[Account Owner] Enabling Adobe Acrobat Sign on Demo Server

How to Enable

To enable: Go to your Demo Account > Firm Settings > eSignature and click Enable eSignature. 

Select that you want to turn on eSignatures on your account using Adobe Acrobat Sign by clicking Select:

You will be prompted to log into Adobe Acrobat Sign either via Production or "Sandbox" account.

And that's it! Once enabled, all firm advisors with billing permissions in AdvicePay can send out templates you've added to your Adobe Acrobat Sign account. 

Getting Application ID and Client Secret

1. Log in to your Acrobat Sign sandbox account and click the API link at the top of the screen. If there is no API link, you can click the Account link and go to Acrobat Sign API on the left-hand menu. With the Acrobat Sign API menu expanded, click API Applications.

   

   
   

2. On the API Applications screen, click the "plus" icon near the top of the screen. Enter AdvicePay for the Name and Display Name fields and leave the domain as Customer. Click Save. 

   

3. You will now see the new API Application in your list. Click it and choose View/Edit. 

   
   

4. Select the "Enable the new embedded Request Signature experience that does not require browser cookies" checkbox. Copy the Application ID and Client Secret field and click the Save button.

   

   
   

5. You'll be taken back to the list of API Applications again. This time, click the application and choose "Configure OAuth for Application." 

   
   

6. In the Redirect URI field, add https://demo.advicepay.com/auth/acrobatsign/callback.

   

   
   

7. Enable the following scopes with a "self" modifier: agreement_read, agreement_write, agreement_send, library_read, workflow_read, webhook_read, webhook_write. Click Save.

   
   

   

   
   

8. For the BaseURI, use the url in the application header when you login to your Acrobat Sign Account.

   

   
   
9. You're all set!