eSign support is enabled, on request, by HighQ support. However, if you want to use your own Client ID (Integrator key), follow these instructions.
Enable features that require webhooks
In most cases, Adobe Acrobat Sign is configured by HighQ services, however, to use features introduced since January 2024, you must add a webhook to your Adobe Acrobat Sign account.
To support eSign features released in HighQ version 5.7.37 (January 2024) or later, please ensure you:
- Configure a new webhook in your Adobe Acrobat Sign account.
- Enable webhook-supported Adobe Acrobat Sign features in system admin for your HighQ instance.
- Ensure that Adobe Acrobat Sign is enabled for all required sites.
Configuring webhooks in Adobe Acrobat Sign
To ensure your instance supports the latest Adobe Acrobat Sign features (for example, multiple signature fields), you must configure webhooks for your Adobe Acrobat Sign account then switch on webhook-enabled features in your HighQ system admin settings.
All Adobe eSignature features released up to and including the January 2024 customer release (version 5.7.37) continue to function (i.e. there is no requirement to make this change if you do not require additional features).
Add and configure a new webhook in Adobe Acrobat Sign
Open your Adobe Acrobat Sign account dashboard and log in as an account admin.
Open the Account tab and select Webhooks from the left menu:
The Webhooks page opens:
Select the ⨁ icon from the top-right of the list to create a new webhook.
The list of webhooks may be empty for your account.
Enter the required entries for your configuration (see below):
- Name - to help with troubleshooting, please use the following syntax:
"CollaborateInstanceName_Adobe_Sandbox" or "CollaborateInstanceName_Adobe_Production"
Replace 'CollaborateInstanceName' with the name of your HighQ instance; use either 'Sandbox' or 'Production' depending on the type of account you are configuring.
- Scope - select 'Account'
- URL - Find the third-party Microservice URL in the HighQ Hub, or you may need to contact our Support team to confirm the URL. Enter this, followed by "/callbackForAdobeSandbox" (if you are registering for a sandbox environment) or the URL followed by "/callbackForAdobe" (if you are registering for a production environment).
- Events - click the list button and select these events:
- Agreement sent
- Agreement rejected
- Agreement participant completed
- Agreement email viewed
- Agreement email bounced
Example:
Click Save to add this webhook to the list of active webhooks.
Check the Adobe Acrobat Sign service is configured and authorised in HighQ System settings.
Enable webhook features in System settings
Click your profile icon and then select System Admin then System settings from the list on the left.
Scroll down to Adobe Acrobat Sign under Third party services.
Select Enable webhook-supported features in System settings to enable advanced features for Adobe Acrobat Sign, such as multiple signature fields that can be placed in any location in a document.
Enabling an eSign service
Normally this configuration is completed by HighQ support. However, if you want to use your own Client ID (Integrator key), it can be done by following these instructions.
It is highly recommend that you get in touch with HighQ support before continuing.
System-level administration
System administrators can enable the integration with electronic signature providers via System Admin > System Settings > Third Party Services:
To enable Adobe Acrobat Sign, click Add. The Add Service screen opens:
Select Adobe Acrobat Sign to add then click Add.
Click More Actions > Configure:
The configuration screen for the selected service opens:
You must enter the Client ID and Client secret key from your eSign service account. See Adobe Acrobat Sign instructions for retrieving the Client ID and Client secret key
After entering these details, a permission screen opens.
Click Accept to accept the permission request.
After the test is successful and the token is generated, click Save. The service is now configured and available in the list of third-party services.
The system administrator can choose whether a service is enabled by default in every site, or can disable the service:
If a service is disabled at system level, it will NOT be available at site level.
Authorising an eSign service
When HighQ support has configured the eSign service you must then authorise the service using your own eSign account credentials.
If a service is authorised, you can send a document for signing on behalf of the system account. If a service is NOT authorised, a user can still send a document but must have their own eSigning service account.
To authorise a service, click More actions > Authorise:
Enter your Adobe credentials to authorise the service.
Use More Actions to Revoke authorisation or Remove third-party services:
Site-level administration
Once enabled and configured, the services are set as default at the system level, and therefore as default at the site level. This can be overridden by changing the drop-down menu to either ON or OFF in Admin > Files > Third Party Services:
Enabling an eSign service
Normally this configuration is completed by HighQ support. However, if you want to enable a service with your own Client ID (Integrator key), follow these instructions.
It is highly recommended that you contact HighQ support before continuing.
System-level administration
System administrators can enable the integration with electronic signature providers via System Admin > System Settings > Third Party Services:
To enable one of the services, select Add. The Add Service screen opens:
Select Adobe Acrobat Sign add then Add.
After adding a service click More Actions > Configure:
The configuration screen for the selected service opens:
You must enter the Client ID and Client secret key from your eSign service account: Adobe Acrobat Sign instructions for retrieving the Client ID and Client secret key.
After entering these details, a permission screen opens.
Select Accept to accept the permission request.
After the test is successful and the token is generated, select Save. The service is now configured and available in the list of third-party services.
The system administrator can choose whether the services are enabled by default in every site or can disable them:
If a service is disabled at the system level, it is NOT available at the site level.
Authorising an eSign service
When HighQ support have configured the eSign service you must then authorise the service using your own eSign account credentials.
Authorisation
If a service is authorised, you can send a document for signing on behalf of the system account. If a service is NOT authorised, a user can still send a document but must have their own eSigning service account.
To authorise a service, click More actions > Authorise:
Enter your credentials to authorise the service.
Use More Actions to Revoke authorisation or Remove third-party services:
As of January 2024, select Enable webhook supported features from the More actions menu for Adobe Acrobat Sign to allow enhanced features for Adobe Acrobat Sign, such as multiple signature fields that can be placed in any location in a document.
Site-level administration
Once enabled and configured, the services are set as default at the system level, and therefore as default at the site level. This can be overridden by changing the drop-down menu to either ON or OFF in Admin > Files > Third Party Services:
As of November 2022, you can define which DocuSign screen is opened when a user selects Send to DocuSign from the Files module.
Click the Default landing page menu to select either DocuSign tagging interface or File upload page.
DocuSign tagging interface:
File upload page:
See eSign (Electronic signature with DocuSign) for more information.
Click Save to save your changes.
