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@slates-integrations/adobe-sign

v0.2.0-rc.6

Published

Send, sign, track, and manage electronic signature agreements. Upload documents as transient files, create agreements with sequential or parallel signing workflows, and configure recipient roles (signer, approver, acceptor, form filler, delegator). Create

Readme

Adobe Sign

Send, sign, track, and manage electronic signature agreements. Upload documents as transient files, create agreements with sequential or parallel signing workflows, and configure recipient roles (signer, approver, acceptor, form filler, delegator). Create reusable library templates with pre-configured form fields. Build embeddable web forms that generate unique signing URLs. Send agreements in bulk (MegaSign) for mass signing scenarios. Manage form fields including signatures, initials, text, dates, checkboxes, and dropdowns. Send reminders to pending participants, download audit trails, and export completed form field data. Generate embedded signing URLs for in-app signing experiences. Manage users, group memberships, and perform actions on behalf of other users. Receive real-time webhook notifications for agreement lifecycle events, web form activity, bulk send operations, and library template changes.

Tools

Create Agreement

Create and send a new agreement (document for signature). Supports sequential and parallel signing workflows with multiple participant roles. Documents can be referenced by transient document ID, library template ID, or URL.

Create Library Template

Create a reusable library document template with pre-configured form fields. Templates can be shared at the user, group, or account level and used as the basis for agreements, reducing repetitive setup.

Create Web Form

Create an embeddable web form (widget) that generates a unique signing URL. Each time a participant fills in the web form, a new agreement is generated. Web forms can be embedded on websites or shared via link.

Download Audit Trail

Download the audit trail PDF for an agreement. The audit trail captures the complete history of events including creation, viewing, signing, delegation, and authentication actions.

Download Agreement Document

List or download documents attached to an Adobe Acrobat Sign agreement. Downloads return the file through a Slate attachment; use documentId "combined" or omit documentId to download one combined PDF.

Get Agreement

Retrieve detailed information about a specific agreement including its status, participants, documents, and metadata. Optionally fetch signing URLs, form field data, or event history for the agreement.

Get Agreement Members

Retrieve sender, participant set, next participant, CC, and share information for an Adobe Acrobat Sign agreement.

Get Bulk Send

Retrieve detailed information about a Send in Bulk (MegaSign) parent agreement.

Get Agreement Form Data

Retrieve form field data from a completed or in-progress agreement as a Slate attachment.

Get Library Template

Retrieve detailed information about an Adobe Acrobat Sign library template.

Get Signing URLs

Retrieve signing URLs for an agreement. These URLs can be used for embedded signing within your application. Only available when the agreement is waiting for one or more participants to sign.

Get User

Retrieve detailed information for a user in the Adobe Acrobat Sign account.

Get Web Form

Retrieve detailed information about an Adobe Acrobat Sign web form (widget).

List Agreements

List agreements in the account with optional filtering. Returns a paginated list of agreements with their basic details and current status.

List Bulk Sends

List Send in Bulk (MegaSign) parent agreements in the Adobe Acrobat Sign account with pagination.

List Library Templates

List available library document templates. Returns reusable templates that can be referenced when creating agreements or web forms.

List Users

List users in the Adobe Sign account. Returns user details including email, name, and group membership.

List Web Forms

List web forms (widgets) in the account. Returns embeddable signing forms with their status and URLs.

Send in Bulk

Send the same agreement to many recipients using Adobe Acrobat Sign Send in Bulk (MegaSign). Current v6 bulk sends require a CSV transient document containing child agreement recipient information.

Send Reminder

Send a reminder to participants who have not yet completed their actions on an agreement. Reminders can be sent once or configured with a recurring frequency.

Update Agreement State

Cancel or expire an agreement by updating its state. Use this to cancel agreements that are in progress, or to perform other state transitions.

Update Bulk Send State

Update a Send in Bulk (MegaSign) parent agreement state, primarily to cancel an in-progress bulk send.

Update Library Template State

Update the state of an Adobe Acrobat Sign library template, including activating, returning to authoring, or removing a template.

Update Web Form State

Update an Adobe Acrobat Sign web form state, such as activating, deactivating, moving to authoring, or cancelling a web form.

Upload Document

Upload a file to Adobe Sign as a transient document. Transient documents are temporary files (valid for 7 days) that can be referenced when creating agreements, web forms, or library templates. You must upload a document before using it in any signing workflow.

License

This integration is licensed under the FSL-1.1.