This SharePoint Workflow package is no longer available for new installations.
Microsoft is now supporting the idea of workflows using the Microsoft Flow application.
Flow is now integratedinto SharePoint, and is supported by Adobe Sign.
This documentation persists to support legacy Workflow customers.
Adobe Sign Workflow Actions for SharePoint Online allows SharePoint workflow administrators to add Adobe Sign actions into SharePoint Workflows through SharePoint workflow designer. The solution is available for Microsoft SharePoint Online instances as a plugin. It enables users to create a list workflow on a custom list or a document library, which can be used by SharePoint users to
The Adobe Sign solution can only be installed and configured by a Microsoft SharePoint administrator; you also need administrative privileges on the SharePoint server to install the solution. Please consult SharePoint documentation and your organization’s SharePoint administrator for additional systems permissions that may be required to install SharePoint plugins. To configure the solution, you also need to be an account administrator on Adobe Sign and have access to your Adobe Sign account API Key. System requirements below encompass both the server and client components required to successfully install and run Adobe Sign for SharePoint.
The Get Agreement Status and Cancel Agreement actions are only functional for customers on the NA1 instance.
1. Obtain the latest .wsp package from your success manager (existing installations only)
2. Navigate to Site Collection > Site Settings > Web Designer Galleries > Solutions
Note: _catalogs/solutions/Forms/AllItems.aspx
3. Upload the .wsp file
4. Activate site feature manually:
Populating the eSign Config list requires you to generate and input several unique fields.
It is recommended that you open Notepad or some other text editor so you can save the generated keys, then input them all at one time.
You need to:
To generate an Integration Key in Adobe Sign:
1. Log in to your administrative user for your Adobe Sign account
2. Navigate to Account > Adobe Sign API > API Information
3. Click the Integration Key link in the middle of the page
The Create Integration Key interface loads:
1. Provide an intuitive name for your key (e.g. SharePoint)
2. The Integration Key must have the following elements enabled:
3. Click Save once the key is configured.
The Access Tokens page is exposed showing the keys defined in your account.
4. Click the key definition created for SharePoint
5. Click the Integration Key link
The Integration key is exposed:
6. Copy this key and save it to add to the eSign Config List
7. Click OK
To obtain the spTenantID value:
1. Navigate to Site Settings > Users and Permissions > Site App Permissions.
2. Under the App Identifier, copy the part after @
3. Save this value to insert into the eSign Config List
To generate the spClientID and spClientSecret keys:
1. In the URL for your SharePoint site, after sharepoint.com/sites/{yoursite} paste the following string: _layouts/15/appregnew.aspx
Don’t miss the underscore leading layouts
2. Click the Generate buttons for both Client ID and Client Secret
3. Copy both keys and save them to enter into the eSign Config List
4. Insert the following literal values into the remaining fields:
5. Click Create
Grant the new service principal permissions to the site by
1. In the URL for your SharePoint site, after sharepoint.com/sites/{yoursite} paste the following string: _layouts/15/appinv.aspx
Don’t miss the underscore leading layouts
The fields should contain the content for the application from the previous step:
2. Copy and paste the below code into the Permission Request XML: field
<AppPermissionRequests AllowAppOnlyPolicy="true"> <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" /> </AppPermissionRequests>
The app elevates the user to run with app permissions (Full control in the example above. You can reduce the permission grant to allow full control of a site or lesser level)
3. Click Create
4. Click Trust It when the page reloads
You can see the resulting permissions in Site Settings > Site App Permissions
The eSignConnectorURL is the literal value: https://spintegration.echosign.com/sharepoint
1. In the Site Contents of the site where the Adobe eSign Workflow Config List feature was activated, find and click on the eSignConfig list
2. Create new item to open a new config form
3. Fill in the following values:
4. Click Save
It is best practice to only allow site collection administrators access to eSignConfig list.
If the workflow is started by the user who has access to eSignConfig list, then the workflow runs without problems. However, if the user does not have access to the list, then the workflow actions need to be wrapped into app step.
1. On the site where the workflow is published
2. Get the id of the workflow service principal
Example: Workflow i:0i.t|ms.sp.ext|d55e6c84-d8e6-4515-9229-896we4554601@870f107b-dc9d-47d3-9ad0-9d851rr2e762e
3. Give the workflow service principal permissions in _layouts/15/appinv.aspx similar to what we did with the actual application
4. Trust the Workflow service principal
Now the app step should be available in SharePoint Designer (restart is required):
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