Output to Adobe Sign

Overview

This guide will show you step by step how to output a scope to Adobe Sign. 

Pre-Requisites 

1. User must have a SCOPE Better account
2. Organization must have Adobe Sign set up as an option
3. User must have permissions to output to Adobe Sign

Step-By-Step Instructions

1. Create your scope
2. Select 'Output

3. Choose 'Export to Adobe Sign'

4. Choose if you are exporting a PDF Document or an Excel file

5. Populate the signers email addresses (or select from pre-set email addresses if pre-defined) for you client an your internal signers. Note, you can include cc emails for those in your organization that may need to be aware of the Adobe Sign process

6. Select 'Confirm'

NOTE: 

The process once confirmed, will provide you with a success of failed notification in SCOPE Better. 
The signing process is then taken out of SCOPE Better and managed via you Adobe Sign account.