Overview

The Adobe Sign integration for Microsoft SharePoint provides an integrated solution for creating, sending, tracking, and managing electronic signatures. The integration is available for Microsoft SharePoint 2013 or 2016 on-premises instance of SharePoint. The solution is developed as a farm solution for Microsoft SharePoint and provides:

  • Ability to add the Adobe Sign Manage page as a SharePoint web part, which can be used by SharePoint users for tracking and updating Agreements
  • Send any document from a SharePoint document library for signature
  • Ability to send documents to a single recipient or sending to a batch of recipients using SharePoint lists and mapping data from SharePoint lists into documents when the documents get sent for signature
  • Archival of all signed agreements within SharePoint

Within this document, the term “Agreement” is used loosely to describe transactions or documents that have been (or are yet to be) sent out for signature/approval.

“Recipient” is the generic term used for any signer, approver, or delegator of an Agreement (basically anyone you send the document to for some action).

For Users that are updating from a previous version

If you are updating from a previous version of eSign (or EchoSign) for SharePoint, be advised that any previous Agreement template defaults will need to be recreated as described in the Define your Personal Settings section.


Accessing the Adobe Sign Features

Adobe Sign is a farm solution package that is installed by your SharePoint Admin. As a User, you will see the Adobe Sign tab at the top of your SharePoint site.

Clicking the Adobe Sign tab exposes the ribbon with all of the available Adobe Sign features.

Image of the Adobe Sign icons in the Ribbon

The ribbon consists of five icons:

  • Send for Signature
  • Agreement Status
  • Library Template
  • Manage Agreements
  • Settings

Of these, the first four are the actions you might use on a regular basis for creating and sending agreements.

The last icon, Settings, is where you can define your Agreement template. And once defined, you won’t likely return to the page, unless you want to adjust the template.  So let’s start there.


Define your Personal Settings

Your personal settings allow you to define a default agreement name and message for all of the agreements that you send from SharePoint using the Adobe Sign app.

 

Adobe Sign Settings page

The Agreement Name field (255-character max) allows you to enter any string that will identify the agreement.  This string populates in the Subject line of the recipients’ email (highlighted in yellow below), and also as the name value on the Manage page. Providing a unique and meaningful agreement name will help your recipients identify your email more readily, and can improve your ability to search for the agreement if needed

The Agreement Message is a plain text field where you can enter any instructions or comments that are warranted (highlighted in green below). The message appears on the Please Sign email sent to all recipients and should not be used like the personal notes you can attach for each recipient.

Review and sign email


Custom Lists Document Templates

Just under the default agreement name and message fields are two settings that govern how documents can be attached when sending an agreement from a List.

The default behavior is to allow the sender to select a document from within SharePoint.

Two options are available for the user to alter the default experience:

► For custom lists, use a document template from outside of SharePoint – When enabled, the sender bypasses the option to attach a document from within SharePoint. Instead they are presented with the file attachment options as configured within the Adobe Sign system.  This can include one or more of the following:

Attach from the local system

Attach from the Adobe Sign template library

 

            When the option is not enabled, you are prompted to select a document template from the SharePoint document list.

send_from_list

► For custom lists, always use the designated document template – When enabled, SharePoint remembers the file that you attach, and automatically attaches that file on the next agreement that you create from a list, bypassing the file selection step.  Great for when you use the same document multiple times.


Sending an Agreement

Starting the Agreement

Sending Agreements and getting signatures is what Adobe Sign is all about, and in the SharePoint environment there are three methods to begin that process:

  • Sending from the Ribbon
  • Sending via Right-click
  • Sending from Lists

All three of these options open the configuration page that allows you to define the Recipients, and the signature order if more than one signature is needed.

Opomba:

Documents sent from within SharePoint cannot exceed 50 MB. 

Sending from the Ribbon

Sending from the ribbon is the method to use if you need to attach multiple SharePoint documents:

  1. Select the document(s) to be sent by clicking the check to the left of the document name
  2. Click the tab in the ribbon at the top of the page
    • All of the selected documents are attached automatically
  3. Click the Send for Signature icon
Sending from the Send for Signature icon in the ribbon

Send via Right-click

Sending by right click lets you quickly send any document in a list of documents, but only attaches that one file to the Agreement:

  1. Right Click the document you want to send for signature
  2. Select the ellipsis (…) to open the context menu
  3. Select Send for Signature from the menu
Sending from the right-click context menu

Send from Lists

Sending from a list is the same process as sending a Document in that you can send either from the ribbon or using the right-click method.

