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Adobe Acrobat Sign for Microsoft Power Apps and Power Automate: User Guide

  1. Adobe Acrobat Sign Integrations
  2. What's New
  3. Product Versions and Lifecycle
  4. Acrobat Sign for Salesforce
    1. Install the package
    2. Configure the package
    3. User Guide
    4. Developer Guide
    5. Advanced Customization Guide
    6. Field Mapping and Templates Guide
    7. Mobile App User Guide
    8. Flows Automation Guide
    9. Document Builder Guide
    10. Configure Large Documents
    11. Upgrade Guide
    12. Release Notes
    13. FAQs
    14. Troubleshooting Guide
    15. Additional Articles
  5. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
      1. Installation Guide
    2. Acrobat Sign for Outlook
      1. User Guide
    3. Acrobat Sign for Word/PowerPoint
      1. User Guide
    4. Acrobat Sign for Teams
      1. User Guide
      2. Live Sign Guide
      3. Mobile User Guide
      4. Release Notes
      5. Microsoft Teams Approvals
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
      1. User Guide
      2. Release Notes
    6. Acrobat Sign Connector for Microsoft Search
      1. User Guide
      2. Release Notes
    7. Acrobat Sign for Microsoft Dynamics 
      1. Overview
      2. Dynamics Online: Installation Guide 
      3. Dynamics Online: User Guide 
      4. Dynamics On-Prem: Installation Guide 
      5. Dynamics On-Prem: User Guide
      6. Dynamics Workflow Guide
      7. Dynamics 365 for Talent
      8. Upgrade Guide
      9. Release Notes
    8. Acrobat Sign for Microsoft SharePoint 
      1. Overview
      2. SharePoint On-Prem: Installation Guide
      3. SharePoint On-Prem: Template Mapping Guide
      4. SharePoint On-Prem: User Guide
      5. SharePoint On-Prem: Release Notes
      6. SharePoint Online: Installation Guide
      7. SharePoint Online: Template Mapping Guide
      8. SharePoint Online: User Guide
      9. SharePoint Online: Web Form Mapping Guide
      10. SharePoint Online: Release Notes
  6. Acrobat Sign for ServiceNow
    1. Overview
    2. Installation Guide
    3. User Guide
    4. Release Notes
  7. Acrobat Sign for HR ServiceNow
    1. Installation Guide
  8. Acrobat Sign for SAP SuccessFactors
    1. Cockpit Installation Guide (Deprecated)
    2. Recruiting Installation Guide (Deprecated)
    3. Recruiting User Guide
    4. Cloud Foundry Installation Guide
    5. Release Notes
  9. Acrobat Sign for Workday
    1. Installation Guide
    2. Quick Start Guide
    3. Configuration Tutorial
  10. Acrobat Sign for NetSuite
    1. Installation Guide
    2. Release Notes
  11. Acrobat Sign for SugarCRM
  12. Acrobat Sign for VeevaVault
    1. Installation Guide
    2. User Guide
    3. Upgrade Guide
    4. Release Notes
  13. Acrobat Sign for Coupa BSM Suite
    1. Installation Guide
  14. Acrobat Sign Developer Documentation
    1. Overview
    2. Webhooks
    3. Text Tags

Overview

Adobe Acrobat Sign can be integrated with Microsoft® Power Automate and the PowerApps environment to provide you with a smooth digital signature experience. You can use Adobe Acrobat Sign for Microsoft® Power Apps and Power Automate to: 

  • Prepare and review agreements before sending for signature.
  • Start a signature process from a service trigger.
  • Get the status of the signing process.
  • Send and receive notifications.
  • Move documents from the sign service to other repositories. 
  • Archive the documents after the agreements are signed.
  • Get data from an approval workflow.

About Microsoft® Power Automate: It connects different apps and services into coordinated multi-step workflows to automate repetitive tasks without the need for complex API coding. Power Automate workflows are based on the following three main concepts: 

  • Connectors: All services can expose their API through a connector to the service. 
  • Triggers: Connectors may have triggers that start workflows. 
  • Actions: 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.

