Getting Started with Power Automate and Adobe Sign 📝
Posted on November 10, 2024 (Last modified on December 2, 2024) • 4 min read • 680 words
We will look at a simple solution that should demonstrate how we can use the Adobe Sign connector in Power Automate to capture an electronic signature.
What’s Adobe Sign?
Adobe Sign is a software tool that allows you to sign, track, and send documents for others to sign from anywhere. You may have used similar tools, like DocuSign, when signing a contract as an employee.
Benefits of Adobe Sign
- Built-in functionality for faster signature capture, such as reminders.
- When you complete the agreement an audit report is attached highlighting key information such as when the person signed it etc.
- You are not restricted by location as it can be signed anywhere in the world.
Why use Adobe Sign with Power Automate?
With Power Automate, you can automate many actions with Adobe Sign. For example:
- Generate dynamic contracts by using Microsoft Word templates to add dynamic placeholders that get populated from a data source.(Dataverse).
- Automatically handle signed documents by storing them in SharePoint or Dataverse.
- Adobe Sign with Power Automate example.
- Retrieve a .docx file from SharePoint that contains a signature block.
- Convert the retrieved .docx file to PDF.
- Create an agreement from the converted PDF file and issue this out for someone to sign.
Example
- Retrieve a .docx file from SharePoint that contains a signature block
- Convert the retrieved .docx file to PDF
- Create an agreement from the converted PDF file and issue this out for someone to sign
Note
An agreement in the Adobe world means the document or contract you want to issue to someone to sign.
Adobe Sign Text
To allow Adobe Sign to recognise an area in the document that requires input (signature or initials etc) you need to add some text tags.
In the example below I have used 3 text tags to capture their full name, signature, and date signed.
Once that’s sorted, you can then retrieve the document and convert this to a PDF document.
Important
There are a lot of articles out there on how to get a document from SharePoint or how to convert a file from .docx to PDF so this won’t be covered here.
Adobe Sign Action
In the Adobe Sign action, there are some required fields we need to add.
Note
Before you create your Adobe Sign connection if you don’t have an account already you can sign up for a free trial
- Agreement Name: The agreement name (contract name).
- File name: The file name includes the extension too.
- Form data: Dynamic content from the previous PDF convert action.
- Signature Type: There are multiple options but in this example, as we simply want someone to sign the document we can leave it as the default option ESIGN.
- Participant email: The person who you want to get the signature from.
- Order: Leave as default, if you wanted to send this to another person then we would just simply add another participant and make sure the order is incremented (2).
- Reminder frequency (Optional): A nice feature if you would like automatic reminders. At the moment you can set this to daily or weekly.
SHOW TIME
Now with everything together, once you run the flow the participant should 🤞 receive an email with a link to the agreement to sign.
Conclusion
😁Thanks for reading, we went through the basics of Adobe Sign with Power Automate and successfully managed to capture an electronic signature! By knowing the basics, you can extend your knowledge to build more complex solutions that can automate the processes of handling agreements between people.
Have a great day!