AviontéBOLD: Adobe Overview

The Avionté integration with Adobe Sign enables users to handle all onboarding paperwork. As both an Avionté and Adobe client you can benefit from the following:

• Seamless integration with document management, making it easy to send and receive documents from employees without leaving Avionté.
• Emailed notifications to talent for when documents are available for them to complete.
• In-app tracking for users to monitor the completion of documents.
• Auto-fill information, directly from Avionté into your documents, or pull important information from the documents, directly into Avionté!
  
  

Chapters:

• Adobe Sign Document Configuration Webinar
• Acceptable File Types
• Mapping Overview
• AviontéBOLD Mappings
• Standard Adobe Templates & How to Use Them
• Configuring the Forms in BOLD
• Reports
• Other Resources

Link to Video - Adobe Sign Document Configuration

Acceptable File Types

• Recent list of supported file types, from Adobe (List last updated on 09/16/2021)
•  PDF: Adobe Fill & Sign supports most PDFs. However, the following two types of PDFs are not supported at this point:
  • Secured PDFs - When uploading a secure PDF, you will see an error message that conveys that the PDF contains editing restrictions and is not supported.
  • Some LiveCycle Designer forms - For dynamic XFA PDFs created by LiveCycle, you will see an error message that conveys that Dynamic XFA is not supported.
• Microsoft Office files: DOC, DOCX, XLS, XLSx, PPT, PPTX
• Image files: JPG, PNG, GIF, TIF
• Text files: TXT, RTF, ODT

Mapping Overview

To connect a field in an e-signature document with Avionté, follow the instructions below.

1. Right-click on a field in the document within Adobe.
   
   
2. Click the pencil icon next to the field title (Example: "Custom Field 1")
   
   
   
3. Change the name of the field to the appropriate mapping phrase (mappings can be found in below article).
   
   Note: The field name needs to appear exactly as it does in the Mapping Key, including the case and spaces, so the best practice is to copy/paste from the key provided below
   
   
4. Click OK. Repeat steps 1-3 for all necessary fields in the document.
   
   

Note: Image upload areas can be inserted into Adobe Sign documents as a data type. For more information, please reference the Adobe Sign Resource Center - Add Image Fields to Forms

• Click here for AviontéBOLD Mappings

Standard Adobe Templates & How to Use Them

• Standard Adobe Templates (US)
• Standard Adobe Templates (Canada)
• Uploading a Standard Form into Adobe
  
  
  

Configuring the Forms in BOLD

• Setting Up Tasks & Packets
• Configuring your Federal W4
• Configuring your I-9

Reports

• Adobe Sign Document Audit
• Talent Adobe E-Signature Document
• Back Office Employee Adobe eSignature Document Info

Other Resources

• Create & Edit User Groups
• Customizing Pre-Populated Employer Information – Federal W4
• Validating Merge Fields for W2 to Payment Address
• Migrated Documents
• Configuring & Sending Company Contracts in AvionteBOLD