Refresh
Tools
Screen ID
CST. . . .
Get Link
DAC Schema Browser
Trace...
About...
Upload XML File
Choose File:
max 25000KB
Upload
Cancel
About Acumatica
Profiler
Update History
Expand All
Collapse All
Locales
Get File Link
Report Typo
Print
Export
Plain Text
Word
[Edit]
Integrating with Esignature Providers
This lesson explains the setup of electronic document signing in Acumatica ERP—from obtaining API credentials in the provider’s portal to configuring signing accounts and sending documents for signature. You will also learn how to track signing requests and retrieve signed documents back to the system.
Back to Top
In This Chapter
Esignature Providers: General Information
Acumatica ERP integrates with Adobe® Acrobat® Sign and DocuSign™, letting you send documents for electronic signing, follow their progress, and retrieve the signed copies—all from within the system.
Esignature Providers: Setting Up User Accounts for Esignature Providers
In this topic, you will learn about the dedicated role for the electronic signing functionality. You will also learn how to create an electronic signing account and connect to the esignature provider.
Esignature Providers: Sending Documents for Signing
In this topic, you will learn how to open a document file and send it for signing in Acumatica ERP.
Esignature Providers: Managing Electronic Signature Requests
In this topic, you will learn how to manage esignature requests.
Internal Link :
External Link :
Public Link :
Close
Integrating with Esignature Providers
This lesson explains the setup of electronic document signing in Acumatica ERP—from obtaining API credentials in the provider’s portal to configuring signing accounts and sending documents for signature. You will also learn how to track signing requests and retrieve signed documents back to the system. ==In This Chapter{nestedtopics}== *[HelpRoot_Integration\Integrations_Getting_Credentials_at_the_Service_Providers|Esignature Providers: General Information] *:Acumatica ERP integrates with Adobe® Acrobat® Sign and DocuSign™, letting you send documents for electronic signing, follow their progress, and retrieve the signed copies—all from within the system. *[HelpRoot_Integration\Integrations_Connecting_User_Accounts_to_Service_Providers|Esignature Providers: Setting Up User Accounts for Esignature Providers] *:In this topic, you will learn about the dedicated role for the electronic signing functionality. You will also learn how to create an electronic signing account and connect to the esignature provider. *[HelpRoot_Integration\Integrations_Sending_Documents_for_Signing|Esignature Providers: Sending Documents for Signing] *:In this topic, you will learn how to open a document file and send it for signing in Acumatica ERP. *[HelpRoot_Integration\Integrations_Managing_Electronic_Signature_Requests|Esignature Providers: Managing Electronic Signature Requests] *:In this topic, you will learn how to manage esignature requests.
Send Report
External Link:
Public Link:
Close
Translations
Copy to clipboard (Ctrl+C)
OK
Cancel
Note
OK