What is ADOBE PDF Sign?
ADOBE PDF Sign is a tool offered by insureMO, leveraging the official API provided by ADOBE Esign. This tool facilitates face-to-face electronic signatures or enables multiple individuals to sign via Email.
For basic information on this tool and its usage, please watch the following video: https://helpx.adobe.com/cn/sign/how-to/for-signers.html
Where to use ADOBE PDF Sign?
In the insurance industry, ADOBE PDF Sign is ideal for scenarios requiring electronic signatures from customers.
This tool supports:
- Face-to-face signing
- Electronic signing via email
Please note that ADOBE PDF Sign does not have a standalone interface and is integrated through API calls.
While it simplifies the process by reducing unnecessary parameters and API calls, it lacks certain functionalities compared to Adobe’s official API.
How to use ADOBE PDF Sign?
1. First, you need to register an account on the official website of ADOBE, and the validity period of the default trial account is 30 days.
- Trial: https://helpx.adobe.com/cn/contact/enterprise-support.dc.html#sign
- Purchase: https://www.adobe.com/sign/pricing/plans.html?trackingid=KRUEF
2. Download Adobe Sign’s Postman suite on portal page.
To use this Postman suite, you need to send an email to insureMO siteops team first. This email should include your request for a tenant account on the portal, along with permission to access these APIs. Existing account holders can skip this step.
After successfully setting your account password, you must enter it into the initial API of the Postman suite to generate an authentication token.3. Quick Start:
Scenario 1: Electronic Signing via Email
- Step 1: Replace the placeholder email address in the API with your actual email. Once the API is called, you will receive an email notification for further signing instructions.
curl --location --request POST 'https://portal-gw.insuremo.com/eBao/1.0/pdf/adobesign' \
--header 'Authorization: Bearer 4ECmU**********gGzg' \
--header 'Content-Type: application/json' \
--data-raw '{"agreementName":"test222","key":"3AAABLblqZhDe4D8f1-CO1Mi1igB1bvthbNOzZYGRILlb_-TJqcU8gM3v_i4q_7nOiLHjttY2t4_Itx8oaA0SwBkSD560imGn","recipientEmail":["chen@insuremo.com"],"expirationTime":"","face2face":false,"fileName":"Register.pdf","fileContent":"data:application/pdf;base64,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","fileNameList":null,"fileContentList":null}'
- Step 2: Follow the instructions in the email to enter the page for signature. Once finished, you can download the signed PDF.
Scenario 2: Face-to-Face Signature
- Step 1: Call the API to generate a signature task. Ensure that the facetoface parameter is set to true.
curl --location --request POST 'https://portal-gw.insuremo.com/eBao/1.0/pdf/adobesign' \
--header 'Authorization: Bearer 4ECmUW5********ZEgGzg' \
--header 'Content-Type: application/json' \
--data-raw '{"agreementName":"test222","key":"3AAABLblqZhDe4D8f1-CO1Mi1igB1bvthbNOzZYGRILlb_-TJqcU8gM3v_i4q_7nOiLHjttY2t4_Itx8oaA0SwBkSD560imGn","recipientEmail":["chen@insuremo.com"],"expirationTime":"","face2face":true,"fileName":"Register.pdf","fileContent":"data:application/pdf;base64,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","fileNameList":null,"fileContentList":null}'- Step 2: Get the API for face-to-face electronic signature.
curl --location --request POST 'https://portal-gw.insuremo.com/eBao/1.0/pdf/adobesign/url' \
--header 'Authorization: Bearer 4ECmUW5iD******ZEgGzg' \
--header 'Content-Type: application/json' \
--data-raw '{"agreementId":CBJCHBCAABAAwa0ce8d1yBxC2cITNeQ7Ipd1Rw_tsIbA,"key":3AAABLblqZhDe4D8f1-CO1Mi1igB1bvthbNOzZYGRILlb_-TJqcU8gM3v_i4q_7nOiLHjttY2t4_Itx8oaA0SwBkSD560imGn}'The returning parameter is:
{
"status": 0,
"body": {
"currentUser": "chen@insuremo.com",
"currentUrl": "https://secure.na2.echosign.com/public/apiesign?pid=CBFCIBAA3AAABLblqZhDc9No8ZfTEtzOi0_kI-TitWPmA7Q2SulbpttHKbhkXvkBRquwTvTvxhau-L9ev9r1Xl4UoPLdpiZUW6liINHZa&client_id=CBJCHBCAABAAE-bp2CPBnZUr6iMJk0Q2_4H2JWYisnh-"
}
}- Step 3: Open the currentUrl in the browser to start signing, and the user can download the signed document in PDF format.
