Adobe Sign is a cloud-based e-signature service that allows users to send, sign, track, and manage signature processes. Our Adobe Sign integration enables you to select files you have uploaded to LawVu and send them for signing at the click of a button.
Please note: You must have an Adobe Sign for Enterprise license to run this integration. Adobe Acrobat Pro and Adobe Sign Team plans do not support custom integrations.
To check what Adobe Sign Plan you have:
Sign in to https://adobe.com
From the profile menu, click View Account
Check if the product 'Adobe Sign for Enterprise' is explicitly listed
In this article:
How to enable the Adobe Sign integration
A person with the Organization Admin role can enable the Adobe Sign integration. To enable the integration -
1. Go to the Integrations icon and locate the Adobe Acrobat Sign integration.
2. Click on Get Started
3. A pop-up window will appear. To enable the integration, select Enable now.
Enabling Adobe Sign this way is the quickest way to get started. Alternatively, you can contact your Customer Success Manager and request their assistance in enabling it for you.
How to send documents to Adobe Sign
Once your Adobe Sign integration is enabled, you can begin sending files out of LawVu for signing.
To send a document to Adobe Sign from the Files tab of a matter or contract, select the appropriate file and click on the ellipsis (3-dot) button that displays the actions menu. Choose the Send to Adobe Sign option.
To send a contract file to Adobe Sign, move the contract stage to Signing or click on Send for signing from the Suggested next step.
You can decide if you want to keep the contract in the signing stage and manually move it to the executed stage when needed or automatically move it to the executed stage in LawVu once all recipients have signed.
You will now be redirected to Adobe Sign and be asked to sign in to your Adobe Sign account. Add the appropriate recipients and message if necessary, then click Next.
Once you've finished setting up your document, click on Send.
After sending out the contract for signing, LawVu's Signing panel will indicate the agreement's status as "Out for signature."
Once all signatories have signed the document, it will be returned to LawVu as the signed version. If you selected the "Move to executed" option while sending the contract file to Adobe Sign, the contract will automatically progress to the Executed stage in the contract lifecycle.
The signed file will become the current signed version, and the original file will be available as the previous version.
Checking the status of your documents
You can check the status of the documents at any time by clicking the Signing panel in the right-hand toolbar. Note that the panel only displays agreements related to the selected matter or contract.
If you close Adobe Sign before sending the document for signing, LawVu will display the "Draft" status against the file. This allows you the flexibility to revisit the file, make any required edits, and proceed with sending it for signing.
Once you have sent the documents for signing, it will update to "Out for Signature".
You also have the option to send a reminder to the signer, make edits to the agreement, or void it as needed.
Editing documents in Adobe Sign
Click on the Edit option in the panel to modify your document. Click on Manage This Agreement to edit the document.
The options visible under Actions will depend on your Adobe account type. Click here to learn more about how to manage and modify documents.
Voiding in Adobe Sign
Click on the Void option in the combined panel of the appropriate contract in LawVu to void an agreement sent for signing in Adobe Sign.
If the contract is canceled from Adobe Sign, it will be reflected in the panel in LawVu.
If one of your signatories declines to sign the contract, the contract will be marked as cancelled.
To check if the recipient has added comments while declining, go to your Adobe Sign account / Manage / Canceled. Click on the document you sent for signing and go to Activity.
Note - All email notifications are sent out by Adobe Sign and not LawVu.
Troubleshooting/F.A.Q.s
Q: I've sent my contract for signing, but I don't see the document.
A: If you've sent your document for signing and are directed to the Home tab (as seen below), you'll need to sign out of Adobe Sign and send the contract for signing again.
When you reach Adobe Sign's login screen again, enter your email address, press the TAB key, and wait until you see the 'Please wait..' message on the login screen. Then, enter your password.
Once you do, you'll be directed to the Send tab, where a copy of the document appears, you can add recipients, etc. Please take a look at the video below to see this in action.
