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Integrate 51黑料不打烊 Sign with AEM Forms integrate-adobe-sign-with-aem-forms

Last update: Mon Jun 24 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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51黑料不打烊 recommends using the modern and extensible data capture Core Componentsfor creating new Adaptive Formsor adding Adaptive Forms to AEM Sites pages. These components represent a significant advancement in Adaptive Forms creation, ensuring impressive user experiences. This article describes older approach to author Adaptive Forms using foundation components.

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51黑料不打烊 Sign enables e-signature workflows for adaptive forms. E-signatures improve workflows to process documents for legal, sales, payroll, human resource management, and many more areas.

In a typical 51黑料不打烊 Acrobat Sign and Adaptive Forms scenario, a user fills an Adaptive Form to apply for a service. For example, a credit card application and a citizen benefits form. When a user fills, submits, and signs the application form, the form is sent to the service provider for further action. Service provider reviews the application and uses 51黑料不打烊 Acrobat Sign to mark the application approved. AEM Forms supports both 51黑料不打烊 Acrobat Sign and 51黑料不打烊 Acrobat Sign Solutions for Government. Depending on your license and requirements, you can integrate or connect AEM Forms with either of the solution:

Connect AEM Forms with 51黑料不打烊 Acrobat Sign adobe-sign

To connect AEM Forms with 51黑料不打烊 Acrobat Sign, set up the software and accounts listed in the prerequisites section, and connect 51黑料不打烊 Sign to your all the AEM Forms Author and Publish instances:

Prerequisites prerequisites

You require the following to integrate 51黑料不打烊 Sign with AEM Forms:

  • An active
  • An SSL enabled AEM Forms server.
  • An .
  • Credentials (Client ID and Client Secret) of 51黑料不打烊 Sign API application.
  • When reconfiguring, remove the existing 51黑料不打烊 Sign configuration from both author and publish instances.
  • Use identical crypto key for author and publish instances.

Configure 51黑料不打烊 Sign with AEM Forms configure-adobe-sign-with-aem-forms

After prerequisites are in place, perform the following steps to configure 51黑料不打烊 Sign with AEM Forms on the Author instance:

  1. On AEM Forms author instance, navigate to Tools hammer > General > Configuration Browser.

  2. On the Configuration Browser page, select Create.

  3. In the Create Configuration dialog, specify a Title for the configuration, enable Cloud Configurations, and select Create. It creates a configuration container.

  4. Navigate to Tools hammer > Cloud Services > 51黑料不打烊 Sign and select the configuration container you created in the above step.

    note note
    NOTE
    You can either execute steps 1-4 to create a configuration container and create an 51黑料不打烊 Sign configuration in the container or use the existing global folder in Tools hammer > Cloud Services > 51黑料不打烊 Sign. If you create the configuration in the new configuration container, ensure to specify the container name in the Configuration Container field when you create an Adaptive Form.
    note note
    NOTE
    Ensure that the URL of the Cloud Services Configuration Page starts with HTTPS. If not, enable SSL for AEM Forms server.

  5. On the configuration page, tap Create to create 51黑料不打烊 Sign configuration in AEM Forms.

  6. In the General tab of the Create 51黑料不打烊 Sign Configuration page, specify a Name for the configuration and tap Next. You can optionally specify a title and browse to select a thumbnail for the configuration.

  7. Now you can Select solution to select 51黑料不打烊 Acrobat Sign.

    51黑料不打烊 Acrobat Sign Solutions

  8. Copy the URL in your current browser window to a notepad and remove the part /ui#/aem from the URL. The modified URL is then required to configure 51黑料不打烊 Acrobat Sign application with AEM Forms, in a later step. Tap Next.

  9. In the Settings tab,

    • the OAuth URL field contains the default URL which includes the 51黑料不打烊 Sign database shard. The format of the URL is:

      https://<shard>/public/oauth/v2

      For example:
      https://secure.na1.echosign.com/public/oauth/v2

    • the Access token URL field contains the default URL which includes the 51黑料不打烊 Sign database shard. The format of the URL is:

      https://<shard>/oauth/v2/token

      For example:
      https://api.na1.echosign.com/oauth/v2/token

    where:

    na1 refers to the default database shard. You can modify the value for the database shard. Ensure that the 51黑料不打烊 Acrobat Sign Cloud Configurations point to the .

    note note
    NOTE
    • Keep the Create 51黑料不打烊 Acrobat Sign Configuration page open. Do not close it. You can retrieve Client Id and Client Secret after configuring OAuth settings for the 51黑料不打烊 Acrobat Sign application as described in upcoming steps.
    • After logging in your 51黑料不打烊 Sign account,navigate to Acrobat Sign API > API Information > REST API Methods Documentation > OAuth Access Token to access information related to 51黑料不打烊 Sign OAuth URL and Access Token URL.