About Microsoft® Power Apps: It’s a suite of apps, services, connectors, and data platforms that provide a rapid application development environment to build custom apps for your business needs. You can connect the custom apps to your business data stored either in the underlying data platform (Common data Service) or in online and on-premises data sources (SharePoint, Excel, Office 365, Dynamics 365, SQL Server, and so on).

Apps built using Power Apps provide rich business logic and workflow capabilities that can automate and digitize your manual business processes. These apps also have a responsive design and can seamlessly run on any browser or device. PowerApps enables you to build feature-rich and customized business apps without writing code.

Support for Microsoft® Government community Cloud (GCC)

Most features of Adobe Acrobat Sign are compatible with the GCC environment, with only a few GCC limitations that are enforced by Microsoft®.

Due to the GCC limitations, all the Acrobat Sign templates that are available on the Acrobat Sign commercial connector to the public aren’t available under GCC rules. See the list of templates available on commercial connector for the public vs GCC domain.

Megjegyzés:

Adobe Acrobat Sign Government connector is available in Microsoft GCC regions only. It has the same set of functionalities as the Adobe Acrobat Sign commercial connector; however, the Government connector supports only user-level connections.

GCC High and DoD environments are not supported.

Support for Adobe Acrobat Sign Sandbox

The 'Adobe Acrobat Sign Sandbox' connector is designed for use in the Adobe Acrobat Sign Sandbox environment.

This Sandbox is a customized enterprise-tier account that operates separately from the main production environment. It's the perfect place for administrators to test setting configurations, API calls, library templates, and upcoming features before they go live. 

Learn more about Adobe Acrobat Sign Sandbox.

Prerequisites

To enable and use Adobe Acrobat Sign for Microsoft® Power Automate and Adobe Acrobat Sign for Microsoft® PowerApps, you must: 

Supported platforms:

  • Office 365 – using the current version of Chrome, Firefox, Safari, or Edge.

Supported 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, you must add that URL.

Connect Acrobat Sign with Microsoft® Power Automate

  1. Log into your Microsoft 365 account and then from the top-left corner, select App launcher icon.

    Select Power Automate or Power Apps from app launcher

  2. From the list of apps, select Power Automate

    It redirects you to the Power Automate home page.

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

  3. From the left panel, select Connectors. Then search for Adobe Acrobat Sign in the search field.

    Acrobat Sign Commercial connector for Microsoft Power Automate

  4. To connect to the Commercial Cloud:

    1. Select Adobe Acrobat Sign.
    2. From the dialog that appears, select Create.
    3. In the connect as dialog, select the user level that you want to connect as:
      • Adobe Acrobat Sign user - All users can create this connection type.
      • Adobe Acrobat Sign group admin - Adobe Acrobat Sign group and account administrators can create this connection type. 
      • Adobe Acrobat Sign account admin - Only Adobe Acrobat Sign account administrators can create this connection type.
        Note: You can see all three user levels, but an error is generated if you attempt to make a connection above your authority level.
    4. In the Acrobat Sign sign-in dialog, sign in using your account credentials.
    Select user level to connect Acrobat Sign to PowerApps

  5. To connect to Government Cloud:

    1. Select Adobe Acrobat Sign Government.
    2. From the dialog that appears, select Create.
    3. In the connect as dialog, sign in using your credentials.

    Note: For the Acrobat Sign Government connector, you can only create User-level connections.

    Acrobat Sign Government connector for Microsoft Power Automate

    Sign in to Acrobat Sign for government connector

Connect Acrobat Sign with Microsoft® Power Apps

  1. Go to the Microsoft Power App Home page and then from the left panel, select Data > Connections > + New connection.

    Note: You must have an appropriate PowerApps license. If you do have the license, contact your Microsoft 365 administrator for help.

