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Adobe Sign Setup

Stephan Botha avatar
Written by Stephan Botha
Updated over 2 years ago

To setup Adobe Sign you will first need to go to your Adobe Sign account and click 'API'.

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Next the Account section will open with the Adobe Sign API drop down visible on the left, from here click “API Applications”.

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Click the + icon on the right to add a new application.

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Set the name and display name to 'FiveCRM' and save.

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Select the new application and select 'Configure OAuth for Application'.

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Next note down the Client ID and Client Secret, then enter the redirect URI which will be the long URL of your system followed by 'oAuth.php' (see example below). If you do not have your long URL please contact the Support Team and they will be able to provide you with this.

Finally make sure to tick agreement_read, agreement_write, agreement_send ,and then press save.

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Go back to the global configuration within your FIVE CRM system (Menu > About > Global Configuration) and enter the required data. For 'Adobe sign API permissions' you should be able to use the following (making sure to remove the quotation marks): “agreement_read:account,agreement_write:account,agreement_send:account”

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