Navigate to Configuration > Objects.
- Install the Package
- Configure the Package
- User Guide
- Enable Digital Authentication
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Outlook
- Acrobat Sign for Word/PowerPoint
- Acrobat Sign for Teams
- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
- Acrobat Sign for Microsoft Dynamics
-
Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
- SharePoint Online: Release Notes
- Adobe Acrobat Sign Integrations
- Product Versions and Lifecycle
-
Acrobat Sign for Salesforce
- Install the Package
- Configure the Package
- User Guide
- Enable Digital Authentication
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
-
Acrobat Sign for Microsoft
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Outlook
- Acrobat Sign for Word/PowerPoint
- Acrobat Sign for Teams
- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
- Acrobat Sign for Microsoft Dynamics
-
Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
- SharePoint Online: Release Notes
- Acrobat Sign for ServiceNow
- Acrobat Sign for HR ServiceNow
- Acrobat Sign for SAP SuccessFactors
- Acrobat Sign for Workday
- Acrobat Sign for NetSuite
- Acrobat Sign for SugarCRM
- Acrobat Sign for Coupa BSM Suite
- Acrobat Sign Developer Documentation
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.
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:
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Go to the Adobe Acrobat Sign for Veeva Vault Home page.
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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.