Adobe Sign Integration Setup: Phase 1

1. Log in to Adobe Sign as the administrator.
   • This typically must be the individual who created the account. 
2. Copy the URL that displays once you log in to your Adobe Sign account, as you will be asked to provide this to your GivingData contact.
3. Click Account, click Adobe Sign API, and then click API Applications.  
4. Click the plus icon.
5. Complete the following fields on the form, and then click Save.
   • Name - Enter GivingData.
   • Display Name - Enter GivingData.
   • Domain - Enter Customer.
6. After the API application is added, click the new row added to the table, and then click the Configure OAuth for Application link that appears above it.
7. In the Redirect URI section, enter the URL of the GivingData site to integrate with (e.g. https://[yourGivingDataSubdomain].givingdata.com).
8. In the Enabled Scopes section, check the box to enable all of the following scopes with a Modifier of “group”:
   • agreement_read
   • agreement_write
   • library_read
9. Copy the Application ID at the top of the modal, as you will be asked to provide this to your GivingData contact.
10. Copy the Client Secret at the top of the modal.
11. In your GivingData site, click the gear icon in the navigation menu.
12. Click Client & Feature Configuration.
    
     
    • If you do not see this option, reach out to your GivingData contact. 
13. Click the pencil icon next to the Adobe Sign feature.
    
     
    • If you do not see this option, reach out to your GivingData contact. 
14. In the Client Secret field, enter the Client Secret you copied in step 10, and then click Save.

Provide the Application ID value you copied in the previous steps to your GivingData contact.

🛑 Wait to move forward with next steps until instructed by your GivingData contact.