The Adobe Sign Adobe OneDrive file upload feature is available to Business and Enterprise levels of service. Both Sender and Signer options allow the Adobe Sign admin to enable/disable the option at the account or group level.

Feature description

OneDrive is a cloud-based file sharing solution provided by Microsoft, making it an excellent source for the personal or shared document files used in Adobe Sign agreements.

Adobe Sign permits attaching to OneDrive at two points:

  • When attaching a document during the Sending process
  • When allowing Signers to upload their images during the Signing process


How it's used

Once the OneDrive integration is enabled in the account, the feature options will be inserted into the user's interface automatically. Individual users in an account do not need to do anything to gain access.

In terms of use, there are two places the integration is exposed:

  • During the agreement creation process on the Send page
  • During the Signing process when a signer is uploading an image file


OneDrive in the Send experience

When sending an agreement, users will see the OneDrive option in the File selection menu:

add_files

 

First time users will be challenged to authenticate to Microsoft before they can access the OneDrive files:

  • Authenticate to your OneDrive account
  • Click Yes when asked to let this app access your info
microsoft_login
microsoft_oauth

Märkus.

After authenticating and accepting the access request the first time, you will not be challenged to authenticate again.

 

After the authentication process, your OneDrive file structure will be presented, and you can attach one or more files.

onedrive_upload_fileselection

 

All selected files are automatically uploaded to the Adobe Sign agreement.

uploaded_file


OneDrive in the Signing experience

When a Signer has to upload an image file, they will have the option to upload from OneDrive.

Upon clicking the Image field, the signer is presented with the enabled options from which they can pull the source file:

signer_image_fieldandselection

 

The signer must authenticate to their Microsoft account and authorize access to the file content.

signer_authentication
microsoft_oauth_-signer

 

Once authenticated, the file structure is exposed and the signer can select any one image file.

signer_file_selection

 

The image is imported to the form:

signers_uploadedimage


Configuration options

The option to use OneDrive is either enabled, or disabled. There aren't configuration options in Adobe Sign beyond access to the OneDrive service.


How to enable or disable

For Individual and Team customers, the OneDrive option is enabled by default for both Senders and Signers.

For Business and Enterprise customers, the OneDrive feature can be enabled at the Account level by the Adobe Sign Account Admin.

Group level settings are permitted, and will over-ride the Account level values. 

 

The controls to enable/disable the service can be found by navigating: Account > Account Settings > Send Settings

 

The Sender settings are near the top of the page in the Attaching Documents section:

ui_-_sender_attachdocuments

 

The Signer upload options are at the bottom of the page in the Upload Options on Esign Page section:

ui_-_recipient_attachdocuments


Things to keep in mind...

OneDrive is a separate service from Adobe Sign, provided and supported by Microsoft.

Licensing for Adobe Sign does not include licensing for OneDrive.

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