Adobe Sign in AviontéBOLD – Avionte Bold

Overview

Updated 05/25/2021

This Adobe Sign integration (formerly Echo Sign) is for clients with a direct agreement with Adobe Sign and want to integrate with AviontéBOLD. This integration is not a part of the full Onboarding Solution. For more information on the full Onboarding solution in AviontéBOLD please visit: Onboarding Utilizing the Adobe Sign Integration: AviontéBOLD

The Avionté integration with Adobe Sign enables users to handle all paperwork (on-boarding docs, MSA’s, SOWs, etc.)

As both an Avionté and Adobe client you can benefit from the following:

Accessibility from the Job Details Page, Applicant/Talent and Contact Profiles, and the Company Profile
Email notifications for each action taken, i.e. when the document was received, viewed, and signed.
Ability to leverage documents from both your Adobe Library, Documents Tab in Avionté as well as your computer.
Auto-fill information, directly from Avionté into your documents, or pull important information from the documents, directly into Avionté!

Setup

Within Avionté

Adobe Sign can be set up under our Partner Integrations page. Click 'Update' and connect via the appropriate User Type. You will log in using your Adobe Sign credentials.

Preparing your documents

Replace your document's verbiage with Avionté's fields so that Avionté can transfer and parse your data to and from your document. Essentially, they are used as unique identifiers between Avionté and the document.

Each Avionté page offers different fields and transfer options. The easiest way to start this process is to locate the page you intended on sending the document from and replacing the verbiage on your document with Avionté's fields.

Sending from the Job Details Page

The below Key outlines the available fields you may leverage when sending documents from the Job Details page - i.e an SOW.

Job fields

Job Title: {{!COMPAS_Job_Title}}
Manager Name: {{!COMPAS_Manager_Name}}
Manager First Name: {{!COMPAS_Manager_First_Name}}
Manager Last Name: {{!COMPAS_Manager_Last_Name}}
Job City: {{!COMPAS_Job_City}}
Job State: {{!COMPAS_Job_State}}
Job Country: {{!COMPAS_Job_Country}}

Hire/Offer fields

Currency: {{!COMPAS_Currency}}
End Date: {{!COMPAS_End_Date}}
Start Date: {{!COMPAS_Start_Date}}
Notes: {{!COMPAS_Notes}}
Bill Rate: {{!COMPAS_Bill_Rate}}
Bill Rate OT: {{!COMPAS_Bill_Rate_OT}}

Sending a Document from the Applicant's Profile

The below Key outlines the available fields you may leverage when sending a documents from the Applicant's profile - i.e on boarding documents

Applicant details

Current Date: {{!COMPAS_Current_Date}}
First Name: {{COMPAS_First_Name}}
Last Name: {{COMPAS_Last_Name}}
Address1: {{COMPAS_Address1}}
Address2: {{COMPAS_Address2}}
City: {{COMPAS_City}}
State: {{COMPAS_State}}
Home Phone: {{COMPAS_Home_Phone}}
Mobile Phone: {{COMPAS_Mobile_Phone}}

Job Details for any job the applicant is in progress with

Job Title: {{!COMPAS_Job_Title}}
Manager Name: {{!COMPAS_Manager_Name}}
Manager First Name: {{!COMPAS_Manager_First_Name}}
Manager Last Name: {{!COMPAS_Manager_Last_Name}}
Job City: {{!COMPAS_Job_City}}
Job State: {{!COMPAS_Job_State}}
Job Country: {{!COMPAS_Job_Country}}

Hire or Offer Details pulled from the candidate's offer or hire details

Currency: {{!COMPAS_Currency}}
End Date: {{!COMPAS_End_Date}}
Start Date: {{!COMPAS_Start_Date}}
Notes: {{!COMPAS_Notes}}
Pay Rate: {{!COMPAS_Pay_Rate}}
Pay Rate OT: {{!COMPAS_Pay_Rate_OT}}

Form Fields

Form Fields can be added to your document when you need to obtain information from an applicant. Additionally, you can elect for Avionté to parse their responses back to their profile. This is typically used to gather tax information. The flow is as follows:

Add field to document > recipient sends their responses > Avionté parses the response back to their profile

If you would like the returned information to parse back to the profile, make sure to select the "Update Applicant Data" option within the Adobe aside.

*Note: only users with Finance Admin access can view the applicant's full SSN and full birth date once filled out.

Tax Details

Social Security Number {{COMPAS_SSN_es_:ssn}}
Birthday {{COMPAS_BirthDate:Birthday_es_:isdate(format=yyyy/mm/dd)}}
Allowances{{COMPAS_Allowances_es_:signer1:dropdown(options="0,1,2,3,4,5,6,7,8,9,10”)}}
Filing Status {{COMPAS_Filing_Status_es_:signer1:dropdown(options=”Single,Married,Married: Higher Rate”)}}
TC2C EIN {{!COMPAS_EIN}}

Contact information

Current Date: {{!COMPAS_Current_Date}}
First Name: {{COMPAS_First_Name}}
Last Name: {{COMPAS_Last_Name}}
Address1: {{COMPAS_Address1}}
Address2: {{COMPAS_Address2}}
City: {{COMPAS_City}}
State: {{COMPAS_State}}
Home Phone: {{COMPAS_Home_Phone}}
Mobile Phone: {{COMPAS_Mobile_Phone}}

Sending from the Company Profile

The below Key outlines the available merge and form fields when sending documents from the attachments tab of a company profile i.e. an MSA

Company details

Current Date: {{!COMPAS_Current_Date}}
Agreement Owner: {{!COMPAS_Agreement_Owner}}
Contact name: {{!COMPAS_Contact_Name}}
Contact Title: {{!COMPAS_Contact_Title}}
Company Name: {{!COMPAS_Company_Name}}
Company Contract Markup {{!COMPAS_Company_Contract_Markup}}
Company Perm Markup{{!COMPAS_Company_Perm_Markup}}
Company Billing Terms {{!COMPAS_Company_Billing_Terms}}

Refund and Conversion Schedules

Refund and Conversion schedules can also be set up and pulled from the Categories tab:

Refund Schedule

{{!COMPAS_Refund_Schedule_Time_1}} {{!COMPAS_Refund_Schedule_Amt_1}}
{{!COMPAS_Refund_Schedule_Time_2}} {{!COMPAS_Refund_Schedule_Amt_2}}
{{!COMPAS_Refund_Schedule_Time_3}} {{!COMPAS_Refund_Schedule_Amt_3}}
{{!COMPAS_Refund_Schedule_Time_4}} {{!COMPAS_Refund_Schedule_Amt_4}}
{{!COMPAS_Refund_Schedule_Time_5}} {{!COMPAS_Refund_Schedule_Amt_5}}

Conversion Schedule

{{!COMPAS_Conversion_Schedule_Time_1}} {{!COMPAS_Conversion_Schedule_Amt_1}}
{{!COMPAS_Conversion_Schedule_Time_2}} {{!COMPAS_Conversion_Schedule_Amt_2}}
{{!COMPAS_Conversion_Schedule_Time_3}} {{!COMPAS_Conversion_Schedule_Amt_3}}
{{!COMPAS_Conversion_Schedule_Time_4}} {{!COMPAS_Conversion_Schedule_Amt_4}}
{{!COMPAS_Conversion_Schedule_Time_5}} {{!COMPAS_Conversion_Schedule_Amt_5}0}

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