By activating our integration with Adobe Sign, you'll be able to add triggers that automatically send documents to your candidates for them to e-Sign. Automate your recruitment process by automatically sending out the employment contract to your soon-to-be new colleagues!
To enable the integration between Adobe Sign and Teamtailor, you connect your existing Adobe Sign account to Teamtailor through our Marketplace page. Head over to Marketplace→Adobe Sign and click Activate. It will re-direct you to the marketplace activations page in your settings where you can add your Adobe Sign access token and Teamtailor api key with admin read privileges.
You can find your Adobe Sign access token in your Account/ Personal Preferences/ Access Tokens. Please make sure you add the following privileges to the access token:
Adobe Admin Steps -
To enable, go to Adobe Console > Users > Search and select the user > Select Three Dots on the Products Category under User Details > Edit > Edit Products > Change from user to admin.
Adobe Token Steps -
In Adobe, after fixing Adobe Admin settings, go to Account > Personal Preferences > Access Tokens > Select the + button on the right. Name the Token > Select Agreement Read, Agreement Write, Agreement Send, Library Read, and Webhook Read > Click on the token to highlight it. Select Integration Key > Copy Integration Key
Activating Teamtailor Integration - In Teamtailor, select Company Name on the top right > Marketplace > e-Signing, and Activate.
Setting up integration
In Teamtailor, create an API key by clicking on Company Name at top right corner > Settings > API Keys > New API Key > Add Name, Select Admin and Read Privileges > Create
Adobe Settings in Teamtailor - Go to Company Name at top right corner > Settings > Marketplace Integrations > view settings for Adobe Sign > Paste Token (that you copied from Adobe Sign Integration Key) > for the Teamtailor API key, select the API created in the previous step > Update.
Adobe Sign Templates
When you add the Adobe Sign trigger in Teamtailor, you will be able to select which Adobe Sign template to use.
You can use a placeholder in your Adobe Sign template that automatically gets populated with the candidate's data from Teamtailor. To make sure they are populating correctly, please make sure the naming in Adobe Sign and Teamtailor is exactly the same.
Where to Add Placeholders in Adobe Sign:
When you are editing the document you have uploaded, you will see on your right-hand tab an option called 'Date Fields', by clicking there you will be able to review or add text placeholders.
Set up the workflow in Teamtailor
The Adobe Sign document is automatically sent to the candidate via a trigger you add to a stage in the recruitment process.
To add the trigger, go to the stage where you want the event to happen. There you can click Triggers and then add it to the stage you want by clicking the big plus ✚.
Select Send document Adobe Sign and add the Adobe Sign template you want to use, and add the trigger. Now every time you move a candidate to this stage the selected template will be sent for e-Signing to the concerned parties.
💡 If you want to add the same Send document trigger seen on this stage, on several jobs, make sure to add it to the stage in your job templates. To do so, have a look under Settings -> Job templates and add this trigger to the job template you want to use it for. See more here.
Recruiter must be an HR account, because Adobe email must match Teamtailor recruiter email. Emails are not matching up. If you get this error below, verify the recruiter email is correct or assigned properly: Failed to fetch config from partner: 503 Invalid user ID or email provided in x-api-user header.