Retrieve from Adobe Sign

Retrieve from Adobe Sign allows you to retrieve documents/forms that have already been uploaded into Adobe Sign and bring those document keys over to Adapt.

To retrieve documents/forms already uploaded into Adobe Document Sign:

1. From the Onboarding page, select Retrieve from Adobe Sign (Activities drop-list).
2. After a few moments, the retrieved documents will display in the Onboarding list.

Keep in Mind

• Only active documents are retrieved.
• Only documents that do not duplicate a document already entered in Adapt are retrieved.
• If an existing form has been deleted from Adobe Sign, the form's status will update to Inactive.
• If there is an update to the Template Name on Adobe Sign, the new name will become the Display Name of the form in Adapt.
• You must have an active Adobe Sign account.

The following defaults for Adobe Sign documents:

• File Name – The Adobe Sign document name.
• Display Name – The Adobe Sign document name.
• Active – Y (Yes)
• Input Date – Document Retrieval date.
• By – User that retrieved the document.
• Doc Origin – eSign
• Doc Key – Document Key provided by Adobe Sign
• Storage Location – Determined by the Integrations segment on System Settings.