E-signature workflow use cases

Creating e-signature workflows with Adobe Sign for Zapier allows you to streamline your signature processes with ease and flexibility. You can build automated workflows for diverse scenarios, such as internal approvals, contract agreements, and multi-step sign-offs, all while ensuring secure and legally binding signatures.

To set up each workflow, you need to:

1. Select an Action Event: Choose the desired Action event from the list.
2. Connect to Acrobat Sign: Link the workflow to the Acrobat Sign account you want to use.
3. Configure the workflow: Fill in the required fields to set up the Action workflow.
4. Test the workflow: Optionally, you can do test the workflow by performing a test run to ensure everything works correctly.

This process ensures that your workflows are properly configured and ready to use.

For instance, configuring a workflow for creating a document from an agreement requires you to fill in the following fields: Agreement ID and Document ID

Supported e-signature workflows

You can easily create automated e-signature workflows on Acrobat Sign for Zapier for any of the following use cases:  

Automate agreement creation

You can create the agreements based on any of the following triggers and notify signers. The agreement creation workflows in Acrobat Sign allow you to select authentication methods, add users, and define their roles. You can notify signers by sending signing URLs via WhatsApp, SMS, or Slack.

Actions: 

• Create an Agreement from a Library Template and Send for Signature
• Create an Agreement From Uploaded Document and Send for Signature

Manage documents

You can simplify your document management process with the following automated workflows in Acrobat Sign for Zapier:

• Create PDFs of signed agreements: Automate the conversion of completed agreements into PDFs to ensure easy storage and future reference. Once an agreement is signed, the system can automatically generate a high-quality PDF of the document, storing it securely and making it readily accessible.

• Get document ID: You can upload any document to retrieve its unique Document ID. This provides a quick reference for tracking, organizing, and retrieving documents within the database. 

• Check agreement status: You can provide the Document ID or e-signature URL and instantly check if an agreement is pending, signed, or completed. It helps you stay informed on an agreement's progress at all times without needing to contact other parties.

• Find an agreement’s signing URL: You can quickly locate a specific agreement's signing URL and resend it to the signer if necessary. Acrobat Sign generates and stores a URL upon document creation allowing you to have easy access for seamless re-sharing and follow-ups.

 Actions:      

• Create a PDF of Signed Agreement
• Upload a Document to Get Document ID
• Find the Agreement Status
• Find the Signing URL

Import and sync agreement audit trails 

After the Signing ceremony is completed, you can download the signed agreement audit trail and upload it to a desired location, such as Google Drive or OneDrive.

Action:

• Create a PDF of the Agreement’s Audit Trail

Import and map form fields

You can download a list of form fields from signed agreements and use them to map data to other sources. For example, if an agreement contains a "First Name" text field, the signer will enter their first name and sign the document. Once the signing process is complete, the requester can download the form field data, and the first name can be saved in an Excel column or another data source.

Action:

• Find Form Field Data of Agreement in JSON Format

Retrieve documents

You can retrieve lists of all agreements and their document IDs.

Actions:

• Find a List of All Agreements
• Find a List of All Document IDs of Agreement