  2. In the Search field, type Adobe Acrobat Sign, and then from the search results, select the Adobe Acrobat Sign connector.

    Connect Acrobat Sign to Microsoft Power Apps

  3. From the dialog that appears:

    1. Select Create.
    2. In the connect as dialog, select one of the following user levels that you want to connect as:
      • Acrobat Sign user
      • Acrobat Sign group admin
      • Acrobat Sign account admin 
        Note: You can see all three user levels, but an error is generated if you attempt to make a connection above your authority level.
    3. In the Acrobat Sign sign-in dialog, sign in using your account credentials.

    Once the connection is created, Adobe Acrobat Sign appears in the list of connections.

    Acrobat Sign connected to Power Apps

Add Acrobat Sign to application workflows

You can use Microsoft® Power Apps to create any one of these types of apps: Canvas apps, model-driven apps, or Portal apps. See how to create apps in Microsoft® Power Apps.

While creating the app, you can add a workflow or task with Adobe Acrobat Sign using the native integration of Power Automate inside PowerApps. To do so:

  1. In the app design interface, select an object in the app.

    Connect Acrobat Sign to Power Apps flows

  2. Select Action.

  3. To configure the workflow, select Flow.

    Note: When applications are added to a flow by adding a template or in a blank flow, you must create an authenticated connection to that application.

    flow

  4. To add an Acrobat Sign Commercial connector task:

    1. Search for Acrobat Sign connector.
    2. Select a trigger or action. 
    3. Select   and then select an existing connection or select +Add new connection.
    4. In the dialog that appears, select a user level that you want to connect as and then enter your user credentials.
    Add Acrobat Sign triggers

    connect-sign-to-flow-trigger

    Once the connection is created, Acrobat Sign admins can execute the flow for other users within the scope of their authority as follows:

    • Group admins can execute flows on behalf of any user that has defined their primary group as a group under the admin's authority.
    • Account-level admins can run flows on behalf of any user in the account.
  5. To add an Acrobat Sign Government connector task:

    1. Select Acrobat Sign Government connector.
    2. Select a trigger or action.
    3. Select   and then select an existing connection or select + Add new connection.
    4. In the dialog that appears, sign in using your user credentials.
    Select triggers or actions for Acrobat Sign Government connector.

Enable sending on behalf of other users

To be able to send on behalf of other users:

  • Your account must be connected to the Acrobat Sign commercial connector since the 'Sending on behalf of other users' feature is currently not supported on the Acrobat Sign Government connector.
  • You must connect to the Acrobat Sign commercial connector as Acrobat Sign Account Admin or Acrobat Sign Group Admin. You cannot enable sending on behalf of other users when connected to the Acrobat Sign connector as an Acrobat Sign user.

To enable sending on behalf of another user:

  1. When adding a new step to a Flow, search for Adobe Acrobat Sign.
  2. Select an Action, such as 'Create an agreement from a document URL and send for signature'.
  3. Enter the details as required and then select Show advanced options.
  4. Select In the name of field and then enter a value. You can either add a dynamic value (User email) or a literal string in this format: email:adobeuser@domain.com
  5. Select Save.
In the name of field

Enable users in multiple groups

Adobe Acrobat Sign connector supports User in Multiple Groups functionality. This feature allows users to select the relevant group context under which an Action/Trigger will be executed.

To use this feature you must:

  • Ensure that the User in Multiple Groups option is enabled in your Adobe Acrobat Sign account.
  • Establish a new connnection since the functionality requires new access permissions.

Once you enable the 'Users in Multiple Groups' option and establish a new connection, the Actions are updated with a new advanced field called 'Group Name/ID.'

Refer to the example Action below to know how to take an action with users in multiple groups.

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

Create an agreement from a library template and send for signature.
Example Action for sending with users in multiple groups.

  1. Populate the "In the name of" field with the appropriate user's email address. This will determine on whose behalf the action will be executed.

    After filling in "In the name of" field, a list of groups to which the user belongs appears in the "Group Name/ID" drop-down.

