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Use Adobe Sign for eSignatures

Alix
Alix
  • Updated

Athennian is excited to announce its new integration with Adobe Sign! This integration allows you to send documents for e-signature directly from within the Athennian application, offering an alternative to our existing DocuSign integration.

Availability

The Adobe Sign integration is available as an add-on. Please contact your CSM if you're interested in this feature. If your team has purchased this add-on, you will see Adobe Sign available as an option.

Sending Documents for Signature from an Entity

To send documents for signature using Adobe Sign from within an entity:

  1. Navigate to the Documents section of an entity
  2. Select one or multiple documents you wish to send for signature
  3. From the X selected dropdown menu, select Sign with AdobeSign
  4. The Adobe Sign screen will open in a new window. If you are not already signed in, you will be prompted to sign into your Adobe Sign account
  5. In the Adobe Sign interface, you will see the selected documents. You can also drag and drop additional files if needed
  6. In the Message box, add a custom message that will be sent to the signatories
  7. Under Add recipients, add the recipient(s) by entering their email address(es)
  8. Click Preview and add Fields to review the documents and apply signature fields
  9. Within the Adobe Sign editor, click on E-signature and drag and drop the desired signature fields (e.g., E-signature, Name, Date, Email) onto the document(s). You can specify the field type required
  10. Once all necessary fields are added, click Send. The documents will be sent to the recipients for signature

How Recipients Sign the Document

Once the document is sent for signature, the recipient will:

  1. Receive an email notification to sign the document
  2. Open the document from the email
  3. Locate the signature(s) and in the signature field, click to sign the document and then click Apply to confirm the signature
  4. Be prompted to agree to the consumer disclosure
  5. Click Submit to process and sign the document

Document Status Updates in Athennian

After the documents have been sent for signature via Adobe Sign:

  • The status of these documents in Athennian will update to reflect that they are awaiting signature
  • Once the recipients have signed the documents, the status in Athennian will update to Completed
  • The signed documents will be returned as PDFs and will include the Adobe Sign (AS) icon, indicating they were signed via Adobe Sign
  • You can open the document to view the completed signatures
  • You can then Move the signed document to the Minute Book or the appropriate Folder for filing

Sending Documents for Signature from a Task

The Adobe Sign integration is also available within your task workflows.

  1. When generating a document from within a Task, navigate to the 3. Supporting Documents tab
  2. Locate the generated document
  3. You will have the option to send the document to Adobe Sign for signature
  4. The process for sending and managing the signature through Adobe Sign will be the same as outlined in the "Sending Documents for Signature from an Entity" section above

Video Instructions:

This integration aims to streamline your workflows and provide greater flexibility in managing your e-signature processes within Athennian.