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Enable the Power Automate integration

 

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Enablement and Configuration Options

Availability:

The enablement of Power Automate is limited to enterprise-licensed accounts.

Configuration scope:

To enable the integration, navigate to Account Settings > Workflow Integration

  1. Log in to Acrobat Sign as an account-level admin.

  2. Navigate to Account Settings > Workflow Integration.

  3. Select Enable Power Automate Workflows.

    Enable the integration

  4. Sign in to your Microsoft account with your Azure Active Directory user.

    Sign in to your Microsoft account

  5. Accept the permission request to establish the connection between Acrobat Sign and Power Automate.

    The Microsoft permissions required to create the connection

    Accept the permission request to establish the connection between Acrobat Sign and Power Automate.

  6. A separate window opens with a Get Started button. Do not manually close this window, or the installation process will be aborted.

    Select the Get Started button to accept the terms and conditions and allow the integration to access your tenant details.

    Select the Get Started button

    The Enable button converts to a message that says the enablement process can take a few minutes.

    Wait.

    Wait for Microsoft to connect

    Once the integration is successfully connected, an Enabled tag appears at the top of the page.

    The Microsoft organization number and email address for the enabling user are provided to the left of the Enabled tag.

    Enabled landing page

Configure access to Power Automate for the users

Once the integration is enabled, the option to run process flows in Power Automate is enabled for all users, and the ability to build flows is limited to the administrators of your Acrobat Sign account.

Administrators can configure the settings at the account or group level, with group-level settings overriding the inherited account settings.

There are three controls:

  • Enable Power Automate workflows within Acrobat Sign - This setting is enabled by default, allowing all users to discover the feature and run the Power Automate flows that are shared with them (or they create).
    • Disabling this option removes all access to discover, create, and run Power Automate flows for group administrators and non-admin users. Account-level administrators retain access to create and run workflows (as long as the integration is still connected to Microsoft).
    • Group-level administrators retain the authority to enable the option at the group level, thereby gaining access to create and run workflows.
    • Disabling this option removes the in-context access points for the Power Automate Template Gallery on the Manage page for non-admin users. Account and Group admins will always see the access links.
  • Allow users to create Power Automate workflows - This setting governs what authority level is required for creating new workflows in Acrobat Sign. By default, only administrators are granted creation authority. Enabling this option allows non-admin users to create their own workflows.
  • Allow users to enable this feature - When enabled, the Workflows tab is exposed for non-admin users, allowing them to enable Power Automate for their primary group. 

To access the controls, navigate to Account Settings > Global Settings > Power Automate Workflows

Navigate to Power Automate settings

Note:

Before users can execute Power Automate flows, they must log in to Acrobat Sign, select the Workflows tab, and authenticate to their Microsoft account.

  • The challenge to authenticate triggers as soon as the user opens the Workflows tab.
  • This user authentication is persistent, and users should not have to reauthenticate after the first time.

Disabling the integration

Disabling the integration immediately suspends the entitlements provided through Acrobat Sign and disables the user interface in the Acrobat Sign environment. Entitlement acquired directly from Microsoft is not impacted.

  • All workflows will stop unless the customer has purchased an entitlement directly from Microsoft.
  • The Microsoft environment retains all flows that were created. Re-enabling the integration will make the existing flows visible via the integration.
  • The Microsoft environment retains the consumption data of the Acrobat Sign entitlement. Re-enabling the integration recovers that entitlement and does not reset the entitlement volume.

To disable the integration, navigate to Account Settings > Workflow Integration and select the Disable Power Automate Workflows link.

Disable link on the Workflow tab.

Known Issues

  • Localization is limited to US English only.
  • Third-party cookies must be enabled in the user's browser settings.
  • Latency when loading the Power Automate embedded page.
  • Intermittent page load issues during the Workflow Delete and Share experiences.
  • Flows created in the embedded experience will appear under the Solutions section rather than the My flows section in the Power Automate portal.
  • Flows created directly in Power Automate under My Flows section do not appear in the Acrobat Sign integration.

Troubleshooting enablement errors:

Troubleshooting page load issues:

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