Onboarding Utilizing the Adobe Sign Integration: AviontéBOLD

Avionté partners with Adobe Sign® to provide electronic document services and collection of e-signature documents, such as W-4 forms, I-9s, contracts, etc. 

Adobe Sign in AviontéBOLD can be used to send documents to talent or contacts for signatures. For employee documents, the Adobe Sign integration is available as an Onboarding Task in the Employee > Onboarding tab. Customer or company documents can be sent from the Company > Documents section.

 

More articles about Adobe Sign for AviontéBOLD

The Adobe Sign integration is robust, so we have provided various articles to support the multiple facets of the integration. Be sure to check out these other articles about the Adobe Sign integration with AviontéBOLD.

More articles about Adobe Sign for AviontéBOLD

 

Adobe Sign Interactive Course

Adobe Sign Interactive Course 

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Integration Setup

Avionté Account Executives set up clients with an Adobe Sign account. Therefore, you will need to work with your Account Executive to configure your Adobe Sign integration. Then, internal administrators can set up your library of documents.

Integration Setup

  Actor Action Notes
1 User Contact Avionté Account Manager to sign up for Adobe Sign integration  
2 User Configure general, shared email address to use for Adobe Sign username It is important to use a general email address rather than a personal email address (Example: recruiting@abcstaffing.com) When initially setting up an Adobe Sign account, an email address will be required. It is best practice to use an email address that is shared among multiple users and whose inbox is accessible.
3 Avionté Services Team

Account Manager activates integration with Adobe

 
4 Adobe Adobe sends an email to the users containing the default username and default password for the user's Adobe account. Once an Adobe Sign account is activated, the associated email address will receive a confirmation request. If the link in the confirmation email is not used, it will expire. The confirmation link in the email eventually expires. To generate a new confirmation link, contact your Avionté representative.
5 User Log into your Adobe account via the link provided in the Adobe Sign email. 

You may log into your new Adobe Sign account by accessing the link in the email within 48 hours. Once logged in for the first time, you can access Adobe Sign via https://secure.adobesign.com/public/login

6 User

Log into AviontéBOLD

<3 digit company code>.avionte.com (i.e. abc.avionte.com)

 

7 User

Navigate to Account & Settings > Avionté Marketplace and locate the Adobe Sign tile. Click Enable to turn on the integration.

 
8 User Enter your Adobe Sign credentials established in the provisioning process Once the credentials are entered the Adobe Sign partner integration will display as Enabled. Now you're ready to begin creating document templates!

 

Access your Adobe Library

Once the Adobe Sign integration is configured in AviontéBOLD, you can access the Adobe Library through the Avionté Marketplace. Click the Settings button on the Adobe Sign tile and click Go to Adobe Library to open Adobe from within Avionté. 

Access your Adobe Library

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You may be prompted for your Adobe Sign credentials again when opening the Adobe Library from Avionté. Use the credentials supplied during setup with an Avionté Account Manager.

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Note: When initially creating an Adobe account, the account should be set up with an email address not associated with a specific user. If a recruiter uses their email address to set up an administrator in the Adobe account there may be permission conflicts when the same email address is used in a recruiter capacity.  

 

Manage Existing Templates

Avionté provides some standard templates in your Adobe Library to get you started. You are unable to view or edit these particular templates in Adobe Sign to prevent unintentional errors. These templates are automatically updated and released to clients when revisions are available. The standard templates Avionté provides include:

  • Form I-9 
  • Form I-9 with Preparer
  • Federal W4 
  • Federal W4-SP

Manage Existing Templates

If you navigate to your templates in the Manage tab, and are not seeing all of the expected “Templates,” use the search bar at the top right corner of the page to search.  This will then return all the standard Library Templates in your results.

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Troubleshoot unexpected error

If the Talent is experiencing an error when trying to complete a document in Adobe, there is a setting that should be turned off.

Troubleshoot unexpected error

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  1. Log into your Adobe Sign account
  2. Click on Account Settings
  3. Click on Global Settings
  4. Uncheck the checkbox for Workflows
    1. Enable sending agreements using only workflows
    2. Save your changes
  5. Have the Talent try to complete the task again.
    1. If they are still receiving the error please resend the task.

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