�۶���Ƶ

Enter terms that you want to search for. The module returns records that include these terms as field values.

For more information on searching fields in �۶���Ƶ Acrobat Sign, see "How text searching works" in .

• Account

• Group

• User

• Resource

  If you select Resource, Enter the Resource ID and the Resource type.

Select the type of resource that you want to watch.

• Agreements

• Widgets

• Megasigns

• Library Documents

This setting works only for admin accounts

For each email address that you want to sent problem notification emails to, click Add and enter the email address.

Select the type of record you want to create.

• Group

• Library document

• User

• Web form (Widget)

Fill in the following fields:

• Files to send

  For each file you want to add, click Add item and fill in the fields.

  • Transient document ID

    Enter the ID of the transient document

  • URL file transfer

    Fill in the following fields:

    • Mime-Type

      Enter the mime type of the original file. Multipurpose Internet Mail Extension (MIME) types are labels that allow software to identify different types of data shared on the internet. Web servers and browsers use the MIME type to determine what should be done with a file. For example, a file with the MIME type text/html will be processed in a browser differently than a file with MIME type image/jpeg.

    • Name

      Enter a name for the file.

    • URL

      Enter the URL of the file that you want to send.

  • Notarize

    Select whether this document needs to be notarized.

• Library template name

  Enter or map the name of the library template

• Sharing mode

  Specify who should have access to the library document.

• Library document state

  Select whether the document is in authoring state or active.

• Library template type

  For each library template type you want to use, click Add item and select the template type.

• Last event date

  Enter the last date that an event occurred on the library document.

  For a list of supported date and time formats, see Type coercion in �۶���Ƶ Workfront Fusion.

• Library document status

  Select the status of the library document.

Fill in the following fields:

• Email

  Enter the email address of the user.

• Is account admin

  Check this option if the created user is an account administator.

• User ID

  Enter the unique ID of the user

• Account ID

  Enter the unique ID of the �۶���Ƶ Acrobat Sign account associated with this user.

• First name

  Enter the first name of the user.

• Last name

  Enter the last name of the user

• Company

  Enter the name of the user's company.

• Initials

  Enter the initials of the user.

• Locale

  Enter the locale of the user. This determines the language of the UI.

• Phone

  Enter the phone number of the user

• Primary group ID

  Enter the group to which the new user is added. If nothing is entered, the user will be added to the default group for the account.

• Job title

  Enter the job title of the user.

Fill in the following fields

• File info

  For each file you want to add to the web form, click Add and fill in the following fields:

  • File type

    Document

  • Transient document

  • URL file info

• Web form name

  Enter a name for the web form. This name is used to identify the web form in places such as emails and websites.

• Web form state

  Select the state in which the new web form should be created.

• Web form participant set info

  • Member info

    For each member that you want to add to the participant set, click Add item.

    • Email

      Leave this option blank.

    • Security option

      If you want to add a security option for authenticating this user, select Yes, then select the security option and fill in any fields it requires.

  • Role

    Select the role. All members of this participant set share the role.

• Web form additional participant sets info

  • Member info

    For each member that you want to add to the participant set, click Add item.

    • Email

      Leave this option blank.

    • Security option

      If you want to add a security option for authenticating this user, select Yes, then select the security option and fill in any fields it requires.

  • Role

  • Web form participant ID

    Enter the ID of the web form participant.

  • Order

    Specify the order of when this participant set should interact with the web form. For example, the participant group that has the an order value of 1 must go first, 2 must go next, and so on. Order numbers must begin with one, and have no gaps in the series.

  • Provider participant set info

    If the participant is unknown, enter whether the provider must provide details for the participant, and enter a message with the details that you require for the unknown participant.

• Authentication failure info

  If you want to provide a failure or error page for your users, select Yes, then fill in the following fields:

  • URL

    Enter the URL for the error page

  • Deframe

    Enable this option if you want the error page to appear inside the web form

  • Delay

    Enter the delay, in seconds, before the user is redirected to the error page.

