This topic explains the steps required to integrate Adobe Sign with Conga Platform. 

Prerequisites 

  • The following information from your Adobe Sign account: 
    • Adobe Sign auth server
    • Adobe Sign client ID
    • Adobe Sign client secret

To set up Adobe Sign

  1. Log in to Conga Platform.
  2. Click the menu icon () on the top right corner, and go to Admin Settings.
  3. Click Integrations.
  4. Navigate to the eSignature API Connections tab.
  5. Under the Action column, click Configure for Adobe Sign. The Adobe Sign Setup page opens.

  6. Enter the following details:

    Field NameDescription
    Adobe Sign AuthServer

    To get the Adobe Sign auth server, log in to Adobe Sign as an administrator and copy the domain link from the home page (for example, https://###.###.adobesign.com). Add the domain link to the Adobe Sign AuthServer field.

    Adobe Sign Client ID

    To get the client ID, log in to Adobe Sign as an administrator, go to Acrobat Sign API > click API Applications, select the required API Application > click View/Edit, and enter the application ID value in the Adobe Sign Client ID field.

    Adobe Sign Client Secret

    		To get the client secret, log in to Adobe Sign as an administrator, go to Acrobat Sign API > click API Applications, select the required API Application > click View/Edit, and enter the client secret value in the Adobe Sign Client Secret field. 
  7. Turn on the Default Option for Signature toggle button to make Adobe Sign the default option while sending documents for eSignature.

  8. Turn on the Active toggle button to make the Adobe Sign option available for selection while sending documents for eSignature. 

    When the Default Option for Signature toggle button is turned on, you can not turn off the Active toggle button. 

  9. Click Save. You are redirected to the Adobe Acrobat Sign login page.
  10. Enter email and password, and click Sign In.
  11. Click Allow to grant consent. 

After granting consent, you are redirected to the Adobe Sign setup page. Adobe Sign is configured in your org. To edit the configuration, click Edit under the Action column.  

If you do not use Adobe Sign eSignature services in the Conga Platform for more than 60 days, the refresh token will expire. To generate a new refresh token, go to the Adobe Sign Setup page and click Save.