HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
Adobe Acrobat Sign Integration
The Adobe Acrobat Sign Integration can be used for signing quotations created in Halo and then transferring them back into Halo. The E-signature can be drawn or a signature can be generated from a text input from within the Adobe link sent to the user. Once the quote is sent back to Halo, the status will be updated to Accepted (the status that has been set on the integration page). As at this point, the user has signed off on the document via their inbox.
How to Connect Halo to Adobe Acrobat Sign
- Enable the Integration by clicking the "+" sign on the module (you will find the below in Configuration > Integrations>*Search for Adobe*):
- The settings dropdown should be populated with a default tenant, tenants can be created via the "new" button located on the top right of the screen.
- Connect your tenant (enter the correct region code for your halo). Then use the connect button after naming and saving the tenant, you will be redirected to a login screen for Adobe Acrobat Sign.
- Create the webhook on the webhook tab, it is as simple as generating a new secret and then creating a webhook:
- Sending Quotes Back into Halo
Within the API section of Adobe Acrobat Sign, you can create a webhook which will send the quotes back into Halo (without the signature):
Create the webhook with the following settings:- Scope: Account
- URL: The URL will be that of the webhook generated from the integrations page in Halo
- Events: Agreement Participant Completed
- Notification Parameters: Agreement Info, Agreement Participant Info, Agreement Signed Document
The status update on the quote may take a few minutes to pull through. After the quote has been signed for via the end-users inbox (The email it sends to will be the email associated with the user of the quote), the status of the quote will be updated to the "Status if Accepted" single select option, which is in the settings dropdown of the Adobe integration page in Halo:
You will need to add in the above tags onto your PDF template, for the signature, company, and email fields to pull through to Adobe Acrobat Sign. By default the signature field and the email field will be available on the quote screen in Adobe. These tags are not synced to the Halo side, the formatting of tags are for the quotation page of Adobe. So editing the PDF Template for your quote, means you can decide the position of the tags on the adobe quotation.
Tags
{{Sig_es_:signer1:signature}}
{{Cmpy_es_:signer1:company}}
{{Em_es_:signer1:email}}
- Signing a Quote in Adobe Acrobat Sign
Go to a quote and attach the adobe tenant to the quote via the right hand side details pane, and then use the sync to third party button: - Sync to the third party (make sure the user on the quote has a valid email address)
- Then it will show on the adobe side
- From here you can view the quote.
- An email will be sent to the recipient shown above, the recipient being the end-user of the Quote. This document can be signed from the users inbox and then it will be sent back into Halo via the webhook created on Adobe Acrobat Sign, and update the status of the quote to "Accepted" status which has been set on the integration page:
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