• CC info

  For each email address that you want to receive an email when the final agreement on the web form is signed, click Add item and enter the email address.

• Completion info

  If you want to provide a success page for your users, select Yes, then fill in the following fields:

  • URL

    Enter the URL for the success page

  • Deframe

    Enable this option if you want the success page to appear inside the web form

  • Delay

    Enter the delay, in seconds, before the user is redirected to the success page.

• Group ID

  Enter the ID of the group to which the web form belongs. If nothing is entered, the web form belongs to the primary group of the account user.

• Last event date

  Enter the date that the last event occurred on the web form. Use the format yyyy-MM-dd'T'HH:mm:ssZ.

• Locale

  Enter the locale of the user. This determines the language of the UI.

• Security option

  Enter the password used to secure the document. You must separately communicate this password to any relevant parties.

• Vaulting info

  If your account is set up for document vaulting and the option to enable per agreement, you can enable this option to vault this agreement.

For each item you want to include in the agreement, click Add Item and fill in the following fields:

• File Type

  • Document

    Fill in the following fields:

    • Created date

      Enter or map the date that the document was created in the format yyyy-MM-dd'T'HH:mm:ssZ. For example, 2016-02-25T18:46:19Z represents UTC time.

    • ID

      Enter or map the ID of the document.

    • Label

      Enter or map a unique label for the file. In case of custom workflow this will map a file to corresponding file element in workflow definition. This must be specified in case of custom workflow agreement creation request.

    • Number of pages

      Enter or map the number of pages in the document.

    • Mime-Type

      Enter or map the mime type of the original file. Multipurpose Internet Mail Extension (MIME) types are labels that allow software to identify different types of data shared on the internet. Web servers and browsers use the MIME type to determine what should be done with a file. For example, a file with the MIME type text/html will be processed in a browser differently than a file with MIME type image/jpeg.

    • Name

      Enter or map a name for the document.

  • Library document ID

    Enter the ID of the library document

  • Transient document ID

    Enter the ID of the transient document

  • URL file transfer

    Fill in the following fields:

    • Mime-Type

      Enter the mime type of the original file. Multipurpose Internet Mail Extension (MIME) types are labels that allow software to identify different types of data shared on the internet. Web servers and browsers use the MIME type to determine what should be done with a file. For example, a file with the MIME type text/html will be processed in a browser differently than a file with MIME type image/jpeg.

    • Name

      Enter a name for the file.

    • URL

      Enter the URL of the file that you want to send.

• Label

  Enter a label for the file.

• Notarize

  Enable this option to indicate that the file must be notarized.

For each participant set you want to add, click Add item and fill in the following fields.

• Members

  For each person that you want to add to the participant set, click Add item and enter the person's email address.

• Order

  Specify the order of when this participant set should sign the agreement. For example, the participant group that has the an order value of 1 must sign first, 2 must sign next, and so on. Order numbers must begin with one, and have no gaps in the series.

• Role

  Select a role for this participant set. All participants in the set receive this role.

• ID

  Enter or map the ID of this participant set.

• Label

  Enter or map a unique label for the participant set. For custom workflows, label specified in the participation set should map it to the participation step in the custom workflow.

• Name

  Enter a name for the participant set. This name must be unique within the agreement.

• Private message

  Enter or map a message for this participant set. All participants in the set receive this message.

• Visible pages

  If limited document visibility is enabled for this agreement, specify which files are visible to this participant set.

Select the type of signature that the agreement requires.

• E-sign

  The agreement must be electronically signed.

• Written

  The agreement must be signed by hand, and the signed agreement must be scanned and uploaded.

Select a state for this agreement.

• Authoring

  You can still edit or add fields to this agreement.

• Draft

  You can incrementally build this agreement before sending it out.

• In Process

  This agreement will be sent immediately.

You can send this agreement to interested parties that do not need to sign, such as stakeholders. They receive an email at the beginning of the signing process and another when the final signature is received. They also receive a PDF copy of the agreement.

For each person that you want to CC on this agreement, click Add item and fill in the following fields:

• Email

  Enter or map the email address that you want to CC on the agreement.

