Preparation in ENSPACE

How to Configure

1. Access the desired workspace.
2. In the side menu, click on Settings.
3. In the submenu, select Integrations.
4. Locate the AdobeSign integration and click "Install Integration".
5. On the AdobeSign tab, click "Install Integration" again.
6. Select the environment (production or testing) and fill in the following fields with the information obtained from your AdobeSign account:
   • API Token
7. Click Save to complete the integration installation.

Preparing the Signature Flow

8. Create a task of type Confirmation.
   • Enable the "Generate PDF" button.
   • Then enable the "Generate Document From Field" button.
   • In the "Document Field", select the field where the document is stored.
   • Optionally, you can:
     • Attach a standard PDF to the generated documents.
     • Insert a watermark (seal).
9. In your workflow, add a Task of type "Use Integration" and select the "AdobeSign" integration.
10. After selecting the integration, the following fields will be available:

• AdobeSign Actions: select the option "Send for Signature".
• Document Source: define whether the document to be signed will come from a specific field or from an item document.
  • If you select "Item Document", you will need to fill in:
    • Document Title
    • Signers Field
  • If you select "Field", meaning you want to get the document from a field of type onlyoffice, you need to fill in:
    • Document Field: select a field of type "File Editor" that contains the document to be sent.
    • Document Title: define the file name. You can use dynamic expressions.
    • Signers Field: use a repeater field, which must be created previously in the flow.
      Structure of the Signers Field:
      ⚠️ The repeater field must contain the following subfields:
      • Action (selection type): defines the participant's role in the signing process. The values must match exactly the ones below (the label is free, but the values must be identical):

      Value	Description
      SIGNER	Signers who sign the document manually or digitally
      approvers	Approver (participates by approving, without legally signing)

      • Order (number type): order of signatures.
      • Email (text type with email mask): signer's email address.

Finalizing

11. With your tasks created, just add the signers field and the document field to a form. Make sure this form is filled out before PDF generation and signing.
12. You are ready to test.