Upload to Adobe Sign Action - 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

Uploads the document and any related documents to the Adobe Sign system. When the action is executed, an Adobe Sign Compose page is displayed in your web browser, allowing you to finish and send the agreement within Adobe Sign.

In order to upload documents to Adobe Sign, your Adobe Sign solution must be configured with the Set a default reminder for agreements created by users in this account setting enabled. If this setting is not selected, you will not be able to upload documents to Adobe Sign.

CAUTION:

If you close the browser without clicking Send or enabling the Preview & Add Signature Fields option and then clicking Next, the agreement will not be able to be completed and will be put into the User Abandoned status.

This action is not supported for use with Unity Scheduler timers.

Note:

If the Auto-Name string for a document being sent is longer than 255 characters, that document's name will be truncated when sent to Adobe Sign.

Note:

Any related documents must use supported file types to be able to be uploaded to the Adobe Sign system. Supported file types include .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .rtf, .tif, .jpg, .jpeg, .gif, .bmp, .png, .htm, and .html. For more information, see your system administrator.

CAUTION:

If the Upload to Adobe Sign action is executed on a document multiple times, its existing Agreement ID Keyword Value will be overwritten with a new value each time.