Electronic Signature
To use Electronic Signatures, you will need:
- An installation of the Horizon Adobe Sign application to your Horizon application directory;
Note: Horizon Cloud customers have this installed by our Cloud Operations team.
- Adobe Sign Enterprise;
Note: Adobe Sign Individual, Small Business and Business plans do not work with Horizon.
- Install and set up Orders and Receipts Import Service
Note: Horizon Cloud customers have this set up by Cloud Operations.
- To configure Horizon in Company Set-up > Electronic Signature;
- Learn how to sign a document in Horizon. We expect most users will want to know how to sign sales quotations.
Electronic Signature is where you set up your company to use Adobe Sign (external link). There are two tabs:
- Branch Access – set access to users linked to your company branches;
- Adobe Sign Settings – set credentials to link to the Adobe Sign application.