Adobe Sign for Microsoft PowerApps and Power Automate

Overview

Adobe Sign is a natural participant in the Power Automate – PowerApps ecosystem because the nature of signature processes usually involves preparation and review of the agreement prior to signature and notification and archival of the document after the agreement is signed.

Flow and PowerApps create an environment where any supported service can be connected to another.  Use cases for the Adobe Sign connector include, but not limit to:

  • Starting a signature process from a service trigger
  • Getting the status of a Sign process
  • Moving documents from the Sign service to other repositories
  • Get data from an approval workflow

Microsoft Power Automate

Microsoft Power Automate is a tool that connects different apps and services into coordinated multi-step workflows so that repetitive tasks can be automated without the need for complex API coding. 

There are three Power Automate concepts that drive all workflows. The first is that all services can expose their API through a Connector to the service.  Connectors may have Triggers that start workflows.  Connectors must have Actions that drive what happens within the workflow.  There are common logical connectors between actions that control the workflow based on parameters generated by previous actions

Microsoft PowerApps

PowerApps is a suite of apps, services, connectors and data platform that provides a rapid application development environment to build custom apps for your business needs. Using PowerApps, you can quickly build custom business apps that connect to your business data stored either in the underlying data platform (Common Data Service) or in various online and on-premises data sources (SharePoint, Excel, Office 365, Dynamics 365, SQL Server, and so on).

Apps built using PowerApps provide rich business logic and workflow capabilities to transform your manual business processes to digital, automated processes. Further, apps built using PowerApps have a responsive design, and can run seamlessly in browser or on mobile devices (phone or tablet). PowerApps "democratizes" the custom business app building experience by enabling users to build feature-rich, custom business apps without writing code.

Microsoft GovCloud (GCC) Support

Adobe Sign functions as expected in the GCC environment, with only a few limitations that are enforced by the environment.

Check here for full details on the GCC limitations from Microsoft. 

As a result, not all templates that are available for the public are available under GCC rules.

Supported Platform Public Templates GCC Templates
Adobe Creative Cloud Get signatures on a new asset in Creative Cloud Not available
     
Adobe Sign

Get form data from a completed agreement of Adobe Sign in JSON format

Not available
 

 

Get notified when a participant views the agreement email
Not available
 

 

Get notified when an agreement is delegated to someone else
Not available
  Get notified when your action is requested on an agreement Not available
 

 

Get notified when your agreement is sent to a participant
Not available
  Get notified with status updates of Adobe Sign Agreements Not available
     
Box

Save an Adobe Sign completed agreement to Box

Available
  Get signatures on a new file in Box Not available
     
Dropbox Save an Adobe Sign completed agreement to Dropbox Available
  Get signatures on a new file in Dropbox Not available
     
Salesforce Start deal approvals with Adobe Sign for Salesforce opportunities Available
     
Slack

 

Get Adobe Sign Agreement notifications in a Slack channel
Available
     
MS Dynamics

 

Start deal approvals with Adobe Sign for Dynamics opportunities
Not available
     
MS One Drive

 

Save an Adobe Sign completed agreement to OneDrive
Available
 

 

Get signatures on a new file in OneDrive
Not available
     
MS One Drive for Business

 

Save an Adobe Sign completed agreement to OneDrive for Business
Available
 

 

Get approval on a new file in OneDrive for Business
Not available
 

 

Get signatures on a new file in OneDrive for Business
Not available
 

 

Get a signature for the selected file in OneDrive for Business
Not available
     
MS Power App

 

Click PowerApps button to send agreement and Signing URL using Adobe Sign
Not available
     
MS SharePoint Save an Adobe Sign completed agreement to SharePoint library Available
 

 

Get signatures for a selected SharePoint item using Adobe Sign Library
Available
 

 

Manage all your Adobe Sign agreements in a SharePoint list
Available
 

 

Get signatures for a new SharePoint item using Adobe Sign Library
Available
  Get signatures on a selected file in SharePoint Not available
  Get signatures for a selected SharePoint item Not available
 

 

Get signatures for a selected SharePoint file
Not available
  Get signatures on a new file in SharePoint Not available
     
MS Teams

 

Get Adobe Sign Agreement notifications in a Teams Channel
Available
Nota:

GCC High and DoD environments are not supported in this release.

Prerequisites

Adobe Sign for Microsoft Power Automate and Adobe Sign for Microsoft PowerApps require an active enterprise service plan with Adobe Sign.

Supported platforms:

  • Office 365 – Using:
    • Chrome - current version
    • Firefox - current version
    • Safari - current version
    • Edge - current version


Edge browsers

For Microsoft Power Automate and PowerApps to work seamlessly in Edge browsers, you must trust the below sites in your browser security configuration:

  • https://*.echocdn.com
  • https://*.echosign.com
  • https://*.adobesigncdn.com
  • https://*.adobesign.com
  • If using a third-party identity management system, that URL needs to be added as well

Accessing the Power Automate interface

To access the Power Automate interface, you only need to log into your Microsoft 365 organization, click the applications icon at the top-left of the window, and select Power Automate.

  • If the Power Automate option is not available to you, contact your Microsoft 365 administrator

Upon clicking the Power Automate icon, you are redirected to the Power Automate home page: flow.microsoft.com

Power Automate

On the Power Automate homepage:

  • Click the Connectors link in the left rail of the page
  • Type Adobe Sign into the Search field
  • Select the Adobe Sign connector
Select the Adobe Sign connector

Accessing the PowerApps interface

To create an app, you start with powerapps.com. Make sure you have an appropriate PowerApps license, if not, contact your Microsoft 365 administrator for help.

  • Once you sign in, on the left-hand bar, click on “Data”, then “Connections”
  • Type Adobe Sign into the Search field
  • Select the Adobe Sign connector
Power App Connectors

 

You can create two types of apps: canvas and model-driven apps. More information can be found at Overview of creating apps in PowerApps.

Build Apps

While creating your app, you can add a workflow or task with Adobe Sign by using the native integration of Power Automate inside PowerApps.

To do that, in the app design interface:

  • Choose an object in the app
  • Click on Action
  • Select Flow to configure the workflow.
flow

Adobe Sign Connection Types

When applications are added to a flow (either by adding a template or in a blank flow), the user is required to create an authenticated connection to that application.

Click the three dots to the right of the application name and either select an existing connection or Add a new connection:

Add a new connection

When adding a new connection for Adobe Sign, three types of connections can be created, depending on the authority level the user has in Adobe Sign:

  • Adobe Sign user (All users can create this connection type)
  • Adobe Sign group admin (Adobe Sign group and account administrators can create this connection type)
  • Adobe Sign account admin (Only Adobe Sign account administrators can create this connection type)
Nota:

All three options are available to every user. If the user attempts to make a connection above their authority level, an error is generated.

Connection types

Connecting as an admin allows the administrator to execute the flow for other users within the scope of their authority:

  • Group administrators can execute flows on behalf of any user that has defined their primary group as a group under the admin's authority
  • Account-level administrators can run flows on behalf of any user in the account

To enable sending on behalf of another user, a value must be entered into the In the name of field (under advanced options).

