Integrate Acrobat Sign with AEM Forms

Last update: May 3, 2023

CREATED FOR:

  • User
CAUTION
AEM 6.4 has reached the end of extended support and this documentation is no longer updated. For further details, see our technical support periods. Find the supported versions here.

Acrobat Sign enables e-signature workflows for adaptive forms. E-signatures improve workflows to process documents for legal, sales, payroll, human resource management, and many more areas.

In a typical 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 Acrobat Sign to mark the application approved. To enable similar electronic-signature workflows, you can integrate Acrobat Sign with AEM Forms.

To use Acrobat Sign with AEM Forms, configure Acrobat Sign in AEM Cloud Services:

Prerequisites

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

Configure Acrobat Sign with AEM Forms

After prerequisites are in place, perform the following steps to configure Acrobat Sign with AEM Forms on the Author instance:

  1. On AEM Forms author instance, navigate to Tools hammer > 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 for cloud services.

  4. Navigate to Tools hammer > Cloud Services > Acrobat Sign and select the configuration container you created in the above step.

    NOTE
    You can either execute steps 1-4 to create a new configuration container and create an Acrobat Sign configuration in the container or use the existing global folder in Tools hammer > Cloud Services > Acrobat Sign. If you create the configuration in the new configuration container, ensure to specify the container name in the Configuration Container field when you create an adaptive form.
    NOTE
    Ensure that the URL of the cloud services configuration page starts with HTTPS. If not, enable SSL for AEM Forms server.

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

  6. In the General tab of the Create 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. Copy the URL in your current browser window to a notepad. It is required to configure Acrobat Sign application with AEM Forms.

  8. Configure OAuth settings for the Acrobat Sign application:

    1. Open a browser window and sign in to the 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 HTTPS URL copied in the previous step and click Save.

    4. Enable the following OAuth settings for the Acrobat Sign application and click Save.

    • aggrement_read
    • aggrement_write
    • aggrement_send
    • widget_write
    • workflow_read

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

    OAuth Config

  9. Go back to the Create Acrobat Sign Configuration page. In the Settings tab, the OAuth URL field mentions the following default URL:

    https://secure.na1.echosign.com/public/oauth

    where:

    na1 refers to the default database shard.

    You can modify the value for the database shard. Restart the server to be able to use the new value for the database shard.

  10. Specify the Client ID (also referred to as Application ID) and Client Secret. Select the Enable Acrobat Sign for attachments also option to append files attached to an adaptive form to the corresponding Acrobat Sign document sent for signing.

    Tap Connect to Acrobat Sign. When prompted for credentials, provide username and password of the account used while creating Acrobat Sign application.

    Tap Create to create the Acrobat Sign configuration.

  11. Open AEM Web Console. The URL is https://'[server]:[port]'/system/console/configMgr

  12. Open Forms Common Configuration Service.

  13. In the Allow field, select All users - All the users, anonymous or logged in, can preview attachments, verify and sign forms, and click Save. Author instance is configured to use Acrobat Sign.

  14. Use replication to create identical configuration on corresponding publish instances.

Now, Acrobat Sign is integrated with AEM Forms and ready for use in adaptive forms. To use Acrobat Sign service in an adaptive form, specify the configuration container created above in adaptive form properties.