Connect AEM Forms as a Cloud Service with Adobe Acrobat Sign

Adobe Acrobat Sign enables e-signature workflows for Adaptive Forms and AEM Workflows. E-signatures improve workflows to process documents for legal, sales, payroll, human resource management, and many more areas.

In a typical Adobe Acrobat Sign and Adaptive Forms scenario, a user fills an Adaptive Form to apply for a service. For example, a credit card application and a citizen benefits form. When a user fills, submits, and signs the application form, the form is sent to the service provider for further action. Service provider reviews the application and uses Adobe Acrobat Sign to mark the application approved. AEM Forms supports both Adobe Acrobat Sign and Adobe Acrobat Sign Solutions for Government. Depending on your license and requirements, you can integrate or connect AEM Forms with either of the solution:

• Connect AEM Forms with Adobe Acrobat Sign
• Connect AEM Forms with Adobe Acrobat Sign Solutions for Government

Connect AEM Forms with Adobe Acrobat Sign

To connect AEM Forms with Adobe Acrobat Sign, set up the software and accounts listed in the prerequisites section, and configure the Adobe Sign Cloud Service in your Forms as a Cloud Service Author and Publish instances:

Prerequisites to connect AEM Forms with Adobe Acrobat Sign

You require the following setup to integrate Adobe Acrobat Sign with AEM Forms:

1. An active Adobe Acrobat Sign developer account.
2. An Adobe Acrobat Sign API application.
3. Credentials (Client ID and Client Secret) of Adobe Acrobat Sign API application.
4. (Only for Government ID-based authentication) Enable the authentication method for Government ID authentication.

Connect AEM Forms Author and publish instances with Adobe Acrobat Sign

After prerequisites are in place, perform the following steps to configure Adobe Acrobat Sign with AEM Forms on the Author instances.

1. On AEM Forms author instance, navigate to Tools > General > Configuration Browser.

2. On the Configuration Browser page, tap Create.

3. In the Create Configuration dialog, specify a Title for the configuration, enable Cloud Configurations, and tap Create. It creates a configuration container to store Cloud Services. Ensure that the folder name does not contain any space.

4. Navigate to Tools > Cloud Services > Adobe Acrobat Sign and open the configuration container you created in the previous step.

   NOTE

   When you create an Adaptive Form, specify the container name in the Configuration Container field.

5. On the configuration page, tap Create to create Adobe Acrobat Sign configuration in AEM Forms.

6. In the General tab of the Create Adobe Acrobat Sign Configuration page, specify a Name for the configuration, and tap Next. You can optionally specify a Title and browse to select a Thumbnail for the configuration.

7. Now you can Select solution to select Adobe Acrobat Sign.

   

8. Copy the URL present in your current browser window to a notepad and remove the part /ui#/aem from the URL. The modified URL is then required to configure Adobe Acrobat Sign application with AEM Forms, in a later step. Tap Next.

9. In the Settings tab, the OAuth URL field contains the default URL. The format of the URL is:

   https://<shard>/public/oAuth/v2

   For example:
   https://secure.na1.echosign.com/public/oauth/v2

   where:

   na1 refers to the default database shard. You can modify the value for the database shard. Ensure that the Adobe Acrobat Sign Cloud Configurations point to the correct Shard.

   If you create another Adobe Acrobat Sign configuration for an Adobe Experience Manager feature or component, ensure that all the Adobe Acrobat Sign Cloud Configurations point to the same shard.

   NOTE

   Keep the Create Adobe Acrobat Sign Configuration page open. Do not close it. You can retrieve Client Id and Client Secret after configuring OAuth settings for the Adobe Acrobat Sign application as described in upcoming steps.

