Adobe Sign Account Registration
The mandatory requirements below must be observed before performing the netLex integration with AdobeSign:
1. The user who will perform the integration must have an Administrator profile on the netLex platform.
2. It is necessary to access the AdobeSign account configuration screen that will be integrated and enable the option of "Allow senders to specify hybrid routing order", as shown in the image below:
After ensuring that the two requirements above have been met, you can then proceed to the integration, following the steps below:
- Access the netLex “Settings” menu:
- Then click on “Standard Integrations”:
- Then click on "Add New Provider":
- Select the "Adobe Sign" provider:
- Enter an identifier and click configure:
You will need to enter an identifier, which is a nickname for the account. You can enter the name that makes the most sense for your company. If there is more than one account from the same provider, it is a good practice to differentiate by identifier, to facilitate recognition when sending the subscription.
By clicking "Configure", you will be redirected to the Adobe Sign login screen, where you need to enter your account (or your company's account) credentials to confirm the integration authentication, as shown below:
- Confirm the access:
Enter your credentials and click 'Sign In'. If the credentials are valid and that your account has been validating, you'll need to confirm the access. Click 'Allow Access' to continue the authorization.
After completing the process, you will be redirected to netLex, where the account will be successfully registered.
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