× Oauth Failed Please Try Again Adobe Sign Sharepoint

Overview
The Adobe Sign integration for Microsoft SharePoint provides an integrated solution for creating, sending, tracking, and managing electronic signatures.
How to Configure Adobe Sign for SharePoint Online, Let'southward see.

The solution is developed equally an add-in-application for SharePoint and provides:

• Send an understanding from whatever SharePoint document library, list for signature
• Ability to send documents to a single recipient or group of recipients from a document library or custom SharePoint lists
• Map data from SharePoint "List" as well as from a "Document library" into a certificate through merge mapping when the document get sent for signature
• Map information from course fields of the signed agreement into textual column of SharePoint "List" or "Document library" through data mapping when the document has been signed and information technology'due south status either automatically or manually refreshed through the Agreement Status folio
• leverage Adobe Sign spider web forms to collect data and Automatically push data to designated fields in SharePoint Lists.
• Archival of all signed agreements within SharePoint
• Ability to add the Adobe Sign Manage page as a SharePoint web role, which can be used past SharePoint users for tracking and updating Agreements

Requirements

• To configure the solution , y'all "Must be both a SharePoint site admin and Adobe Sign account admin".If y'all notation Adobe Sign account admin, you lot require assist of Adobe sign account admin to configure the integration.
• The Adobe sign solution tin only be installed and configured past the Microsoft SharePoint site administrator. Please consult SharePoint documentation and your organization SharePoint site, or tenant administrator, for additional systems permission that may be required to install SharePoint site solutions.
• In the Microsoft office 365 tenant, the first, concluding name and piece of work email address must be set for all SharePoint users who desire to admission the Adobe Sign add-in on their SharePoint Sites.
• All users of the Adobe Sign solution need to be present the SharePoint site's default site members or default site owners group. All Adobe Sign users need to have at to the lowest degree "Edit" permission on the site

How to Configure Adobe Sign for SharePoint Online

Installation

To install the online edition of the Adobe Sign for SharePoint package:

1. Cosign to the Site
2. Navigate to: Site Contents > New > App

3. Click to SharePoint Store

iv. Search for Adobe Sign in the Detect an app Search box

5. Click the Adobe Sign icon to select it from the search results.

6. Click "ADD It" to starting time installation

Configuration – Required

Once the app installed , post-obit are the 2 steps to required to offset sending agreements

1. Connect to Adobe Sign with OAuth
2. Grant SharePoint user permissions

Connect to Adobe Sign with OAuth

Adobe Sign establishes an OAuth connection with your SharePoint environment to facilitate the seamless usage of the awarding for all users

To constitute OAuth connection :

1. Navigate to Adobe Sign Settings folio
2. Click the Connect Adobe Sign tab
3. Select the scope that you want to install Adobe Sign:
   • Constitute SharePoint site connexion (Site level – for the SharePoint Site administrator)
   • This functionality connects the add-in to an Adobe Sign business relationship at the current SharePoint site level.

1. Authenticate to Adobe Sign using your admin user credentials
2. Click Allow Admission to approve the trusted relationship between Adobe Sign and SharePoint
   • A success bulletin will briefly display once the connection is established

When successfully authenticate at the site level , you lot come across the e-mail and name of the user that has authenticated to Adobe Sign above two links.

• To update this connection, you have 2 options:
  • Update to a "different Adobe Sign Account" at the site level (for SharePoint site admin)
  • Switch to Microsoft 365 tenant level connexion(for Microsoft 365 admin, see below details).