• Label

  Enter or map a label for this email address, as seen in the workflow description

• Visible pages

• If limited document visibility is enabled for this agreement, specify which files are visible to this participant set.

For each type of email, select whether that type of email is sent to all participants or none.

• Completion emails

  Send an email when this agreement is completed, cancelled, expired, or rejected.

• In-Flight emails

  Sent an email when this agreement is delegated or replaced.

• Agreement initiation emails

  Send an email when this agreement is created or when an action on it is requested.

Enter or map an ID for this agreement. You can specify this when the agreement is created, and use it to locate the agreement in later modules or queries.

Note: The External ID value is visible to all participants through the API, so it should not be used to contain a sensitive token.

For each field in the agreement that you want to put a default value for, click Add item and enter the default value and the field name.

The values will be presented to the signers for editable fields For read-only fields the provided values will not be editable during the signing process.

Fill in the following fields:

• Appointment

  Enter or map a proposed time and date for the appointment to notarize this agreement.

• Note

  Enter or map any notes that you want to include about the notary session.

• Payment

  Select whether the notary is paid by the signer or the sender of the agreement.

• Notary Type

  Select the type of notary

  • Provider notary

    The notary is provided by the notary provider.

  • BYON notary

    The notary is provided by the customer.

Select whether you want the signers to be directed to a success page after the agreement is signed. If you select Yes, fill in the following fields:

• Redirect delay

  Enter or map a number representing the number of seconds before the signer is redirected to the success page. If this value is greater than 0, the user will first see the standard �۶���Ƶ Sign success message, and then after a delay will be redirected to your success page.

• Redirect URL

  Enter or map a publicly accessible URL to which the user will be sent after successfully completing the signing process.

Enter or map the secondary password that will be used to secure the PDF document.

Important: �۶���Ƶ Sign will never share this password, so you must separately communicate it to any relevant parties.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Select the type of related field that you want to create

• Form fields

  Enter the Template ID of the template that contains the fields you want to create

• Reminders

  Fill in the following fields:

  • Recipient participant ID

    For each participant that you want to receive a reminder, click Add item, and enter the ID of the participant.

  • Status

    For new records, the status must be Active.

  • First reminder delay

    Enter the delay in hours before sending the first reminder. The minimum value allowed is 1 hour and the maximum value can't be more than the difference of agreement creation and expiry time of the agreement in hours. If this delay is not set, the first reminder will be based on the frequency.

  • Reminder frequency

    Set the frequency at which you want the reminder sent. If frequency is not provided, the reminder will be sent once.

  • Last sent date

    This field is set by the system.

  • Next sent date

    This field must be blank or set to ONCE.

  • Note

    Enter a note to be included with the reminder. This is useful to tell the participant why their participation is required.

  • Start reminder counter from

    Select whether the reminder is sent based on when the agreement is created on when it becomes available.

• Signer identity report

  Enter the password used to secure the PDF document.

• Views

  Enter the following fields

  • Name

    Select the name of the view you want to create.

  • Auto login user

    Select Yes to automatically login the user to the returned URL.

  • Frame Parent

    Enter or map a comma-separated list of parent domain URLs where the returned URLs may be iframed. If left empty, the �۶���Ƶ Acrobat Sign pages are not viewable in iframe.

  • Locale

    Enter the language that you want to create the view in.

  • No chrome flag

    Select Yes to show the embedded page without a navigation header or footer.

  • Can edit files

    Select Yes if you want the file upload section to be edited by adding or removing files. This is not an access control machanism. The default is Yes.

  • Library document

    Select Yes if you want library document links to be visible. The default is Yes.

  • Local file

    Select Yes if you want the local file upload button to appear. The default is Yes.

  • Web connectors

    Select Yes if you want the links to attach documents from web sources to appear. The default is Yes.

  • Is preview selected

    Select Yes to set the Compose page to Authoring mode.

• Member share

  For each member that you want to share the agreement with, Click Add item and enter the member's email address and a message to that member.

