Adobe Sign Advanced Features and Integrations

Introduction

• Course introduction and objectives

User Management

• Managing Users in the Admin Console
• Managing Users in Acrobat Sign
• Creating / Managing Groups
• Group Settings

Advanced Configuration Settings

• Account Settings Overview
• Bio-Pharma Setup and Best Practices
• Sign Collaboration and Sharing

Creating Templates

• Creating reusable templates
• Advanced Text Tags

Creating Workflows

• Types of Workflows
• Creating a Workflow in Acrobat Sign
• Using Microsoft Power Automate Flows

Integrations

• Introduction to key out-of-the-box integrations
• Microsoft 365, SharePoint, OneDrive
• Power Automate overview
• Sending agreements from Salesforce and mapping data. 
• Quickstart to Acrobat Sign API’s

Acrobat Sign Administration

• Error handling and troubleshooting tips
• Governance and integration lifecycle management

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