> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your Adobe Sign app for OAuth.

To setup your Adobe Sign app in Refold for OAuth, you will need the following credentials from your [Adobe Sign account](https://secure.na3.adobesign.com/account):

* Client ID
* Client Secret
* Scopes

### Pre-requisites

1. Adobe Developer account. You can create one [here](https://www.adobe.com/in/sign/free-trial-global.html).

### Required Settings

* **Mandatory Scopes**

1. user\_read
2. user\_write
3. user\_login

<Info>If you haven't already created an app in Adobe Sign, you'd need to create one.</Info>

### Creating an app in Adobe Sign

To create a Adobe Sign app and acquire the above mentioned credentials, please follow the steps mentioned below:

1. Log in to your [Adobe Sign account](https://secure.na3.adobesign.com/account).
2. Click on the `Account` option in the top nav bar, select `Acrobat Sign API` in the side menu and choose `API Applications`.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Adobesign/adobesign_navigation.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=fea13c5f8a6f7ff6109699a215b0eda4" alt="Navigation for App setup" data-path="images/Adobesign/adobesign_navigation.png" />

3. Click on `+` button in the top right > provide a **Name** and **Display Name** for your app > Choose `Partner` as **Domain** and click on `Save`.
4. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Adobe Sign` > `Settings` > `Use your credentials` > `Callback Url` > Copy it.
5. Select the app created, click on `Configure OAuth for application` and paste the Callback Url under `Redirect URI` field.
6. Select the **mandatory scopes** in the **Enabled scopes** section, as provided in your Refold Adobe Sign settings page and click on the `Save` button.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Adobesign/adobesign_config.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=a4a176dc9c937ebd13250d4d8c58d02a" alt="Setting up Adobe Sign Developer app" data-path="images/Adobesign/adobesign_config.png" />

7. Click on `View/Edit` option for the app and copy the `Application ID`**(Client ID)** and `Client Secrets Value`**(Client Secret)**.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Adobesign/adobesign_credentials.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=3992070cf5f2551651f8101b3495bf83" alt="Getting Credentials" data-path="images/Adobesign/adobesign_credentials.png" />

#### Configuring credentials in Refold

App settings page lets you configure the authentication settings for an `OAuth 2.0` based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Adobesign/adobesign_cobalt.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=255bdf67ce18da64c0ce4f2ec5932ae1" alt="Setting up application client credentials" data-path="images/Adobesign/adobesign_cobalt.png" />

Provide the acquired Client ID and Client Secret under Settings of the app and save it.

#### Configuring Scopes

Refold lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under `Permissions & Scopes`
section.

For some applications Refold sets **mandatory scopes** which cannot be removed. Additional scopes can be selected from the drop down. Refold also has the provision to add any
custom scopes supported by the respective platform.

<img height="200" src="https://mintcdn.com/cobalt-55/USIhqTKu3QZXm8QM/images/Adobesign/adobesign_scopes.png?fit=max&auto=format&n=USIhqTKu3QZXm8QM&q=85&s=a183ca77fd0e509a4c11617814e930f8" alt="OAuth Scopes" data-path="images/Adobesign/adobesign_scopes.png" />

Once the scopes has been added to the application in Refold, go to your [Adobe Sign account](https://secure.na3.adobesign.com/account) and update the scopes as added on Refold.

Select the OAuth App created for Refold > Click on `Configure OAuth for Application` > Add the scopes as added in Refold > Click on `Save`.

<Warning>
  If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are
  identical to the ones selected in the platform.
</Warning>

#### Getting OAuth App Partner Certified

In Adobe, Partner applications will not have full access to other accounts until they have been Certified. To get your app certified, you need to complete few steps with the Adobe Team.

<Info>
  To get app certified and fill the required details, refer [here](https://www.adobe.com/go/esign-dev-cert).
</Info>

#### Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Adobe Sign actions and triggers. Following are the set of Adobe Sign actions and triggers
supported by Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Agreements">
        1. **List Agreements** - Retrieves agreements for the user in Adobe Sign.
        2. **Create Agreement** - Creates an agreement in Adobe Sign.
        3. **Update Agreement** - Updates an agreement in Adobe Sign.
        4. **Search Agreement** - Searches, filters, and sorts agreements for the user in Adobe Sign.
        5. **Get an agreement by ID** - Gets a specific agreement by ID in Adobe Sign.
      </Accordion>

      <Accordion title="Users">
        6. **List Users** - Retrieves all the users in an account in Adobe Sign.
        7. **Create User** - Creates a new user in Adobe Sign.
        8. **Update User** - Updates a user in Adobe Sign.
      </Accordion>

      <Accordion title="Others">
        9. **HTTP Request** - Make HTTP API calls to any Adobe Sign documented REST APIs.
        10. **List Events for a User** - Retrieves all events for user in Adobe Sign.
        11. **Send Agreement for Sign** - Send an agreement out for signature to multiple recipients in Adobe Sign.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    1. **Agreement Created** - Triggers when an agreement is created on Adobe Sign.
    2. **Agreement Participant Completed** - Triggers when an agreement participant completes their part on Adobe Sign.
    3. **Agreement Workflow Completed** - Triggers when an agreement workflow is completed on Adobe Sign.
  </Tab>
</Tabs>