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Adobe Acrobat Sign Connector for Microsoft Search: User Guide

Last updated on Dec. 2, 2022 | Also applies to Adobe Acrobat Sign

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Adobe Acrobat Sign connector for Microsoft Search is an Acrobat Sign integration that allows you to access the agreements directly from within the supported Microsoft platforms: Office.com, SharePoint, and Search in Bing. It allows you to get real-time status of the agreements for key events such as agreements signed, expired, or declined.

Adobe Acrobat Sign Connector for Microsoft Search: User Guide provides instructions on how to:

Verify the prerequisites
Create Acrobat Sign connector for Microsoft Search
Add a search vertical to display search results
Delete a connection

Prerequisites

You must verify the following prerequisites before setting up the Acrobat Sign Graph connector:

Your organization must have an Adobe Acrobat Sign Enterprise account.
Your organization must have valid Microsoft licenses and access to the available quotas. For details, see Microsoft licensing requirements for Graph connectors.
Graph connector must be activated in your Microsoft 365 tenant.
Microsoft tenant admin allows Acrobat Sign data for all tenant users.

Within Adobe Acrobat Sign platorm: Create Acrobat Sign connector for Microsoft search

Start the setup and sign in to the Acrobat Sign account using your account admin credentials.
On the consent dialog that appears, review the details and select Allow Access.
On the page that appears, select Sign in as Microsoft Admin.
On the Microsoft login page, select the account that you want to log in with.

Note: You must use your Microsoft tenant admin account to log in. You must have the Global Administrator role in your Microsoft tenant to grant consent.
On the Permissions consent dialog, review the requested permissions and then select Accept.

It takes you back to the Acrobat Sign page.
On the page that appears, provide a name and description for the new Connection under the respective fields. The following example uses 'ABC Connection' as the name of the new connection.

Note: You must provide a unique name for each Connection. Don't create connections with duplicate names. The Connection name field has a character limit of 128 characters and the Description field has a character limit of 512 characters.

Once done, select Continue.

It displays a message saying that a new connection is getting created. Note that it might take approximately 30 minutes or more to create the new connection.
Go to Microsoft 365 administrator center and log in using your admin credentials.

From the left panel, select Settings > Search & intelligence.

Under the tab Data Sources, locate the new connection's name and check the Connection state.
You may need to refresh the list to view the new connections.
When the connection is in progress, the Connection State appears as Draft.

Note: You can also view the new connection details by selecting the Connection name and checking the details on the description page that appears. Select X when done.
Check the status of the connection on the Acrobat Sign for Graph connector page. Once the Connection is created, you see a confirmation message, as shown below. Select Go to M365 admin center.

Go to Settings > Search & intelligence > Data Sources and verify the new connection listing. Once the connection is created, the Connection state changes to Ready.

Within Microsoft 365 admin center: Add a search vertical to display search results

Once the Acrobat Sign connector for Microsoft search is created and you've verified the status of the new connection as Ready, you must create a Search vertical for Acrobat Sign. Search verticals are tabs on the Search result page that show results for particular sources.

On Microsoft 365 administrator center page, go to Settings > Search & intelligence > Customizations.
From the left panel on the Customizations page, select Verticals and then select +Add.
On the page that appears, provide a name for your vertical and then select Next.
Under Select a content source, select Connectors to view the available connections. Select the new connection that you created in the steps above and then select Next.
On the Add a query page, select Next to continue. Then, on the Filters page, select Next.
On the page that appears, review the vertical settings and then select Add Vertical.
Once the vertical is added, select Enable vertical.

It displays a message confirming that the vertical is enabled.
Select Done.

It displays the list of verticals which includes the new vertical name.

See how to Manage search verticals.

Once the setup is successful, you can view the new agreements and the existing agreements with new activities (such as signed, canceled, delegated, or declined) from within your Office.com, SharePoint, and Bing work platforms. Past agreements are not displayed in the search results of these supported Microsoft platforms. However, you may visit Adobe Acrobat Sign web to view your past agreements.

Note:

Can't view an agreement? Check if you meet the eligibility criteria.

Acrobat Sign Graph connector has access control levels for viewing an agreement that restricts who can view the agreements. You can view an agreement only if you meet the following criteria:

Have a valid Adobe Acrobat Sign account.
Your Microsoft tenant email address and the email address on your Acrobat Sign account are the same.
Any one or more of the following roles apply to you:
- You're the sender of the agreement.
- You're the recipient of the agreement that has no particular signing order.
- You're the recipient of the agreement with a signing order, and it's your turn to sign.

Delete a connection

If an established connection isn't required anymore, you can delete it from the Acrobat Sign for Graph Connector admin page. To do so:

Go here and sign in to the Acrobat Sign account using your account admin credentials.
It displays the established connection details.
From below the established connection details, select Delete.
From the 'Deleting Acrobat Sign connector' dialog that appears, select Delete to confirm.

It deletes the connection. Note that once you delete a connection, all the existing agreements (adaptive cards) are lost/reset and cannot be viewed in the respective Microsoft products.

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