- Adobe Acrobat Sign Integrations
- What's New
- Product Versions and Lifecycle
- Acrobat Sign for Salesforce
- Install the package
- Configure the package
- User Guide
- Developer Guide
- Advanced Customization Guide
- Field Mapping and Templates Guide
- Mobile App User Guide
- Flows Automation Guide
- Document Builder Guide
- Configure Large Documents
- Upgrade Guide
- Release Notes
- FAQs
- Troubleshooting Guide
- Additional Articles
- Acrobat Sign for Microsoft
- Acrobat Sign for Microsoft 365
- Acrobat Sign for Outlook
- Acrobat Sign for Word/PowerPoint
- Acrobat Sign for Teams
- Acrobat Sign for Microsoft PowerApps and Power Automate
- Acrobat Sign Connector for Microsoft Search
- Acrobat Sign for Microsoft Dynamics
- Acrobat Sign for Microsoft SharePoint
- Overview
- SharePoint On-Prem: Installation Guide
- SharePoint On-Prem: Template Mapping Guide
- SharePoint On-Prem: User Guide
- SharePoint On-Prem: Release Notes
- SharePoint Online: Installation Guide
- SharePoint Online: Template Mapping Guide
- SharePoint Online: User Guide
- SharePoint Online: Web Form Mapping Guide
- SharePoint Online: Release Notes
- Acrobat Sign for Microsoft 365
- Acrobat Sign for ServiceNow
- Acrobat Sign for HR ServiceNow
- Acrobat Sign for SAP SuccessFactors
- Acrobat Sign for Workday
- Acrobat Sign for NetSuite
- Acrobat Sign for SugarCRM
- Acrobat Sign for VeevaVault
- Acrobat Sign for Coupa BSM Suite
- Acrobat Sign Developer Documentation
Adobe Acrobat Sign for Microsoft® Power Automate v6.0.0
Support for Acrobat Sign Workflows
Adobe Acrobat Sign connector now includes support for Acrobat Sign Workflows. With the introduction of a new action, 'Create an agreement from a workflow and send it for signature,' you can now easily send agreements based on Acrobat Sign Workflow. This is accomplished by selecting a Workflow using either its Name or ID.
Instantly Upload and send files for signature
You can now upload a file content and create an agreement in a single action using the new 'Create an agreement from a file content and send for signature' Action.
Seamlessly Search Agreements by Acrobat Sign Workflow ID
You can now search all agreements initiated by a specific Acrobat Sign Workflow by selecting a Workflow ID in the new action 'Get a list of all agreements based on search criteria.'
Adobe Acrobat Sign for Microsoft® Power Automate v5.1.0
Support for users in Multiple groups
We've added support for "User In Multiple Groups" in the Adobe Acrobat Sign connector. You can now use the new drop-down labeled "Group Name/ID" to choose the group's context for executing the Action/Trigger.
Adobe Acrobat Sign for Microsoft® Power Automate v5.0.1
Support for a new action
Adobe Acrobat Sign for Microsoft Power Automate now includes the following new action:
- Get a PDF of an agreement audit trail - This action can be used to fetch the PDF file stream of the agreement audit trail. Just ensure that the file is stored with a filename ending in .pdf extension.
Support for Adobe Acrobat Sign Sandbox
With the support for "Adobe Acrobat Sign Sandbox" connector, administrators can now use the Adobe Acrobat Sign Sandox environment for testing new features and configurations.
Adobe Acrobat Sign for Microsoft® Power Automate v5.0.0
Support for automating web forms
You can now automate your webform processes using Acrobat Sign connector's new trigger called "When a web form agreement event occurs" and a new action called "Get a list of all web forms".
This enhancement is designed to streamline your webform workflows and reduce manual input.
For more details, see Adobe Acrobat Sign triggers and Adobe Acrobat Sign actions.
The new webform trigger and action are only available for Adobe Acrobat Sign commercial connnector. Currently, these features are not supported in Government connector.
Adobe Acrobat Sign for Microsoft® Power Automate v4.2.1
Support for Acrobat Sign Government Connector
The current release provides support for Adobe Acrobat Sign Government connector, which is available in Microsoft GCC regions only. The Government connector has the same set of functionalities as the Acrobat Sign commercial connector, but it allows only user-level connections.
Adobe Acrobat Sign for Microsoft® Power Automate v4.2
Support for a new action
Adobe Acrobat Sign for Microsoft Power Automate now includes the following new action:
- Get form field data of agreement in JSON format - Retrieves data entered into the interactive form fields of the agreement in JSON format.
Adobe Sign is now rebranded to Adobe Acrobat Sign.
Power Automate, Power Apps, and Logic Apps flows can be shared with the created connection by adding new owners of the flow, or as a run-only sharing (with or without sharing the connection).
For more details, see User Guide.
Previous releases
The Adobe Sign For Power Automate connector has been improved to allow for three connection types:
- Adobe Sign user
- Adobe Sign group administrator
- Adobe Sign account administrator
Actions can be executed in the name of other users from the connection owner's account (or group) when the connection owner is an Adobe Sign administrator (group or account level).