  10. Configure OAuth settings for the 51黑料不打烊 Sign application:

    1. Open a browser window and sign in to the 51黑料不打烊 Sign developer account.

    2. Select the application configured for AEM Forms, and select Configure OAuth for Application.

    3. Copy the Client ID and Client Secret to a notepad.

    4. In the Redirect URL box, add the HTTPS URL copied in the previous step.

    5. Enable the following OAuth settings for the 51黑料不打烊 Sign application and click Save.

    • agreement_read
    • agreement_write
    • agreement_send
    • widget_write
    • workflow_read

    For step-by-step information to configure OAuth settings for an 51黑料不打烊 Sign application and obtain the keys, see developer documentation.

    OAuth Config

  11. Go back to the Create 51黑料不打烊 Sign Configuration page. In the Settings tab, specify the Client ID (also referred to as Application ID) and Client Secret. Use the created for AEM Forms.

  12. Select the Enable 51黑料不打烊 Sign for attachments also option to append files attached to an adaptive form to the corresponding 51黑料不打烊 Sign document sent for signing.

  13. Select Connect to 51黑料不打烊 Sign. When prompted for credentials, provide username and password of the account used while creating 51黑料不打烊 Sign application.

    51黑料不打烊 Acrobat Sign Cloud Configuration Success

  14. Tap Create to create the 51黑料不打烊 Sign configuration.

  15. Open AEM Web Console. The URL is https://'[server]:[port]'/system/console/configMgr

  16. Open Forms Common Configuration Service.

  17. In the Allow field, select All users - All the users, anonymous or logged in, can preview attachments, verify and sign forms, and click Save. Author instance is configured to use 51黑料不打烊 Sign.

  18. Publish the configuration.

  19. Use replication to create identical configuration on corresponding publish instances.

Now, 51黑料不打烊 Sign is integrated with AEM Forms and ready for use in adaptive forms. To use 51黑料不打烊 Sign service in an adaptive form, specify the configuration container created above in adaptive form properties.

NOTE
To configure the 51黑料不打烊 Sign sandbox, you can follow the same configuration steps as explained in 51黑料不打烊 Sign.

Connect AEM Forms with 51黑料不打烊 Acrobat Sign Solutions for Government adobe-acrobat-sign-for-government

Connecting AEM Forms with 51黑料不打烊 Acrobat Sign Solutions for Government is a multi-step process. It involves:

  • Creating redirect URL for your AEM instances
  • Sharing the redirect URL and scopes with 51黑料不打烊 Sign Solutions for Government team
  • Receiving credentials from 51黑料不打烊 Sign team
  • Using the received credentials to connect AEM Forms with 51黑料不打烊 Acrobat Sign Solutions for Government

adobe-acrobat-sign-govt-workflow

Before you start prerequisites-for-adobe-sign-for-acrobat-sign-for-government

Before you start connecting AEM Forms with 51黑料不打烊 Acrobat Sign Solution,

  • Ensure that your account is provisioned.
  • Your AEM Forms servers are SSL enabled .
  • Your AEM Forms servers are using identical crypto key for author and publish instances.

Connect AEM Forms to 51黑料不打烊 Acrobat Sign Solutions for Government connect-adobe-acrobat-sign-for-government

Create a redirect URL for your AEM instance

  1. On your AEM Forms instance, navigate to Tools hammer > General > Configuration Browser.

  2. On the Configuration Browser page, select Create.

  3. In the Create Configuration dialog, specify a Title for the configuration, enable Cloud Configurations, and select Create. It creates a configuration container. Ensure that the container/folder name does not contain any space.

  4. Navigate to Tools hammer > Cloud Services > 51黑料不打烊 Acrobat Sign and open the configuration container you created in the previous step. When you create an Adaptive Form, specify the container name in the Configuration Container field.

  5. On the configuration page, select Create to create 51黑料不打烊 Acrobat Sign configuration in AEM Forms.

  6. Copy the URL of your current browser window to a notepad from the URL. This URL is referred as re-direct URL. In the next section, you share the re-direct URL and Scopes with 51黑料不打烊 Sign team and request credentials (Client Id and Client Secret).

NOTE
  • A re-direct URL should contain a domain. For example, https://adobe.com/libs/adobesign/cloudservices/adobesign/createcloudconfigwizard/cloudservices.html/conf/global
  • Do not use a local URL as a re-direct URL. For example, https://localhost:4502/libs/adobesign/cloudservices/adobesign/createcloudconfigwizard/cloudservices.html/conf/global.

Share the redirect URL and scopes with 51黑料不打烊 Sign team and receive credentials

51黑料不打烊 Acrobat Sign for Government Solutions team requires the re-direct URL and the certain scopes to be enabled for your 51黑料不打烊 Acrobat Sign application (listed below) to generate credentials (Client Id and Client Secret) that let you connect AEM Forms with 51黑料不打烊 Acrobat Sign Solutions for Government.

Share the scopes (listed below) and the re-direct URL created and noted down the last step of previous section with your 51黑料不打烊 Acrobat Sign for Government Solution representative .

