Adobe Acrobat Sign

The Adobe Acrobat Sign integration makes agreement status available in your client work. Ask whether Contoso has signed the master services agreement, who is next in the signing order, or what the signed version says about termination, and Hebno answers from Acrobat Sign with each agreement cited. When a deliverable is ready for signature, Hebno prepares a draft agreement after you confirm, and you send it from Acrobat Sign yourself.

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At a glance

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Before you start

You need:

• An Acrobat Sign user in the account your firm uses for client agreements, with permission to send agreements.
• Access to the library templates you want to use, shared with you, your group or the account.
• An allowed integration. An owner or admin sets Adobe Acrobat Sign to Allow under Admin → Connectors → Catalogue.

Hebno requests these OAuth scopes. The :self modifier limits each scope to agreements and templates your own user can open. Hebno does not request agreement_send, so it cannot send an agreement out for signature. Acrobat Sign accounts are hosted on regional shards, such as North America, Europe, Japan, Australia and India. Hebno uses the API access point Acrobat Sign returns when you connect, so every region connects the same way.

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Connect Adobe Acrobat Sign

Hebno reads and writes with your own permissions, so you see only the agreements you sent or participate in, and the agreements shared with you. Tokens are encrypted at rest. Select Disconnect at any time, or ask an admin to revoke the connection under Admin → Connectors → Connections.

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What Hebno reads

Reads are live. Hebno queries Acrobat Sign when a request needs it. Only what a reply used is stored with the conversation as its sources.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm. The draft appears on the Manage page in Acrobat Sign under Draft. You open it, place or check the form fields, and select Send. Hebno never sends, cancels, replaces, delegates or signs an agreement, and never changes library templates, groups or account settings. Drafts are created as your Acrobat Sign user, so Acrobat Sign shows you as the sender.

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Link a project to an agreement

Linking marks which agreements belong to an engagement, so you can ask “is everything signed?” without naming the agreement.

1. Open the project and select Brain.
2. Under Linked records, select Link record, then Adobe Acrobat Sign.
3. Search by agreement name or participant and select the agreement. Repeat for each agreement in the engagement.

In chats tagged to the project, Hebno starts with the linked agreements for any contract or signature question. Drafts created from the project are linked automatically. See Linked records.

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Use Adobe Acrobat Sign in chat

• Attach: open the + menu, choose Sources → Adobe Acrobat Sign, and pick an agreement, a signed document or a library template. Or type / and choose Adobe Acrobat Sign.
• Ask: name the client, agreement or participant in your request. For example:

  Which Contoso agreements are out for signature, and who is each one waiting on?

  Summarise the termination and confidentiality clauses in the signed Contoso master services agreement.

  Create a draft change order for Contoso with Sarah Chen as signer and Priya Nair as approver.

• Research runs show a Checking Adobe Acrobat Sign step, with a chip for each agreement it read.
• Agents can read Acrobat Sign on a schedule, for example a weekly list of agreements due to expire. Writes an agent proposes appear in agent approvals for review.

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Troubleshooting

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Related

• How integrations work
• Permissions and access
• Linked records
• Docusign
• PandaDoc