There are two important differences:

  • No documents are automatically attached. Based on your personal settings, you have to either:
  • The returned signed copy (and possibly Audit Trail) PDF will be attached to the list instead of being delivered to a new folder.
    • Unless a Document Storage folder has been defined by the SharePoint Admin, in which case the PDF will be delivered to that folder.

Configure the Agreement

Once a new Agreement is open, you will see the configuration page which can be viewed in four task-specific sections:

A. Recipients – The people signing or approving the Agreement

B. Message Details – The name and global message for the Agreement

C. Options – Optional features related to the Agreement

D. Files – The actual documents/files that you need to be signed/approved

○ Note that the Document you used to open the Agreement will automatically be attached to the Agreement.

Sectional definition of the Send page

Recipients Section

In the Recipients section, the very top switch asks you select the basic signature order workflow:

• When Complete in Order is enabled (as shown below), recipients are numbered to indicate the participation order and a sequential signing process is observed from one signing step to the next

○ Within the sequential steps, it is possible to define “container” steps that allow:

► A subset of signers to sign in parallel (Hybrid Workflow)

► A group of people, any one of which can sign for the entire group (Recipient Group)

• When Complete in Any Order is enabled, recipients are not numbered, and parallel signing can take place.

Example recipient section

To the right of the signature order switch, you will see two links:

  • Add Me – Click this link to insert yourself as the next signer in the signing order
  • Add Recipient Group – Click this link to create a “container” step where you can define a group of signers, any one of which can sign. e.g. Create a group for the HR team, but only one person from HR actually signs.

Each recipient is created with five elements:

Identification of each recipient section

A. Signature Step – Defines when in the process the recipient gains access to the Agreement (when Completed in Order is enabled)

B. Role – Defines how the recipient can interact with the document

○ Signers (default)– Recipients that are expected to apply at least one signature

○ Approvers – Recipients that review and approve the document, but do not need to legally sign

○ Delegators – Recipients that are not expected to either Sign or Approve. They will delegate the ability to sign or approve to another party

C. Email address – Who is the recipient? This should be a personal email address

D. Verification process – How should the recipient be vetted?

○ Email (default) – Authentication is based on access to the email box

○ Password – A sender generated alpha/numeric password that has to be communicated to the recipient out of band

○ Social – Authenticate to a third-party social network like Facebook or LinkedIn

○ KBA (USA only) – Knowledge Based Authentication requires the recipient to enter their Social Security Number and then generates a number of non-trivial questions based on public databases

○ Phone – Requires the sender to supply the recipient’s phone number so an SMS code can be sent when their signature is needed

E. Private note (optional) – The sender can supply individual instructions to each recipient which appears when the recipient is viewing the Agreement

The Show CC link under the recipient list exposes a field where you can carbon copy (CC) any email address that you want to view the agreement, without them having signing/approval access.

 

Hybrid Workflows

A “Hybrid” workflow is an instance of the sequential signing order where one or more of the signature steps includes two or more recipients gaining access to the document at the same time. All of the signers of the “parallel” step will need to complete their part before the sequential process moves to the next signature step.

Example list of Recipients

For example, in the above image we have a three-step signature cycle:

Step 1 is fclarke@gmail.com. When the agreement is sent out for signature, only fclarke will be notified. Once fclarke signs the document, we proceed to the next step.

Step 2 is the hybrid step. You can see that all three recipients are given the same number (2), and this means that Adobe Sign will notify all of these recipients at the same time.  They can apply their signatures in any order, but all of them must complete their part before the signature cycle moves to the next step.

Step 3 is another individual recipient, but this time they are defined as an Approver (the check icon vs the pen tip). Once the “Step 3” recipient applies their approval, the agreement is completed, the document is fully executed, and all parties will be notified with a copy of the document in PDF format.

