By Julio Velela
The Laserfiche Integration with Adobe Sign is a game-changer for all self-hosted customers. Adobe Sign will allow developers across your organization to build robust processes that collect e-signatures with complete ease. In addition, you will be able to upload documents for signing, request, and track signatures using different role assignments and store signed documents in the Laserfiche repository.
Using this excellent integration requires customers to have the following:
Laserfiche Forms 10 and above
Laserfiche Workflow
Laserfiche repository
Forms server
Adobe Sign enterprise licensing
For more information on licensing, go to Adobe Sign for enterprise and business at https://acrobat.adobe.com/us/en/sign/business.html.
Adobe Sign can fulfill your digital signature needs with more than 8 billion transactions processed from millions of signers worldwide. You can also expect greater efficiency and security since to help protect sensitive information, Adobe Sign follows industry-standard security practices and encrypts all documents. On top of that, Adobe e-signatures are legally valid and enforceable in nearly every industrialized country worldwide.
Where to Find the Form Process
The Adobe Sign integration can be found in Laserfiche Business Process Library under Adobe Sign – Send for Signature Forms. Users will be able to upload a single file to Adobe Sign and send it out for signature. Workflow uploads the document to the Laserfiche repository and sends it to Adobe Sign over HTTPS upon submission. Signers will then receive an email requesting a signature and a link to the document in Adobe Sign.
This process uses the following forms:
Upload Documents for Signature
Adobe Sign User Interface
This process calls the following workflows:
[AdobeSign] – Forms Signature Invoke
[AdobeSign] – Forms Wait for AdobeSign UI
As with all Laserfiche Business Process Library processes, you can adjust this workflow to fit your needs. The workflow can be applied to different processes to send documents for signature using Adobe Sign.
How to Get Started
Step One:
Select the Adobe Sign – Send for Signature Forms process and upload Documents for Signature Form
To upload a file for signature, select the Upload button. You will then need to browse your computer for the file you want to use.
Note: Only a single file can be sent to Adobe Sign. If multiple files are attached, an error similar to the following appears:
Step two:
Select how signatures are added to the document
Using the Adobe Sign UI: To use the Adobe Sign UI, select Adobe Sign UI. When the form is submitted, the Adobe Sign user interface will appear.
Using an Adobe Sign Template: To use an Adobe Sign template, select Adobe Sign Template.
In the Adobe Sign Template box, enter the name of the template. Note: The name of the template needs to match exactly as it appears in Adobe Sign. If the workflow cannot find the template, it will follow the path for the Default option.
Select the option for the email sender you want to use. For example, if you select Adobe Sign, the email will come from Adobe Sign. If you select Laserfiche, the Workflow server will send the document for signature.
Using Default Signature Fields: To use the signature fields already in the document or to have Adobe Sign add a signature field on the bottom of the last page, select Default.
Step three:
Select the option for the email sender you want to use
If you select Laserfiche, the Workflow server will send the emails using its default setting.