Adobe Acrobat Sign

AdobeSign is a third-party provider that helps users embed their signature and information into their documents digitally or electronically. It enables document routing and e-signature placement in Strato.  It also significantly decreases paper-intense processes and helps its users to overcome document management challenges by making approvals faster and easier.

To integrate Strato with AdobeSign, the user must have an AdobeSign account and license, an integrator key and the API URL. 

AdobeSign can be activated during registration using the Strato Admin tool. Scrolling at the bottom of the page after accomplishing all processes will allow a user to enter their AdobeSign integrator key and choose it as their default e-signature extension.

After performing the above configuration, in Strato, go to widget settings and then create or edit an application widget. Select a document template and enable the documents can be sent using e-signatures toggle. Specify a workflow and then in the E-signature dropdown box, you will see AdobeSign as an option. For further details on this, read How to Set E-signature Workflow in Application Widget.

Sign Documents Using AdobeSign

Application Widgets support workflows that require digital signatures via AdobeSign. This section guides recipients (such as Hiring Managers and Candidates) through the process of reviewing and signing a generated document.

To sign a document sent via an AdobeSign workflow, follow the steps below.

1. Open the email sent to the first recipient (in this example, the Hiring Manager) after generating and sending the document. 
   
   
   
   
2. Click the Review and sign link provided in the email. A new tab will open displaying the document.
3. Review the document. You will see where your signature will be placed. Click the yellow signature box. 
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6. The signature editor window will be displayed. Select one of the 4 options on how to sign the document. 
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   • Type - Type your name using a standard font.
     
     
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   • Draw - Draw your signature using your mouse or trackpad.
     
     
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   • Image - Upload an image of your physical signature.
     
     
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   • Mobile - Send a link to your mobile device to draw the signature on a touchscreen.
     
     
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8. Here is a sample signature using the draw function. Once satisfied with your signature, click Apply.
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11. Verify that the signature appears correctly on the document line.
    
    
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14. Click the Click to Sign button at the bottom of the screen to finalize the process.
15. A confirmation screen will appear indicating the document has been successfully signed.
    
    
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If the workflow involves multiple signers, the email notification will automatically be sent to the next recipient (e.g., the Candidate) after you complete your step.

If you cannot or should not sign the document, you may select alternative options from the Options/Alternative Actions menu within the AdobeSign interface:

• Delegate:  Select Someone else should sign to route the document to a different person.
  
  
  
  
• Decline: Select I will not e-sign to reject the document.
  
  
  
  
• Clear: Select Clear Document Data to erase the entered information and start over.
  
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