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Overview

Fields :

  • Connection Nickname : The name of the connection you want it to be known as.
  • Region (text) : The region of your adobe sign instance.

An OAuth window opens asking for your Adobe account and password information.

When you enter your Adobe account information and password, the Event card asks if you want to authorize access to your Adobe account. Click Allow.

  • Adobe Errors

    General

    For information on specific errors being returned from the Adobe Sign API, see the Adobe Sign API.

    Authentication

    Having difficulties connecting to your Adobe account? Try reauthorizing your account in Settings –> Accounts, or deleting the account and adding it again.

    You can find a list of all your available accounts under Settings –> Accounts.

    We are constantly aggregating more data about errors, so if this article doesn’t help solve your problem, check back soon.

Events

  • Agreement Signed

    Start FLO when an agreement is signed.

    Output

    • Agreement
      • Agreement ID (text) : The unique identifier of the agreement, which can be used to query status and download signed documents.
      • Name (text) : The name of the agreement that will be used to identify it, in emails and on the website.
      • Created At (text) : Agreement creation date.
      • Status (text) : The current status of the agreement.
      • Participant Emails (list of text) : A list of one or more participant sets. A participant set may have one or more participants.
    • Context
      • Execution ID (text) : This FLO card execution ID.
  • New Agreement

    Start FLO when agreement is created.

    Output

    • Agreement
      • Agreement ID (text) : The unique identifier of the agreement, which can be used to query status and download signed documents.
      • Name (text) : The name of the agreement that will be used to identify it, in emails and on the website.
      • Created At (text) : Agreement creation date.
      • Status (text) : The current status of the agreement.
      • Participant Emails (list of text) : The list of email.
    • Context
      • Execution ID (text) : This FLO card execution ID.

Actions

  • Create Agreement

    Create an agreement document using document ID.

    Input

    • Agreement
      • Document IDs (list of text) : The unique identifier of the agreement, which can be used to query status and download signed documents.
      • Name (text) : The name of the agreement that will be used to identify it, in emails and on the website.
      • Recipient Emails (list of text)
      • Recipient Role (dropdown)
        • Signer : Person who needs to sign the document.
        • Approver : Person who needs to approve the document.
        • Acceptor : Person who needs to delegate to someone who needs to sign or approve the document.
        • Form Filler : Person who need to fill in form content during the signature process.
        • Certified Recipient : Certified Recipients can have no (zero) form fields assigned to them. During their “signature” process, they will be asked to either delegate, decline or acknowledge the agreement.
        • Delegate To Signer : Delegate to a Person who needs to sign the document.
        • Delegate To Approver : Delegate To Person who needs to approve the document.
        • Delegate To Acceptor : Delegate To Person who needs to delegate to someone who needs to sign or approve the document.
        • Delegate To Form Filler : Delegate To Person who need to fill in form content during the signature process
        • Delegate To Certified Recipient : Delegate To Certified Recipient.
      • Signature Type (dropdown) : The method of signature.
        • E Sign
        • Written
      • Signature Flow (dropdown) : Steps for the signature process.
        • Sender Signature not required
        • Sender Signs Last
        • Sender Signs First
        • Sender Signs Only
        • Sequential
        • Parallel

    Output

    • Agreement ID (text) : The unique identifier of the agreement, which can be used to query status and download signed documents.
  • Create Template

    Creates template using document ID. A document template is a reusable document that can be shared with other users in your account, allowing multiple users to send out the same document without needing to make any changes.

    Input

    • Template
      • Document ID (text) : The unique identifier number of the document.
      • Name (text) : The name of the template that will be used to identify it, in emails and on the website.
      • Sharing Mode (dropdown) : The permission group for sharing.
        • User
        • Group
        • Account
      • Type (dropdown)
        • Document : A document template is a reusable document that can be shared with other users in your account, allowing multiple users to send out the same document without needing to make any changes.
        • Form Field : A form field template is a reusable field layer that can be applied to any document. Form field templates can also be shared with other users in your account.

    Output

    • Template ID (text) : The unique identifier that is used to refer to the library template.
  • Download Agreement

    Download agreement using the agreement ID.

    Input

    • Download By
      • Agreement ID (text) : The unique identifier of the agreement, which can be used to query status and download signed documents.
      • Version ID (text) : The file version you want to download.
      • Attach Supporting Document (true/false) : includes the supporting documents of an agreement.

    Output

    • File Content (file) : The file you downloaded.
  • Read Agreement

    Read agreement using the agreement ID.

    Input

    • Read By
      • Agreement ID :The unique identifier of the agreement, which can be used to query status and download signed documents.

    Output

    • Agreement ID : The unique identifier of the agreement, which can be used to query status and download signed documents.
      • Name (text) : The name of the agreement that will be used to identify it, in emails and on the website.
      • Status (text) : The current status of the agreement.
      • Signature Type (text) : Specifies the type of signature requested on the agreement—written or e-signature.
      • Created At (text) : Agreement creation date.
      • Recipients (list of object)
        • Email (text) : The recipient email.
        • Status (text) : The status of the recipient document.
        • Description (text) : The description of the email.
        • Date Sent (text) : The date the email was sent.
  • Read Template

    Read template using the template ID. A document template is a reusable document that can be shared with other users in your account, allowing multiple users to send out the same document without needing to make any changes.

    Input

    • Read By
      • Template ID (text) : The name of the library template that will be used to identify it, in emails and on the website.

    Output

    • Template
      • Name (text) : The name of the library template that will be used to identify it, in emails and on the website.
      • Created At (text) : Library document creation date.
      • Created By (text) : Name of the creator of the library document.
      • Status (text) : The current status of the library document.
      • User Email (text) : Details (email) of the creator of the library document.
      • Participant (list of object)
        • Company (text) : The participant company.
        • Email (text) : The participant email.
        • Name (text) : The participant name.
        • Title (text) : The participant title.
        • Role (text): The participant role.
  • Upload Document

    Uploads a file as a transient document to be used for creating templates or agreements.

    Input

    • File
      • File Content (file) : The file you want to upload.
      • File Name (text) : The name of the file that will be diplayed in the adobe.

    Output

    • Document ID (text) : The unique identifier for the file.