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How do you connect Adobe Sign with TAP?

How do you connect Adobe eSignature with TAP? You will learn how to connect Adobe eSignature with TAP, this will help your company to be able to integrate a digital signature(s) for approval via electronic means.

Connecting Adobe eSignature with TAP

You will learn how to integrate Adobe eSignature with TAP, this will help your company to be able to integrate a digital signature(s) for approval via electronic means. 

NOTE: If you are trying to connect a Docusign Account, please see this page.

Prerequisites

  1. An Adobe Account with the ability to access the relevant sections of the Adobe module(s).
  2. A SuperAdmin login for TAP

 

Set Up a User in TAP

Instructions Screenshot for Reference
Log in to your Tap Account 2020-03-27_11-29-02.jpg
In TAP, go to Administration → Users → New User clipboard_ea392e6a384d6ed9435666df00525aa0a.png
Create a generic user account (this will correspond to your Adobe user later). clipboard_e09a2ec8693502c1595e2db388f3c53b2.png

 

Set Up a Matching User in Adobe

Instructions Screenshot for Reference
Log in to Adobe and go to Account → Users How do you connect Adobe eSignature with TAP 01.png
Go to Account → Users How do you connect Adobe eSignature with TAP 12.png
Create a user with the same email address chosen in TAP. How do you connect Adobe eSignature with TAP 14.png
Once created, you need to make sure that it has the User group Administrator selected, with the sections next to it selected. How do you connect Adobe eSignature with TAP 13.png

 

Create an Integration Key in Adobe

Instructions Screenshot for Reference
Navigate to Account → Adobe Sign API → API Applications How do you connect Adobe eSignature with TAP 02.jpg.png
If no Integration Keys have been set up, you’ll see a different page. In that case, click Integration Key to be redirected to the appropriate setup page. How do you connect Adobe eSignature with TAP 03.jpg
Select the plus (+) icon to create a new application. How do you connect Adobe eSignature with TAP 05.png
Fill out the required fields. Copy the Application ID and Client Secret, you will need these to connect with TAP later. How do you connect Adobe eSignature with TAP 06.png

 

Configure OAuth Redirect for the Application

Instructions Screenshot for Reference
Click the newly created application ID How do you connect Adobe eSignature with TAP 34.png
Select Configure OAuth. 

Provide the Redirect URL that TAP will use.

In TAP: Administration → eSignature Keys → Adobe Sign Connections → TAP callback URL. The current TAP callback URL to input in is https://oauthredirect.tap.thinksmart.../OAuthEchoSign 

How do you connect Adobe eSignature with TAP 33.png

 

Connect from TAP

Instructions Screenshot for Reference
Go back to TAP:
Administration → eSignature Keys → New Adobe Sign Connection
2020-03-27_11-37-16.jpg

Enter the saved Client ID, paste the Application Secret, and check Enable user account Creation.

Click Connect.

How do you connect Adobe eSignature with TAP 07.png
Respond to the popup confirmation with OK How do you connect Adobe eSignature with TAP 08.png

 

Test the Connection

  • Create a test workflow (e.g. NDA request) in TAP that requires e-signature
  • Submit it to ensure the connection is functioning properly

Support for multiple Adobe Sign integration keys in TAP

TAP lets you connect multiple Adobe Sign integration keys to the same tenant. This is useful when:

  • Your organization has distinct Adobe Sign accounts for different business units or regions.
  • You operate a master/parent Adobe Sign account that manages one or more child (sub-account) environments.

Because each integration key is tied to the Adobe Sign account that was active in the browser at the moment the key was generated, administrators must log in to the correct Adobe Sign account before creating or refreshing a key.

More information on Adobe eSignature Support can be found here.

Troubleshooting Tips

Problem Description:  

If you run into an error 'Invalid Credentials'  or 'Invalid Request' or the account does not save and remains on the configuration screen: 

Please check the client AdobeSign server instance. If it is in na1 or na2 or na3, then update the Provisional porting setting 'ESDefaultEndpointBaseUrl' accordingly. 

Ex : https://secure.na2.echosign.com or https://secure.na3.echosign.com

Solution:

After ESCallBackServiceURL is updated in Provisional Portal, e-signature key has to be reactivated for the new URL to be reflected.

Problem Description: 

If you run into an error "This oauthredirect.stagingtap.thinksmart.com page can't be found":

Solutions: 

Please try accessing the link clientname.stagingtap.thinksmart.com to complete the Adobe setup.

Ex: https://microfocus.stagingtap.thinksmart.com