    Create an agreements with users in mutliple groups.

  2. Select the relevant group from the drop-down.

    It applies the selected group's context to the execution of the Action or Trigger.

    Users in multiple groups.

  3. To execute actions on behalf of other users and access a list of groups they belong to, manually enter a custom value in the "In the name of" field.

New Trigger:

Once the agreement is sent and an event (such as agreement, mega sign, and web form) occurs for a selected group, a new trigger called 'When a group event occurs' gets activated. 

  • The "Group ID" field is optional. If not entered, it will automatically use the user's primary group.
  • The field provides a list of groups for easier selection.

Please note that the generic "When an event occurs" option can also specify a group resource, but the drop-down list will not be populated, similar to the agreements.

New trigger for users in multiple groups.
New trigger called 'When a group event occurs' for users in multiple groups.

New Action:

A new action called 'Get a list of all groups the user belongs to' is available. This action returns the list of groups to which the user belongs.

  • By default, the "User ID" field is set to "me," meaning the action will return the groups to which the signed-in Adobe Acrobat Sign user belongs.

Connection sharing restrictions

In Power Automate, Power Apps, and Logic apps, you can Share flows by:

The 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 case Flow owners want to allow the use of their connection credentials, the flow must be defined with a dynamic value for the In the name of field.

Figyelmeztetés:

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.

Adobe Acrobat Sign Triggers

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

Adobe Acrobat Sign triggers are predicated on changing values within the Adobe Acrobat Sign application. So you must establish a webhook to trap and pass meaningful changes.

Each trigger has the following important elements:

  • Name: It’s any identifiable string that the user wants to use.
  • Scope: It limits the number of agreements that are included in the webhook, and as a direct result, the number of times the workflow is triggered.
    • Only Acrobat Sign account admins can create a workflow with an account-level scope. Workflows at account level trigger every agreement created in the account, regardless of the user who originally created it. 
    • Acrobat Sign group admins can only create scopes for their group in Adobe Acrobat Sign. This type of workflow triggers every agreement created by users within the admin's group.
    • Flows created by non-admin users (at account or group level) don’t trigger.
  • By configuring your trigger, MS® Power Automate generates a unique HTTPS URL unique to that workflow and automatically registers that with Adobe Acrobat Sign.
Megjegyzés:

It's worth noting that Adobe Acrobat Sign actions don’t require an Adobe Acrobat Sign trigger to be used. 

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

Figyelmeztetés:

To prevent webhooks-related issues in Adobe Acrobat Sign Connector, ensure that you use an Adobe Acrobat Sign trigger as the first step when creating a flow with Acrobat Sign triggers. If the Acrobat Sign trigger is added only as a second or subsequent step and not as the first step, it will be treated as an Action. Consequently, the registered webhook for that trigger will not be deleted when the flow is deleted.

Acrobat Sign Trigger Description

When a new agreement is created

Triggers a workflow whenever an agreement is created in your account/group/user (depending upon the scope defined in the webhook). 
When a web form agreement event occurs Triggers a workflow whenever any of the selected agreement events occurs on the agreement that originated from the selected web form.

When an agreement is sent to a participant

Triggers 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

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

When the state of an agreement changes

Triggers 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). 

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

It triggers a workflow whenever an event occurs in a webform process. You can select the webform that you want to automate the process for and then select events, as required. 

Use Power Automate Sign connector to automate webform processes

Trigger an action to automate webform processes in PowerAutomate Acrobat Sign connector.

Automate webform processes using Acrobat Sign connector for PowerAutomate

Input Parameter Required? Description

Name

Yes Refers to the name of the trigger. 

Web Form Name/ID

Yes Select the desired name/ID from the drop-down list of available web forms. The options in the list are based on the selected web form page size. Please note that our system can display a maximum of 500 web forms.
Events Yes Refers to the array of agreement events that you select from the drop-down menu.