• Delegate participant set

  • Participant set ID

    Enter the ID of the participant set

  • Member info

    For each member you want to add, click Add item and enter the email address and phone information for the member.

  • Private message

    Enter a message. All members of the participant set receive this message.

Fill in the following fields:

• Name

  Enter a name for the library template. This name is used in emails and websites.

• Auto login user

  Select Yes to automatically login the user to the returned URL.

• Frame parent

  Enter or map a comma-separated list of parent domain URLs where the returned URLs may be iframed. If left empty, the �۶���Ƶ Acrobat Sign pages are not viewable in iframe.

• Locale

  Enter the language that you want to create the view in.

• No chrome flag

  Select Yes to show the embedded page without a navigation header or footer.

• Send view configuration

  Select Yes if you want to configure the Send view, then fill in the following fields.

  • Agreement name

    Enter or map the agreement name for the library document on the compose page.

  • Can edit files

    Select Yes if you want the file upload section to be edited by adding or removing files. This is not an access control machanism. The default is Yes.

  • Local file

    Select Yes if you want library document links to be visible. The default is Yes.

  • Web connectors

    Select Yes if you want the links to attach documents from web sources to appear. The default is Yes.

  • Is preview selected

    Select Yes to set the Compose page to Authoring mode.

Fill in the following fields

• Name

  Select the name of the requested user view.

• Auto login user

  Select Yes to automatically log the user in. Select No to require credentials. The default is No.

• Frame parent

  Enter or map a comma-separated list of parent domain URLs where the returned URLs may be iframed. If left empty, the �۶���Ƶ Acrobat Sign pages are not viewable in iframe.

• No chrome flag

  Select Yes to show the embedded page without a navigation header or footer.

Select the related record that you want to create.

• Views

  Fill in the following fields.

  • Name

    Select the name of the requested web form view

  • Auto login user

    Select Yes to automatically log the user in. Select No to require credentials. The default is No.

  • Frame parent

    Enter or map a comma-separated list of parent domain URLs where the returned URLs may be iframed. If left empty, the �۶���Ƶ Acrobat Sign pages are not viewable in iframe.

  • Locale

    Enter the language that you want to create the view in.

  • No chrome flag

    Select Yes to show the embedded page without a navigation header or footer.

  • Personalized signing view configuration

    If you want to configure a personalized signing view, select Yes and fill in the following fields:

    • Email

      Enter the email address of the person who receives the newly created web form

    • Comment

      Enter a comment describing how the API caller established the signer's identity. This information appears in the �۶���Ƶ Acrobat Sign audit trail.

    • Expiration

      Enter an expiration date for the personalization of this web form.

      For a list of supported date and time formats, see Type coercion in �۶���Ƶ Workfront Fusion.

    • Reusable

      Select Yes if you want the intended signer to be able to sign the form more than once.

• Member share

  For each member that you want to share the agreement with, Click Add item and enter the member's email address and a message to that member.

Enter a path relative to https://api.[region].adobesign.com/api/rest/v6/

Note: For the list of available endpoints, refer to the �۶���Ƶ Sign API Reference.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

If you want to upload a transient document, enter the source file for the document you want to upload.

Select a source file from a previous module, or map the source file's name and data.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Enter the number of the first record that the module should return.

Note: This field is combined with the Maximum number of returned records field for pagination. For example, if the Maximum number of returned events is 100, and the Start index is 101, the module returns records 101-200, or the second page of results.

Enter or map the maximum number of records you want the module to [action] during each scenario execution cycle.

Note: This field is combined with the Cursor or Start Index field for pagination. For example, if the Maximum number of returned events is 100, and the Start index is 101, the module returns records 101-200, or the second page of results.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

• As a best practice, if you are anticipating substantial changes to an agreement, we recommend creating a new agreement rather than updating the existing agreement.
• Some updates feature required fields. As you configure your update, be sure to fill out all required fields. Required fields are bold in Workfront Fusion modules.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Enter information in specific fields based on record type and related fields.

