This guide will walk you through setting up and using the Adobe Sign integration within your Business Central environment.
Help & Support
Please email [email protected] if you have any questions or issues.
First Time Setup
To use the integration you must complete the following steps before attempting to send signatures:
- Assign the purchased licenses to the users that need to send signatures
- Licenses - Microsoft 365 admin center
- Have a paid subscription to and configure your API key
- If you do not have an account, Click Here to create it. A paid subscription is required to send external signatures.
- Assign Permission Set and License to all relevant users.
- Complete the Adobe Sign Setup in Business Central
![Untitled](https://prod-files-secure.s3.us-west-2.amazonaws.com/4bbfa657-5e51-4fe8-a2da-2ba4fcd90468/2f7b9375-15f2-4ed3-aa57-23bd97a63579/Untitled.png)
- When creating your first envelope, click Allow Always for permission to send external requests:
![Untitled](https://prod-files-secure.s3.us-west-2.amazonaws.com/4bbfa657-5e51-4fe8-a2da-2ba4fcd90468/54887893-6135-4964-8fce-2e9845d19fff/Untitled.png)
- Configure your documents for signature tabs.
Adobe Sign API Key
- Obtain API Key:
![Untitled](https://prod-files-secure.s3.us-west-2.amazonaws.com/4bbfa657-5e51-4fe8-a2da-2ba4fcd90468/d8f73479-e07d-4d6a-b2f1-6a7b856e67a1/Untitled.png)