Log in to Adobe Sign as the account administrator.
Last updated on
3 October 2022
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- Acrobat Sign for Coupa BSM Suite
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Overview
Adobe Acrobat Sign for Coupa BSM Suite: Installation Guide explains how to configure your Adobe Sign account to integrate the Coupa BSM Suite instance for getting signatures.
Prerequisites:
- Subscription to Adobe Sign Enterprise, Adobe Sign Developer Edition, or Adobe Sign Enterprise Trial
- Adobe Sign administrator access
- Coupa BSM Suite Standard or Advanced instance
To install Acrobat Sign for Coupa BSM Suite, you must:
To have a dedicated usage of Adobe Sign for Coupa within an organization, the administrators must create an Adobe Sign group specifically for Coupa BSM Suite usage. This Adobe Sign group should have a single group admin user account that acts as the service account. Since this service account is used for all signature requests, it should be kept anonymous, for instance, Legal@xyz.com, Purchasing@xyz.com, or CoupaCLM@xyz.com, rather than personal, such as Bob.Smith@xyz.com.
Create a Group and a User in Adobe Sign
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In the dialog that opens, provide the new user details:
Provide a functional email that you can access.
- This user establishes and maintains the OAuth relationship.
- The email address must be an actual address for verification.
Enter appropriate values for First Name and Last Name.
In the Primary Group field, select Create a new group for this user.
In the New Group Name field, provide an intuitive group name like Coupa BSM Suite.
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Define the authenticating user
Once you create a Group and a User in that group, you must make the user a ‘Group Admin’.
To promote the new user in the Coupa BSM Suite group:
Navigate to the Users page (if not already there).
Double-click on the user.
It opens an Edit page for the user permissions.
Under the Group Membership section, select Group Admin and Can Send options.
Deselect the User is an account admin and the User can sign documents options.
Select Save.
To complete the connection between the Coupa BSM Suite instance and Adobe Sign, a trusted relationship must be established between the services.
To configure the Coupa BSM Suite:
- Connect your Coupa BSM Suite instance to your Adobe Sign service account that you created above.
- Create an Adobe Sign webhook instance to notify your Coupa BSM Suite instance about updates to agreements.
For more details on how to connect the Coupa BSM Suite and how to create and register a webhook, refer to Adobe Sign Coupa BSM Suite Instance support documentation.
The Coupa CLM integration uses webhook notifications from Adobe Sign to send updates about the state of the agreement. It’s critical to complete the webhook setup else the agreements sent for signature stay incomplete or the signed agreements are not delivered back into Coupa CLM.
To create a webhook in Adobe Sign:
Coupa BSM Suite support
Coupa BSM Suite is the integration owner and should be your first point of contact for questions about the scope of the integration, feature requests, or problems in day to day function of the integration.
For any queries, contact Coupa Support.
Adobe Sign support
Adobe Sign is the integration partner and should be contacted if the integration is failing to obtain signatures, or if notification of pending signatures fails.
For help with using or configuring Adobe Sign, you may contact your Customer Success Manager (CSM) or contact Adobe Sign support.
Adobe Sign administrators can also open tickets and obtain support via the Help (?) in the upper right of the Adobe Sign portal.
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The Creativity Conference
Oct 14–16 Miami Beach and online