Adobe Sign
You can integrate your TenantWise platform with Adobe Sign to enable electronic document signing within task flows. Once connected, administrators can add document signing steps to task flows, select templates from your Adobe Sign library and map template fields to task data.
Prerequisites
Before configuring the Adobe Sign integration you will need:
An active Adobe Sign account with API access.
An application registered in the Adobe Developer Console with the appropriate scopes.
The Client ID and Client Secret from your Adobe Developer Console application.
The Redirect URI provided by TenantWise (displayed during setup) added to your Adobe Developer Console application.
Terms Acceptance
In order to use the Adobe Sign integration with TenantWise, you must first accept the terms and conditions of the integration.
Locate the Adobe Sign integration in Integration Manager and click 'Accept terms to enable'.
Ensure you have scrolled and read the terms before ticking and accepting.
Adobe Sign integration remains disabled after terms and conditions have been accepted to allow you to carry on with the configuration.
Setting Up the Connection
Configure Adobe Sign credentials
Navigate to Integrations > Integration Manager and click 'Edit' on the Adobe Sign integration.
In the setup dialog, copy the Redirect URI displayed and add it to your application in the Adobe Developer Console.
Select your Region from the dropdown:
Europe 1 (eu1)
Europe 2 (eu2)
North America 1 (na1)
North America 2 (na2)
Australia 1 (au1)
Japan 1 (jp1)
India 1 (in1)
Enter the Client ID from your Adobe Developer Console application.
Enter the Client Secret from your Adobe Developer Console application.
Click Save Credentials.
Connect to Adobe Sign
Once your credentials are saved, click the Connect to Adobe Sign button. A popup window will open where you will be asked to authorise TenantWise to access your Adobe Sign account.
Complete the authorisation in the popup window. Once successful, the popup will close automatically and the connection status will update to Connected.
If the popup is blocked by your browser, allow popups for TenantWise and try again.
Connection Status
Once connected, the integration dialog displays the following information:
Status - Whether the connection is active (Connected) or inactive (Not Connected).
Region - The Adobe Sign region your account is connected to.
Scopes - The API scopes granted during authorisation.
Enable the Integration
After connecting, enable the Adobe Sign integration by toggling the switch on the Integration Manager page. Document signing steps cannot be added to task flows until the integration is both connected and enabled.
Testing the Connection
Verify your connection
From the integration dialog, click Fetch Templates in the 'Test Connection' section. This will retrieve the library templates from your Adobe Sign account and display them in a table.
If templates are returned successfully, the connection is working correctly.
Updating Credentials
If you need to update your Client ID or Client Secret, open the integration dialog and enter the new values. Leave a field blank to keep the existing value. Click Save Credentials and then reconnect.
Disconnecting
Disconnect Adobe Sign
From the integration dialog, click Disconnect. The connection status will be cleared and document signing steps will no longer be able to send documents for signature.
You can reconnect at any time by clicking Connect to Adobe Sign again.
Disconnecting does not revoke access in your Adobe Sign account. To fully remove access, revoke the application from your Adobe Sign account settings.
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