Adobe Acrobat Sign modules
With the Adobe Acrobat Sign modules, you can start an Adobe Workfront Fusion scenario based on events in your Adobe Acrobat Sign account, create, read, or update agreements and other records, search for records using criteria you set, and upload documents.
Access requirements
You must have the following access to use the functionality in this article:
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.
Adobe Acrobat Sign connector usage recommendations
The Adobe Sign app makes automating eSignature business processes in Fusion much easier and more powerful.
New users to Adobe Sign should pay close attention some of the constraints around updating agreements. Agreements are not typically changed once started. We recommend that new users of Adobe Sign focus on creating new agreements using the agreement creation module. This will make Fusion automations easier and work better with Adobe Sign.
Adobe Sign agreements need a field to work with. There are some options for doing this but the easiest and most common is uploading a transient document and then mapping that document to your agreement.
Adobe Acrobat Sign modules and their fields
When you configure Adobe Acrobat Sign modules, Workfront Fusion displays the fields listed below. Along with these, additional Adobe Acrobat Sign fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.
Triggers
This trigger module starts a scenario when an agreement is created or updated.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Filter | Select whether you want to watch for new records, updated records, or both. |
Record type | Select the type of record that you want the record to watch. |
Find text |
Enter terms that you want to search for. The module returns records that include these terms as field values. For more information on searching fields in Adobe Acrobat Sign, see "How text searching works" in Adobe Sign Search - How it works. |
Maximum number of returned agreements | Enter or map the maximum number of records you want the module to return during each scenario execution cycle. |
This trigger module starts a scenario when an event that you select occurs.
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Webhook | Select the webhook that you want to use, or click Add and fill in the following fields. |
Webhook name | Enter a name for the webhook |
Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Scopes |
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Resource level |
Select the type of resource that you want to watch.
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Webhook subscription events | Select the Adobe Sign events that you want the module to watch. |
Application display name | The display name of the application through which the webhook is created. |
Application name | The display name of the application through which the webhook is created. |
Problem notification emails |
This setting works only for admin accounts For each email address that you want to sent problem notification emails to, click Add and enter the email address. |
Agreement conditional parameters | If you want to add any conditional parameters, select Yes on the record type that you want to add parameters to, then select Yes on any parameters you want to enable. |
Actions
This action module creates a new record of the selected type.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers | Add the headers of the request in the form of a standard JSON object.For example, {"Content-type":"application/json"} |
Record type |
Select the type of record you want to create.
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Group info | Enter or map the group's Name and ID, and indicate whether this group is the default group for the account. |
Library document info |
Fill in the following fields:
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User info |
Fill in the following fields:
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Web form info |
Fill in the following fields
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This action module creates an agreement, sends it out for signature, and returns the agreement ID.
note note |
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NOTE |
We recommend uploading the document to sign as a transient document, then mapping it to the File to send field in the Create an agreement module. For an example, see “Upload document” in this article. |
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers | Add the headers of the request in the form of a standard JSON object.For example, {"Content-type":"application/json"} |
Files to send |
For each item you want to include in the agreement, click Add Item and fill in the following fields:
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Agreement name | Enter a name for the new agreement. This name is used to identify the agreement in places such as emails and websites. |
Participant sets info |
For each participant set you want to add, click Add item and fill in the following fields.
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Signature type |
Select the type of signature that the agreement requires.
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State |
Select a state for this agreement.
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CCs |
You can send this agreement to interested parties that do not need to sign, such as stakeholders. They receive an email at the beginning of the signing process and another when the final signature is received. They also receive a PDF copy of the agreement. For each person that you want to CC on this agreement, click Add item and fill in the following fields:
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Email option |
For each type of email, select whether that type of email is sent to all participants or none.
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External ID |
Enter or map an ID for this agreement. You can specify this when the agreement is created, and use it to locate the agreement in later modules or queries. Note: The External ID value is visible to all participants through the API, so it should not be used to contain a sensitive token. |
Merge field info |
For each field in the agreement that you want to put a default value for, click Add item and enter the default value and the field name. The values will be presented to the signers for editable fields For read-only fields the provided values will not be editable during the signing process. |
Notary info |
Fill in the following fields:
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Post sign option |
Select whether you want the signers to be directed to a success page after the agreement is signed. If you select Yes, fill in the following fields:
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Security option |
Enter or map the secondary password that will be used to secure the PDF document. Important: Adobe Sign will never share this password, so you must separately communicate it to any relevant parties. |
Vaulting info | If your account is set up for document vaulting and the option to enable per agreement, you can enable this option to vault this agreement. |
This action module creates records linked to a module you select.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Record type | Select the record type of the original record that you want to associate the created records with. |
Agreement/Library document/User/Widget ID | Enter or map the ID of the object that you want to associate the created record with. |
Agreement related field |
Select the type of related field that you want to create
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Library view info |
Fill in the following fields:
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User view info |
Fill in the following fields
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Widget related fields |
Select the related record that you want to create.