• Agreement

  As a best practice, if you are anticipating substantial changes to an agreement, we recommend creating a new agreement rather than updating the existing agreement.

• Library document

  Select the fields you want to update, then fill in the selected fields:

  • Status

    Select the new status for the library document.

  • Name

    Enter or map the name of the library template

  • Sharing mode

    Specify who should have access to the library document.

  • Library template type

    For each library template type you want to use, click Add item and select the template type.

• User

  Select the fields you want to update, then fill in the selected fields:

  • First name

    Enter the first name of the user.

  • Last name

    Enter the last name of the user

  • Company

    Enter the name of the user's company.

  • Phone

    Enter the phone number of the user

  • Primary group ID

    Enter the group to which the new user is added. If nothing is entered, the user will be added to the default group for the account.

  • Job title

    Enter the job title of the user.

• Web form (widget)

  Enter information in specific fields based on record type and related fields.

• As a best practice, if you are anticipating substantial changes to an agreement, we recommend creating a new agreement rather than updating the existing agreement.
• Some updates feature required fields. As you configure your update, be sure to fill out all required fields. Required fields are bold in Workfront Fusion modules.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Enter information in specific fields based on record type and related fields.

• Agreement

  As a best practice, if you are anticipating substantial changes to an agreement, we recommend creating a new agreement rather than updating the existing agreement.

• Library document

  Select the fields you want to update, then fill in the selected fields:

  • State

    Select the new status for the library document.

  • Note

    Enter or map the text of the note.

  • Visibility

    Select whether the library document is shown or gidden.

• User

  Select the fields you want to update, then fill in the selected fields:

  • Group info list

    Fill in the following fields

    • Status

      Select the new status for the user.

    • ID

      Enter the unique ID of the group

    • Is group admin

      Select Yes to make this user a group administrator.

    • Is primary group

      Select Yes to update this group to the user's primary group.

    • Created date

      Enter the date the group was created.

      For a list of supported date and time formats, see Type coercion in �۶���Ƶ Workfront Fusion.

    • Name

      Enter or map the name of the group.

    • Library document creation visible

      These settings determine whether the user can create library documents

      • Value

        Allow

      • Inherited

        Inherit group setting from group or account

    • Send restricted to workflows

      These settings determine whether the user can create agreements only using workflows.

      • Value

        Allow

      • Inherited

        Inherit group setting from group or account

    • User can send

      • Value

        Allow

      • Inherited

        Inherit group setting from group or account

  • State

    Select the new state for the user, and enter a comment regarding why you want to activate or deactivate the user.

  • Locale

    Enter the locale of the user. This determines the language of the UI.

• Web form (widget)

  Enter information in specific fields based on record type and related fields.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Search for text in the agreement metadata.

• Find text

  Enter text that you want to find in agreement metadata. Each word is treated as a separate text item.

• Find text in

  Select the metadata fields that you want to find text in. If you select nothing, the modules searches all metadata.

The module returns any agreement that contains any of the entered text in any of the selected fields. Example: entering "spring campaign" and selecting the Title and Note options returns any agreements with the words "Spring" or "Campaign" in either Title or Note.

For more information on searching fields in �۶���Ƶ Acrobat Sign, see "How text searching works" in .

External ID is a sender-assigned ID to the agreement that can be of any form, but usually in form of "<groupID>:<ID>".

For each External ID you want to add, click Add and enter or map the External ID.

Group ID is an identifier assigned when the group was created.

For each External ID you want to add, click Add and enter or map the External ID.

This is the ID assigned to the specific agreement.

For each External ID you want to add, click Add and enter or map the External ID.

This is the ID assigned to the agreement's parent object.

For each External ID you want to add, click Add and enter or map the External ID.

The email address of a participant.

For each External ID you want to add, click Add and enter or map the External ID.

The User ID of the user that the agreement is shared with.

For each User ID you want to add, click Add and enter or map the User ID.

Enter the position of the first result that you want to return. Combine this with the maximum returned results to paginate results

Example: if you return 100 results at a time, enter 100 to return results 100-200.