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January 28, 2014

Seal the Deal with Adobe EchoSign and WebMerge

As one of the largest e-signature providers, Adobe EchoSign is a great solution for customers looking to easily get their documents signed and keep business moving.  From contracts, to proposals, to approvals, EchoSign can collect signatures from any device and help you close deals faster.  We’re happy to announce that you can now automatically send your WebMerge documents directly to EchoSign!  We now have the top 3 e-signature platforms available for direct integration as delivery methods.

In this example, we’re going to show you how to setup the integration with EchoSign using a simple Professional Services Contract that will be signed by the client and the company.  To get started, we are going to build our contract using our online editor.
 


At the bottom of the document is where we will want the signatures to take place.  EchoSign offers a feature called “Text Tags” that allows you to insert signatures, initials, etc in your document at the time of signing.  We’re going to use the signature text tags (click here for more detailed information) for both signers:

{{_es_:signer1:signature}} and {{_es_:signer2:signature}}

Since the brackets are the same formatting as our documents, we’ll need to wrap them with {literal}{/literal} tags so they are ignored (anything in between those tags is ignored by our document processing).
 


Now that we have our document setup, we’re going to setup the delivery to EchoSign.  Head on over to the Delivery tab and click the New Delivery button, then choose EchoSign.  The setup is pretty simple. You’ll need an API Key from EchoSign and you can retrieve that from inside EchoSign under My Account.
 


Once you have the API Key entered, we’ll need to choose the signature flow and indicate the signers of the document.  In this case, we’re going to have the sender (company) sign last after the client signs the document.
 


After we’ve setup our delivery, we’re ready to send a test merge to see it in action!  Let’s jump over to the Merge tab and manually enter the merge data.  Once you’ve submitted the test data, check your email for an email from EchoSign about signing the document.  In the email will be a link to their system that will pull up the document for you to sign.
 


That’s it!  You’re ready to integrate this document into your business process and it will automatically send the merged documents directly to EchoSign.  Please contact us if you have any questions.

4 min read

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