The field can be configured with either a dynamic value (User email) or a literal string in the format: email:adobeuser@domain.com

In the name of field

Connection Sharing Restrictions

In Power Automate, Power Apps, and Logic apps, flows can be shared by:

Any flows with an Admin type of connection should only be shared with run-only permissions that require the user to provide their own connection credentials.

In the case where the flow owner wants to allow use of their connection credentials, the flow must be defined with a dynamic value for the In the name of field.

Attenzione:

Users added as owners or co-owners have access to the connections used, and have the authority to execute and edit the flow.

Flows with Admin connection types should not be shared by adding additional owners or lists. Access to the In the name of field presents the opportunity to impersonate other users, and should be tightly controled.

Nota:

A copy of the flow can be shared to other users for them to use as a template.

Adobe Sign Triggers

Triggers

A trigger is an event or change that is used to start a workflow.

Adobe Sign triggers are predicated on changing values within the Adobe Sign application, which means that a Webhook must be established to trap and pass meaningful changes.

  • Every trigger requires a Name value which is any identifiable string the user wants to use
  • Every trigger requires a Scope. This limits the number of agreements that are included in the webhook, and as a direct result, the number of times the workflow is triggered
    • Scope is important when a workflow is designed that encompasses more than the individual user
    • Only Adobe Sign Account admins can create a workflow with an Account level scope, which would trigger for every agreement created in the account, regardless as to the user that originally created it
    • Adobe Sign Group admins can only create Scopes for their group in Adobe Sign. This type of workflow would trigger for every agreement created by users within the admins group
    • Flows created by Adobe Sign users that are not privileged as admins, but define a scope at the Account or Group level, will never trigger
  • By configuring your trigger, MS Power Automate generates a unique HTTPS URL unique to that workflow and automatically registers that with Adobe Sign
Nota:

It's worth noting that Adobe Sign actions do not require an Adobe Sign trigger to be used. 

If you have another source for your triggers, then the Adobe Sign actions are still viable in your workflows.

List of Adobe Sign Triggers

Trigger Summary Description

When a new agreement is created

Trigger a workflow whenever an agreement is created in your account/group/user (depending upon the scope defined in the webhook). 

When an agreement is sent to a participant

Trigger a workflow whenever an agreement related to your account/group/user/on a specific agreement  (depending upon the scope defined in the webhook) is sent to a recipient. 

When an agreement workflow is completed successfully

Trigger a workflow whenever an agreement workflow is completed successfully in your account/group/user/on a specific agreement (depending upon the scope defined in the webhook). 

When the state of an agreement changes

Trigger a workflow whenever the state of an agreement gets changed in your account/group/user/on a specific agreement (depending upon the scope defined in the webhook). 

When an event occurs

Trigger a workflow whenever the event occurs in your account/group/user/on a specific resource (depending upon the scope defined in the webhook). 

Trigger a workflow whenever an agreement is created in your account/group/user (depending upon the scope defined in the trigger). 

This is restricted to Account/Group/User Scopes for an Agreement resource only.

When a new agreement is created

Input Parameter Required? Description

Name

Yes The Name of the trigger

Scope (account/group/user)

Yes The Scope of the trigger

Agreement Conditional Params

1) Include Agreement Info ?

2) Include Agreement Participants Info ?

3) Include Agreement Document Info ?

Optional Conditionals Params that define the data in the payload

Trigger a workflow whenever an agreement created in your account/group/user (depending upon the scope defined in the trigger) is sent to a recipient. 

Applicable for the Agreement resource only.

Input Parameter Required? Description

Name

Yes The Name of the trigger

Scope (account/group/user/on a specific agreement)

Yes The Scope of the trigger
Agreement Name/ID

Optional

Specify only when scope is limited to a specific agreement

Agreement Conditional Params

1) Include Agreement Info ?

2) Include Agreement Participants Info ?

3) Include Agreement Document Info ?

4) Include Agreement Signed Document Info ?

 

Optional Conditionals Params that define the data in the payload
When an agreement is sent to a participant - 2020

Nota:

The signature requested event gets broadcasted for both when you are the sender, and when your signature is requested. This means:

Case 1: Sender will receive notifications, whenever a signature request is made by me.

Whenever the sender has asked for signatures, the sender will be notified on the webhook URL she provided while creating the webhook.

Case 2: Signer will receive notifications, whenever a signature request is made for them.

Whenever the agreement arrives asking for my signatures, the signer will be notified on the webhook URL they provided while creating the webhook.

 

Differentiating the two cases:

The webhook payload data specifies the participant email on triggers created for "Any of my agreements". 

For the Sender side, the participant email will not be equal to the user’s email who created the webhook.

For the Signer side, the participant email will be equal to user’s email who created the webhook.

Trigger a workflow whenever an Agreement workflow is completed successfully in your account/group/user/on a specific agreement (depending upon the scope defined in the trigger). 

Applicable for the Agreement resource only.

When an agreement is completed successfully

Input Parameter Required? Description

Name

Yes The Name of the trigger

Scope (account/group/user/on a specific agreement)

Yes The Scope of the trigger
Agreement Name/ID

Optional

Specify only when scope is limited to a specific agreement

Agreement Conditional Params

1) Include Agreement Info?

2) Include Agreement Participants Info?

3) Include Agreement Document Info?

4) Include Agreement Signed Document Info?

 

Optional Conditionals Params that define the data in the payload

Trigger a worklow whenever the state of an agreement gets changed in your account/group/user/on a specific agreement (depending upon the scope defined in the trigger). 

Applicable for the Agreement resource only.

When the state of an agreement changes

Input Parameter Required? Description

Name

Yes The Name of the trigger

Scope (account/group/user/on a specific agreement)

Yes The Scope of the trigger
Events Yes

Event Set to choose from

"When an agreement is created",
"When a participant completes their action",
"When an agreement workflow is completed successfully",
"When an agreement is canceled",
"When an agreement is rejected by a participant",
"When an agreement expires"

Agreement Name/ID

Optional

Specify only when scope is limited to a specific agreement

Agreement Conditional Params

1) Include Agreement Info?

2) Include Agreement Participants Info?

3) Include Agreement Document Info?

4) Include Agreement Signed Document Info?

Optional Conditionals Params that define the data in the payload

Trigger a workflow whenever the event occurs in your account/group/user/on a specific resource (depending upon the scope defined in the trigger). 

Applicable for Agreement, Megasign, and web form resources.

When an event occurs

Input Parameter Required? Description

Name

Yes The Name of the trigger

Scope (account/group/user/on a specific resource)

Yes The Scope of the trigger
Events Yes

Event Set to choose from

"When any agreement event occurs", 
"When an agreement is created",
"When an agreement is sent",
"When a participant completes their action",
"When an agreement workflow is completed successfully",
"When an agreement expires", 
"When an agreement is deleted",
"When an agreement is canceled",
"When an agreement is rejected by a participant",
"When an agreement is shared",
"When an agreement is delegated",
"When an agreement participant is replaced",
"When an agreement is modified",
"When an agreement modification is acknowledged",
"When an agreement email is viewed by a participant",
"When an agreement email gets bounced",
"When an agreement creation fails",
"When an offline agreement is synced",
"When an agreement is uploaded by sender",
"When an agreement is vaulted",
"When an agreement participant is authenticated through social identity",
"When an agreement participant is authenticated through KBA", 
"When any mega sign event occurs",
"When a mega sign is created",
"When a mega sign is shared", 
"When a mega sign is recalled",
"When any widget event occurs"
"When a widget is created", 
"When a widget is enabled",
"When a widget is disabled",
"When a widget is modified",
"When a widget is shared",
"When a widget creation fails"

Resource Type Optional

Specify only when scope is limited to a specific resource

Resource ID

Optional

Specify only when scope is limited to a specific resource

Agreement Conditional Params

1) Include Agreement Info?

