Using Egnyte for Adobe Sign

Overview

Adobe Sign enables you to quickly send documents for e-signature with intuitive and flexible web and mobile experiences. Now you can send documents for signature directly from Egnyte Connect. Once all parties have executed the document, it is automatically and instantly saved in the Egnyte Connect folder from which it was sent.

Configuring Egnyte for Adobe Sign

If you are an administrator, you may need to first enable Egnyte for Adobe Sign. On the Apps & Integrations page, find the Adobe Sign integration, hover over the tile, and click Enable Integration. Administrators can choose to add the app for all users, certain groups (up to 5), or allow users to add the app themselves.

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Once the administrator has enabled the App for your account, your users will be able to add it from the Apps & Integrations page or will automatically have it installed, depending on the option selected.

 

Connecting the Integration to Egnyte and Adobe Sign

To connect Egnyte and Adobe Sign, you need to allow the integration service to connect to both your Egnyte account and your Adobe Sign account.


Connecting To Egnyte

Once you have added Adobe Sign, select the gear icon and click Continue. A window will appear to connect your Adobe Sign account to your Egnyte account. Click Allow Access so Egnyte for Adobe Sign can access your Egnyte account.

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Connecting to Adobe Sign

Once you've allowed access, you'll need to decide if all users are going to use the same Adobe Sign account or if each user will access their own account. The checkbox Use my Adobe Sign Credentials for all users on Egnyte domain should only be checked if you are setting up for a service account option where all users in this domain would use your Adobe Sign Service account. If you use SSO with Adobe Sign, you'll need to check this box.

Note: Your Adobe Sign account should have the necessary subscription to use this feature. Do not check the checkbox if you just want to use your own single Adobe Sign account.

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You will be prompted to enter your Adobe Sign username (an email address) and password. You must have an Adobe Sign account to use this feature. If you don’t already have an Adobe Sign account, you can sign up for a free trial via the link on the login screen.

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Egnyte for Adobe Sign is now enabled!


Service Account Option

Single Sign-On customers and other customers that may be interested can add support for their users through Adobe Sign's feature, which allows a single service account to handle authentication for all users on the domain.


Finishing the Installation

After entering your email address and password, you should see the Adobe Sign app added to the Apps & Integrations page. 

 

If you wish to change the Adobe Sign account connected to your Egnyte user profile, or if you ever want to remove the Web App entirely, you can do so from this part of the UI by clicking the gear icon.

 

Note: If you close the browser tab/window before logging in or clicking the Cancel button, the app will still show as Added. In this case you can either use change account (as described above) to log in or just log in when prompted when you next attempt to send a document with Adobe Sign.

 

Using Egnyte for Adobe Sign

Sending a Document for Signature

After you configure Egnyte for Adobe Sign, a Send with Adobe Sign option will appear under the Share option in the file action menu.

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Sending with Adobe Sign is currently supported for these file types:

  • Microsoft Word documents (.doc and .docx)
  • Microsoft Excel spreadsheets (.xls and .xlsx)
  • Adobe Portable Document Format documents (.pdf)
  • Text documents (.txt and .rtf)
  • Images (.jpg, .tif, .gif and .png)

Clicking this option will open the Adobe Sign interface in a new browser window. Adobe Sign has a rich web interface that gives you many options for managing your signed documents. In this tutorial, we’ll focus on a simple case where you just want to collect a signature from a single person. Detailed documentation on Adobe Sign's capabilities is available here.

In this simple case, you would specify a recipient for your document...


… indicate where you would like them to sign...

 

… and then send them an email with a link to where they can review the document online and provide an electronic signature.

Your counter-party will be asked to provide and confirm their signature from a screen that looks like the one below.

 

Once they confirm their signature, the document will be “completed” in Adobe Sign, and a signed copy of the document (in PDF format) will appear in your Egnyte account in the folder where the original document resides. The signed copy will have a note automatically added to it indicating who signed the document and the time and date of sign-off.

Note: We periodically check with Adobe Sign to detect when sign off has been completed, so there may be a slight delay of a few minutes before the signed copy shows up in your account.


Congratulations, you’ve just collected an e-Signature without having to leave your Egnyte account!

Send with a template

In addition to sending a regular file for signature, Egnyte now supports sending a template from the More menu. This kicks off a signature flow using your Adobe Sign templates. Once the document is signed, it is returned to the folder from which the “send template” workflow was launched.

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