Adobe Sign

Set up

Adobe Sign is available as an integration with Gold-Vision and is set up per user

Creating documents

Create your templates with Adobe sign tags..

Creating and sending eSign documents

Create and send eSign documents from Gold-Vision items

Viewing eSign documents

View eSign documents and monitor whether they have been signed

Introduction

Adobe Sign, an Adobe Document Cloud solution is a cloud-based, enterprise-class e-signature service that lets you replace paper and ink signature processes with fully automated electronic signature workflows. Recipients can electronically sign documents by typing or drawing their name on their computer or mobile device or uploading an image of their signature.

Adobe sign can be integrated with Gold-Vision allowing you to send PDFs to the relevant people to get them signed electronically. The signed documents will then automatically get saved in Gold-Vision. Documents can be created and sent from any item in Gold-Vision that has the Word icon.

It pays to go digital... Take your Gold-Vision document templates to another level

Gold-Vision customers have had the ability to manage documents from templates using Microsoft Word for a number of years! With our recent Adobe Sign integration our customers can now accelerate their business by creating, sending, signing and managing these documents seamlessly within Gold-Vision.

5 key benefits of managing digitally signed documents

With Adobe Sign integrated with Gold-Vision, the process for managing key documents becomes seamless. Key benefits include:

Save time – Shorten your Sales and onboarding cycle. Create your Adobe sign document within Gold-Vision. Use mail merged fields to automatically complete your documents. Templates are created using standard wording which doesn’t need amending each time.
Speed Sign – Make it much simpler for your recipient to interact and respond quickly. This shortens the creation and delivery for both parties.
Work anywhere – Gold-Vision and Adobe Sign documents can be created on a desktop or tablet device. Your recipient can in turn open it on any device and sign!
Track and manage – Create, send, sign and store all documents in a central location which can be accessed by your users or teams. Audit trails are automatically managed in Gold-Vision to let you know what status the document is at.
Save the Forest – Adobe documents can be delegated to the correct recipient.

Scenarios for using document templates with Adobe Sign

We’ve worked with a number of customers to fulfil a number of scenarios for document templates, including:

• Contracts or Agreements
• Proposals or quotes
• Application forms
• Event bookings
• Service work orders
• Requirements acceptance
• Supplier contracts
• RFP acknowledgements
• Onboarding Documents
• Non-Disclosure Agreements

Setting up Adobe Sign

There is no set up cost to integrate Adobe with Gold-Vision. You will need an Adobe account, please ensure that your Account Name is your company name as this will appear on the Abobe documents.

(Not got an existing Adobe Sign account? – Sign up for a free 14 day trial)

User Access Options

In ‘User Access Options’ in the Admin Console ensure that the team you are in has access to eSign Documents.

access

Authenticating a user in Gold-Vision

Note - multiple users can authenticate with your Adobe account, they do not need to be signed up as an Adobe user.

Access your Gold-Vision user preferences and Authenticate Adobe Sign.

Click the link to authorise the integration with Gold-Vision and following the instructions.

Step 1: Create a template document

Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns.The template file may contain Gold-Vision “tags”, which are substituted with the corresponding item data when this feature is initiated – for example name and address. You can also add Adobe tags for the signature fields such as Name, Position, Signature, Date.

Name	{{*Name1_es_:fullname}}
Position	{{*Ttl1_es_:title}}
Signature	{{*Sig_es_:signer1:signature}}
Date	{{Dte_es_:signer1:date(dd/mm/yyyy)}} Note - (date when signed is updated automatically)

The Adobe Sign Text Tag Guide has more info about the Adobe tags. Note – if you don’t add any Adobe tags, depending on how you have set Adobe up, the signature and email tags will automatically be added)

See the Admin Help site for more information about creating templates.

For example, this document has the Adobe tag to authorise the quotation.

Step 2: Prepare your document

Option 1: This option creates a document which you can preview and edit,
then allows you to create the Adobe document.

Click the Word icon

Select the template. Create, edit the document as required. Save your document.

Add and send your eSign document

In the quote (or other GV item), click Documents and select Add eSign Documents.

add

create

File: Enter a name for the eSign document in GV

Complete in order -if more than one signature is needed

Contacts – click to search and select contacts in Gold-Vision

eSign document name the name which will appear in the Adobe document

Comments – this wording will appear in the email to the recipient(s) and when the Adobe document is opened by the recipient

Select Document(s) Select the document you wish to send. Note – more than 1 document can be selected and they will be combined in 1 document

Click OK – the document will be sent from Adobe to the recipient(s) and to you as the originator of the document.

Example Adobe document:

Once the document has been sent the status will be updated.

status

Submitted	Sent to the signatories
In progress	Signed by at least one signatory
Signed	Signed by all signatories
Cancelled	Cancelled (by clicking the red cross next to the document)

Note: if you need to change the sender details, you will need to edit your Adobe account holder name in account settings

Option 2: Sending direct.
Note: this does not give you the option to edit the document prior to it being sent.

Click the word icon. Select the document and click Adobe Sign

word

Output to: Adobe Sign

File – amend file name as required (default will be the object name or the template name depending on how this is set up in your admin console)

Complete in order -if more than one signature is needed

Contacts – click to search and select in Gold-Vision

eSign Document name the name which will appear in the Adobe document

Comments – this wording will appear when the Adobe document is opened by the recipient

Click OK – the document will be sent from Adobe to the recipient(s) and to you as the originator of the document.

Viewing eSign documents

From the Account overview page or the individual item select Documents.
Agreements will be listed in the Agreements folder, you can also identify which have been signed and which are still awaiting final signature.

There is also a global view:

search

Note- documents created using Option 1 can be viewed in this list but not opened. Click on the parent item to view, as above.

Adobe Sign

Set up

Creating documents

Creating and sending eSign documents

Viewing eSign documents

Introduction

Setting up Adobe Sign

Step 1: Create a template document

Step 2: Prepare your document

Option 1: This option creates a document which you can preview and edit, then allows you to create the Adobe document.

Add and send your eSign document

Option 2: Sending direct. Note: this does not give you the option to edit the document prior to it being sent.

Viewing eSign documents

Option 1: This option creates a document which you can preview and edit,
then allows you to create the Adobe document.

Option 2: Sending direct.
Note: this does not give you the option to edit the document prior to it being sent.