The Adobe Sign integration is available as an add-on to all subscriptions. Contact your CSM to confirm details about which features are included or available to add on to your specific subscription.
An Enterprise subscription with Adobe Sign is required for this integration.
The Adobe Sign integration allows you to send a document in GivingData for e-signature through Adobe Sign. Once sent, the status of requested signatures can be viewed and managed directly in GivingData. A PDF copy of the signed document is automatically uploaded to the record in GivingData (this setting can be disabled if needed).
The checklist below serves as a high-level overview of the integration set-up phases. The phases labeled "Client Instructions" contain the items to ensure you have checked off before moving forward, as well as linked articles with detailed instructions and steps for the phase.
The phases labeled "GivingData Instructions" are provided for your context. The steps in those phases are completed by GivingData staff. Reach out to your GivingData contact if you have specific questions about any of those phases, as you will not have access to open the linked resources.
Phase 1a: GivingData Instructions
This phase is completed by your GivingData contact.
Complete the step outlined in Adobe Sign Integration Setup: Internal Guide. This step includes:
✅ Enable Client Self-Service Management for the Adobe Sign integration secret in the client's site.
✅ Enable the Manage Client Feature Configuration permission for the client user managing the Adobe Sign integration.
Phase 1b: Client Instructions
In this phase, you will complete initial configuration in Adobe Sign. Complete the steps outlined in Adobe Sign Integration Setup: Phase 1. Main steps for this phase include:
✅ Add a GivingData API application in Adobe Sign.
- Provide the Application ID and the URL for your Adobe Sign account to your GivingData contact.
- Enter the Client Secret in your GivingData site.
🛑 Wait to move forward until instructed by your GivingData contact.
Phase 1c: GivingData Instructions
This phase is completed by your GivingData contact.
Complete the steps outlined in Adobe Sign Integration Setup: Internal Guide. Main steps for this phase include:
✅ Update the Adobe Sign fields in Client & Feature Configuration for the client's site.
- Select Yes for Upload Signed Document to GivingData.
Phase 2: Client Instructions
In this phase, you will configure the Adobe Sign webhook. Complete the steps outlined in Adobe Sign Integration Setup: Phase 2. Main steps for this phase include:
✅ Configure a webhook in Adobe Sign for the GivingData integration.
Phase 3: Client Instructions
In this phase, you will review a resource for using the integration now that it is set up.
✅ Review Send a Document for E-Signature through Adobe Sign to learn how to use the integration now that it is set up.
- If you prefer to not have signed documents automatically uploaded to the record in GivingData, ask your GivingData contact to disable this setting. The Automatically Upload the Signed Document section in the above article details this setting.