Integrations overview
- Topics:
- Integrations
CREATED FOR:
- Intermediate
- User
- Admin
You can use Acrobat Sign inside other applications your organization already uses, such as Microsoft, Salesforce, Workday, and Marketo to name a few. Learn how you can simplify your e-signature workflows in these integration guides and tutorials.
What’s new
Microsoft integrations tutorials
Filling and signing in Microsoft Outlook Fill out and sign a form directly within Microsoft Outlook |
Send a document for signature directly within Microsoft Outlook |
Send for signature in SharePoint Online Send a document for signature directly within Sharepoint Online |
Track the progress of an agreement directly within Microsoft Sharepoint |
Integrate a web form with SharePoint Online Learn how to map data collected from a web form into a SharePoint list |
Auto archive files in SharePoint with Power Automate Learn how to automatically archive signed documents to a SharePoint library using Power Automate |
Document automation with Acrobat Sign for Microsoft Power Platform Learn how to activate and use the Acrobat Sign and Adobe PDF Tools connectors for Microsoft Power apps |
Send for signature in Microsoft Teams Send documents for signature directly within Microsoft Teams |
Live Sign in Adobe Acrobat Sign for Microsoft Teams Learn how to create an online signing experience that resembles in-person signing during a Microsoft Teams meeting |
Documents tab integration for Microsoft Teams Learn how to send documents out for signature directly from the Documents tab in Microsoft Teams |
Create a simple workflow with Power Automate Learn how to create a simple workflow using Power Automate connectors |
Create an advanced workflow with Power Automate Learn how to create an advanced workflow using Power Automate connectors |
Microsoft Dynamics 365 for Customer Service Learn how Acrobat Sign and Microsoft Dynamics 365 for Customer Service are used to improve customer satisfaction on a self-service customer web portal |
Microsoft Dynamics 365 for Field Service Learn how Acrobat Sign, Power Automate, and Microsoft Dynamics 365 for Field Service are used to streamline customer on-site engagements |
Microsoft Dynamics 365 for Sales Learn how Acrobat Sign and Microsoft Dynamics 365 for Sales are used to automate the sales quote signing process |
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Notarize integration tutorials
Send documents for notarization Learn how to send a document for notarization |
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Salesforce integrations tutorials
Document Builder for Salesforce Learn how to create a reusable document template using Document Builder for Salesforce |
Pull data back into Salesforce after an agreement has been signed |
Setting up Merge Mapping in Salesforce Learn how to merge data from Salesforce directly into an Acrobat Sign document |
Create a custom button that starts the sending process and auto populates an agreement inside Salesforce |
Learn how to easily link your account to Salesforce to get automatic updates |
Set up large files and push mappings Learn how to set up large documents and push agreement services in Salesforce |
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Workday integration tutorials
Acrobat Sign + Workday new hire onboarding Learn how to streamline onboarding workflows with Acrobat Sign + Workday |
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Marketo integration tutorials & configuration guides
Send notifications using Acrobat Sign for Salesforce and Marketo Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way |
Send reminders using Adobe Sign for Salesforce and Marketo video tutorial Learn how to send an email reminder from Marketo when an agreement remains unsigned after a period of time |
Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide Read how to send an email reminder from Marketo when an agreement remains unsigned after a period of time |
Send reminders using Acrobat Sign for Microsoft Dynamics and Marketo Learn how to send an email reminder when an agreement remains unsigned after a period of time |
Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo Learn how to send a text message, email, or push notification to let the signer know an agreement is on its way |
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Acrobat Sign
- Overview
- Getting started
- Advanced tasks
- Administer
- Overview
- Getting started
- Getting started for new administrators
- Up and running for admins
- Configure notifications for events and alerts
- Adding users
- Creating and managing groups
- Setting up an external archive
- Creating a template
- Reporting and transaction usage
- Report options for users
- Creating a web form
- Modify an existing web form
- Send in Bulk
- Building a custom workflow
- Audit reports
- How to promote a user to an admin role
- Advanced tasks
- Digital ID
- Integrations
- Overview
- Microsoft
- Filling and signing in Outlook
- Send for signature in Outlook
- Send for signature in SharePoint Online
- Tracking in SharePoint Online
- Integrate a web form with SharePoint Online
- Auto archive files in SharePoint with Power Automate
- Document automation with Acrobat Sign for Microsoft Power Platform
- Send for signature in Microsoft Teams
- Live Sign in Adobe Acrobat Sign for Microsoft Teams
- Documents tab integration for Microsoft Teams
- Create a simple workflow in Power Automate
- Create an advanced workflow in Power Automate
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Sales
- Notarize
- Salesforce
- Workday
- Marketo
- Send notifications using Acrobat Sign for Salesforce and Marketo
- Send reminders using Acrobat Sign for Salesforce and Marketo video tutorial
- Send reminders using Acrobat Sign for Salesforce and Marketo configuration guide
- Send notifications using Acrobat Sign for Microsoft Dynamics and Marketo
- Send reminders using Acrobat Sign for Microsoft Dynamics 365 and Marketo
- Industries and departments
- Develop
- Deploy
- Mobile