Sending your scope via Adobe Sign

How to Export Scopes to AdobeSign

This guide will walk you through the process of exporting your scope documents to AdobeSign for signatures.

Note

The AdobeSign integration allows you to seamlessly send scope documents from SCOPE Better directly to AdobeSign for signature collection. SCOPE Better does not store signed documents. Your AdobeSign account will continue to be the source of truth for these. 

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Step-by-Step Instructions

Step 1: Select AdobeSign as Your Export Option

When your scope is ready to be sent for signatures:

1. Navigate to the Export Output bottom right of the Scope Overview page
2. From the list of export options, select Export to AdobeSign
3. This option will prepare your scope document for the AdobeSign workflow

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Step 2: Configure Signer Information

Once you've selected AdobeSign, you'll need to add the required email addresses:

1. Client email address - Enter the email of your client who needs to sign
2. Internal signer emails - Add any internal team members who need to review or sign
3. Include any internal cc contacts - Add anyone who needs to be in cc of the document signing process
4. Click Confirm to proceed

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Step 3: Await confirmation on page

Once you have added all recipients and clicked Confirm, await confirmation on the SCOPE Better page for successful submission

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After Export

After successfully exporting to AdobeSign:

• All signers will receive email notifications via AdobeSign
• You can track the signature status directly in AdobeSign
• Signed versions are not stored in SCOPE Better

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Troubleshooting

Issue: Export to AdobeSign option is not available
Solution: Ensure your account has AdobeSign integration enabled. Contact your account administrator or support team.