Avionté partners with Adobe Sign® to provide electronic document services and collection of e-signature documents, such as W-4 forms, I-9s, contracts, etc.
Adobe Sign in AviontéBOLD can be used to send documents to talent or contacts for signatures. For employee documents, the Adobe Sign integration is available as an Onboarding Task in the Employee > Onboarding tab. Customer or company documents can be sent from the Company > Documents section.
Avionté Account Executives set up clients with an Adobe Sign account. Therefore, you will need to work with your Account Executive to configure your Adobe Sign integration. Then, internal administrators can set up your library of documents. To set up and access your Adobe Sign integration:
|1||User||Contact Avionté Account Manager to sign up for Adobe Sign integration|
|2||User||Configure general, shared email address to use for Adobe Sign username||It is important to use a general email address rather than a personal email address (Example: firstname.lastname@example.org) When initially setting up an Adobe Sign account, an email address will be required. It is best practice to use an email address that is shared among multiple users and whose inbox is accessible.|
|3||Avionté Services Team||
Account Manager activates integration with Adobe
|4||Adobe||Adobe sends an email to the users containing the default username and default password for the user's Adobe account.||Once an Adobe Sign account is activated, the associated email address will receive a confirmation request. If the link in the confirmation email is not used, it will expire. he confirmation link in the email eventually expires. To generate a new confirmation link, contact your Avionté representative.|
|5||User||Log into your Adobe account via the link provided in the Adobe Sign email.||
You may log into your new Adobe Sign account by accessing the link in the email within 48 hours. Once logged in for the first time, you can access Adobe Sign via https://secure.echosign.com/public/login
Log into AviontéBOLD
<3 digit company code>.avionte.com (i.e. abc.avionte.com)
Navigate to Account & Settings > Avionté Marketplace and locate the Adobe Sign tile. Click Enable to turn on the integration.
|8||User||Enter your Adobe Sign credentials established in the provisioning process||Once the credentials are entered the Adobe Sign partner integration will display as Enabled. Now you're ready to begin creating document templates!|
Access your Adobe Library
Once the Adobe Sign integration is configured in AviontéBOLD, you can access the Adobe Library through the Avionté Marketplace. Click the Settings button on the Adobe Sign tile and click Go to Adobe Library to open Adobe from within Avionté.
You may be prompted for your Adobe Sign credentials again when opening the Adobe Library from Avionté. Use the credentials supplied during setup with an Avionté Account Manager.
Note: When initially creating an Adobe account, the account should be set up with an email address not associated with a specific user. If a recruiter uses their email address to set up an administrator in the Adobe account there may be permission conflicts when the same email address is used in a recruiter capacity.
Manage Existing Templates
Avionté provides some standard templates in your Adobe Library to get you started. You can find these templates in the Manage tab of your Adobe Library. The standard templates Avionté provides includes:
- I-9 (rev. 7/17/17)
- I-9 with Preparer (rev. 7/17/17)
- Federal W-4 (2019)
- State W-4s
If you navigate to your templates in the Manage tab and are not seeing all of the expected “Library Templates,” use the search bar at the top of the page to search “Library” and click Search Full Text. This will then return all the standard Library Templates in your results.