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
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 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 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

Terms & conditions of contract to act on behalf of vendor

Terms & conditions

1. Property Manager

2. Up to two vendors

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

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 AgencyCloud) for use via Adobe Acrobat Sign

The inclusion of a reasonable number of Adobe Acrobat 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 AgencyCloud or merge codes to be added to existing AgencyCloud 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 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

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 section at the top of this page, titled Getting set-up, for detail on this

We already have an Adobe Account (i.e. Adobe ID) set up. Can we migrate this to Reapit?

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

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

Adobe Acrobat Sign with AgencyCloud - set-up requirements

Getting set-up

Key points

Frequently Asked Questions

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