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With our TPS Ultimate Subscription plan, you can effortlessly integrate your firm's existing 'Adobe Sign Enterprise account' with the TPS Client Portal. This integration empowers you to upload documents and request e-signatures directly through Adobe's Enterprise features. However, it's important to note that this integration is exclusively available for clients with an 'Enterprise' account in Adobe Sign.
Here's a step-by-step guide on how to make the most of this integration within TPS Client Portal:
Start by navigating to the TPS Integrations Menu to configure your existing Adobe Enterprise Account. This one-time setup will enable the seamless connection between your Adobe Sign Enterprise Account and the TPS Client Portal.
Once your Adobe Enterprise Account is integrated, you can upload your PDF document to the TPS Client Portal. Navigate to the specific PDF document you wish to send for e-signature. Within the Client Portal, you'll find the option to configure the signature request. Click on 'Sign' and 'Adobe Sign' to initiate the process.
Input the necessary details for your signature request. This includes specifying the 'Name of the Agreement,' crafting a personalized 'Message for the Recipients,' and providing the 'Email Addresses' of the individuals required to sign the document.
Once you've set up your signature request, it's time to send the agreement. Simply click 'Send Agreement,' and the document will be dispatched to the designated recipients. Keep track of the signature status directly on the file. Additionally, you can access all signature information and details conveniently by navigating to the 'Signatures' tab in the Client Portal screen.
The recipients will receive email notifications guiding them through the process of electronically signing the document in the identified areas. Adobe will automatically display the signature request 'Click here to sign', email address and once it's signed the final document will show the date when it was signed.
This user-friendly process ensures a seamless and efficient e-signature experience for all parties involved.
With the TPS Ultimate Subscription plan's integration of Adobe Enterprise E-signature, you can take your document signing process to the next level. It's a user-friendly and efficient solution that simplifies the entire e-signature workflow. Don't miss out on the opportunity to enhance your document management and signature processes. Upgrade to the TPS Cloud Axis Ultimate Subscription plan today and experience the benefits of this powerful integration.
Discover the features of the Client Portal through the YouTube playlist: Client Portal - TPS Cloud Axis
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