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adobesign_configuration

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29 views11 pages

adobesign_configuration

Uploaded by

ankit mishra
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Oracle

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

2
Contents
Overview ........................................................................................................................................... 5
Adobe Sign Setup ............................................................................................................................. 7
Configuring OAuth ........................................................................................................................... 11

3
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.

5
Adobe Sign Setup
This section explains how to integrate Adobe Sign into the system.

Download (On-Premises Only)


If you are using an on-premises deployment and encounter an SSL Handshake Error when you
try to configure Adobe Sign for use with Unifier, download the Adobe Sign certificate from the
Adobe Acrobat Sign (formerly EchoSign, eSign, and Adobe Sign) URL and import it to all the
Unifier nodes and restart them.

Configure

Note: You will need a developer account.

1) Log on to Adobe Sign.


2) Click the Account tab.
3) In the left Navigator, select Account Settings, and then select Global Settings.
4) Deselect the Limited Document Visibility option, if it is selected.
5) Click Account Setup.
6) Enter your company name and hostname.

7
Adobe Sign Configuration Guide

Note: Ensure that you record the hostname and URL as this information
must be used for Unifier.

7) Go to the Adobe Sign API, and select API Applications.

8
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.

11) Proceed to configure OAuth.

9
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.

11

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