2) Include Agreement Participants Info?

3) Include Agreement Document Info?

4) Include Agreement Signed Document Info?

Mega Sign Conditional Params

1) Include Mega Sign Info?

Widget Conditional Params

1) Include Widget Info?

2) Include Widget Participants Info?

3) Include Widget Document Info?

Optional Conditionals Params

Adobe Sign Actions

Actions 

An action represents what you want to happen after the workflow is triggered. Actions allow users to perform operations that can create, send, or evaluate agreements associated to the users of an Adobe Sign account.

Each action has one or more required (and/or optional) inputs that are needed for the action to be implemented correctly. These inputs come from triggers or other actions earlier in the workflow.

The action produces an output that is either a desired asset (a downloaded agreement in the form of a file stream) or values to be used in subsequent actions.

List of Adobe Sign Actions

Action Summary Description

Upload a document and get a document ID

Uploads a file stream to Adobe Sign and produces a document ID for subsequent actions
Create an agreement from an uploaded document and send for signature Uses a document ID to create and send an agreement
Create a library template from an uploaded document Uses a document ID to create a new library template in Adobe Sign
Create an agreement from a document URL and send for signature

Uses a supplied URL to retrieve a file, create, and then send a new agreement

Create a library template from a document URL Uses a supplied URL to retrieve a file and then create a new library template in Adobe Sign
Create an agreement from a library template and send for signature Uses an Adobe Sign library template to create and send a new agreement

Get a list of all agreements

Returns a list of all agreements for the user
Get a list of all library templates Return a list of all Adobe Sign library templates on your account
Get the status of an agreement

Returns all of the data associated with an agreement

Get a list of all the document IDs from an agreement

Returns a list of all documentIDs associated with the agreement, including any uploaded during signing
Get a PDF of a signed agreement Returns the signed PDF from an agreement

Get a document from an agreement

Returns one specific document from an agreement
Get form field data of agreement Retrieves data entered into the interactive form fields of the agreement.
Retrieve the Signing URL Retrieves the URL for the e-sign page for the current recipient(s) of an agreement.

This action is designed to accept a file from the trigger, or previous action, to produce a unique document ID that subsequent actions can utilize for processing the file into an agreement or template.

Required Input Parameters  Description Default Value
File-Name The name of the document being uploaded. None
File Content The file to be uploaded. None
Upload a document and get a document ID

 

The only output of this function is the unique document ID

Output Parameters Description
Document ID The unique Id of the uploaded document

This action is designed to create and send a document for signature, based on the document ID provided by the Upload a document and get a document ID action.

 

Advanced options

  • Can be configured to include up to the maximum number of recipients that the connected Adobe Sign account will support
    • Individual roles can be set for each recipient
  • Files can be attached, up to the maximum number of files allowed by the connected Adobe Sign account
  • A custom message can be applied
  • The agreement can be set to expire after a set number of days
  • Reminders can be configured: Daily, Weekly or defined by a custom dynamic value
  • A password to secure the final PDF after all signatures are obtained.
  • Fields (text tagged) within the attached files can be pre populated with static or dynamic values derived from previous trigger/actions in the workflow
  • A post-signing redirect can be specified by providing a URL and redirect delay
Required Input Parameters  Description

Default Value

Agreement Name The name of the agreement. None
Document ID The document ID received by uploading a document None
Signature Type The type of signature: E-signature or Written E-Signature
Participant Email Email of the recipient None
Participant Order Signing index, starting with 1, that governs the signing order when there are multiple recipients 1
Participant Role The role of recipient SIGNER
Create an agreement from an uploaded document and send for signature

 

The output of this action

Output Parameters Description
Agreement Id The unique agreement identifier that can be used to query status and download signed documents

This action is designed to create a new Adobe Sign library template using an uploaded file document ID (via the Upload a document and get a document ID action).

One or more document IDs can be included to create the library template.

Required Input Parameters  Description Default Value
Template Name The name of the library template as it will be shown in the Adobe Sign library. None
Template Type

The type of library template: DOCUMENT, FORM_FIELD_LAYER or both

Reusable Document
Sharing Mode Specifies who, within your Adobe Sign account, should have access to this library document: USERGROUP, or ACCOUNT User
Document ID The document ID received from the Upload a document and get a document ID action None
Create a library template from an uploaded document

 

The output of this action

Output Parameters Description
Library Template Id The unique identifier that can be used to refer to the library template

This action is designed to create and send a document for signature, based on a file accessed through a public URL.

 

Advanced options

  • Can be configured to include up to the maximum number of recipients that the connected Adobe Sign account will support
    • Individual roles can be set for each recipient
  • One or more files can be attached, up to the maximum number of files allowed by the connected Adobe Sign account
  • A custom message can be applied
  • The agreement can be set to expire after a set number of days
  • Reminders can be configured: Daily, Weekly or defined by a custom dynamic value
  • A password to secure the final PDF after all signatures are obtained.
  • Fields (text tagged) within the attached files can be pre populated with static or dynamic values derived from previous trigger/actions in the workflow
  • A post-signing redirect can be specified by providing a URL and redirect delay
Required Input Parameters  Description Default Value
Agreement Name The name of the agreement None
Document URL A publicly accessible URL for retrieving the document None
Document Name  The name of the referenced document, with extension None
Document Type The mime type of the referenced file None
Signature Type The type of signature: E-signature or Written E-Signature
Participant Email One or more Email address of the recipient(s) None
Participant Order Signing index, starting with 1, that governs the signing order when there are multiple recipients
1
Participant Role The role of the recipient(s) SIGNER
Create an agreement from a document URL and send for signature

 

The output of this action

Output Parameters Description
Agreement Id The unique agreement identifier that can be used to query status and download signed documents

This action is designed to create an Adobe Sign library template from a publicly accessible URL, and return a library template ID that can be used to send a new agreement.

One or more files can be attached to make the library template.

Required Input Parameters  Description Default Value
Template Name The name of the library template as it will be shown in the Adobe Sign library. None
Template Type  The type of library template: DOCUMENT, FORM_FIELD_LAYER or both Document
Sharing Mode  Specifies who, within your Adobe Sign account, should have access to this library document: \USERGROUP, or ACCOUNT User
Document URL A publicly accessible URL for retrieving the document None
Document Name  The name of the referenced document, with extension None
Document Type The mime type of the referenced file None
Create a library template from a document URL

 

The output of this action

Output Parameters Description
Library Template Id The unique identifier that can be used to refer to the library template

This action is designed to accept a trigger action, and send a predetermined file from the Adobe Sign library to a configured recipient.

 

Advanced options

  • Can be configured to include up to the maximum number of recipients that the connected Adobe Sign account will support
    • Individual roles can be set for each recipient
  • Files can be attached, up to the maximum number of files allowed by the connected Adobe Sign account
  • A custom message can be applied
  • The agreement can be set to expire after a set number of days
  • Reminders can be configured: Daily, Weekly or defined by a custom dynamic value
  • A password to secure the final PDF after all signatures are obtained.
  • Fields (text tagged) within the attached files can be pre populated with static or dynamic values derived from previous trigger/actions in the workflow
  • A post-signing redirect can be specified by providing a URL and redirect delay
Required Input Parameters  Description Default Value
Agreement Name The name of the agreement None
Library Template The Adobe Sign library template which will be used as the Document source when creating the agreement None
Signature Type The type of signature to be applied: E-signature or Written E-Signature
Participant Email Email address of the recipient None
Participant Order Signing index, starting with 1, that governs the signing order when there are multiple recipients 1
Participant Role The role of the recipient SIGNER
Create an agreement from a library template and send for signature

 

The output of this action

Output Parameters Description
Agreement Id The unique identifier that can be used to query status and download signed documents

This action is used to return all the agreements in a user's account.

The returned agreement list can further be manipulated and operated for different use cases.

Get a list of all agreements

 

The output of this action produces an array of agreements. Each agreement in the array contains:

Output Parameters Description
Agreement ID A unique ID that can be used to uniquely identify the agreement
Display Date The display date for the agreement
Esign True if the agreement is using an E-signature workflow; False if the agreement is using a Written signature workflow
Latest Version ID A version ID which uniquely identifies the current version of the agreement
Name Name of the Agreement

Follow-up actions to this action could be:

  • Get the status of an agreement
  • Get a list of all the document IDs from an agreement
  • Get a PDF of a signed agreement
  • Get a document from an agreement

This action is used to retrieve the list of the Adobe Sign library templates available to the user.

Get a list of all my library templates

 

The output of this action is an array of library templates. Each template record includes:

Output Parameters Description
Library Template Id The unique ID of the library document used when sending the document to be signed
Library Template Name The name of the library template
Modified Date The day on which the library template was last modified
Template Sharing Mode The scope of visibility of the library template: Only meAny user in my group, or Any user in my organization

This action is designed to return all the current information regarding one agreement, as identified by the agreement ID.

Required Input Parameters  Description Default Value
Agreement ID The agreement ID of the agreement whose information is needed None
Get the status of an agreement

 

The output of this action includes the agreement level data:

Output Parameters Description
Agreement ID  A unique ID that can be used to uniquely identify the agreement
Agreement Name The name of the agreement
CCs Email Email addresses of the CC'd parties
Created Date The date the agreement was created
Expiration Date The date after which the agreement can no longer be signed
Locale The language (locale) used for the agreement
Message The message associated with the agreement that the sender has provided
Document Protection Indicates whether or not a password is required to view the signed PDF
Signature Type Indicates the Signature workflow that was requested: E-signature or Written
Status The current status of the agreement
Workflow ID The ID of a custom workflow which defines the routing path of an agreement

 

An array of recipients for the agreement. Each recipient contains:

Output Parameters Description
Participant Email Email address of the participant that initiated the event
Participant Set ID The unique ID of the participant set
Private Message Private message for the participant
Signing Order Index starting with 1, that tells the order in which this recipient signs
Status The participant set status with respect to the document

This action is designed to list all of the document IDs that are connected to one agreement.

Supporting documents (files uploaded during the signature process) can also be listed in either the original format or as a PDF.

Required Input Parameters  Description Default Value
Agreement Id The agreement identifier, as returned by the agreement creation API or retrieved from the API to fetch agreements. None
Get a list of all the document IDs from an agreement

 

The output of this action is the meta data of the original file that was uploaded:

Output Parameters Description
Document ID Unique ID of the document
Mime Type The Mime type of the document
Name The name of the document
Num Pages Number of pages in the document

 

Supporting documents are presented in an array, with each document containing:

Output Parameters Description
Supporting Document Name Display name of the supporting document
Supporting Document Field Name The name of the field that the supporting document was uploaded to
Supporting Document Mime Type The Mime type of the supporting document
Supporting Document Pages Number of pages in the supporting document
Supporting Document ID Unique Id representing the supporting document

This action is designed to download the signed PDF from the identified agreement.

 

Additional Options

  • Include supporting documents added to the agreement during the signature process
  • Include the Audit Report for the agreement
Required Input Parameters  Description Default Value
Agreement ID The agreement ID as provided by the action that creates the agreement None
Get a PDF of a signed agreement

 

The output of this action for each downloaded file:

Output Parameters Description
File Content The file stream of the document
File Content Size The content type of the response
File Content Type The content size of the response

This action is designed to download a specific document ID from an agreement.

Required Input Parameters  Description Default Value
Agreement ID The agreement ID of the agreement whose document is needed None
Document ID The document ID of the specific document of the agreement None 
Get a document from an agreement

The output of this action is:

Output Parameters Description
File Content The file stream of the document
File Content Size The content type of the response
File Content Type The content size of the response

This action is used to retrieve data entered into the interactive form fields of the agreement.

Required Input Parameters  Description Default Value
Agreement Id The unique agreement identifier that can be used to query status and download signed documents None
Get form field data of agreement

The output of this action is a file which contains form fields in the csv (comma separated values) file format.

This action is designed to retrieve the Signing URL(s) for the current recipient(s) of an agreement.

Nota:

As this action can be unsuccessful due to calling it immediately after agreement sending, it should be surrounded with a Do until loop that will make sure that this action is done successfully before the next step.

Required Input Parameters  Description Default Value
Agreement Id The unique agreement identifier that can be used to query status and download signed documents None
Retrieve the signing url

The output of this action is the SigningUrlResponse:

Output Parameters  Description
SigningUrlResponse

A container object that holds the array of "signing sets" (Signing UrlSetInfos) for the current recipients in the signature workflow

  • A signing set is one or more recipients that can act at any given step of the workflow
    • Each individual in a parallel workflow
    • A recipient group

 

The SigningUrlSetInfos array contains the individual signing sets (SigningUrlSetInfo). Each signer set has two elements:

Output Parameters  Description
SigningUrls An array of SigningUrls, one per recipient
SigningURrlSetName  The name of the current signer set. Returned only, if the API caller is the sender of agreement.

 

Each SigningUrl contains two elements:

Output Parameters  Description
Email for Sign URL The email address of the recipient associated with the signing URL

Sign URL

The access URL for this individual recipient

Templates

Adobe Sign provides a number of pre-made templates for common document connectors, such as Creative Cloud and Microsoft SharePoint.

To access the templates:

  • Go to the Flow Home page
  • Click on Templates in the top row of options
  • Type Adobe Sign in the Search field
Templates

Examples

Description of the workflow

This workflow is designed to be used in creating PowerApps applications.

With the provided email from PowerApps, that will be used as a recipient, new agreement will be created using library template that users choose and after successful sending of the agreement, Signing URL will be retrieved. Id of newly created agreement and Signing URL for email that has been provided will be returned as a response to PowerApps

Prerequisites

Users need to establish a connection with Adobe Sign.

A connection for service can be established by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name

1.

Trigger

PowerApps

PowerApps

2.

Action

Adobe Sign

Create an agreement from a library template and send for signature

3.

Action

Adobe Sign

Retrieve the Signing URL

4.

