Adobe Sign for SharePoint Online - Workflow Action Guide

Action: Send Agreement with Parameters

Sentence: Send Agreement with library id: %1 (leave empty to send document) name: %2 message: %3 sender %4 recipient email %5 role: %6 flow: %7, type: %8 output AgreementID to %9: error message: %10 code: %11

LibraryDocumentId:

• For custom list workflow, LibraryDocumentId is required. Currently, to get the id, use get-library-document-ids page which queries the eSign API.
• For document library workflow, if value is left empty, then the workflow will upload the current document as a transient document in eSign.

MergeFieldInfo:

• Use SharePoint Designer Dictionary to pass merge fields information to send agreement.

• The document must have the following text tags to match:

Format for recipientEmail(s) and how a workflow designer would enter:

This is what the SharePoint entry looks like.

• Signers is a multi-value Person column.
• Signer 1, Signer 2 are single value Person columns.

Multiple recipients (simple case): a@b.com;b@c.com;

• All recipients have the same role passed in as recipientRole specified in Designer

This is how it looks in SharePoint Designer:

• Build the JSON to pass to Adobe Sign

Multiple recipients (complex case): a@b.com:SIGNER,b@c.com:APPROVER

This is how building multiple recipients looks in SharePoint Designer:

• Build the JSON to pass to EchoSign

Single recipient: a@b.com

• Build the JSON to pass to EchoSign

Examples of complete send agreement actions:

• For document library

• For custom list

Action: Get Agreement Status - NA1 only

Sentence: Get Agreement Status for Agreement ID %1, sender: %2 output Status to %3

Below is an example of how to check status until SIGNED using SharePoint 2013 Designer workflow:

Action: Download Agreement

Sentence: Download Agreement with Agreement ID %1 %2 with file name: %3: sender: %4 attach audit report: %5, attach supporting documents: %6 result status: %7 error status: %8 code: %9

Example of Download Agreement in SharePoint Designer:

Result of the action in a list:

Result of the action in a document library:

Important: If downloading into a library that has required check out or required columns, make sure to have a document checked in after the document is in SharePoint. Otherwise the document will have no checked in version and will not be visible to all readers

Action: Cancel Agreement - NA1 only

Sentence: Cancel Agreement with Agreement ID %1, sender: %2 cancel comment: %3 notify sender: %4 output Cancel Status to %5

Action: Get Email Addresses From Multi Person Column In Correct Order

Sentence: Get email addresses from multi person column %1 in correct order, output email addresses to %2: error message: %3