Connecting Adobe Sign to OnBase - Integration for Adobe Sign - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Integration for Adobe Sign
Platform
OnBase
Product
Integration for Adobe Sign
Release
Foundation 23.1
License

The first step in configuring the Integration for Adobe Sign module is to connect your Adobe Sign account to OnBase. This allows OnBase to establish a link to your Adobe Sign account when uploading and signing documents with Adobe Sign.

Note:

The Adobe refresh token generated when you link Adobe Sign to OnBase is valid for 6 months. When the token expires, you will need to relink your Adobe Sign account to OnBase to generate a new token.

To connect Adobe Sign to OnBase, from the OnBase Studio module:

  1. From the Workflow ribbon, click the Adobe Sign button. The Adobe Sign Integration dialog box is displayed.
  2. Type the URL of your Adobe Sign service in the Electronic Signature Integration Service URL field. This field is case-sensitive.
    Note:

    The URL entered in this field is an API Server endpoint. You must enter a URL that uses the HTTPS protocol in this field.

    For example: https://machine.mydomain.com/apiserver/esign
  3. Type the URL of your Hyland IdP service in the Hyland IdP URL field.
  4. Set the client ID of your IdP provider in the Hyland Identity Provider Client ID field by clicking Set... The IdP Authorization dialog box is displayed.
  5. Type the Client ID of the IdP provider in the Client ID field.
  6. Type the Client Secret of the IdP provider in the Client Secret field.
  7. Click OK.
  8. Ensure the correct URL is displayed in the Adobe Sign Hostname URL field. This is a required field.
    This field must contain your region and is populated using the value configured for your Adobe Sign account. For example: https://secure.[region].adobesign.com
    See your Adobe Sign documentation for information on configuring this value.
  9. Set the client ID of your Adobe Sign configuration in the Adobe Client ID field by clicking Set... The Adobe Authorization dialog box is displayed.
  10. Type the Client ID of your Adobe Sign configuration in the Client ID field.
  11. Type the Client Secret of your Adobe Sign configuration in the Client Secret field.
  12. Click OK.
  13. Click Link Account to link OnBase to the configured Adobe Sign instance. An Adobe Sign login page is displayed.
    Note:

    Depending on your system's configuration, you may be prompted with a Security Warning dialog box. Click Yes to allow the Adobe Sign login page to be displayed.

  14. Enter your Adobe Sign credentials and sign in. Once you have logged in to the Adobe Sign account, it is linked to the Integration for Adobe Sign.
    Note:

    The user credentials you enter must belong to an Adobe Sign user account that has account administrator privileges. See your Adobe Sign documentation for information on configuring account administrator privileges.

  15. Click OK.
  16. Click Save from the Repository ribbon group in the Home ribbon in order to save your Adobe Sign connection information.