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Adobe EchoSign WordPress

Echo Sign plugin for WordPress is a very simple integration of Adobe EchoSign feature of Adobe Document Cloud to your WordPress site. Use the plugin in case to get or add e-signatures to your business documents and any such processes. In general Adobe EchoSign is used to get e-signatures in any documents (e.g. NDA or business agreements).

adobe-echosign-wordpress

Adobe EchoSign Feature Highlights

  • Create and Manage document PDF as templates
  • Mail the any document PDF to WP users/members
  • Get it signed with digital signature using Adobe EchoSign plugin
  • Can upload signature as image or signing with pen tablet
  • Get business related details from WordPress site user/members/organizations/receiver
  • Track status details of sent PDFs

Simple steps to use Adobe EchoSign WordPress plugin

echosign-settings
  • Create PDF using this link
  • Use template module to design your own templates
  • Or uploads pre designed templates with template name and document name
  • Manage all uploaded templates in list view
  • Send mail with uploaded documents to any users to get sign or other details
  • Access and manage the documents sent to the recipients.
  • Verify and track status of sent doc like Sent or Seen or Signed etc.

To Get Adobe EchoSign API key

You should have a valid API keys to make the plugin work for you. If you have an account with EchoSign it is very simple and straight forward to get an API key or generate it from following link on logging in with valid credentials

  • Go to https://{username}.EchoSign.com/account/accountSettingsPage
  • You should have an account and access credential at this point
  • If you don’t have a valid account, you have to create it first
  • Or else create a trial account to try the plugin from https://www.EchoSign.adobe.com/en/campaign/trial-global.html
  • If you are a developer get the API key as explained below
  • Log in if needed
  • Go to Adobe DC eSign API and to API Information
  • Click and get or generate an API Key
  • Copy the API key for plugin configuration
  • You can paste and save the API details as explained in above steps

How to obtain Adobe EchoSign developer API key

As a developer you should have to get EchoSign Developer API key. Please follow below steps to get the EchoSign Developer API key.

  • As a first step you should register as developer for Adobe Document Cloud Developer Edition
  • Go to https://www.adobe.com/sign/developer-form.html
  • Complete the form by filling up all mandatory details
  • Select to agree with Adobe Document Cloud Terms of Use and Privacy Policy
  • Click create my account to register as developer
  • You will be prompted to verify your email account
  • Check you inbox including spam folders in some case to get the mail
  • Complete the verification process by email activation link from the mail
  • Log in to EchoSign with username and password as you gave it in registration
  • Go to Account tab >> EchoSign API >> API Key from left side of the panel
  • Get the API keys copied, paste it in plugin API key field
  • Save and continue your work with plugin

How to install the Echo Sign WordPress Plugin

I. For simple general way to install

  • Download the plugin (.zip file) on the right side above menu
  • Click the Red Download Button ( Download Version X.X.X)
  • Login to your WordPress Admin (e.g. yourdomain.com/wp-admin/)
  • Go to Plugins >> Add New
  • Select the tab "Upload"
  • Browse and Upload the downloaded zip file
  • Activate the plugin after install
  • You can see a new menu WordPress Echo Sign in your Admin now

II. For familiar FTP users

  • Download the plugin (.zip file) on the right side above menu
  • Click the Red Download Button ( Download Version X.X.X)
  • Extract the plugin zip
  • Upload plugin zip to /wp-content/plugins/
  • Go to Plugins >> Installed Plugins >> Inactive
  • Click Activate to activate the plugin
  • You can see a new menu WordPress Echo Sign in your Admin now

III. Straight from WordPress Admin

  • Login to your WordPress Admin (e.g. yourdomain.com/wp-admin/)
  • Go to Plugins >> Add New.
  • Search for WordPress Echo Sign.
  • Click Install Now to install.
  • Activate the plugin after install.
  • You can see a new menu WordPress Echo Sign in your Admin now.

More links and references

Please refer here for how Adobe EchoSign works. Let us know your feedback, feature request and any suggestion.

How to use Echo sign

We are happy to announce that echo sign pro version is released. Echo sign plugin is very simple to use. This plugin integrates the adobe echo sign features into your WordPress.

What is the use of this plugin?

Getting Started:

Before getting started, you should create an account in the echo sign adobe and create a PDF document.

First install and activate the Echo sign plugin. After installation you can see the Echo sign menu in the admin page.

Click the Echo sign menu, then click the “Add new Template” option to create new template in the echo sign template page.

In that page, provide the document name and upload any pdf document by clicking “choose file”. Then select the field and enter the value to the corresponding field. Click “Add new” button to create additional fields. If you want more fields other than the give fields, then click “Add custom field” button. Provide the value as the as the field name.

After that click the settings menu, provide the API key in the “Echosign API key” which you got from the adobe echo sign account and then click save button.

In the echo sign templates, a shortcode was generated. You should use the shortcode in the pages to get e-signature.

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