10. Configure OAuth settings for the Adobe Acrobat Sign application:

    1. Open a browser window and sign in to your Adobe Acrobat Sign developer account.
    2. Select the application configured for AEM Forms, and tap Configure OAuth for Application.
    3. In the Redirect URL box, add the URL copied in a previous step (Step 8) and click Save.
    4. Enable the following Scope for the Adobe Acrobat Sign application and click Save.
    • aggrement_read
    • aggrement_write
    • aggrement_send
    • widget_read
    • widget_write
    • workflow_read

    For step-by-step information to configure OAuth settings for an Adobe Acrobat Sign application and obtain the keys, see Configure oAuth settings for the application developer documentation.

    

11. Go back to the Create Adobe Acrobat Sign Configuration page. In the Settings tab, specify the [Client ID (also referred to as Application ID) and Client Secret]. Use the Client ID and Client Secret of Adobe Acrobat Sign application you created in the previous step.

12. Select the Enable Adobe Acrobat Sign for attachments option to append files attached to an Adaptive Form to the corresponding Adobe Acrobat Sign document sent for signing.

13. Tap Connect to Adobe Acrobat Sign. When prompted for credentials, provide username and password of the account used while creating Adobe Acrobat Sign application. When asked to confirm, access for your developer account, Click Allow Access. If the credentials are correct and you allow AEM Forms to access your Adobe Acrobat Sign developer account, a success message similar to the following appears.

    

14. Tap Create to create the Adobe Acrobat Sign configuration.

15. Select the configuration and click Publish, select the configuration, and click Publish. It replicates the configuration to corresponding publish environments.

16. Repeat all the above steps on your developer, stage, and production instances (whichever left) to complete configuring Adobe Acrobat Sign with AEM Forms for your environment.

Now, you can use add Adobe Acrobat Sign fields to an Adaptive Form. Ensure that you add the configuration container used for the Cloud Service to all the Adaptive Forms being enabled for Adobe Acrobat Sign. You can specify a configuration container from the properties of an Adaptive Form.

Connect AEM Forms with Adobe Acrobat Sign Solutions for Government

Connecting AEM Forms with Adobe Acrobat Sign Solutions for Government is a multi-step process. It involves:

• Creating redirect URL for your AEM instances
• Sharing the redirect URL and scopes with Adobe Sign Solutions for Government team
• Receiving credentials from Adobe Sign team
• Using the received credentials to connect AEM Forms with Adobe Acrobat Sign Solutions for Government

AEM Forms as a Cloud Service provides development, stage, and production environments. You can start with connecting your development environment for with Adobe Acrobat Sign Solutions for Government and connect the stage and production environments later.

Before you start

Before you start connecting AEM Forms with Adobe Acrobat Sign Solution, ensure that your Adobe Acrobat Sign Solutions for Government account is provisioned.

Connect AEM Forms as a Cloud Service with Adobe Acrobat Sign Solutions for Government

Create a redirect URL for your AEM instance

1. On the Forms as a Cloud Service author instance, navigate to Tools > General > Configuration Browser.
2. On the Configuration Browser page, tap Create.
3. In the Create Configuration dialog, specify a Title for the configuration, enable Cloud Configurations, and tap Create. It creates a configuration container to store Cloud Services. Ensure that the folder name does not contain any space.
4. Navigate to Tools > Cloud Services > Adobe Acrobat Sign and open the configuration container you created in the previous step. When you create an Adaptive Form, specify the container name in the Configuration Container field.
5. On the configuration page, tap Create to create Adobe Acrobat Sign configuration in AEM Forms.
6. Copy the URL of your current browser window to a notepad and remove /ui#/aem from the URL. This URL is referred as re-direct URL. In the next section, you share the re-direct URL and Scopes with Adobe Sign team and request credentials (Client Id and Client Secret).

Share the redirect URL and scopes with Adobe Sign team and receive credentials

Adobe Acrobat Sign for Government Solutions team requires the re-direct URL and the certain scopes to be enabled for your Adobe Acrobat Sign application (listed below) to generate credentials (Client Id and Client Secret) that allow you to connect AEM Forms with Adobe Acrobat Sign Solutions for Government.

