Configure an HR service for the Adobe Sign integration

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create or modify an HR service to request electronic signatures through the Adobe Sign service. A preconfigured flow to collect signatures for either an adhoc document (HR PDF document template) or an Adobe Sign template is available to use.

    Before you begin

    Role required: sn_hr_core.admin

    About this task

    For signing an adhoc document (HR PDF document template) or an Adobe Sign template, the following preconfigured HR service, flow, and HR case template are available for your use.
    • Case template: Signature using Adobe sign in
    • HR service: Signature using Adobe sign in
    • Flow: Adobe Sign Integration Flow

    Procedure

    1. Configure an HR service for the Adobe Sign integration.
      1. Navigate to HR Administration > HR Service Configuration.
      2. Click New or open a record.
      3. On the HR service form, provide the following values for an adhoc document and Adobe Sign document:
        • HR service name: Signature using Adobe sign in
        • Fulfillment type: Flow
        • Flow: Adobe Sign Integration Flow
      4. Fill in the other fields on the form, as appropriate.
        For further details on creating an HR service, see Configure an HR service.
        Note:
        In the HR Service Additional Information related list, make sure that the PDF Template field is included so that it appears on the HR case form when a request for this service is made. See Configure the HR case form for an HR service for more information.
      5. Right-click the form header and click Save.
    2. Configure an accompanying HR case template.
      1. In the Template field, click the Lookup icon.
      2. In the HR Templates list, click New or open a record.
      3. From the Add fields list, select PDF Template.
      4. In the PDF Template field, select the HR PDF document template that you want to make available for signing.
        Note:
        • For adhoc document, make sure to select an HR PDF document template with the Template type field set to HR PDF Templates.
        • For the Adobe Sign template, make sure to select an HR PDF document template with the Template type field set to Adobe Sign Templates.
      5. Fill in the other fields on the form, as appropriate.
        For further details on creating an HR case template, see Configure an HR case template.
      6. Click Submit.
      7. On the HR service form, click Update.