Configure Signature Provider - Adobe Sign

🎯 Objective

Learn how to integrate an Adobe Sign account into netLex quickly and without complications!
This article contains the sections:

• What is this feature?
• How to integrate Adobe Sign into netLex?
• Mandatory prerequisites
• Step-by-step integration
• Guided Tour: Integrating Adobe Sign into netLex
• Frequently Asked Questions
   

🔍 What is this feature?

Integrating Adobe Sign into netLex allows you to perform electronic signatures with much more agility, security, and practicality! 📑🚀 

 

⚙️ How to integrate Adobe Sign into netLex?

🛡️ Mandatory prerequisites

• The user must have an Administrator profile in netLex.
• In the Adobe Sign account, enable the option: "Allow senders to specify hybrid routing order".

🔔 Attention! Without these two settings, the integration will not be completed correctly.

 

🚀 Step-by-step integration

1. Access Settings in the left sidebar menu within netLex.
2. Click on Signature.
3. Select Add provider.
4. Choose the Adobe Sign provider.
5. Enter an Identifier (nickname) for the account.
   
   🏷️ Tip: use names that make identification easy, especially if there is more than one registered account!
    
6. Click on Save to be redirected to the Adobe Sign login.
    
7. Enter your credentials and authorize netLex to access your Adobe Sign account.

8. All set! ✅ After confirmation, you will return to netLex and the account will be successfully integrated!

🎯 Guided Tour: Integrating Adobe Sign into netLex

Want a visual step-by-step? Click on "Start" to access our Guided Tour! 🚀

 

Quer um passo a passo visual? Clique em "Começar" para acessar nosso Tour Guiado! 🚀

❓ Frequently Asked Questions

• Can I integrate more than one Adobe Sign account? Yes! Use different identifiers to make selection easier when signing documents.
   
• Do I need to be an administrator in Adobe Sign too? Not necessarily, but it is important that permissions are correct to authorize the integration.