Improvements
Support had been added for array inputs (recipients, documents, and form fields) for the following actions:
- Create an agreement from an uploaded document and send for signature
- Create a library template from an uploaded document
- Create an agreement from a document URL and send for signature
- Create a library template from a document URL
- Create an agreement from a library template and send for signature
Actions
Several Actions have been updated to the REST v6 API:
- Create a library template from a document URL
- Create a library template from an uploaded document
- Create an agreement from a document URL and send for signature
- Create an agreement from a library template and send for signature
- Create an agreement from an uploaded document and send for signature
- Get a list of all agreements
- Get a list of all library templates
- Get form field data of agreement
- Upload a document and get a document ID
Post-signing redirects
A parameter for a post-signing redirect has been added to the three create and send Actions:
- Create an agreement from an uploaded document and send for signature
- Create an agreement from a document URL and send for signature
- Create an agreement from a library template and send for signature
The Adobe Sign for Power Automate 3.0 update introduces new REST v6 Actions that are intended as replacements for existing actions of the same name.
Legacy Actions will be hidden and deprecated by January 2021.
The list of Actions being deprecated is:
- Create a library template from a document URL (Old)
- Create a library template from an uploaded document (Old)
- Create an agreement from a document URL and send for signature (Old)
- Create an agreement from a library template and send for signature (Old)
- Create an agreement from an uploaded document and send for signature (Old)
- Get a list of all agreements (Old)
- Get a list of all library templates (Old)
- Get form field data of agreement (Old)
- Upload a document and get a document ID (Old)
Support for Microsoft® GovCloud (GCC)
v2.1.1 introduces support for customers who are on the Microsoft® Government Community Cloud (GCC).
Functionality is essentially the same, with a few platform limitations as noted by Microsoft®.
- GCC High and DoD environments are not supported in this release.
Improvements
To meet increasing demand from customers with complicated workflows and approval processes, we increase the maximum number of recipients, form fields, and files for Adobe Sign actions:
- Number of recipients is increased from 7 to 25
- Number of form fields is increased from 10 to 50
- Number of files is increased from 8 to 10
Actions
With this launch, we introduce two new actions:
- Retrieve the Signing URL - Retrieves the URL for the e-sign page for the current recipient(s) of an agreement
- Get form field data of agreement - Retrieves data entered into the interactive form fields of the agreement
New Templates
For both new actions introduced in this release, we are providing sample workflows (templates):
- Capture signature on PowerApps (Action: Retrieve the Signing URL)
- Get form data from a completed agreement (Action: Get form field data of agreement)
Triggers
Adobe Sign for Microsoft® Power Automate ver 2.0 introduces the Adobe Sign Triggers!
Five Adobe Sign based triggers have been added to the integration:
- When a new agreement is created
- When an agreement is sent to a participant
- When an agreement workflow is completed successfully
- When the state of an agreement changes
- When an event occurs
Introducing Adobe Sign for Microsoft® Power Automate
Microsoft® Power Automate is a tool that connects different apps and services into coordinated multi-step workflows so that repetitive tasks can be automated without the need for complex API coding.
There are three Power Automate concepts that drive all workflows. The first is that all services can expose their API through a Connector to the service. Connectors may have Triggers that start workflows. Connectors must have Actions that drive what happens within the workflow. There are common logical connectors between actions that control the workflow based on parameters generated by previous actions.
Adobe Sign is a natural participant in this ecosystem because the nature of signature processes usually involves preparation and review of the agreement prior to signature and notification and archival of the document after the agreement is signed.
Power Automate creates an environment where any supported service can be connected to another. Use cases for the Adobe Sign connector include:
- Starting a signature process from a service trigger
- Getting the status of a Sign process
- Moving documents from the Sign service to other repositories.
Actions
The Adobe Sign integration comes with twelve Actions. These actions can be coupled with any relevant Trigger, or added to other workflows as part of a larger process:
- Upload a document and get a document ID
- Create an agreement from an uploaded document and send for signature
- Create a library template from an uploaded document
- Create an agreement from a document URL and send for signature
- Create a library template from a document URL
- Create an agreement from a library template and send for signature
- Get a list of all agreements
- Get a list of all library templates
- Get the status of an agreement
- Get a list of all the document IDs from an agreement
- Get a PDF of a signed agreement
- Get a document from an agreement
Templates
Eleven templates are provided by Adobe Sign with this first release, giving a broad sample of some of the workflows that can be produced using the Actions described above:
- Get signatures on a new asset in Creative Cloud
- Get signatures on a new file in Box
- Get signatures on a new file in Dropbox
- Get signatures on a new file in OneDrive
- Get signatures on a new file in OneDrive for Business
- Get approval on a new file in OneDrive for Business
- Get signatures on a new file in SharePoint
- Get signatures for a new SharePoint item using Adobe Sign Library
- Get signatures for a selected SharePoint item using Adobe Sign Library
- Get signatures on a selected file in SharePoint
- Get signatures for a selected SharePoint item
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