About this Guide

With the Apttus Adobe Sign Services User Guide, you can find out how Adobe Sign for Apttus Adapter works and how to manage your organization's and your customers' eSignature workflows. 

Topic

Description

What's Covered

This guide walks the Adobe Sign user through a set-up of the entire e-Signature process. It covers step-by-step instructions, and use cases for the features provided by the Apttus Adobe Sign Services. 

Primary AudienceIndividuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers
IT EnvironmentRefer to the latest Apttus Adobe Sign Services Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, refer to What's New topic.
Other Resources
  • Contract Management User Guide: Refer to this guide to set-up the entire contract management process.
  • Apttus Adobe Sign Services Administrator Guide: Refer to this guide to set-up the entire Adobe Sign process.
  • X-Author User Guide: Refer to this guide for detailed instructions on setting up templates and editing agreement documents.

This guide describes the following tasks: 

  • eSignature Workflow
  • Sending Document for eSignature

Before using Apttus Adobe Sign, you must be familiar with the following:

  • Basic Salesforce administration

  • Salesforce and Apttus terms and definitions

  • Apttus Contract Management administration

If you are new to Apttus Adobe Sign, begin here: About Apttus Adobe Sign Services.