OneDrive is a cloud-based file sharing solution provided by Microsoft, making it an excellent source for the personal or shared document files used in Adobe Sign agreements.
Adobe Sign permits attaching to OneDrive at two points:
- When attaching a document during the Sending process
- When allowing Signers to upload their images during the Signing process
Once the OneDrive integration is exposed and enabled in the account, the feature options will be inserted into the user's interface automatically. Individual users in an account do not need to do anything to gain access.
- During the agreement creation process on the Send page
- During the Signing process when a signer is uploading an image file
First time users will be challenged to authenticate to Microsoft before they can access the OneDrive files:
- Authenticate to your OneDrive account
- Click Yes when asked to let this app access your info
After authenticating and accepting the access request the first time, you will not be challenged to authenticate again.
After the authentication process, your OneDrive file structure will be presented, and you can attach one or more files.
When a Signer has to upload an image file, they will have the option to upload from OneDrive.
Upon clicking the Image field, the signer is presented with the enabled options from which they can pull the source file:
The option to use OneDrive is either enabled, or disabled. There aren't configuration options in Adobe Sign beyond access to the OneDrive service.
Business and enterprise customers can contact their success manager to have the OneDrive options exposed in the admin interface.
Once exposed, the OneDrive feature can be enabled at the Account level by the Adobe Sign Account Admin.
Group level settings are permitted, and will over-ride the Account level values.
The controls to enable/disable the service can be found by navigating: Account > Account Settings > Send Settings
The Sender settings are near the top of the page in the Attaching Documents section:
The Signer upload options are at the bottom of the page in the Upload Options on Esign Page section: