Integration Monitoring & Error Handling

When a document is signed using the integration, the signed document is stored in Workbooks by default. If you have configured any field mappings, at the point of signature, the submitted values from the document are also stored back in Workbooks. From time to time, a problem with the integration may result in the form not writing back to Workbooks. If this happens, the integration will write a record to API Data giving details of the issue as follows:

• Adobe Sign Agreement Id
• Record Id of the source document
• Record Type of the source document
• The Agreement Name
• The Agreement Sender
• The error that occurred when trying to update the record

Adobe Sign will automatically try again if an agreement event fails to sync with Workbooks. Each failed attempt will result in a retry, Adobe Sign will double the time between attempts. This starts with a 1-minute interval increasing to every 12 hours. A maximum number of 15 retries will occur over the course of a 72 hour period, at which point the Adobe Sign Webhook will be disabled for ALL agreements. If this happens, you will need to manually enable the Webhook again, see here for details on how to do this directly in Adobe Sign.

A failed document may continue to fail until the underlying cause of the issue has been resolved. To help identify when there has been an issue, you can build a report on API Data records. If anything appears on the report, then there has been an issue with the integration.