Adobe Sign Integration
E-Signature
Integrate Adobe Sign e-signature capabilities with CaseDocker for efficient document execution workflows.
What It Does
The Adobe Sign integration allows CaseDocker to send documents for e-signature through Adobe Sign. Signed documents are automatically retrieved and stored in CaseDocker with complete audit trails and status tracking.
Setup Steps
- Enable Adobe Sign API
Ensure Adobe Sign API access is enabled in your Adobe account (available in Business and Enterprise plans).
- Create Integration
Create an OAuth application in Adobe Sign admin console and obtain client ID and secret.
- Configure Authentication
Set up OAuth authentication in CaseDocker admin panel using Adobe Sign OAuth credentials.
- Set Document Workflows
Configure how CaseDocker documents are sent to Adobe Sign, including signer roles and signing order.
- Test Signature Flow
Send a test document for signature and verify status updates and document retrieval in CaseDocker.
Required Permissions
- Create and send Adobe Sign agreements
- Retrieve agreement status and signed documents
- Access signature and audit information
- Manage agreement templates