Action

PowerApps

Respond to PowerApps

  1. Step 1 - PowerApps

    This trigger should be used for all workflows that are intended to start from PowerApps.

    No additional information is needed for this step. You will be able to use the outputs in subsequent steps. 

    PowerApps

  2. Step 2 - Create an agreement from a library template and send for signature

    This action is designed to accept a trigger action and send a predetermined file from the Adobe Sign library to a configured recipient.

    2. Create an agreement

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Agreement Name

    No

    To be specified by the user

    The Name of the agreement

    Basic

    Document Library Template

    No

    To be specified by the user

    The Library template which will be used to create agreements

    Basic

    Signature Type

    Yes

    E-Signature

    The type of signature you would like to request - E-signature or Written

    Basic

    Recipient Email

    Yes

    Used value provided from PowerApps

    Email of the recipient

    Basic

    Recipient Signing Order

    Yes

    1

    It should start from 1

    Basic

  3. Step 3 - Action: Retrieve the Signing URL

    Retrieves the URL for the e-sign page for the current recipient(s) of an agreement.

    As this action can be unsuccessful due to calling it immediately after agreement sending, it is surrounded with Do until loop that will make sure that this action is done successfully before the next step.

    The following output values from the previous action are auto-populated:

    • Do until condition – to make sure that Signing URL is retrieved successfully, condition for end of Do until loop is that response code of Retrieve the Signing URL action is 200.
    3. Retrieve Signing URL

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Agreement ID

    Yes

    Auto-filled through the output response of the previous action

    This value is auto-filled in the template

    Basic

  4. Step 4 - Action: Respond to PowerApps 

    Respond to PowerApps is used after a successful previous action to return the agreement Id and Signing URL of a newly created agreement to a PowerApps action or Power Automate workflow.

    The following output values from the previous action are auto-populated:

    • AgreementId – ID of newly created agreement that was sent to the email address provided from PowerApps
    • SignerURL – Signing URL for signer with the email that was provided from PowerApps
    4. Respond to PowerApps

Description of the workflow

When a new asset is added in Adobe Creative Cloud, trigger the workflow to get the Asset ID of the newly added file.

Upload the file (identified by the Asset ID) to Adobe Sign using the Upload a document and get a document ID action.

The Create agreement and send for signature action uses the DocumentId to create and send an agreement based on the uploaded file.

Once the agreement is sent, a notification is sent to the user on the Microsoft Power Automate mobile application using the Send me a mobile notification action.

Prerequisites

Users need to establish a connection with Adobe Creative Cloud and Adobe Sign.

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name
1 Trigger Adobe Creative Cloud When an asset is added
2 Action Adobe Creative Cloud Get asset contents using asset id
3 Action Adobe Sign Upload a document and get a document ID
4 Action Adobe Sign Create agreement and send for signature
5 Action Adobe Sign Send me a mobile notification
  1. Step 1 - Trigger: When an asset is added to Creative Cloud

    When a new item is created under a user specified list, in a particular site, this trigger initiates the Power Automate workflow.

  2. Step 2 - Action: Get asset contents using asset id

    Capture the Asset ID that relates to the asset contents, including the asset name and the file stream.

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Asset Name Yes Auto-filled through the output response of the trigger event The name of the asset being added Basic
  3. Step 3 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Asset Name Yes Auto-filled by the output response from the "When an asset is added" trigger  The name of the asset being added Basic

    Asset

    Contents

    Yes Auto-filled by the output response from the "Get asset contents using asset id" action The Asset content of the document to be added in Adobe Creative Cloud. Basic
  4. Step 4 - Action: Create an agreement from an uploaded document and send for signature

    Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type.

    The following output values from the previous action are auto-populated :

    • Document Id - The unique ID received by uploading the document
    • Asset Name - The name of asset that was uploaded; to be used as name of the agreement
     Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Agreement Name Yes Auto-filled by the output response from the "When an asset is added" trigger This value is auto-filled in the template Basic
    Document Id Yes Auto-filled by the output response from the "Upload a document and get a document ID" action This value is auto-filled in the template Basic
    Signature Type Yes E-Signature Specifies the Signature Type Basic
    Recipient Email No To be specified by the user The recipient email to which the agreement is being sent for signature Basic
    Recipient Signing Order Yes
    1 Start from 1 Basic
    Recipient Role Yes SIGNER The role of the recipient Basic
    Message Yes

    Please review and complete this document

    An optional message to the recipients requesting their action

    Basic
  5. Step 5 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successful creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • Asset Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Text Yes

    Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign.

    The <FILE_NAME> value is auto-filled in the template Basic

Description of the workflow

Creating a new file in a designated Box folder triggers the Power Automate workflow.

The new file is uploaded to AdobeSign and a document ID is created.

The file, as identified by the document ID, is used as the base for a new agreement, and that agreement is sent for signature.

After the successful creation of the agreement, a notification is sent to the user on the Microsoft Power Automate mobile application.

Prerequisites

Users need to establish a connection with Adobe Sign and Box

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name
1. Trigger Box When a file is created
2. Action Adobe Sign Upload a document and get a document ID
3. Action Adobe Sign Create agreement and send for signature
4. Action Adobe Sign Send me a mobile notification
  1. Step 1 - Trigger: When a file is created in Box

    A specific folder ID must be configured in the Trigger by the user. This folder is monitored for any new files.

    Upon detection of a new file, the trigger starts the workflow.

    Field Name Default Value Value Comments Visibility
    Folder No To be specified by the user The folder that the trigger is monitoring Basic
  2. Step 2 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    File Name Yes Auto-filled by the output response from the "When a file is created" trigger The name of the document to be uploaded Basic
    File Content Yes Auto-filled by the output response from the "When a file is created" trigger The File stream of the document to be uploaded Basic
  3. Step 3 - Action: Create an agreement from an uploaded document and send for signature

    Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type.

    The following output values from the previous action are auto-populated :

    • Document Id - The unique ID received by uploading the document
    • File Name - The name of file that was created; to be used as name of the agreement
    Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Agreement Name Yes Auto-filled by the output response from the "When an asset is added" trigger This value is auto-filled in the template Basic
    Document Id Yes Auto-filled by the output response from the "Upload a document and get a document ID" action This value is auto-filled in the template Basic
    Signature Type Yes E-Signature Specifies the Signature Type Basic
    Recipient Email No To be specified by the user The recipient email to which the agreement is being sent for signature Basic
    Recipient Signing Order Yes
    1 Start from 1 Basic
    Recipient Role Yes SIGNER The role of the recipient Basic
    Message Yes

    Please review and complete this document

    An optional message to the recipients requesting their action

    Advanced
  4. Step 4 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successful creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Text Yes

    Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign.

    The <FILE_NAME> value is auto-filled in the template Basic

Description of the workflow

Creating a new file in a designated Dropbox folder triggers the workflow.

The new file is uploaded to AdobeSign and a document ID is created.

The file, as identified by the document ID, is used as the base for a new agreement, and that agreement is sent for signature.

After the successful creation of the agreement, a notification is sent to the user on the Microsoft Power Automate mobile application.

Prerequisites

Users need to establish a connection with Adobe Sign and Dropbox

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name
1. Trigger DropBox When a file is created
2. Action Adobe Sign Upload a document and get a document ID
3. Action Adobe Sign Create agreement and send for signature
4. Action Adobe Sign Send me a mobile notification
  1. Step 1 - Trigger: When a file is created in Dropbox

    A specific folder must be configured in the trigger by the user. This folder is monitored for any new files.

