Selecting and Configuring a Default System for E-Signatures

Depending on what you set up and the permissions that you grant, your users can use the system to send one file or a set of files for an electronic signature (e-signature), and they can send the package to other Unifier users and to external users. If they use envelopes in DocuSign or Acrobat Sign, they can group documents into a single envelope. When the documents included in an envelope are returned to Unifier, they are consolidated into a single PDF instead of returning as individual attachments.

To set up a default system for e-signatures the first time:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Integrations, and then select the applicable sub-node, Acrobat Sign or DocuSign.
Click Download Guide, and follow the instructions included in the guide.
Click Configure.
Complete the required fields:
- URL: Enter the API URL that you or Oracle obtains after acquiring the license.
- Account ID: (DocuSign only) Enter the ID for the DocuSign account.
- Client ID: Enter the user identification needed to log on to Acrobat Sign or DocuSign.
- Client Secret: Enter the client secret that is used to set up integration between Unifier and Acrobat Sign or DocuSign.
Click Connect.
If the connection is successful, the system sets the applicable application, Acrobat Sign or DocuSign, as the default.

You can add an additional application. For example, if you set up a connection to Acrobat Sign, you can also add a connection to DocuSign. When you add the second connect, the system prompts you to indicate whether the newer application should be set as the default.

To view, update, or test a connection:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Integrations, and then select the applicable sub-node, Acrobat Sign or DocuSign.
The selected page displays the current settings.
- URL: Displays the current API URL.
- Account ID: (DocuSign only) Displays the ID for the DocuSign account.
- Client ID: Displays the user identification needed to log on to Acrobat Sign or DocuSign.
- Client Secret: Displays the client secret that is used to set up integration between Unifier and Acrobat Sign or DocuSign.
- Connection Status: Displays the status, Inactive or Active.
- Last Validated On: Indicates the date and time on which the connection between Unifier and Acrobat Sign or DocuSign was last validated.
Depending on whether a connection is active and whether it is selected as the default, a More Actions list provides access to additional options, such as Test Connection and Disable.
If applicable, choose one of the following:
- To update information, click Edit, make the applicable changes, and click Connect.
- To verify that a connection is working, click Test Connection.
- To remove a connection as the default, click Disable.

To configure access for users and groups:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select User Administration, and then select Access Control.
In the right pane, expand Administration Mode Access, and then expand Integrations.
Use the Acrobat Sign and DocuSign nodes to assign the applicable permissions.
For more information, see Edit User or Group Permissions Using Access Control.

See Also