adobesign_configuration
adobesign_configuration
Primavera Unifier
Adobe Sign Configuration Guide
Version 24
December 2024
Oracle Primavera Unifier Adobe Sign Configuration Guide
Copyright © 1998, 2024, Oracle and/or its affiliates.
Primary Author: Oracle Corporation
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Contents
Overview ........................................................................................................................................... 5
Adobe Sign Setup ............................................................................................................................. 7
Configuring OAuth ........................................................................................................................... 11
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Overview
Note: The information provided in this document is subject to change.
The Adobe Sign admin must complete steps to assist in the initial setup and configuration of
Adobe Sign as a delivery option within the Unifier Stage Environment (also known as the
Development Environment).
Specific setup instructions for the Adobe Sign integration with Unifier Stage Environment are
provided in this document and are subject to change. Contact your Unifier Production
Environment administrator or Technical Support with any questions about the Adobe Sign and
Unifier Stage Environment integration.
Note: Documents sent to DocuSign or Adobe Sign are done over SSL
(Secured Socket Layer), which is an encryption-based Internet security
protocol.
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Adobe Sign Setup
This section explains how to integrate Adobe Sign into the system.
Configure
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Adobe Sign Configuration Guide
Note: Ensure that you record the hostname and URL as this information
must be used for Unifier.
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Adobe Sign Setup
8) On the right side of the window, click the plus symbol (+).
9) In the Create block, enter values for the Name and Display Name fields.
10) Select Partner, and click Save.
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Configuring OAuth
In the Configure OAuth block, enter the Unifier redirect URL in the Redirect URL field box.
Ensure the following fields are enabled:
user_read
user_write
user_login
agreement_read
agreement_write
agreement_send
To configure OAuth:
1) Sign in to Unifier.
2) Go to the Company Workspace tab and switch to Admin mode.
3) In the left Navigator, select the company name.
4) From the toolbar, click Open to open the Edit Company window.
5) Click the E-signatures tab.
6) From the Default E-Signature Type drop-down, select Adobe Sign.
7) Click to select, or check, the Adobe Sign block.
8) Enter values in the URL, Client ID, and Client ID fields.
9) Click Generate Token.
10) Enter the Adobe Sign login credentials on the pop-up window.
11) Click Test Connection and select Active.
12) Click OK.
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