    Upon detection of a new file, the trigger starts the workflow.

    Field Name Default Value Value Comments Visibility
    Folder No To be specified by the user The folder that the trigger is monitoring Basic
  2. Step 2 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    File Name Yes Auto-filled by the output response from the "When a file is created" trigger The name of the document to be uploaded Basic
    File Content Yes Auto-filled by the output response from the "When a file is created" trigger The File stream of the document to be uploaded Basic
  3. Step 3 - Action: Create an agreement from an uploaded document and send for signature

    Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type.

    The following output values from the previous action are auto-populated :

    • Document Id 
    Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Agreement Name Yes Auto-filled by the output response from the "When an asset is added" trigger This value is auto-filled in the template Basic
    Document Id Yes Auto-filled by the output response from the "Upload a document and get a document ID" action This value is auto-filled in the template Basic
    Signature Type Yes E-Signature Specifies the Signature Type Basic
    Recipient Email No To be specified by the user The recipient email to which the agreement is being sent for signature Basic
    Recipient Signing Order Yes
    1 Start from 1 Basic
    Recipient Role Yes SIGNER The role of the recipient Basic
    Message Yes

    Please review and complete this document

    An optional message to the recipients requesting their action

    Advanced
  4. Step 4 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Text Yes

    Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign.

    The <FILE_NAME> value is auto-filled in the template Basic

Description of the workflow

Creating a new file in a designated OneDrive folder triggers the workflow.

The new file is uploaded to AdobeSign and a document ID is created.

The file, as identified by document ID, is used as the base for a new agreement, and that agreement is sent for signature.

After the successful creation of the agreement, a notification is sent to the user on the Microsoft Power Automate mobile application.

Prerequisites

Users need to establish a connection with Adobe Sign and OneDrive

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name
1. Trigger OneDrive When a file is created
2. Action Adobe Sign Upload a document and get a document ID
3. Action Adobe Sign Create agreement and send for signature
4. Action Adobe Sign Send me a mobile notification
  1. Step 1 - Trigger: When a file is created in OneDrive

    A specific folder must be configured in the trigger by the user. This folder is monitored for any new files.

    Upon detection of a new file, the trigger starts the workflow.

    Field Name Default Value Value Comments Visibility
    Folder No To be specified by the user The folder that the trigger is monitoring Basic
  2. Step 2 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    File Name Yes Auto-filled by the output response from the "When a file is created" trigger The name of the document to be uploaded Basic
    File Content Yes Auto-filled by the output response from the "When a file is created" trigger The File stream of the document to be uploaded Basic
  3. Step 3 - Action: Create an agreement from an uploaded document and send for signature

    Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type.

    The following output values from the previous action are auto-populated :

    • Document Id 
    • File Name - The name of file that was created; to be used as name of the agreement
    Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Agreement Name Yes Auto-filled by the output response from the "When an asset is added" trigger This value is auto-filled in the template Basic
    Document Id Yes Auto-filled by the output response from the "Upload a document and get a document ID" action This value is auto-filled in the template Basic
    Signature Type Yes E-Signature Specifies the Signature Type Basic
    Recipient Email No To be specified by the user The recipient email to which the agreement is being sent for signature Basic
    Recipient Signing Order Yes
    1 Start from 1 Basic
    Recipient Role Yes SIGNER The role of the recipient Basic
    Message Yes

    Please review and complete this document

    An optional message to the recipients requesting their action

    Basic
  4. Step 4 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Text Yes

    Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign.

    The <FILE_NAME> value is auto-filled in the template Basic

Description of the workflow

Creating a new file in a designated OneDrive for Business folder triggers the workflow.

The new file is uploaded to AdobeSign and a document ID is created.

The file, as identified by the document ID, is used as the base for a new agreement, and that agreement is sent for signature.

After the successful creation of the agreement, a notification is sent to the user on the Microsoft Power Automate mobile application.

Prerequisites

Users need to establish a connection with Adobe Sign and OneDrive for Business

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step

Type

Connector

Operation Name

1.

Trigger

OneDrive for Business

When a file is created in OneDrive for Business

2.

Action

Adobe Sign

Upload a document and get a document ID

3.

Action

Adobe Sign

Create an agreement from an uploaded document and send for signature

4.

Action

Notification

Send me a mobile notification

  1. Step 1 - Trigger: When a file is created in OneDrive for Business

    A specific folder must be configured in the trigger by the user. This folder is monitored for any new files.

    Upon detection of a new file, the trigger starts the workflow.

    Field Name

    Need Default Value(Yes/No)

    Value

    Comments

    Visibility

    Folder

    No

    To be specified by the user while creating the workflow

    The folder on which the event is to be triggered

    Basic
  2. Step 2 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    File Name

    Yes

    Will come auto-filled by the output response of "When a file is created" trigger of OneDrive for Business.

    The name of the document to be uploaded

    Basic

    File Content

    Yes

    Will come auto-filled by the output response of "When a file is created" trigger of OneDrive for Business.

    The File stream of the document to be uploaded

    Basic
  3. Step 3 - Action: Create an agreement from an uploaded document and send for signature

    Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type.

    The following output values from the previous action are auto-populated :

    • Document Id 
    • File Name - The name of file that was created; to be used as name of the agreement
    Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Agreement Name

    Yes

    Will come auto-filled by the output response of "When a file is created" trigger of OneDrive for Business. (File Name)

    The Name of the agreement.

    Basic

    Document ID

    Yes

    Will come auto-filled by the output response of "Upload a transient document and get a document ID".(Document ID)

    This value will be auto-filled in the template

    Basic

    Signature Type

    Yes

    E-Signature

    The type of signature you would like to request - E-signature or Written

    Basic

    Recipient Email

    No

    To be specified by the user while creating the workflow

    Email of the recipient

    Basic

    Recipient Signing Order

    Yes

    1

    It should start from 1

    Basic

    Recipient Role

    Yes

    Signer

    The role of the recipient

    Basic

    Message

    Yes

    Please review and complete this document.

    An optional message to the recipients requesting their action



    Basic
  4. Step 4 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments

    Text

    Yes

    Your agreement <FILE_NAME> has been successfully sent for approval using Adobe Sign.

    **Note : The <File_Name> Will come auto-filled by the output response of "When a file is created" trigger of OneDrive for Business.

    The value will be auto-filled in the template

Description of the workflow

Creating a new file in a designated OneDrive for Business folder triggers the workflow.

The new file is uploaded to AdobeSign and a document ID is created.

The file, as identified by the document ID, is used as the base for a new agreement, and that agreement is sent for signature.

After the successful creation of the agreement, a notification is sent to the user on the Microsoft Power Automate mobile application.

Prerequisites

Users need to establish a connection with Adobe Sign and OneDrive for Business

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name
1. Trigger OneDrive for Business When a file is created
2. Action Adobe Sign Upload a document and get a document ID
3. Action Adobe Sign Create agreement and send for signature
4. Action Adobe Sign Send me a mobile notification
  1. Step 1 - Trigger: When a file is created in OneDrive for Business

    A specific folder must be configured in the trigger by the user. This folder is monitored for any new files.