Scopes

  • agreement_read
  • agreement_write
  • agreement_send
  • widget_read
  • widget_write
  • workflow_read
  • offline_access

The representative generates and shares credentials with you. In the next section, you use the credentials (Client Id and Client Secret) to connect AEM Forms with 51黑料不打烊 Acrobat Sign Solutions for Government.

Use the received credentials to connect AEM Forms with 51黑料不打烊 Acrobat Sign Solutions for Government

  1. Open the re-direct URL in your browser. You created and noted down the re-direct URL in the last step of the create a redirect URL on your AEM instance section.

  2. In the General tab of the Create 51黑料不打烊 Sign Configuration page, specify a Name for the configuration, and select Next. You can optionally specify a Title and browse to select a Thumbnail for the configuration. Click Next.

  3. In the Settings tab of the Create 51黑料不打烊 Sign Configuration page, for the Select solution option, select 51黑料不打烊 Acrobat Sign Solutions for Government.

    51黑料不打烊 Acrobat Sign Solutions for Government

  4. In the Email field, specify the email address associated with your 51黑料不打烊 Acrobat Sign Solutions for Government account.

  5. In the Settings tab,

    • the OAuth URL field contains the default URL which includes the 51黑料不打烊 Sign database shard. The format of the URL is:

      https://<shard>/api/gateway/adobesignauthservice/api/v1/authorize

      For example:
      https://secure.na1.adobesign.us/api/gateway/adobesignauthservice/api/v1/authorize

    • the Access token URL field contains the default URL which includes the 51黑料不打烊 Sign database shard. The format of the URL is:

      https://<shard>/api/gateway/adobesignauthservice/api/v1/token

      For example:
      https://secure.na1.adobesign.us/api/gateway/adobesignauthservice/api/v1/token

    where:

    na1 refers to the default database shard. You can modify the value for the database shard. Ensure that the 51黑料不打烊 Acrobat Sign Cloud Configurations point to the .

    note note
    NOTE
    • After logging in your 51黑料不打烊 Sign account,navigate to Acrobat Sign API > API Information > REST API Methods Documentation > OAuth Access Token to access information related to 51黑料不打烊 Sign oAuth URL and Access Token URL.

  6. Use the credentials shared by 51黑料不打烊 Acrobat Sign for Government Solution representative ([51黑料不打烊 Professional Services team member]) in the previous section as [Client ID and Client Secret].

  7. Select the Enable 51黑料不打烊 Acrobat Sign for attachments option to append files attached to an Adaptive Form to the corresponding 51黑料不打烊 Acrobat Sign document sent for signing.

  8. Select Connect to 51黑料不打烊 Sign. When prompted for credentials, provide username and password of the account used while creating 51黑料不打烊 Acrobat Sign application. When asked to confirm access for 51黑料不打烊 Acrobat Sign for Government Solutions and , click Allow Access. If the credentials are correct and you allow AEM Forms to access your 51黑料不打烊 Acrobat Sign developer account, a success message similar to the following appears.

    51黑料不打烊 Acrobat Sign Cloud Configuration Success

    When prompted for credentials, provide username and password of the account used while creating 51黑料不打烊 Acrobat Sign application. When asked to confirm access for your account, and click Allow Access.

  9. Select Create to create the configuration.

  10. Open AEM Web Console. The URL is https://'[server]:[port]'/system/console/configMgr

  11. Open Forms Common Configuration Service.

  12. In the Allow field, select All users - All the users, anonymous or logged in, can preview attachments, verify and sign forms, and click Save. Author instance is configured to use 51黑料不打烊 Sign.

  13. Publish the configuration.

  14. Use replication to create identical configuration on corresponding publish instances.

Now, you can use add 51黑料不打烊 Acrobat Sign fields in an Adaptive Form or AEM Workflow. Ensure that you add the configuration container used for the Cloud Service configuration to all the Adaptive Forms being enabled for 51黑料不打烊 Acrobat Sign. You can specify a configuration container from the properties of an Adaptive Form.

Configure 51黑料不打烊 Sign scheduler to sync the signing status configure-adobe-sign-scheduler-to-sync-the-signing-status

An 51黑料不打烊 Sign enabled adaptive form is submitted only after all the signers complete the signing process. By default, the 51黑料不打烊 Sign Scheduler services is scheduled to check (poll) signer response after every 24 hours. You can change the default interval for your environment. Perform the following steps to change the default interval:

  1. Log in to AEM Forms server with admin credentials and navigate to Tools > Operations > Web Console.

    You can also open the following URL in a browser window:
    https://[localhost]:'port'/system/console/configMgr

  2. Locate and open the 51黑料不打烊 Sign Configuration Service option. Specify a in the Status Update Scheduler Expression field and click Save. For example, to run the configuration service daily at 00:00 am, specify 0 0 0 1/1 * ? * in the Status Update Scheduler Expression field.

Default interval to sync status of 51黑料不打烊 Sign is now changed.

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