Share the scopes (listed below) and the re-direct URL created and noted down the last step of previous section with your Adobe Acrobat Sign for Government Solution representative (Adobe Professional Services team member).

Scopes

• aggrement_read
• aggrement_write
• aggrement_send
• widget_read
• widget_write
• workflow_read
• offline_access

The representative generates and shares credentials with you. In the next section, you use the credentials (Client Id and Client Secret) to connect AEM Forms with Adobe Acrobat Sign Solutions for Government.

Use the received credentials to connect AEM Forms with Adobe Acrobat Sign Solutions for Government

1. Open the re-direct URL in your browser. You created and noted down the re-direct URL in the last step of the create a redirect URL on your AEM instance section.

2. In the General tab of the Create Adobe Sign Configuration page, specify a Name for the configuration, and tap Next. You can optionally specify a Title and browse to select a Thumbnail for the configuration. Click Next.

3. In the Settings tab of the Create Adobe Sign Configuration page, for the Select solution option, select Adobe Acrobat Sign Solutions for Government.

   

4. In the Email filed, specify the email address associated with your Adobe Acrobat Sign Solutions for Government account.

5. The OAuth URL field specifies the Adobe Sign database shard. The field contains the default URL. Do not change the URL.

6. Use the credentials shared by Adobe Acrobat Sign for Government Solution representative ([Adobe Professional Services team member]) in the previous section as [Client ID and Client Secret].

7. Select the Enable Adobe Acrobat Sign for attachments option to append files attached to an Adaptive Form to the corresponding Adobe Acrobat Sign document sent for signing.

8. Tap Connect to Adobe Sign. When prompted for credentials, provide username and password of the account used while creating Adobe Acrobat Sign application. When asked to confirm access for your developer account, Click Allow Access. If the credentials are correct and you allow AEM Forms to access your Adobe Acrobat Sign developer account, a success message similar to the following appears.

   

9. Tap Create to create the configuration.

10. Select the configuration and click Publish, select the configuration, and click Publish. It replicates the configuration to the corresponding publish environments.

11. Repeat all the above steps on your developer, stage, and production instances (whichever left) to complete configuring Adobe Acrobat Sign Solutions for Government with AEM Forms for your environment.

Now, you can use add Adobe Acrobat Sign fields in an Adaptive Form or AEM Workflow. Ensure that you add the configuration container used for the Cloud Service configuration to all the Adaptive Forms being enabled for Adobe Acrobat Sign. You can specify a configuration container from the properties of an Adaptive Form.

(For AEM Workflows only) Configure Adobe Acrobat Sign scheduler to sync the signing status

When you use Adobe Acrobat Sign Workflow step to Sign an Adaptive Form, the form can be passed across signers one after another or can be sent to all the signers simultaneously, depending on the configuration of workflow step. Adobe Acrobat Sign enabled Adaptive Forms are submitted to Experience Manager Forms Server only after all the signers complete the signing process.

By default, the Adobe Acrobat Sign Scheduler services checks (polls) signer response after every 24 hours. You can change the default interval for your environment.

To change the default interval, specify a cron expression for the sign.status.exp property of the Adobe Acrobat Sign Configuration Service configuration.

For example, to run the configuration service daily at 00:00 am, set the sign.status.exp property of the Adobe Acrobat Sign Configuration Service configuration to specify 0 0 0 1/1 * ? *. The following JSON file displays the sample to run the configuration service daily at 00:00 am:

{
  "sign.status.exp":"0 0 0 1/1 * ? *"
}

To set values of a configuration, Generate OSGi Configurations using the AEM SDK, and deploy the configuration to your Cloud Service instance.

Related Articles

• Using Adobe Acrobat Sign in an Adaptive Form

• Best practices for using Adobe Acrobat Sign with Adaptive Forms

Business.Adobe.com resources