    Upon detection of a new file, the trigger starts the workflow.

    Field Name Default Value Value Comments Visibility
    Folder No To be specified by the user The folder that the trigger is monitoring Basic
  2. Step 2 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    File Name Yes Auto-filled by the output response from the "When a file is created" trigger The name of the document to be uploaded Basic
    File Content Yes Auto-filled by the output response from the "When a file is created" trigger The File stream of the document to be uploaded Basic
  3. Step 3 - Action: Create an agreement from an uploaded document and send for signature

    Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type.

    The following output values from the previous action are auto-populated :

    • Document Id 
    • File Name - The name of file that was created; to be used as name of the agreement
    Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Agreement Name Yes Auto-filled by the output response from the "When an asset is added" trigger This value is auto-filled in the template Basic
    Document Id Yes Auto-filled by the output response from the "Upload a document and get a document ID" action This value is auto-filled in the template Basic
    Signature Type Yes E-Signature Specifies the Signature Type Basic
    Recipient Email No To be specified by the user The recipient email to which the agreement is being sent for signature Basic
    Recipient Signing Order Yes
    1 Start from 1 Basic
    Recipient Role Yes APPROVER
    The role of the recipient Basic
    Message Yes

    Please review and complete this document

    An optional message to the recipients requesting their action

    Advanced
  4. Step 4 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Text Yes

    Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign.

    The <FILE_NAME> value is auto-filled in the template Basic

Description of the workflow

Creating a new file in a designated SharePoint folder triggers the workflow.

The new file is uploaded to AdobeSign and a document ID is created.

The file, as identified by the document ID, is used as the base for a new agreement, and that agreement is sent for signature.

After the successful creation of the agreement, a notification is sent to the user on the Microsoft Power Automate mobile application.

Prerequisites

Users need to establish a connection with Adobe Sign and SharePoint

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name
1. Trigger SharePoint When a file is created
2. Action Adobe Sign Upload a document and get a document ID
3. Action Adobe Sign Create agreement and send for signature
4. Action Adobe Sign Send me a mobile notification
  1. Step 1 - Trigger: When a file is created in SharePoint

    A specific folder must be configured in the trigger by the user. This folder is monitored for any new files.

    Upon detection of a new file, the trigger starts the workflow.

    Field Name Default Value Value Comments Visibility
    Site Address No To be specified by the user Site Address of the User's account in Share Point Basic
    Folder Id No To be specified by the user The folder that the trigger is monitoring
    Basic
  2. Step 2 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    File Name Yes Auto-filled by the output response from the "When a file is created" trigger The name of the document to be uploaded Basic
    File Content Yes Auto-filled by the output response from the "When a file is created" trigger The File stream of the document to be uploaded Basic
  3. Step 3 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document
    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Agreement Name Yes Auto-filled by the output response from the "When an asset is added" trigger This value is auto-filled in the template Basic
    Document Id Yes Auto-filled by the output response from the "Upload a document and get a document ID" action This value is auto-filled in the template Basic
    Signature Type Yes E-Signature Specifies the Signature Type Basic
    Recipient Email No To be specified by the user The recipient email to which the agreement is being sent for signature Basic
    Recipient Signing Order Yes
    1 Start from 1 Basic
    Recipient Role Yes SIGNER The role of the recipient Basic
    Message Yes

    Please review and complete this document

    An optional message to the recipients requesting their action

    Advanced
  4. Step 4 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility
    Text Yes Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign. The <FILE_NAME> value is auto-filled in the template Basic

Description of the workflow

When a new item is added to a SharePoint list, an agreement is created and sent, using a Library Template.

Prerequisites

Users need to establish a connection with Adobe Sign and SharePoint.

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name
1. Trigger SharePoint When a new item is created
2. Action Adobe Sign Create an agreement from a library template and send for signature
  1. Step 1 - Trigger: When a new item is created

    Whenever a new item is created under a user specified list in a particular site, then this workflow is triggered.

    When the template is created, you need to specify the Site Address and the List Name upon which this trigger will act.

    All the site addresses and the corresponding List Names that are available in the your SharePoint account will be listed for you to choose from. 

    Field Name Default Value Value Comments
    Site Address No To be specified by the user Site Address of the user's account in Share Point
    List Name No To be specified by the user The folder on the event is to be triggered
    Nota:

    This template makes the assumption that there exist a Library Template with form fields in user's Adobe Sign library whose values are intended to be filled with the output values of the "When a new item is created" trigger.

  2. Step 2 - Action: Create an agreement from a library template and send for signature

    Creates a document ID from the identified library template.

    Automatically populates fields on the library template with values pulled from the SharePoint list.

    Sends the document for signature to the identified recipient.

    Action: Create an agreement from a library template and send for signature

     

    Required fields for this action:

    Field Name

    Default Value

    Value

    Comments

    Agreement Name No To be specified by the user The Name of the agreement
    Document Library Template No To be specified by the user The Library template which will be used to create agreements
    Signature Type Yes E-Signature

    The type of signature you would like to request - E-signature or Written

    Recipient Email No To be specified by the user

    Email of the recipient

    Recipient Signing Order Yes 1 It should start from 1
    Recipient Role Yes SIGNER The role of the recipient
    Message Yes

    Please review and complete this document

    An optional message to the recipients requesting their action

Description of the workflow

Use data from the selected item in your SharePoint list, to send an agreement for signatures using Adobe Sign.

To run this workflowflow, select an item and choose this workflowflow from the Power Automate menu.

Prerequisites

Users need to establish a connection with Adobe Sign and SharePoint

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name

1.

Trigger

SharePoint

For a selected item

2.

Action

SharePoint

Get item

3.

Action

Adobe Sign

Create an agreement from a library template and send for signature

  1. Step 1 - Trigger: When a list item is created in SharePoint

    A specific list must be configured in the trigger by the user. This list is monitored for any new items.

    Upon detection of a new item, the trigger starts the flow.

    Field Name

    Default Value

    Value

    Comments

    Site Address

    No

    To be specified by the user

    Site Address of the User's account in Share Point . But will come auto filled when created from within sharepoint

    List Name

    No

    To be specified by the user

    The list which is selected. But will come auto filled when created from within sharepoint

  2. Step 2 - Action: Get item

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Site Address

    No

    To be specified by the user

    Site Address of the User's account in Share Point. But will come auto filled when created from within sharepoint

    Basic

    List Name

    No

    To be specified by the user

    The list which is selected. But will come auto filled when created from within sharepoint

    Basic

    Id

    Yes

    The value will be auto-filled using the output of “For a selected item” trigger of sharepoint

    The ID of the row in the List.

    Basic
  3. Step 3 - Action: Create an agreement from a library template and send for signature

    Action: Create an agreement from a library template and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Agreement Name

    No

    To be specified by the user

    The Name of the agreement

    Basic

    Document Library Template

    No

    To be specified by the user

    The Library template which will be used to create agreements

    Basic

    Signature Type

    Yes

    E-Signature

    The type of signature you would like to request - E-signature or Written

    Basic

    Recipient Email

    No

    To be specified by the user

    Email of the recipient

    Basic

    Recipient Signing Order

    Yes

    1

    It should start from 1

    Basic

    Recipient Role

    Yes

    SIGNER

    The role of the recipient

    Basic

    Message

    Yes

    Please review and complete this document.

