https://docs.nexergenlabs.com/assets/js/efec2104.adaf3d25.js

1"use strict";(globalThis.webpackChunksaas_docs=globalThis.webpackChunksaas_docs||[]).push([[21],{8846(n,e,i){i.r(e),i.d(e,{assets:()=>a,contentTitle:()=>l,default:()=>h,frontMatter:()=>r,metadata:()=>o,toc:()=>d});const o=JSON.parse('{"id":"installation","title":"Installation","description":"Install SignFlow from the monday.com marketplace and connect it to your Adobe Sign account.","source":"@site/products/signflow/installation.md","sourceDirName":".","slug":"/installation","permalink":"/signflow/installation","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2},"sidebar":"signflowSidebar","previous":{"title":"SignFlow","permalink":"/signflow/"},"next":{"title":"Configuration","permalink":"/signflow/configuration"}}');var s=i(4848),t=i(8453);const r={sidebar_position:2},l="Installation",a={},d=[{value:"Prerequisites",id:"prerequisites",level:2},{value:"Step 1: Install from Marketplace",id:"step-1-install-from-marketplace",level:2},{value:"Step 2: Authorize monday.com",id:"step-2-authorize-mondaycom",level:2},{value:"Step 3: Connect Adobe Sign",id:"step-3-connect-adobe-sign",level:2},{value:"Step 4: Verify Connection",id:"step-4-verify-connection",level:2},{value:"Permissions Required",id:"permissions-required",level:2},{value:"Uninstalling",id:"uninstalling",level:2}];function c(n){const e={a:"a",admonition:"admonition",h1:"h1",h2:"h2",header:"header",li:"li",ol:"ol",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,t.R)(),...n.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(e.header,{children:(0,s.jsx)(e.h1,{id:"installation",children:"Installation"})}),"\n",(0,s.jsx)(e.p,{children:"Install SignFlow from the monday.com marketplace and connect it to your Adobe Sign account."}),"\n",(0,s.jsx)(e.h2,{id:"prerequisites",children:"Prerequisites"}),"\n",(0,s.jsx)(e.p,{children:"Before installing SignFlow, make sure you have:"}),"\n",(0,s.jsxs)(e.ul,{children:["\n",(0,s.jsxs)(e.li,{children:["A ",(0,s.jsx)(e.strong,{children:"monday.com"})," account (Standard plan or higher)"]}),"\n",(0,s.jsxs)(e.li,{children:["An ",(0,s.jsx)(e.strong,{children:"Adobe Sign"})," account (individual or enterprise)"]}),"\n",(0,s.jsxs)(e.li,{children:[(0,s.jsx)(e.strong,{children:"Admin permissions"})," on your monday.com workspace (for installation)"]}),"\n"]}),"\n",(0,s.jsx)(e.h2,{id:"step-1-install-from-marketplace",children:"Step 1: Install from Marketplace"}),"\n",(0,s.jsxs)(e.ol,{children:["\n",(0,s.jsx)(e.li,{children:"Open your monday.com workspace"}),"\n",(0,s.jsxs)(e.li,{children:["Click the ",(0,s.jsx)(e.strong,{children:"Apps"})," icon in the left sidebar"]}),"\n",(0,s.jsxs)(e.li,{children:["Search for ",(0,s.jsx)(e.strong,{children:'"SignFlow"'})]}),"\n",(0,s.jsxs)(e.li,{children:["Click ",(0,s.jsx)(e.strong,{children:"Install"})," and approve the requested permissions"]}),"\n"]}),"\n",(0,s.jsxs)(e.p,{children:["Alternatively, visit the ",(0,s.jsx)(e.a,{href:"https://monday.com/marketplace",children:"SignFlow listing on the monday.com Marketplace"})," directly."]}),"\n",(0,s.jsx)(e.h2,{id:"step-2-authorize-mondaycom",children:"Step 2: Authorize monday.com"}),"\n",(0,s.jsx)(e.p,{children:"After installation, you'll be prompted to authorize SignFlow to access your monday.com account. This grants SignFlow read/write access to your boards and user profile."