Configure document templates for Adobe Sign

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure document templates to enable signing using the Adobe Sign application.

    Before you begin

    Role required: sn_dt_adobesign.admin

    Procedure

    1. Navigate to All Document Templates.
    2. Select a template.
    3. Fill in the required fields on the form.
      1. In the Signing type field, select Adobe Sign.
      2. Define participants, define tasks for participants, and mark signature blocks.
      3. Associate the document template to the HR template of a service and initiate document tasks from a case.

    What to do next

    User who receives the document task can use the Adobe Sign application for signing the document.