    An optional message to the recipients requesting their action

    Basic

Description of the workflow

Get signatures on a selected file in SharePoint document library using Adobe Sign. To run this workflow, select an item and choose this workflow from the Power Automate menu.

Prerequisites

Users need to establish a connection with Adobe Sign and SharePoint

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name

1.

Trigger

SharePoint

For a selected item

2.

Action

SharePoint

Get item

3.

Action

SharePoint

Get file content

4.

Action

Adobe Sign

Upload a document and get a document ID

5.

Action

Adobe Sign

Create an agreement from an uploaded document and send for signature

6.

Action

Notification

Send me a mobile notification

  1. Step 1 - Trigger: For a selected file

     

    Field Name

    Default Value

    Value

    Comments

    Site Address

    No

    To be specified by the user

    Site Address of the User's account in Share Point . But will come auto filled when created from within sharepoint

    List Name

    No

    To be specified by the user

    The list which is selected. But will come auto filled when created from within sharepoint

  2. Step 2 - Action: Get item

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Site Address

    No

    To be specified by the user

    Site Address of the User's account in Share Point. But will come auto filled when created from within sharepoint

    Basic

    List Name

    No

    To be specified by the user

    The Library Name which is selected. Will come auto filled when created from within sharepoint referring to that particular sharepoint library.

    Basic

    Id

    Yes

    The value will be auto-filled using the output of “For a selected item” trigger of sharepoint

    The ID of the row in the List.

    Basic
  3. Step 3 - Action: Get file content

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Site Address

    No

    To be specified by the user

    Site Address of the User's account in Share Point. But will come auto filled when created from within sharepoint

    Basic

    File Identifier

    Yes

    The value will be auto-filled using the output of “Get Item” trigger of sharepoint

    The unique Identifier of the file.

    Basic
  4. Step 4 - Action: Upload a document and get a document ID

    Creates a document ID from the uploaded file.

    Automatically populated values pulled from the previous action:

    • File Name : The name of the document that has been uploaded
    • File Content : The file stream of the uploaded document

     

    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    File Name

    Yes

    Will come auto-filled by the output response of “Get Item” action

    The name of the document to be uploaded

    Basic

    File Content

    Yes

    Will come auto-filled by the output response of “Get Item” action

    The File stream of the document to be uploaded

    Basic
  5. Step 5 - Action: Create an agreement from an uploaded document and send for signature

    Using the document ID as the file, an agreement is configured to include a list of recipients, a signing order, and a signature type.

    The following output values from the previous action are auto-populated :

    • Document Id 
    • Agreement Name - The name of the file that was created; to be used as name of the agreement

     

    Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Agreement Name

    Yes

    Will come auto-filled by the output response of “Get Item” action of sharepoint.

    The Name of the agreement.

    Basic

    Document ID

    Yes

    Will come auto-filled by the output response of "Upload a transient document and get a document ID".(Document ID)

    This value will be auto-filled in the template

    Basic

    Signature Type

    Yes

    E-Signature

    The type of signature you would like to request - E-signature or Written

    Basic

    Recipient Email

    No

    To be specified by the user while creating the workflow

    Email of the recipient

    Basic

    Recipient Signing Order

    Yes

    1

    It should start from 1

    Basic

    Recipient Role

    Yes

    Signer

    The role of the recipient

    Basic

    Message

    Yes

    Please review and complete this document.

    An optional message to the recipients requesting their action



    Basic
  6. Step 6 - Action: Send me a mobile notification

    After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Text

    Yes

    Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign.

    **Note : The <File_Name> Will come auto-filled by the output response of “Get item” of sharepoint.

    The value will be auto-filled in the template

    Basic

Description of the workflow

Use this workflowto request signature for a selected item using Adobe Sign. Upload the document and use the data of the selected item to send an agreement. 

To run this workflow, select an item and choose this workflowfrom the Power Automate menu.

Prerequisites

Users need to establish a connection with Adobe Sign and SharePoint

A connection for each service can be establish by successfully logging in to that service in the workflow.

Elements of the workflow

Building blocks of the workflow

Step Type Connector Operation Name

1.

Trigger

SharePoint

For a selected item

2.

Action

SharePoint

Get item

3.

Action

Adobe Sign

Upload a document and get a document ID

4.

Action

Adobe Sign

Create an agreement from an uploaded document and send for signature

5.

Action

Notification

Send me a mobile notification

  1. Step 1 - Trigger: For a selected item

    Field Name

    Default Value

    Value

    Comments

    Site Address

    No

    To be specified by the user

    Site Address of the User's account in Share Point . But will come auto filled when created from within sharepoint

    List Name

    No

    To be specified by the user

    The list which is selected. But will come auto filled when created from within sharepoint

    File Content

    NA Description: Please select a document

    -NA-

    Input parameter of Type FILE

    File Name

    NA Description:

    Please enter the file name with extension

    -NA-

    Input parameter of Type TEXT

  2. Step 2 - Action: Get item

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Site Address

    No

    To be specified by the user

    Site Address of the User's account in Share Point. But will come auto filled when created from within sharepoint

    Basic

    List Name

    No

    To be specified by the user

    The list which is selected. But will come auto filled when created from within sharepoint

    Basic

    Id

    Yes

    The value will be auto-filled using the output of “For a selected item” trigger of sharepoint

    The ID of the row in the List.

    Basic
  3. Step 3 - Action: Upload a document and get a document ID

    Action: Upload a document and get a document ID

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    File Name

    Yes

    Will come auto-filled by the output response of "For a selected Item" trigger of Sharepoint. The name of the document to be uploaded Basic

    File Content

    Yes

    Will come auto-filled by the output response of "For a selected Item " trigger of Sharepoint. The File stream of the document to be uploaded Basic
  4. Step 4 - Action: Create an agreement from an uploaded document and send for signature

    Action: Create an agreement from an uploaded document and send for signature

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Agreement Name

    Yes

    Will come auto-filled by the output response of "For a selected Item " trigger of Sharepoint. (File Name)

    Kindly note Not of “Get Item”

    The Name of the agreement.

    Basic

    Document ID

    Yes

    Will come auto-filled by the output response of "Upload a transient document and get a document ID".(Document ID)

    This value will be auto-filled in the template

    Basic

    Signature Type

    Yes

    E-Signature

    The type of signature you would like to request - E-signature or Written

    Basic

    Recipient Email

    No

    To be specified by the user while creating flow

    Email of the recipient

    Basic

    Recipient Signing Order

    Yes

    1

    It should start from 1

    Basic

    Recipient Role

    Yes

    Signer

    The role of the recipient

    Basic

    Message

    Yes

    Please review and complete this document.

    An optional message to the recipients requesting their action Basic
  5. Step 5 - Action:  Send me a mobile notification

    After the agreement is configured and sent, notification about the successfully creation of the agreement is sent to the user

    The following output values from the previous action are auto-populated :

    • File Name

     

    Required fields for this action:

    Field Name Default Value Value Comments Visibility

    Text

    Yes

    Your agreement <FILE_NAME> has been successfully sent for signature using Adobe Sign.

    **Note : The <File_Name> Will come auto-filled by the output response of “For a selected item” of sharepoint.

    The value will be auto-filled in the template

    Basic
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