4. Other APIs
- View task status.
curl --location --request GET 'https://portal-gw.insuremo.com/eBao/1.0/pdf/adobesign?agreementId=CBJCHBCAABAAwa0ce8d1yBxC2cITNeQ7Ipd1Rw_tsIbA&key=3AAABLblqZhDe4D8f1-CO1Mi1igB1bvthbNOzZYGRILlb_-TJqcU8gM3v_i4q_7nOiLHjttY2t4_Itx8oaA0SwBkSD560imGn' \
--header 'Authorization: Bearer ***********************'
Return:
{
"status": 0,
"body": {
"agreementID": "CBJCHBCAABAAwa0ce8d1yBxC2cITNeQ7Ipd1Rw_tsIbA",
"name": "[DEMO USE ONLY] test222",
"status": "SIGNED",
"documentIDList": [
"3AAABLblqZhCwYnT5EgWj7gey06yONrCq8FUcOqeP5CZgl1IuMgm9UlVmN9Qpqdq235nnt3HdsZm4J_NIr3VTAxijRywxIhB9"
]
}
}- Download the signed document in PDF format.
curl --location --request GET 'https://portal-gw.insuremo.com/eBao/1.0/pdf/adobesignfile/download?token=4ECmUW5iRi2sf-YhZEgGzg&agreementId=CBJCHBCAABAAwa0ce8d1yBxC2cITNeQ7Ipd1Rw_tsIbA&key=3AAABLblqZhDe4D8f1-CO1Mi1igB1bvthbNOzZYGRILlb_-TJqcU8gM3v_i4q_7nOiLHjttY2t4_Itx8oaA0SwBkSD560imGn&documentId=3AAABLblqZhCwYnT5EgWj7gey06yONrCq8FUcOqeP5CZgl1IuMgm9UlVmN9Qpqdq235nnt3HdsZm4J_NIr3VTAxijRywxIhB9' \
--header 'Authorization: Bearer ************'- ************''- Download the base64 of the signed PDF.
curl --location --request GET 'https://portal-gw.insuremo.com/eBao/1.0/pdf/adobesignfile?agreementId=CBJCHBCAABAAwa0ce8d1yBxC2cITNeQ7Ipd1Rw_tsIbA&key=3AAABLblqZhDe4D8f1-CO1Mi1igB1bvthbNOzZYGRILlb_-TJqcU8gM3v_i4q_7nOiLHjttY2t4_Itx8oaA0SwBkSD560imGn&documentId=3AAABLblqZhCwYnT5EgWj7gey06yONrCq8FUcOqeP5CZgl1IuMgm9UlVmN9Qpqdq235nnt3HdsZm4J_NIr3VTAxijRywxIhB9' \
--header 'Authorization: Bearer ************'- Cancel current task.
curl --location --request POST 'https://portal-gw.insuremo.com/eBao/1.0/pdf/adobesign/cancel' \
--header 'Authorization: Bearer 4ECmUW5iRi2sf-YhZEgGzg' \
--header 'Content-Type: application/json' \
--data-raw '{"agreementId":CBJCHBCAABAAwa0ce8d1yBxC2cITNeQ7Ipd1Rw_tsIbA,"key":3AAABLblqZhDe4D8f1-CO1Mi1igB1bvthbNOzZYGRILlb_-TJqcU8gM3v_i4q_7nOiLHjttY2t4_Itx8oaA0SwBkSD560imGn}'