Conditional Parameters (as shown above)

Optional Refers to the conditional parameters 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

Megjegyzés:

The Signature requested event gets broadcasted for both the sender and the signer. This means:

Case 1: I receive notifications whenever I request a signature.

When a sender asks for signatures, he/she is notified on the webhook URL that is provided while creating the webhook.

Case 2: I receive notifications whenever I’m requested to sign a document.

When signatures are requested, the signers are notified on the webhook URL 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 isn’t equal to the user’s email who created the webhook.

For the Signer side, the participant email is equal to the 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 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, send in bulk, 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 Send in Bulk event occurs",
"When a bulk send is created",
"When a bulk send is shared", 
"When a bulk send 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?

Send in Bulk Conditional Params

1) Include Send in Bulk Info?

Widget Conditional Params

1) Include Widget Info?

2) Include Widget Participants Info?

3) Include Widget Document Info?

Optional Conditionals Params

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 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

Adobe Acrobat Sign 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 Acrobat 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 Acrobat Sign Actions

Action Summary description

Upload a document and get a document ID

Uploads a file stream to Adobe Acrobat 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 library template in Adobe Acrobat 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 library template in Adobe Acrobat Sign.
Create an agreement from a library template and send for signature Uses an Adobe Acrobat 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 Acrobat 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 document IDs associated with the agreement, including any uploaded during the signing.
Get a list of all web forms Returns a list of all web forms for the user.
Get a PDF of a signed agreement Returns the signed PDF from an agreement.
Get a PDF of an agreement audit trail
Uploads a file stream to Adobe Acrobat Sign and produces a document ID for subsequent actions.

Get a document from an agreement

Returns one specific document from an agreement.
Get form field data of agreement in CSV format Retrieves data entered into the interactive form fields of the agreement.
Get form field data of agreement in JSON format
Returns a file with form fields in JSON format. The file can be parsed to use the form field values in subsequent actions.
Retrieve the signing URL Retrieves the URL for the e-sign page for one or more current recipients of an agreement.

This action is designed to accept a file from the trigger, or previous action, to produce a unique document ID. The subsequent actions can use the generated ID 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:

  • You can include up to the maximum number of recipients that the connected Adobe Acrobat Sign account supports. You can set individual roles for each recipient.
  • Files can be attached, up to the maximum number of files allowed by the connected Adobe Acrobat 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 prepopulated 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

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 Acrobat 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 Acrobat 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 Acrobat 
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

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 Acrobat Sign account will support. You can set individual roles for each recipient.
  • One or more files can be attached, up to the maximum number of files allowed by the connected Adobe Acrobat 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 prepopulated 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

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 Acrobat 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 Acrobat Sign library. None
Template Type  The type of library template: DOCUMENT, FORM_FIELD_LAYER or both Document
Sharing Mode  Specifies who, within your Adobe Acrobat 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

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 Acrobat Sign library to a configured recipient.

Advanced options:

  • Can be configured to include up to the maximum number of recipients that the connected Adobe Acrobat Sign account will support. You can set individual roles for each recipient.
  • Files can be attached, up to the maximum number of files allowed by the connected Adobe Acrobat 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 prepopulated 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 Acrobat 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

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 Acrobat 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 a password is required to view the signed PDF
Signature Type Indicates the Signature workflow that was requested: E-signature or written
Status The 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 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 returns all the web forms for the user. If the logged in user is a group or account admin, then the action can also list the web forms of other users who belong to the group/account. To view the web forms of another user in the group, admins must open advanced options and then enter the email of the user in this format: email:{adobesignuser@domain.com}

The output of this action is an array (userWidgetList) of web forms.

Megjegyzés:

If a user does not have any web form, the action does not return the array (userWidgetList), even if it's empty, in the response body.

