Integrating Adobe Sign

Capabilities

DataGrail's Adobe Sign integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Adobe Sign User Role: Admin

Get API Credentials

1. Log in to Adobe Sign.
2. In the main menu, navigate to API.
3. In the left menu under Adobe Sign API, select API Applications.
4. Select the plus sign to Add a New Application.
5. Enter the following information for the new application:

Application Configuration

• Name: DataGrail (You can use any value)
• Display Name: DataGrail integration (You can use any value)
• Domain: CUSTOMER

6. Select Save.
7. In the application list, select your new application.
8. Select Configure OAuth for Application.
9. Copy the Client ID and Client Secret. Store them in a secure, temporary location.
10. Enter the following information to configure OAuth, and then select Save.

OAuth Configuration

• Redirect URI: https://datagrail.io/oauth/adobe_sign
• Enabled Scopes:
  • user_read:account
  • user_login:account
  • agreement_read:account
  • library_read:account
  • workflow_read:account
  • application_read:account

11. Identify your API Shard from the account URL (e.g. na1 ).

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Adobe Sign.
2. Enter the Client ID, Client Secret and API Shard obtained during Get API Credentials.
3. Select Login to Configure.
4. Log in to Adobe Sign if prompted and authorize the necessary permissions to DataGrail:

Required Permissions

• View users in your account
• Login access - providing full access to any user in your account
• Access documents & data on behalf of any user in your account
• View templates and document library on behalf of any user in your account
• View workflows on behalf of any user in your account
• View applications

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Direct Contact Integrations
• Access Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Adobe Sign integration uses the Acrobat Sign REST API Version 6:

Access Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.