Install & Configuration

Go to Settings – Integrations to access the Integrations Storefront, you need to be a system administrator.

From the integrations list select Adobe Sign then click Install button on the far right of the screen. Once you’ve clicked install, you will be brought to the Abode Sign conformation screen, please click continue.

Then you will be able to configure the integration from the Manage menu:

After you have clicked Configure, you will be able to tick the Enable box, click Save, then the integration should be live.

Social authentication

Once the installation has been completed each user will have to Authenticate with the Adobe Sign account, from the Settings menu navigate to Social Authentication

Adobe Sign Social Authentication You will need your Adobe Sign Username and Password for this step

Once you have logged in with your Adobe Sign Account you will be able to view the authentication in the Social authentication list

Screen designing

Once authentication has been completed, users need to add the Adobe Sign section to the Gold-Vision items screens where documents are required to be sent from. Usually the item will be the same as the item the documents are created from.

To add the section please navigate to Screen Designer, select the Gold-Vision item you want to add the section to.

Once the above steps have been completed users will be able to send documents for online signature via Adobe Sign from Gold-Vision itself.  

Create eSign Document template

Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files.

The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data – for example name and address. See the Admin Help site for more information about creating templates.

You can also add Adobe tags for the signature fields such as Name, Position, Signature, Date. The Adobe Sign Text Tag Guide has more info about the Adobe tags.

Name	{{*Name1_es_:fullname}}
Position	{{*Ttl1_es_:title}}
Signature	{{*Sig_es_:signer1:signature}}
Date	{{Dte_es_:signer1:date(dd/mm/yyyy)}} Note – (date when signed is updated automatically)