Each web form in the array contains the following parameters:

Output Parameters  Description
Web Form ID A unique ID that uniquely identifies the web form.
Name The name of the web form.
Status The web form status: Authoring, Active, Draft, Disabled.
Hidden True, if the agreement is hidden for the user.
Modified Date The date on which the web form was last modified. Format: yyyy-MM-dd'T'HH:mm:ssZ ( For example, 2023-05-25T19:46:19Z represents UTC time).
URL The hosted URL of the web form.
Javascript The embedded javascript code of the web form.

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

Other 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 fetches the PDF file stream of the agreement audit trail. Just ensure that the file is stored with a filename ending in .pdf extension.

Required Input Parameters  Description Default Value
Agreement ID The agreement ID of the agreement whose information is needed.
None
Audit trail action.
New Action called 'Get a PDF of an agreement audit trail.'

The output of this action for each downloaded file:

Output Parameters Description
Agreement Audit Trail Content
The file stream of the audit trail
Agreement Audit Trail Content Size
The content type of the response
Agreement Audit Trail 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 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
action-form-field-json

The output of this action is a file that contains form fields in the JSON file format. The file can then be parsed to use the form field values in subsequent actions.

A specific form field value can be used in subsequent Actions with the expression: body('<Action Tittle>')?['formDataList']?['<Form Field Name>']

JSON expressions

For example, for a form field called 'SingerFirstName' that has the Action saved as 'Get form field data of agreement in JSON format,' the expression is: body('Get_form_field_data_of_agreement_in_JSON_format')?['formDataList']?['SingerFirstName']

This action is designed to retrieve one or more signing URLs for the current recipients of an agreement.

Megjegyzés:

The 'Retrieve the signing URL' action may not be successful if it's performed immediately after sending the agreement. To address this issue, enclose it within a 'Do until' loop. This ensures that the action is successfully completed before proceeding to 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

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

Acrobat Sign templates

Adobe Acrobat Sign provides various pre-made templates for common document connectors, such as Creative Cloud and Microsoft® SharePoint.

To access the templates, on the Flow home page, select Templates and then type Adobe Acrobat Sign in the Search field.

Megjegyzés:

Currently, the Acrobat Sign templates are not supported on the Acrobat Sign Government connector. You must be connected to the commercial connector to be able to access the pre-made templates.

Adobe Creative Cloud Get signatures on a new asset in Creative Cloud Not available
Adobe Acrobat 
Sign

Get form data from a completed agreement of Adobe Acrobat 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 Acrobat Sign agreements Not available
Box

Save an Adobe Acrobat Sign completed agreement to Box

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

 

Get Adobe Acrobat Sign agreement notifications in a Slack channel
Available
MS® Dynamics

Start deal approvals with Adobe Acrobat Sign for Dynamics opportunities

Not available
MS® One Drive

 

Save an Adobe Acrobat Sign completed agreement to OneDrive
Available
 

 

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

 

Save an Adobe Acrobat 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® SharePoint Save an Adobe Acrobat Sign completed agreement to SharePoint library Available
 

 

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

 

Manage all your Adobe Acrobat Sign agreements in a SharePoint list
Available
 

 

Get signatures for a new SharePoint item using Adobe Acrobat  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 Acrobat Sign agreement notifications in a Teams Channel
Available
Templates

Examples

Description of the workflow

This workflow is used in creating PowerApps applications help create workflows that include the following steps:

  1. PowerApps provided email address is used as a recipient.
  2. User selects a library template for creating an agreement.
  3. User sends the new agreement for signature and retrieves the singing URL.
  4. The generated response returns the Id of the newly created agreement and signing URL for email that has been provided.

Prerequisites

Users must establish a connection with Adobe Acrobat 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 Acrobat Sign

Create an agreement from a library template and send for signature

3.

Action

Adobe Acrobat Sign

Retrieve the Signing URL

4.

Action

PowerApps

Respond to PowerApps

  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’ll be able to use the outputs in subsequent steps. 

    PowerApps

  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 Acrobat 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. Action: Retrieve the signing URL

    Retrieves the URL for the e-sign page for the current recipients of an agreement.