To create a hybrid group, enter the email addresses of each party as if they were individual recipients, and then click and drag the recipient field over another one in the hybrid group. You will see on screen the message that you are creating a parallel group

Illustration of how to drag and drop fields to create the hybrid group

Recipient Groups

Recipient Groups are useful when you need sign-off from an organization, but not a specific individual in that group.  

Example Recipient Group

For example, in the above image you can see a three-step signature cycle:

Step 1 (JohnDoe) is a signer and will be notified that their signature is required as soon as the agreement is sent.  Once JohnDoe applies their signature, the agreement moves on to step 2

Step 2 is an approver Recipient Group given the name “HR Group”. Four signers have been entered into the group, and each has been given a different verification process (just as an example). Once any one of the identified recipients applies their approval, the agreement will progress to the third step

Step 3 is an individual signer. Once this final signature is completed, the document is fully executed, and all parties will be notified with a copy of the document in PDF format.

To create a Recipient Group, click the Add Recipient Group link at the top-right of the recipient field. This creates the container where you will be asked to enter the group name, and the potential recipients

Opomba:

All members of the Recipient Group will receive the final PDF copy of the signed document even if they did not specifically sign the document.


Message Section

The Message section contains two fields that can dramatically improve your success, and if you have configured your personal template, these fields will be auto-populated with the values you have defined.

The Agreement Name field allows you to enter any string that will identify the agreement. 

Note: This value can be edited until the agreement is sent.

The Agreement Message is a plain text field where you can enter any instructions or comments that are warranted.

  • If your account is configured to use Message Templates, the link to access the templates is displayed at the top right of the message section

Options Section

The Options section allows you to better control the document after it has been sent:

  • Password Protect - Require recipients to enter a password to open and view the signed PDF file.  This password is defined by the sender and would be communicated out of band. Adobe Sign does not record this password, so don’t forget it!
  • Completion Deadline - Set the number of days after which the agreement expires and can no longer be completed.
    •  Completion Deadline is only visible if enabled by your admin
  • Set Reminder - Set the frequency of reminders to be sent until the agreement is completed. Only the current recipients will be notified
  • Recipients' Language - Select the language to be used in emails sent to recipients and during the signing experience
Illustration of the Options section

Files Section

The File section is where you attach the documents to the transaction. The original document you used to start the Agreement should already be attached.

Adobe Sign will combine all documents into one inclusive PDF for the signature process, and will build that PDF based on the order that the documents are listed. Documents can be rearranged by clicking and dragging one document to a new list location.

Files can be attached from either the Adobe Sign library, Google docs, Box.net, Dropbox, or uploaded from your local system using file search or drag and drop.

File types allowed are: Word, Excel, PowerPoint, WordPerfect, PDF, JPG, GIF, TIF, PNG, BMP, TXT, RTF, HTML

Image of the Select Files panel

Preview & Add Signature Fields

Just under the Files list you will see the Preview & Add Signature Fields check box.  This option allows you to open the documents that you upload and place form fields as needed on the document. 

You should place at least the signature fields, but there are many other fields you can use to build complex forms if you like.

Opomba:

If no signature fields are placed, Adobe Sign will automatically place a signature block at the bottom of the document.  If there is no space, a new page will be added to accommodate the signatures.

Tracking your Agreements

Agreement Status

Once an Agreement is sent, tracking its progress is best done on the Agreement Status page, accessed through the Agreement Status icon on the Adobe Sign ribbon

The Agreement Status icon in the Ribbon

The Agreement Status page will show all of the Agreements that you have authority to view that were sent from within the SharePoint environment.

The default listing order is by sending date, with the most recent at the top of the list: 

The Agreement status page

To filter the agreements in your view, you can use the Search field in the upper-right corner of the page.  This search field will search for any string stem in any of the fields, and return all matches:

Example of searching for string stems

Searching Agreement Status by Document or List

You can easily search for all of the Agreements sent using a SharePoint document or list by:

  1. Find and select the document/list item you want to search against
  2. Click the Agreement Status option (either in the ribbon or right-click context menu)
Search results by document

Refreshing the Agreement Status

The far right column in the Agreement Status table is a “Refresh” action that will actively query Adobe Sign for an update to the agreement status.  SharePoint will automatically update all Agreements that are still waiting for Recipient action on a regular basis. The Refresh action allows you to update the agreement outside of that cycle when you need to know the real-time status.

