Macromedia EchoSign User Manual

Adobe

EchoSign® Integration For

Microsoft SharePoint

Version 1.0

Last Updated: May 15, 2012

Adobe EchoSign Integration For SharePoint Installation Guide

Table of Contents

Overview .................................................................................................................................................. 3

System Requirements .......................................................................................................................... 3

Installing Adobe EchoSign For SharePoint ................................................................................... 3

Configuring Adobe EchoSign For SharePoint .............................................................................. 7

Testing Installation ............................................................................................................................ 10

Managing Access To EchoSign Solution Within SharePoint ................................................. 12

Adobe EchoSign Integration For SharePoint Installation Guide

Overview

The Adobe EchoSign integration for Microsoft SharePoint provides an integrated solution for creating, sending, tracking and managing electronic signatures. The integration is available for Microsoft SharePoint 2010 and works with both hosted and on-premise instances of SharePoint. The solution is developed as a plugin for Microsoft SharePoint and provides:

• Ability to add Adobe EchoSign as a SharePoint web part, which can be used by SharePoint users for

sending and tracking documents for signature

• Send any document from a SharePoint document library for signature

• Ability to send documents to a single recipient or sending to a batch of recipients using SharePoint lists

and mapping data from SharePoint lists into documents when the documents get sent for signature

• Adding electronic signature as an activity within SharePoint workflows to automate the process of

documents being sent for signature based on events within SharePoint

• Archival of all signed agreements within SharePoint

System Requirements

The solution can only be installed and configured by a Microsoft SharePoint administrator; you will also need administrative privileges on the SharePoint server to install the solution. Please consult SharePoint documentation and your organization’s SharePoint administrator for additional systems permissions that may be required to install SharePoint plugins. To configure the solution you also need to be an account administrator on the Adobe EchoSign and have access to your EchoSign account API Key. System requirements below encompass both the server and client components required to successfully install and run Adobe EchoSign for SharePoint.

• Microsoft SharePoint hosted or on-premise

• Internet Explorer 8+

Installing Adobe EchoSign For SharePoint

The following describe the steps for installing and configuring the integration.

1. Download the Adobe EchoSign Integration for SharePoint package onto your SharePoint Server. Unzip the

package into a temporary directory on the server.

2. Double click on the “Setup.exe’ file to step through the installation process.

Adobe EchoSign Integration For SharePoint Installation Guide

3. Click Next. The installer will go through a check to ensure that Adobe EchoSign for SharePoint can be

installed on your server. If all the checks pass successfully and the solution can be installed on the SharePoint instance, click the Next button.

4. Select the solutions that you want to install. The EchoSign Plugin is required to include add the integration

into SharePoint. If you are using SharePoint workflows for automating business processes within your organization, you can also optionally install the EchoSign Workflow Package to expose electronic signature as a Workflow Activity. Select the solutions that you would like to install and click Next.

5. The solution installer goes through a validation process to ensure that the solution has not already been

installed on the particular instance. If you have already installed the solution previously on this particular SharePoint server, the installer will allow reinstalling or upgrading the previously installed solution. Once

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