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Adobe Acrobat Sign for Veeva Vault: Installation guide

Overview

This document explains how to establish integration of Adobe Acrobat Sign with the Veeva Vault platform. Veeva Vault is an Enterprise Content Management (ECM) platform built for life sciences. A “Vault” is a content and data repository with typical usage for regulatory filings, research reporting, grants applications, general contracting, and more. A single enterprise can have multiple ‘vaults’ that must be maintained separately.

The high-level steps to complete the integration are:

  • Activate your Administrative account in Adobe Acrobat Sign (New Customers Only).
  • Create objects to track the history of an agreement lifecycle in Vault.
  • Create a new Security profile.
  • Configure a Group in Adobe Acrobat Sign to hold the Veeva Vault integration user.
  • Create document fields and renditions.
  • Configure web actions and update the document lifecycle.
  • Create document type user and user role setup.
  • Connect Veeva Vault to Adobe Acrobat Sign using middleware.

Prerequisites

To successfully install and use Adobe Acrobat Sign for Veeva Vault:

  • You must have a license to Adobe Acrobat Sign Solutions for Enterprise.  Business or VIP Solutions of Adobe Acrobat Sign do not support prebuilt integrations.
  • You must have an Adobe Acrobat Sign admin account and an Adobe Acrobat Sign for Veeva integration admin account.
  • The end user email address should be the same in Adobe Acrobat Sign and Veeva Vault systems.
Note:

Acrobat Sign admin must perform the Adobe Acrobat Sign setup steps within Adobe Acrobat Sign.

Configure Veeva Vault

To configure Veeva Vault for integration with Adobe Acrobat Sign, you must implement the below listed steps.

Connect Veeva Vault to Adobe Acrobat Sign using middleware

After completing the setup for Veeva Vault and the Adobe Acrobat Sign Admin account, the administrator must create a connection between the two accounts using the middleware. The Veeva Vault and Adobe Acrobat Sign account connection is initiated by Adobe Acrobat Sign Identity and then it is used to store the Veeva Vault identity.
For system security and stability, the administrator must use a dedicated Veeva Vault system/service/utility account, such as adobe.for.veeva@xyz.com, instead of a personal user account, such as bob.smith@xyz.com.

An Adobe Acrobat Sign account administrator must follow the below steps to connect Veeva Vault to Adobe Acrobat Sign using middleware:

  1. Select Login from the top-right corner.

    middleware_login

  2. To authorize the level of access to the application, select Acrobat Sign OAuth scope as ACCOUNT or GROUP. Next, select Authorize.

    middleware_oauth

  3. In the Adobe Acrobat Sign login page that opens, provide the account administrator email and password, then select Sign in.

    Sign in to Acrobat Sign

    After successful signing in, the page displays the associated email id and a Settings tab, as shown below.

    middleware_settings

  4. Select the Settings tab.

    The Settings page displays the available connections, and shows No connections available in case of the first connection setup, as shown below.

    middleware_newconnection

  5. To add a new connection, select Add Connection .

  6. In the Add Connection dialog that opens, provide the required details including the Veeva Vault credentials.

    The Adobe Acrobat Sign Credentials are auto populated from the initial Adobe Acrobat Sign login.

    middleware_addconnection

  7. To validate the account details, select Validate.

    On successful validation, you see a ‘User validated successfully’ notification, as shown below.

    middleware_validated

  8. To restrict the usage to a particular Adobe Acrobat Sign Group, expand the Group drop-down list and select one of the available groups.

    middleware_group

  9. To attach the audit report to the signed rendition, select the checkbox Attach Audit Report to Signed Rendition.

    add-audit-report

  10. To allow auto-provisioning of users in Adobe Acrobat Sign, select the checkbox Auto Provision Sign Users.

    Note: Auto Provisioning of new Adobe Acrobat Sign Users works only if it has been enabled at the Adobe Acrobat Sign Account Level in Adobe Acrobat Sign, in addition to enabling Auto Provision Sign Users for the Veeva Vault Adobe Acrobat Sign integration by the Adobe Acrobat Sign Account Administrator, as shown below.

    allow-auto-provisioning

  11. To configure Adobe Acrobat Sign Rendition to be displayed in Veeva instead of the Original Rendition, select the checkbox Display Acrobat Sign Rendition.

    edit-connection-dispplay-adobe-sign-rendition

  12. Select Save to save your new connection.

    The new connection appears under the Settings tab showing successful integration between Veeva Vault and Adobe Acrobat Sign.

    middleware_setup

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