Deleting the Agreement Record

The last icon to the far right of the Agreement Status page is the Delete icon.  This action will delete the Agreement record in SharePoint, but does not cancel or delete the Agreement in Adobe Sign.  This action should be used with caution as it cannot be reversed.

Opomba:

  • If the Agreement is completed (Signed or Approved), the name of the Agreement will be link enabled, and will show the completed document when clicked.
  • If the Agreement is in a terminal state (Signed, Cancelled/Declined, Expired) then the Refresh action will be disabled
  • If the Agreement is not in a terminal state, the Delete action will be disabled


Signed Documents

Depending on how your SharePoint Admin has configured the Adobe Sign package, signed documents will be pushed back into either:

  • A Global folder – All completed documents will be in this folder if configured this way
  • A new folder in the source library – If no Global folder is identified, a new folder called “Signed Agreements” will be created in the Document library from which the Agreement was created/sent. All completed Agreements sent from the same library will have the completed PDFs returned to the same Signed Agreements folder
  • Attached to the List item – If you sent an agreement from a list item, the attachments will be contained in the list
Example of attaching completed documents to a list

Managing Agreements

The Manage Agreements icon opens a different and more enabled view of the Agreements related to your user.  Where the Agreement Status page shows a simple view of all Agreements with the option to update their status, the Manage Agreements view offers a deeper view into the Agreements, and additional options to modify the Agreement properties.

The Manage Agreement icon on the Ribbon

Manage page structure

The Manage page has a lot of embedded features to explore. For simplicity, it can be broken up into three functional areas:

A. Content and filters

B. Agreement list

C. Agreement tools

Manage page - exploded

Content filters

The Manage page has four content/filter options:

Your agreements is the default data set for the content on your Manage page: 

  • When Your agreements is selected, the page content holds only the agreements you are explicitly involved in (as the sender, signer, CC'd party, or through an explicit agreement share)
  • Accounts that configure content sharing between users see a drop-down arrow next to Your agreements which opens a menu displaying all the users and groups that have been shared to the user's account.  
    • Selecting any one user or group populates your Manage page with the data set that user or group is explicitly involved in

Only one user/group data set can be loaded into the Manage page at any given time.

Content selection

Along the left rail you find a listing of agreement statuses, as well as three template types. 

All of the content in your account can be sorted into one of these categories:

  • In Progress - Agreements you are connected to that are still moving through the signature cycle
  • Waiting for you - Agreements that are waiting for your action
  • Completed - Agreements that successfully completed the signature cycle
  • Canceled - Agreements that were abandoned. Abandoned agreements come from four sources:
    • Sender cancels the agreement
    • Recipient declines their action
    • Recipient fails their authentication
    • The system fails to process the agreement for some reason
  • Expired - Agreements that aren't completed by the time their expiration timer terminates
  • Draft - Agreements that are partly configured - haven't been sent yet

The template types are:

  • Templates - These are the templates in the Document Library
  • Web Forms - Web Forms are on-line forms that can be sent as URL links or embedded in web pages. As signers access the form, a child agreement spawns to capture just their signature on their own unique agreement. (eg: A registration form on a web page)
  • Mega Sign - Mega Sign templates allow the sender to pair a document with a list of recipients. Each recipient gets their own unique copy of the agreement for them (and only them) to sign. (eg: Annual expense training)

Opomba:

When a search is performed, a new option appears at the top of the Status column: All

Selecting All displays all content in one table, disregarding the agreement Status.

Status filters

Use text and/or a time frame to reduce the data set on the manage page. 

Searching with text filters out agreements that dont match the string you search against in most of the meta data fields. Fields that are included in the search parameters include:

  • Participant name
  • Email address
  • Participant Title
  • Participant Company
  • Agreement name
  • Agreement Notes
  • Agreement Message
  • Recipient personal message

The filter icon opens the opens the option to filter the data set by selecting a date range:

  • All dates
  • Last 24 hours
  • Last 7 days
  • Last 30 days
  • Last 12 months
  • Custom date range

Opomba:

When a filter is selected, a tag is displayed next to the filter icon.  Any one filter can be clicked to remove it after the data set has returned.

