πŸ“ Adobe eSignature Set Up within Pinewood DMS

Ellie
Ellie
  • Updated

In response to our proposal to assist dealers with adhering to current social distancing measures, Adobe eSignature functionality is now available to set up within Pinewood DMS. This can then be utilised on Workshop Job Cards, so work on a vehicle can be approved by a customer via email. 

In order to enable Adobe eSignature for Pinewood DMS, firstly you will need to contact business.support@pinewood.co.uk to enable the tab to enter your Adobe eSignature credentials on. 

Then, a β€˜Business and Enterprise’ account with Adobe eSignature will need to be created using the link below:

https://acrobat.adobe.com/uk/en/sign/pricing/plans.html  

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Once this is set up, in Pinewood DMS go to: CRM > Parameters > Partner – Adobe Tab:

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Once in here, double click the E-Signature Menu Item.

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Then double click the Edit Parameters Menu Item.

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Once in here tick Enabled and enter the following information into the Access Point and API Version:

Access Point: https://api.na1.echosign.com

API Version: api/rest/v6/

Then an Access Token will need to be created by signing into the Adobe account by following this link:

https://secure.eu1.echosign.com/public/login#pageId::ACCOUNT_SETTINGS

And then selecting the following:

Account > Personal Preferences > Access Tokens > Create Integration Key (Access Token)

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Choose an Integration Name and tick to enable the options as seen below.

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Select the Access Token (in this case - Pinewood PROD) and click β€˜Integration Key’.

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This will then produce an Integration Key: 

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Copy the Integration Key into the β€˜Access Token’ placeholder in the DMS and select save. The Webhook ID will show up automatically.

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The account details for Adobe eSignature are held at Enterprise level and enabled per division. All users enabled for the Adobe eSignature account will be able to see any document signed for that account.

This can then be utilised on Workshop Job Cards.