Adobe Acrobat Sign for ServiceNow: User Guide

Expand the Adobe Acrobat Sign menu and select Send for Signature.

On the Send for Signature page, select an Acrobat Sign template or add a file. 

You can create an agreement with multiple documents using any one of the following two ways:

• Create a multi-document template and select it from the ‘Templates’ field.
• Upload multiple files. Adobe combines multiple documents into one PDF document for signature.

On the next page, select one or more signers, edit the Subject if required, and then select Submit.

It displays a confirmation message from where you can view the agreement.

From the Incident form, select Sign with Adobe Acrobat.

On the section that appears, select a template or upload your own file and then select Next.

When prompted, verify the fields in the document and then select Next.

In the example, a Merge rule exists for the Local Pet Policy template on the Incident record that maps:

• ‘TodaysDate’ from ‘opened_at’
• ‘EmployeeName’ from ‘caller_id’

In the dialog that appears:

1. Add Signers. You may select ServiceNow users or enter email addresses.
2. Enter a Subject. The Subject value is pre-populated with New Agreement, which can be edited.
3. To set a password for accessing the agreement, select Password Protect.
4. Optionally select Send emails from Adobe.
5. To create an agreement in Draft state, Submit as Draft. It uploads the agreement to Adobe Acrobat Sign but requires the user to Review Details (available from the Agreement record) so it can be sent for signature.
6. Select Submit.

On the confirmation message that appears:

• Select View agreement in ServiceNow to see an end-user view of the agreement.
• Select X icon to stay on the Incident form. Reload the form or refresh the Adobe Acrobat Sign-related list to update the form with the details of the agreement.

On the agreements page, you can select Cancel agreement to cancel the agreement. 

The Cancel agreement option is available only to the senders or users with the Manager role (x_adosy_as.adobe_sign_manager).

Once all signers sign the agreement, the related list on the Incident form shows the updated status.

Navigate to Adobe Acrobat Sign > Operational > Agreements and then select the Draft agreement that you want to review and send.    

On the Agreement page, select Review Details. 
It redirects you to the Adobe Acrobat Sign Web UI. 

Note: The Review Details button is only available to users with the Admin role (x_adosy_as.adobe_sign_admin).

If prompted, enter the credentials to log in to your Adobe Acrobat Sign account.

On the Send details page that opens, modify the details as required:

1. To re-order the signers, drag the recipients up or down as required.
2. Update the agreement message if desired.
3. Select or deselect the agreement options.
4. Once done, select Send.

It reorders the recipients and sends the updated agreement to recipients. It displays a confirmation message, as shown below.

Once you see the confirmation message, navigate back to the agreement in ServiceNow. 

The agreement status is now updated to ‘Out for Signature’ and the participants are re-ordered and the state is now 'Out for Signature'. 

You may need to refresh the related list to view the changes.

To access the documents waiting for your signature, navigate to Self-Service > Adobe Acrobat Sign and then select For Signature.

Double-click the record that you wish to sign from the list to open it and then select Review and sign. 

Complete the fields as required and then select the Signature field.

Enter your name and then select Apply.

If prompted, agree to the Terms of Use and Customer Disclosure and then select Click to Sign.

Once the signatures are placed, you see a confirmation message as shown below. It redirects you to the agreement, where:

• The state is Complete.
• The status is Signed.  
• The Signed document field is populated with the name of the document signed. 
• The embedded participants list is updated. 
• The document itself is attached.

You may need to right-click and Reload the form to see the changes to the fields and the attachment.