Text search filters

An additional option to Search hidden content is available by clicking the filter icon.

  • When the Search hidden content selected, only hidden content is included in the returned data set
Search hidden content


Agreement list

The agreement list displays the individual agreements that conform to the content you have selected, and reduced by the filters you have in place.

Each agreement displays:

Recipient - The current recipient (if the agreement is in process), or the first recipient (when the agreement is completed, canceled, or expired).

  • The recipient Name is displayed when known. The email of the recipient is displayed when the Name is unknown

Sender - The sender of the agreement.

Title - The name of the agreement.

Status - The current status as the agreement as it relates to the signature cycle. (The below example is using the All option, so multiple statuses are displayed)

Modified - The last modified date for the agreement.

Agreement list

The default sorting order for content is the Last Modified date of the agreements.

However, any column header can be clicked to sort the data set by that value.


Agreement list

The agreement tools are exposed by single clicking any one agreement or template:

Agreement tools

The right rail pops open to expose the tools to access or manipulate the agreement (or library document/web form/mega sign):

View & Sign - Only available for agreements that are Waiting for you

Open Agreement/Template/Web Form/Mega Sign - Opens the object for a full view of the document.

  • Agreements show the current state of the agreement, where ever it is in the signature cycle.
  • Templates show the base documents use to build the template    

Use Template - Templates (Library documents) only.  This option starts a new agreement with the template already attached

Get Code - Web Forms only. This option opens a page where the user can copy the HTML or script code for the web form

Edit Template/Web Form - Allows the user to edit the template

Reminder - Allows the user to set a reminder for the current recipient

Cancel - Cancels the agreement

Download PDF - Downloads a PDF copy of the agreement in its current state.

  • Parent templates will download a PDF copy of the original documents used to make the template

Download Audit Report - Downloads the audit report for the agreement

Download Form Field Data - Downloads a csv file of the field content for a completed agreement

  • Parent template objects download a csv with the field level content for all child agreements that have been completed

Modify Agreement - Allows the user to edit the documents on an agreement, and/or the fields placed on the document.

  • This option is only available until the first recipient takes their action.

Delete - Templates (library documents) only. Deletes the template from the system. This is an irrevocable action

Hide Agreement/Web Form/Mega Sign - Hides the object from the user's view.  This action only removes the object from view, no other action is taken

Share - Allows the user to share the object explicitly with another user.  This action cannot be undone

Notes - Allows the user to apply personal notes to the object

Download Individual Files - Allows the user to download the individual files is multiple files were used to build the agreement/template

View Activity Report - Mega Sign only. This option produces a summary of the Mega Sign progress, sectioning the list of recipients into categories that match the signature status of the agreement

Replace Current Recipient - Only available for agreements the user has sent. Allows the user to replace the current recipient for an agreement

Activity - A running list of events that have taken place in regard to the agreement. Starting with a Creation event, logging each recipient's activities, and closing with a complete/canceled/expired status


Quick links to common tasks

Below is a quick reference for the most common tasks you may need to use, followed by a high-level survey of the manage page itself and the feature landmarks.

Library (Document) Templates

The Library Templates icon on the Adobe Sign ribbon will allow you to send a SharePoint document to the Adobe Sign Authoring environment where you can place form fields, and then save the field enabled form in your Adobe Sign library.

Opomba:

The original document in SharePoint will not be changed.  The new document template exists only on the Adobe Sign site, and must be attached via the Document Library option in the Files section of the Agreement.

To create a document template:

  1. Click on the document you want to build into a template
  2. Click the Library Template icon on the ribbon (or right click and choose from the menu)
    • The Adobe Sign Authoring environment will open showing you the full document
  3. Place the fields needed on the document
    • If you are creating a template that will need input/signatures from two people, place all of the fields for the first recipient.  Then, change the Recipients field to Participant 2, and then place the fields for the second signer/approver.

Opomba:

When creating a template through the Authoring environment, you can only build the document for up to two recipients.  If you require more, then the document will have to be built with Acrobat or using Text Tags

Example of the Recipients list

4. Once the template is complete, click the Save button in the lower-right corner.

• This saves the template to the Adobe Sign library.  

 


Downloadable PDF copy

Prenos