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This module allows you to perform a custom API call.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
URL |
Enter a path relative to Note: For the list of available endpoints, refer to the Adobe Sign API Reference. |
Method | Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in Adobe Workfront Fusion. |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Query String | Enter the request query string. |
Body |
Add the body content for the API call in the form of a standard JSON object. Note: When using conditional statements such as
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Upload a transient document |
If you want to upload a transient document, enter the source file for the document you want to upload. Select a source file from a previous module, or map the source file's name and data. |
This action module lists all records of the selected type that the account has access to.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Record type | Select the type of record that you want to retrieve related records for. |
Locale | Enter the locale of the user. This determines the language of the UI. |
External ID | Enter or map the External ID (an ID assigned outside of Adobe Acrobat Sign) for the agreements you want to return. |
Group ID | Enter the ID of the group associated with the records you want to list. |
Show hidden (records) | Enable this option if you want to include hidden records in your results. |
Cursor / Start index |
Enter the number of the first record that the module should return. Note: This field is combined with the Maximum number of returned records field for pagination. For example, if the Maximum number of returned events is 100, and the Start index is 101, the module returns records 101-200, or the second page of results. |
Maximum number of returned records |
Enter or map the maximum number of records you want the module to [action] during each scenario execution cycle. Note: This field is combined with the Cursor or Start Index field for pagination. For example, if the Maximum number of returned events is 100, and the Start index is 101, the module returns records 101-200, or the second page of results. |
Parent domain URLs | Enter or map a comma-separated list of parent domain URLs where the returned URLs may be iframed. If left empty, the Adobe Acrobat Sign pages are not viewable in iframe. |
This action module retrieves information from a single record.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Record type | Select the type of record that you want to retrieve related records for. |
Record ID | Enter or map the ID of the record you want to retrieve. |
Read additional information related to a single record.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Record type | Select the type of record that you want to retrieve related records for. |
Record ID (Example: Account ID) | Enter or map the ID of the record you want to retrieve related records for. |
Other fields | Enter information in specific fields based on record type and related fields. |
This action module updates a single record in Adobe Acrobat Sign.
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IMPORTANT |
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Record ID | Enter or map the ID of the record you want to update. |
Record type | Select the type of record that you want to update. |
Other fields |
Enter information in specific fields based on record type and related fields.
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This action module updates records related to a specific object.
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IMPORTANT |
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Record type | Select the record type of the record that the related fields are associated with. |
Agreement/Library document/User/Widget ID | Enter or map the ID of the object that you want to associate the created record with. |
Other fields |
Enter information in specific fields based on record type and related fields.
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Upload a transient document. A transient document is available for 7 days after it is uploaded.
note note |
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NOTE |
We recommend uploading the document to sign as a transient document, then mapping it to the File to send field in the Create an agreement module. |
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, Workfront Fusion adds authorization headers automatically. |
Record ID | Enter or map the ID of the record you want to update |
MIME type | Enter the mime type of the original file. Multipurpose Internet Mail Extension (MIME) types are labels that allow software to identify different types of data shared on the internet. Web servers and browsers use the MIME type to determine what should be done with a file. For example, a file with the MIME type text/html will be processed in a browser differently than a file with MIME type image/jpeg . |
Example: In this workflow, the document to sign (previously downloaded from Workfront) is uploaded as a transient document.
The Upload document module gives the document an Adobe Acrobat Sign ID that can be referenced in later modules. When the agreement is created, the uploaded document’s ID is included in the Files to send field.
Searches
This search module searches for agreements based on criteria you provide.
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Connection | For instructions about connecting your Adobe Acrobat Sign account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions |
Headers |
Add the headers of the request in the form of a standard JSON object. For example, |
Text filter |
Search for text in the agreement metadata.
The module returns any agreement that contains any of the entered text in any of the selected fields. Example: entering "spring campaign" and selecting the Title and Note options returns any agreements with the words "Spring" or "Campaign" in either Title or Note. For more information on searching fields in Adobe Acrobat Sign, see "How text searching works" in Adobe Sign Search - How it works. |
Created date | Select dates. The module returns only records where the created date matches this criteria. |
Expiration date | Select dates. The module returns only records where the expiration date matches this criteria. |
Modified date | Select dates. The module returns only records where the modified date matches this criteria. |
External ID |
External ID is a sender-assigned ID to the agreement that can be of any form, but usually in form of "<groupID>:<ID>". For each External ID you want to add, click Add and enter or map the External ID. |
Group ID |
Group ID is an identifier assigned when the group was created. For each External ID you want to add, click Add and enter or map the External ID. |
Asset ID |
This is the ID assigned to the specific agreement. For each External ID you want to add, click Add and enter or map the External ID. |
Parent ID |
This is the ID assigned to the agreement's parent object. For each External ID you want to add, click Add and enter or map the External ID. |
Participant email |
The email address of a participant. For each External ID you want to add, click Add and enter or map the External ID. |
Role | Select roles that you want the returned results to include. |
Sort by | If you want the module to sort the results, select the field that you want to sort results by. |
Sort order | If you want the module to sort the results, select whether you want to sort ascending or descending. |
Status | Select the statuses that you want the returned results to include. |
Type | Select the agreement types that you want the returned results to include. |
Subtypes | Select the agreement subtypes that you want the returned results to include. Only Library template agreements feature subtypes. |
User ID |
The User ID of the user that the agreement is shared with. For each User ID you want to add, click Add and enter or map the User ID. |
Visibility | Select the visibility level that you want the returned results to include. |
Start index |
Enter the position of the first result that you want to return. Combine this with the maximum returned results to paginate results Example: if you return 100 results at a time, enter 100 to return results 100-200. |
Maximum number of returned results | Enter or map the maximum number of records you want the module to [action] during each scenario execution cycle. |