Using Adobe Sign in a Task
Last updated: March 13, 2026
With the Adobe Sign integration, you can collect e-signatures directly inside OnRamp project tasks — so signing happens as part of the workflow, not as a separate out-of-band step.
Before You Begin
- An active Adobe Sign Solutions integration must be connected to your OnRamp organization. See Connect Adobe Sign to OnRamp Projects for setup steps.
- You need an Adobe Sign template finalized and available in your Adobe account.
- Only organization users with permission to edit Playbooks or Projects can configure this task type.
Step 1: Add an Adobe Sign Step to a Task
- Open the Playbook or Project where you want to include a signature step.
- Create a new task or edit an existing one.
- Click Set up subtasks if editing an existing task.
- Click (+) Add Step and select Adobe ESign from the step type options.
Step 2: Configure Your Template
- From the Adobe Sign Template dropdown, select the template you want to use.
- Map each template data field to its source:
- From previous step on project — prefill with data collected earlier in the same project (the earlier step must not be a child step or blocked by this task)
- Manually entered now — enter known values directly
- Collected on form — leave blank for the customer to complete
Step 3: Assign Signature Fields
- Review the signature fields from your Adobe Sign template.
- For each field, assign who should sign:
- Organization user — someone on your internal team
- Customer user — the customer assigned to the project
OnRamp automatically creates subtasks for each signer so they can complete their part independently.
Tips & Troubleshooting
- Signer can’t access the document? Confirm they’ve been added as a project member in OnRamp.
- Template not appearing? Make sure the template is finalized and available in your Adobe account before configuring it in OnRamp.
- Signature subtasks appear just like regular tasks, so both you and your customers can track signing progress in real time.