• Connect your SharePoint tenant to an Adobe Sign account
  • No repetitive OAuth login is required at Adobe Sign for add-in instances continued to tenant scope
  • Adobe Sign OAuth performed on whatever unmarried add-in case in the global scope set the Sign linkage to all other installed instances linked in the tenant scope
  • OAuth must be performed on at least i tenant scoped add-in
  • Whatsoever newly installed add-in case is automatically continued to the Adobe Sign business relationship available to tenant scope

A confirmation box pops upward indicating that you are near to link tenant to your Adobe Sign account. This requires Microsoft Office 365 administrator log in

• Click Continue

1. Authenticate to SharePoint using your admin user credentials
2. Click Have to approve access to the SharePoint resources

three. Cosign to Adobe Sign using your admin user credentials

4. Click Let Access to approve the trusted relationship betwixt Adobe Sign and SharePoint

• A success message will briefly display once the connection is established

When you lot are successfully authenticated at the Tenant level, y'all see the e-mail and name of the user that has authenticated to Adobe Sign to a higher place the two links, along with an exclamation that the account is "Configured for your SharePoint tenant by your Office 365 tenant administrator".

• To update this connection, you have two options: update to a different Adobe Sign account at the tenant level or switch to site level connection.

• 

• 

Grant SharePoint user permission

In that location are two mechanisms to grant SharePoint users access to the Adobe Sign integration:

• Users with Edit Permission
• Users in the default members/owners grouping

Users with Edit Permission

This is the simplest configuration. Any user assigned the default Edit permission level for your SharePoint site automatically has permission to access and use the Adobe Sign integration

• If you used the admin.microsoft.com utilities to create your SharePoint site and assigned Owners, Members, and Visitors to the grouping, you are done

How Adobe Sign recognizes users

Users in the default members/owners group (With Edit permission)

If you require one more command over who may use the Adobe Sign for SharePoint integration, this option grants admission to "but" those who are straight members of the Site Members SharePoint group.

• if y'all prepare your SharePoint site using the modernistic experience, an Office365 grouping was created to manage your site's permission
  • That Office365 grouping is added as a fellow member to the SharePoint grouping of the same proper noun assuasive access to be controlled from fundamental place.
  • Adding users to the SharePoint site using the mod experience adds members to the Office365 group , "not" to the SharePoint group.

To add members to the SharePoint site using the exeperience.

• Open the settings panel from the gear menu on the top bar
• Select Site permission
  • This opens a new right-paw Permission panel
• Click the Advanced permission link

• Click on the proper noun link for the Site'southward Member group to see the members of the SharePoint Site Members group.

• Click the "New" push button to get the dialog to add together new members to the SharePoint group.

When you are done the new member of the SharePoint group volition be displayed in the list of members.

Adobe Sign Configuration – Optional

The post-obit optional configuration, while not required, can greatly improve the value that Adobe Sign brings.

Choose signed agreement storage

Equally an administrator, you lot tin can define a global target folder where all completed agreements volition be deposited for the whole site. This is configured on the " Signed file Setting " page.

When a global storage binder is defined, all signed understanding and audit trial PDF file are saved automatically in that global storage binder. This includes agreements sent from document libraries equally well as lists.

If no global storage folder is fix on the Adobe Sign Files setting page, a new folder called Signed Understanding is automatically created in the certificate library from which the understanding was created or sent. All completed Agreements sent from the aforementioned library have the completed PDF's returned to the same " Signed Agreement folder "

Agreement sent from lists are attached to the list items(As attachments) if no global default file identified.

Understanding storage for spider web forms

If you are using web forms to collect data, a similar storage process can exist employed the signed web forms agreements.

The admin can define a global storage folder for all signed web forms.

if global repository is not defined , the signed web form is stored in an automatically created folder called Signed Spider web Forms

Enable audit trails

By default,Adobe Sign return only the signed agreement PDF. Notwithstanding, if you enable Store inspect trail with signed agreement , a second PDF is returned that contains the full Audit Trail for the agreement.

This is How to Configure Adobe Sign for SharePoint Online, we learnt today.

In our next article we will larn Template Mapping and Web Form Mapping in Adobe Sign

krugnowasivem.blogspot.com

Source: https://www.sharepointgems.com/2020/06/how-to-configure-adobe-sign-for-sharepoint-online/

Share this post