How to create an electronic signature pdf in sharepoint

#How to create an electronic signature pdf in sharepoint full

I have initialised a variable prior to the loop. So what we are doing here is basically waiting until the Document is Signed. Next up in the Flow, we have a Do Until Loop. Pretty cool, really simple example but there is a lot of scope here for a more complex processes. So the names relate to the Adobe Sign Template and the Field ValueвЂ™s are pulled from the SharePoint List.

Form Field Name (2) has the value of Date andВ Form Field Value (2) has the value of StartDate. Form Field Value (1) has the value from the SharePoint List. First image blow shows that the Recipient Email field (the person that the contract is to be sent to) has the value of the EmailAddress of the List Item in the Contractors List.Д®very field in the Adobe Sign Document Template has a Name associated to it so in the image below you can see that Form Field Name (1) has a value of FullName (the value from the Adobe Sign Template. What this action allows us to do is select a Document Library Template from Adobe Sign and also populate a number of different properties. If we now look at Microsoft Flow (you can see a snapshot of the Flow below), when an item is created in the Contractor List we use the Adobe Sign Action вЂњCreate an agreement from a library template and send for signatureвЂќ.

#How to create an electronic signature pdf in sharepoint full

The Full Name and Date fields will be automatically populated based on meta data from the SharePoint List and the Signature field will be filled out by the receiving contractor. The fields that are in yellow are the fields that relate to the contractor.

Taking a look at the document template in the Adobe Sign (image below) you can see that I have a couple of fields that have been setup for dynamic content and user input. What is really cool though is that using Flow I can also populate the document with other meta data from the Contractors List. In Adobe Sign, I have uploaded a document as a template that will allow me to add fields to the document for the end user to sign. Adobe Sign has a number of Actions that can be used with Microsoft Flow. To handle the signatures, I am going to use Adobe Sign. In SharePoint Online, I have set up a simple list for the purpose of this post to store new contractor details, obviously can be expanded to suit your businesses.ДЄlong with this list I have provisioned a Document Library that will store all the signed Contracts. Enter SharePoint Online, Flow and Adobe Sign Using SharePoint Online, Microsoft Flow and Adobe Sign (or DocuSign for that matter), we can have a fully automated contract signing process, no printing, no attachments and no ink. You know, the scanned PDF sent as an attachment that is then printed and signed with a pen then either scanned again and emailed back or better still hand delivered or posted back. I am already seeing this year as the year that organisations will really embrace the вЂњmicro-revolution processвЂќ, quick bite sized projects that delivery real business outcomes quickly.В In this post I wanted to share with you a micro-revolution that could form part of an organisations digital transformation process (I canвЂ™t bring myself to use the term journey).ДЄ process that I consistently see and experienced myself recently is that of the contract signing processes. If businesses are truly going to transform the way they work, a big space that can have a big impact is that of business process automation, giving time back to businesses and their staff to be more productive. I continue to be knee deep in a number of these at the moment. A very challenging, sometimes messy, lengthy complex task. As the new year is now in full swing, businesses continue to ponder how best to to вЂњdigitally transformвЂќ, most conversations and actions are still with files and content.