Table of Contents


Connecting the Adobe Sign API

 

To use Adobe Sign in Magentrix, you must first create an application in Adobe Sign and then connect Magentrix to its API.

Requirements

To connect an Adobe Sign API to Magentrix, users must be assigned a security role with the following permissions:

  • Administrator System Role

Users also require the following external permissions:

  • Users must have an Adobe Sign developer account

To connect Adobe Sign:

Create an Application in Adobe Sign:

  1. Create an application and save the Application ID and Application Secret for later use. For more information regarding creating an application and viewing OAuth information, refer to Adobe's documentation.

Generate an Integration Key in Adobe Sign:

  1. In the Adobe Sign Account menu, navigate to Adobe Sign API > API Information.
  2. Click Integration Key as shown in the screenshot below.

  3. In the window that appears, enter an integration name e.g. "Magentrix", and then check all of the permission boxes, and then click Save.
  4. Navigate to Personal Preferences > Access Tokens. Click the access token and save it for later use.

Connect Adobe Sign API in Magentrix:

  1. In the Setup Home page, click Extend > Connected Apps.
  2. Click New.
  3. Select API Provider and then click Next.
  4. Select OAuth and then click Next.
  5. Configure the following fields:
    • Name: Enter "Adobe Sign"
    • Service URL: Enter "https://secure.echosign.com/oauth"
    • Consumer Key: Enter your Application ID
    • Consumer Secret: Enter your Application Secret
    • Refresh Token: Enter your Integration Key
  6. Click Save.

See More:


 

Configuring Adobe Sign Templates & Mappings >>