Search for a workflow by name, or choose one of the workflow themes and Select the pre-made template to be edited.
All flows must contain at least one Acrobat Sign connector before they can be saved.
There are two entry paths to create a new workflow:
- Select the Workflows tab in the top navigation bar and then select the Create Workflow button on the Your Workflows page.
- Select the Create a reusable workflow tile on the Home page and then select Continue in the Workflow Automation text box.
Both paths open the list of premade templates. There are two options available to start a new workflow:
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The template opens with an editable field for the template name and the required application connectors listed.
- Provide a unique name for the flow.
- Establish a valid connection to each of the applications.
Click Next to set up the required elements of the connectors.
Establishing a valid application connection
When building flows in the Acrobat Sign system, the Acrobat Sign connector should be valid (given you are authenticated to the system already), and any other applications may show a link to Fix connection.
Clicking the Fix connection link triggers an authentication process with the appropriate application.
- Enter your user name and password for the chosen application and complete the authentication process.
- After authentication, you will be required to allow the application to share information with the Microsoft Power Automate application.
Once permissions are allowed, the Fix connection link should convert to a green check indicating the connection is valid and working. The email address of the authenticated userID is displayed to the left of the green check
All connectors must have valid connections for the flow to execute.
Keep in mind that a flow must have at least one Acrobat Sign connector.
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Depending on the connectors used and the actions that are being taken, the interface will prompt you to provide information.
For example, if saving files to your OneDrive application, you must provide a path to the folder where the agreement PDFs should be delivered. A navigation UI is provided.
The values are stored in the flow configuration as you define the required elements.