Adobe Sign integration

E-signatures: agreements, templates, workflows, library documents

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Overview

Adobe Acrobat Sign (formerly Adobe Sign / EchoSign) is Adobe's e-signature platform. The Automize Adobe Sign connector covers agreements, templates, workflows, library documents, and signing groups.

  • Regions: Adobe Sign is global but each Adobe organization has a shard (NA1, NA2, EU1, JP1, AU1, IN1). Base URL differs per shard – connector resolves automatically.
  • Plans: Acrobat Sign Standard, Pro, Enterprise; Acrobat Pro DC includes basic Sign. API access is available on all paid plans.

Setting up the connection

Auth type: OAuth 2.0 (Authorization Code).

  1. Sign in to acrobat.adobe.com → Developer → Create New API Application.
  2. Choose 'OAuth 2.0' authentication.
  3. Set Redirect URL to the one in the Automize Adobe Sign connector dialog.
  4. Add scopes: agreement_read, agreement_write, agreement_send, library_read, user_read.
  5. Copy Application ID + Application Secret.
  6. In Automize, open Settings → Connectors → Adobe Sign → Add connection. Paste credentials, click Connect with Adobe, sign in.

Scopes required:

  • agreement_read:account
  • agreement_write:account
  • agreement_send:account
  • library_read:account
  • user_read:account

Find your credentials at https://acrobat.adobe.com/link/apps/registry.


Rate limits

Adobe Sign enforces ~120 requests/min per access token. Connector retries 429 with Retry-After.


Data model

Adobe Sign's primitives:

    Account ─┬─ Library Documents (reusable templates)
             ├─ Workflows (multi-step routing definitions)
             ├─ Agreements (sent documents)
             │      ├─ Participant Sets (signers grouped by step)
             │      └─ Form Fields
             └─ Users

Available operations

7 operations available. Click any row to jump to its detail.

OperationCategoryWhat it does
Cancel AgreementGeneralCancel an agreement
Create AgreementGeneralCreate and send an agreement for signing
Download AgreementGeneralDownload a signed agreement document
Get AgreementGeneralGet agreement details
Get Signing URLGeneralGet the URL for signing an agreement
List AgreementsGeneralList all agreements
List TemplatesGeneralList library templates

Operations

Cancel Agreement

Cancel an agreement

ParameterRequiredTypeDescription
Agreement Id agreement_idYestext
State stateYestext

Tips

  • Cancels an OUT_FOR_SIGNATURE agreement. comment shown in signer notification.

Create Agreement

Create and send an agreement for signing

ParameterRequiredTypeDescription
Fileinfos fileInfosYestext
Name nameYestext
Participantsetsinfo participantSetsInfoYestext
Signaturetype signatureTypeYestext
State stateYestext

Tips

  • Build via fileInfos[] (uploaded file or library doc reference) + participantSetsInfo[] (signers per step) + signatureType (ESIGN or WRITTEN).
  • Use Create Agreement From Template for reusable workflows – easier.

Download Agreement

Download a signed agreement document

ParameterRequiredTypeDescription
Agreement Id agreement_idYestext

Tips

  • Returns combined PDF (original + signature page + audit trail).

Get Agreement

Get agreement details

ParameterRequiredTypeDescription
Agreement Id agreement_idYestext

Tips

  • Returns agreement + status + events.
  • Status flow: DRAFT → AUTHORING → OUT_FOR_SIGNATURE → SIGNED / CANCELLED / EXPIRED.

Get Signing URL

Get the URL for signing an agreement

ParameterRequiredTypeDescription
Agreement Id agreement_idYestext

List Agreements

List all agreements

No input parameters.

Tips

  • Returns recent agreements (newest first). Use search and date filters.

List Templates

List library templates

No input parameters.

Tips

  • Library documents available to the user. Filter by isDocumentRetentionApplied.

FAQ

Library Document vs Template – same thing?
Adobe's naming: Library Document is a reusable form/template with pre-defined fields. Workflows are multi-step routing definitions. Both can be used as the basis for new agreements.
Why does Create Agreement fail with 'missing required field'?
When using fileInfos[] directly, the participantSetsInfo[] structure must match exactly – order, role, email. Easier to use Create From Library Document or Template.
Sandbox / Developer accounts?
Sign up for an Adobe Developer Account at developer.adobe.com. Sandboxes get full API access without paid signup.

Related connectors

See it working on your own data

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