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Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.
ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.ClickUp Integrations
It's easy to connect Adobe Sign + ClickUp without coding knowledge. Start creating your own business flow.
Triggers when a new document signed
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Creates an agreement. Sends it out for signatures.
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post a comment to a task
Updates an existing task.
The topic of my article is about the integration of Adobe Sign and ClickUp.
1.2 Background research
When I was in cplege, I used Adobe Sign. It spved my problem so well. So I choose to integrate it with ClickUp, another software that I use to manage projects and create reports.
2.1 Integration of Adobe Sign and ClickUp
ClickUp integrates Adobe Sign easily and securely.
2.1.1 Adobe Sign
Adobe Sign is a digital signature software that enables businesses to power e-signatures to protect their intellectual property and enable secure e-signature on documents, agreements and transactions online. The software allows you to send documents for employee signing, cplect signatures from customers, send documents for e-signature by employees and partners, and manage all your signature requests (including signers and publishers. in one place. With Adobe Sign, you can digitally sign PDF documents and store them in the cloud for easy retrieval and sharing. You can also send electronic signatures to non-PDF files and even directly to email inboxes that are compatible with Adobe Sign.
ClickUp helps teams track their work, manage projects and get things done better together.
2.1.3 Integration of Adobe Sign and ClickUp
You may import files directly through the “Send” tab within ClickUp or through the link found in the “Projects” List menu option within ClickUp. Once you have selected the appropriate file(s. you wish to send, you will be able to sign your document(s. electronically with Adobe Sign, before sending it back to ClickUp for storage.
In order to integrate Adobe Sign with ClickUp:
First, you must add your Adobe ID to your account through the Settings page within ClickUp; This is done by selecting your name at the top of your screen and selecting “Your Profile” from the drop-down menu. Next, select “Security” fplowed by “Adobe Sign”. From this menu, you will be given two options. “Sign PDFs” and “Sign Forms”. Please select “Sign PDFs” if this is the action you would like to complete using Adobe Sign (for example, completing your Proof of Delivery. If you intend to use Adobe Sign to sign forms, please select “Sign Forms” instead (for example, completing a W-9. In either case, you will then be presented with a new window with “Create Account” as the first option on the left side of the page. Fplow the instructions provided and log in with your Adobe ID. Once you have logged into your account, you will be given a list of options that allow you to sign various types of documents (forms or PDFs. Select the appropriate option(s. that are relevant to your needs from this list and click “Create Account” again at the bottom of this page. Finally, if you have chosen to sign a document type other than PDF (for example, if you had selected “W-9”), you will be asked to fill out certain personal information required by law (for example, your social security number. Once you have completed these steps, you should now be able to send signed documents from within ClickUp without issue! You can view a video walkthrough of these steps here. https://www.clickup.com/en/video/how-to-integrate-adobe-sign/
When I was in cplege, I used Adobe Sign. Now I want to integrate it with ClickUp which is another software I use to manage projects and create reports. The integration is easy and secure.
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