    This action may not be successful if it's performed immediately after sending the agreement. To address this issue, enclose it within a 'Do until' loop. This ensures that the action is successfully completed before proceeding to the next step.

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

    • Do until condition – It ensures that the signing URL is retrieved successfully. The condition for end of 'Do until' loop is that the 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. 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 Acrobat 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 must establish a connection with Adobe Creative Cloud and Adobe Acrobat Sign.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign Upload a document and get a document ID
4 Action Adobe Acrobat Sign Create agreement and send for signature
5 Action Adobe Acrobat Sign Send me a mobile notification
  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. 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. 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. 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. 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 Acrobat Sign.

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

Description of the workflow

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

The new file is uploaded to Adobe Sign 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 must establish a connection with Adobe Acrobat Sign and Box.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign Upload a document and get a document ID
3. Action Adobe Acrobat Sign Create agreement and send for signature
4. Action Adobe Acrobat 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 Acrobat  Sign.

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

Description of the workflow

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

The new file is uploaded to Adobe Sign 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 must establish a connection with Adobe Acrobat Sign and Dropbox.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign Upload a document and get a document ID
3. Action Adobe Acrobat Sign Create agreement and send for signature
4. Action Adobe Acrobat 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 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 Acrobat 

    Sign.

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

Description of the workflow

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

The new file is uploaded to Adobe Sign 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 must establish a connection with Adobe Acrobat Sign and OneDrive.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign Upload a document and get a document ID
3. Action Adobe Acrobat Sign Create agreement and send for signature
4. Action Adobe Acrobat 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 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 Acrobat 
    Sign.

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

Description of the workflow

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

The new file is uploaded to Adobe Sign 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 must establish a connection with Adobe Acrobat Sign and OneDrive for Business.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign

Upload a document and get a document ID

3.

Action

Adobe Acrobat 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 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

    Text

    Yes

    Your agreement <FILE_NAME> has been successfully sent for approval using Adobe Acrobat 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 file in a designated OneDrive for Business folder triggers the workflow.

The new file is uploaded to Adobe Sign 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 must establish a connection with Adobe Acrobat Sign and OneDrive for Business.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign Upload a document and get a document ID
3. Action Adobe Acrobat Sign Create agreement and send for signature
4. Action Adobe Acrobat 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. It is 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 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 Acrobat 
    Sign.

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

Description of the workflow

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

The new file is uploaded to Adobe Sign 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 must establish a connection with Adobe Acrobat Sign and SharePoint.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign Upload a document and get a document ID
3. Action Adobe Acrobat Sign Create agreement and send for signature
4. Action Adobe Acrobat 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.

    The trigger starts the workflow when it detects a new file.

    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 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 Acrobat 

    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 must establish a connection with Adobe Acrobat Sign and SharePoint.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat 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 must 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 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
    Megjegyzés:

    This template assumes that there’s a Library template with form fields in the user's Adobe Acrobat Sign library and the fields must 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 Acrobat Sign.

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

Prerequisites

Users must establish a connection with Adobe Acrobat Sign and SharePoint

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat 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 Acrobat Sign. To run this workflow, select an item and choose this workflow from the Power Automate menu.

Prerequisites

Users must establish a connection with Adobe Acrobat Sign and SharePoint.

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign

Upload a document and get a document ID

5.

Action

Adobe Acrobat 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 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 Acrobat 
    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 workflow to request signature for a selected item using Adobe Acrobat 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 must establish a connection with Adobe Acrobat Sign and SharePoint

You must log in to each service in the workflow to establish a connection with that service.

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 Acrobat Sign

Upload a document and get a document ID

4.

Action

Adobe Acrobat 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 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 Acrobat 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

 Adobe

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Adobe MAX 2024

Adobe MAX:
a kreativitás konferenciája

Október 14–16. Miami Beach és online

Adobe MAX

A kreativitás konferenciája

Október 14–16. Miami Beach és online