Workflow: Integrate Adobe Sign with Power Automate
Power Automate
Jun 12, 2024 4:30 AM

Workflow: Integrate Adobe Sign with Power Automate

by HubSite 365 about Deepak Shrivastava [MVP]

Senior Manager at Ernst & Young | Microsoft MVP | MCT

Citizen DeveloperPower AutomateLearning Selection

Master eSigning with Power Automate and Adobe Acrobat Sign for SharePoint! #adobe #sharepoint #powerautomate

Key insights

 

  • Integrate Adobe Acrobat Sign with Power Automate: Learn to utilize the Adobe Acrobat Sign connectors within Power Automate to manage eSignatures.
  • Document Sending Process: Master the process of sending documents for eSignature via Adobe Acrobat.
  • Signature Completion: Understand the step where users sign the document and the waiting process involved.
  • Final Document Storage: Learn how to save the completed PDF document back into SharePoint Library.
  • Efficient Workflow: Enhance document handling efficiency using integrated digital solutions.

Detailed Overview of Using Adobe Acrobat Sign with Power Automate

Adobe Acrobat Sign when integrated with Power Automate is a powerful tool for businesses looking to streamline their document management systems. This combination not only helps in sending documents quickly for eSignatures but also in managing workflows efficiently.

Users can initiate the signature process right within their digital workflows and wait until the involved parties sign the documents. Once all necessary signatures are collected, the final version of the document is automatically saved back to the SharePoint Library. This integration ensures a seamless flow of documents, reduces manual work, and helps in maintaining higher levels of organization and accessibility

In the latest you_tube_video by Deepak Shrivastava [MVP], viewers are guided through a practical application using Adobe Acrobat Sign within Power Automate to manage documents requiring electronic signatures. The process simplifies sending documents to be signed and ensuring their return, emphasizing enhanced workflow efficiency.

The video specifically covers the initial steps where the user learns to set up Adobe Acrobat Sign as a connector in Power Automate. This setup is crucial as it integrates the service seamlessly, allowing for smooth transitions between sending and receiving signed documents.

Following the setup, the tutorial progresses to demonstrate how to send a document for e-signature. This part of the process is critical as it involves configuring the settings to send to the intended recipient securely and efficiently. The explanation is clear and straightforward, making it accessible even to those new to workflow automation.

The concluding segment of the video focuses on the post-signature phase where the signed document is retrieved and saved back into a SharePoint Library. This step is vital as it ensures that all documents remain secure and are easily accessible within an organization's system. The process is shown in a step-by-story manner, ensuring viewers can follow along without any confusion.

This educational content is particularly beneficial for users looking to streamline document handling processes in their business or projects. It effectively demonstrates how integrating digital tools can vastly improve efficiency and document security, particularly in environments that handle a large volume of documents that require signatures.

 

 

Power Automate - Boost Workflow: Integrate Adobe Sign with Power Automate

 

People also ask

"How to use power automate with Adobe Sign?"

Integrate Adobe Acrobat Sign with Microsoft® Power Automate for enhanced workflow automation.

"How to sign a document with Power Automate?"

Use a Microsoft Power Automate template to initiate the process. Simply select a document in SharePoint, apply the specific flow from the Automate menu, input signer details, and dispatch your documents like agreements or proposals instantly. This integration facilitates the connection with preferred applications to streamline repetitive tasks.

"How do I digitally sign an Adobe Acrobat document?"

Learn the method of signing a PDF document digitally.

"How do I create an automatic signature in Adobe?"

Proceed to add your signature to the document.

 

Keywords

eSign Power Automate, Adobe Acrobat Sign, SharePoint integration, automate document signing, digital signature automation, Power Automate workflows, electronic signature solutions, Adobe Sign SharePoint