Pega Marketplace
Pega Adobe Sign Component
Prepare, send, sign, and manage documents digitally using Adobe Sign from Pega
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Overview
Pega Adobe Sign component provides a much faster, secure and convenient way for the customers to eSign and manage documents digitally with the help of the state of art cloud-based e-signature service that allows the users to prepare, send, sign, track, and manage signature processes directly from Pega.
40% of agreements (documents) in Adobe Sign are created using APIs. With this component you get a pre-configured set of APIs with which you can authenticate, create, send and sign documents directly from Pega. As soon as the document is viewed you get a notification acknowledgement and when signed you recieve the signed document which automatically gets attached to the transaction in Pega.
Key Features
- Use “Send Agreement” custom smart shape to configure – what type of document to create, which document(s) to send and whom to send the document for eSignature.
- Pre-configured oAuth2.0 authentication mechanism to connect to Adobe Sign API. You just need to configure the security properties.
- Can create both transient as well as library document. Transient documents are temporary whereas library documents are permanent.
- Configure which document needs to be sent for signature by selecting attachment categories configured in the application.
- Merge multiple documents into a single agreement and send for eSign. These documents can be of any type based on what Adobe Sign supports. The merged agreement will be converted into a pdf.
- Send documents for signature to multiple participants – Sequentially – Each participant will receive email after the previous participant is done with signature.
- Send documents for signature to multiple participants – Parallelly – All participants will receive email simultaneously and as soon as one of them completes the document is considered signed.
- Customize the message to the participants, describing what is being sent or why their signature is required. Participants can be hard coded email addresses or work parties or property references.
- All changes to the document status (viewed, signed etc.) are propagated back to Pega and stored as case history.
- Once document is finally signed is downloaded and automatically attached back to the Pega case.
Partner Name
Maantic
Tags
- Pega Products: Pega Platform
- Industry: Communications Service Providers Media and Advertising Hospitality and Entertainment Internet, Web Services, and Social Media Retail Transportation Utilities Financial Services Government Healthcare Life Sciences Insurance Manufacturing
- Product Capability: Case Management User Experience Data Integration
- Pega Version compatibility: '23
- Geography: Americas, Asia Pacific, EMEA
Offering Type
Component