Summary / When to Use This
With the Adobe Sign integration, you can collect electronic signatures directly within your OnRamp projects. This makes it easy to send documents for signature as part of a Playbook task, track progress, and automatically assign signing responsibilities to the right people.
Before You Begin
You need an active Adobe Sign Solutions integration connected to your OnRamp organization.
You must have access to an Adobe Sign template in your Adobe account.
Only organization users with permission to edit Playbooks or Projects can configure this task type.
Steps to Follow
1. Add Adobe Sign to a Task
Open the Playbook or Project where you want to include a signature step.
Either create a new task or edit an existing one.
If you’re editing, click Set up subtasks.
Click (+) Add Step and select Adobe ESign from the task step type options.
2. Configure Your Template
From the Adobe Sign Template dropdown, select the template you want to use.
Map your template data fields to the correct values:
From previous step on project – Prefill with data collected earlier in the same project. (Note: The earlier step must not be a child step or blocked by the current task.)
Manually entered now – Enter known values directly.
Collected on form – Leave the field blank for your customer to complete.
3. Assign Signature Fields
Review the signature fields in your Adobe Sign template.
For each field, choose who should sign:
Organization user (someone on your internal team)
Customer user (your customer assigned to the project)
OnRamp automatically creates subtasks for each signer so they can complete their part of the process.
Tips & Troubleshooting
If a signer can’t access the document, confirm that they’ve been added as a project member in OnRamp.
Make sure your Adobe Sign template is finalized and available in your Adobe account before configuring it in OnRamp.
Signature subtasks will show up just like other tasks, so both you and your customers can track progress in real time.