}),"\n",(0,s.jsx)(e.h2,{id:"step-3-connect-adobe-sign",children:"Step 3: Connect Adobe Sign"}),"\n",(0,s.jsx)(e.p,{children:"Once monday.com is authorized, connect your Adobe Sign account:"}),"\n",(0,s.jsxs)(e.ol,{children:["\n",(0,s.jsxs)(e.li,{children:["Open any board and click the ",(0,s.jsx)(e.strong,{children:"SignFlow"})," app icon"]}),"\n",(0,s.jsx)(e.li,{children:"You'll be prompted to sign in to Adobe Sign"}),"\n",(0,s.jsxs)(e.li,{children:["Choose how to connect:","\n",(0,s.jsxs)(e.ul,{children:["\n",(0,s.jsxs)(e.li,{children:[(0,s.jsx)(e.strong,{children:"As a Regular User"})," \u2014 Send, sign, and manage your own agreements and templates"]}),"\n",(0,s.jsxs)(e.li,{children:[(0,s.jsx)(e.strong,{children:"As Administrator"})," \u2014 Manage agreements, templates, and users across your entire Adobe Sign account"]}),"\n"]}),"\n"]}),"\n",(0,s.jsx)(e.li,{children:"Sign in to Adobe Sign and authorize SignFlow"}),"\n",(0,s.jsx)(e.li,{children:"Once authorized, you'll be redirected back to monday.com"}),"\n"]}),"\n",(0,s.jsx)(e.admonition,{type:"tip",children:(0,s.jsx)(e.p,{children:"If your organization uses Adobe Sign enterprise, your Adobe admin may need to pre-approve the SignFlow integration in the Adobe Admin Console. Connecting as Administrator grants broader access to manage agreements on behalf of other users in your account."})}),"\n",(0,s.jsx)(e.h2,{id:"step-4-verify-connection",children:"Step 4: Verify Connection"}),"\n",(0,s.jsx)(e.p,{children:"After authorization, confirm the connection is active:"}),"\n",(0,s.jsxs)(e.ol,{children:["\n",(0,s.jsx)(e.li,{children:"Open SignFlow from any board"}),"\n",(0,s.jsx)(e.li,{children:"You should see your Adobe Sign account email displayed"}),"\n",(0,s.jsxs)(e.li,{children:["The status indicator should show ",(0,s.jsx)(e.strong,{children:"Connected"})]}),"\n"]}),"\n",(0,s.jsx)(e.h2,{id:"permissions-required",children:"Permissions Required"}),"\n",(0,s.jsx)(e.p,{children:"SignFlow requests the following monday.com permissions:"}),"\n",(0,s.jsxs)(e.table,{children:[(0,s.jsx)(e.thead,{children:(0,s.jsxs)(e.tr,{children:[(0,s.jsx)(e.th,{children:"Permission"}),(0,s.jsx)(e.th,{children:"Reason"})]})}),(0,s.jsxs)(e.tbody,{children:[(0,s.jsxs)(e.tr,{children:[(0,s.jsx)(e.td,{children:(0,s.jsxs)(e.strong,{children:["boards",":read"]})}),(0,s.jsx)(e.td,{children:"To access item and column data for agreements"})]}),(0,s.jsxs)(e.tr,{children:[(0,s.jsx)(e.td,{children:(0,s.jsxs)(e.strong,{children:["boards",":write"]})}),(0,s.jsx)(e.td,{children:"To update columns with agreement status and form field data"})]}),(0,s.jsxs)(e.tr,{children:[(0,s.jsx)(e.td,{children:(0,s.jsxs)(e.strong,{children:["me",":read"]})}),(0,s.jsx)(e.td,{children:"To identify your user account"})]})]})]}),"\n",(0,s.jsx)(e.h2,{id:"uninstalling",children:"Uninstalling"}),"\n",(0,s.jsx)(e.p,{children:"To remove SignFlow:"}),"\n",(0,s.jsxs)(e.ol,{children:["\n",(0,s.jsxs)(e.li,{children:["Go to ",(0,s.jsx)(e.strong,{children:"Admin"})," \u2192 ",(0,s.jsx)(e.strong,{children:"Apps"})," in your monday.com workspace"]}),"\n",(0,s.jsxs)(e.li,{children:["Find SignFlow and click ",(0,s.jsx)(e.strong,{children:"Uninstall"})]}),"\n"]}),"\n",(0,s.jsx)(e.admonition,{type:"note",children:(0,s.jsx)(e.p,{children:"Uninstalling SignFlow will remove all stored credentials, configuration, and agreement-to-item links. Pending agreements in Adobe Sign will continue independently."})})]})}function h(n={}){const{wrapper:e}={...(0,t.R)(),...n.components};return e?(0,s.jsx)(e,{...n,children:(0,s.jsx)(c,{...n})}):c(n)}},8453(n,e,i){i.d(e,{R:()=>r,x:()=>l});var o=i(6540);const s={},t=o.createContext(s);function r(n){const e=o.useContext(t);return o.useMemo(function(){return"function"==typeof n?n(e):{...e,...n}},[e,n])}function l(n){let e;return e=n.disableParentContext?"function"==typeof n.components?n.components(s):n.components||s:r(n.components),o.createElement(t.Provider,{value:e},n.children)}}}]);