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saridd's avatar
saridd
Copper Contributor
May 28, 2019

Flow and Digital Signatures

I have a simple approval Flow set up using a SharePoint list. The flow triggers when item is added to the list and the flow always includes a PDF document for the approver to consider in the approval step. The SharePoint list updates once the flow is approved. However I need to get a digital signature on the actual PDF document after the flow is approved and looking for any suggestions on automating use of digital signatures on documents. If this task can not be automated I can manually do it if someone can show me where I can find an audit log of the Flow. If I can access a audit log showing evidence of the approval that would suffice.
  • vivek_verma140's avatar
    vivek_verma140
    Copper Contributor

    saridd  Hi, Here you go

    This is to show how you can use Adobe E sign to meet your requirement.

     

  • Damien_Rosario's avatar
    Damien_Rosario
    Silver Contributor

    Hi saridd 

     

    There's a few thoughts I have here depending on your flexibility to execute.

     

    1. If the document is a PDF and not, say, a Word doc, then you'll have a hard time automating it as you can't edit the PDF using flow AFAIK.

     

    If you were able to have a Word doc in the first instance, you could use a connector like Plumsail to insert an image file (digital signature) and then convert the Word doc to PDF as the final copy.

     

    In my flows for example, I have the Word doc sent out to the approver for their review, if they respond with Approved, the flow automatically inserts their signature (image file) and outputs a PDF as the final copy to be stored on SP, emailed, etc.

     

    2. The other alternative is if you have an Adobe Sign licence, you could use that to do digital signatures.

     

    Otherwise to see the flow history, click onto the flow name hyperlink (don't edit) from your My Flows list and you'll see the Run history. Click onto the desired log and you can check the approval outcome there.

     

    If you want to be notified of the approval, you could add an email notification to alert you when something is approved.

     

    Anyway you have a number of options depending on how strict the signature requirement is or whether an email from the Approver authorising the document is allowable, etc.

     

    Let me know how you go? We can adapt the options depending on your circumstance.

     

    Cheers

    Damien

    • alzukarnaim's avatar
      alzukarnaim
      Copper Contributor

      Damien_Rosario  May i know how can i use the flow for the Plumsail . I`m  still new of this Microsoft 365 . The flow which i can get the automate signature without have to fill . Can you teach me the how to create the flow or if you have some tutorial it would be better . 

       

    • seancleach's avatar
      seancleach
      Copper Contributor
      That is perfect solution, word in and pdf out
    • Ha_97q's avatar
      Ha_97q
      Copper Contributor

      Damien_Rosario how to implement it using adobe sign?


      Damien_Rosario wrote:

      Hi saridd 

       

      There's a few thoughts I have here depending on your flexibility to execute.

       

      1. If the document is a PDF and not, say, a Word doc, then you'll have a hard time automating it as you can't edit the PDF using flow AFAIK.

       

      If you were able to have a Word doc in the first instance, you could use a connector like Plumsail to insert an image file (digital signature) and then convert the Word doc to PDF as the final copy.

       

      In my flows for example, I have the Word doc sent out to the approver for their review, if they respond with Approved, the flow automatically inserts their signature (image file) and outputs a PDF as the final copy to be stored on SP, emailed, etc.

       

      2. The other alternative is if you have an Adobe Sign licence, you could use that to do digital signatures.

       

      Otherwise to see the flow history, click onto the flow name hyperlink (don't edit) from your My Flows list and you'll see the Run history. Click onto the desired log and you can check the approval outcome there.

       

      If you want to be notified of the approval, you could add an email notification to alert you when something is approved.

       

      Anyway you have a number of options depending on how strict the signature requirement is or whether an email from the Approver authorising the document is allowable, etc.

       

      Let me know how you go? We can adapt the options depending on your circumstance.

       

      Cheers

      Damien



      i have same scenario 

      • Damien_Rosario's avatar
        Damien_Rosario
        Silver Contributor

        Hi Ha_97q 

         

        My business is only just getting into Adobe Sign so I haven't explored it yet as I'm in the initial stage of research. 

         

        It's on my to-do list for the future so I'll know in the next month or 2 to come.

         

        Until then, I hope the sample above I've created helps to give some form of solution to your requirements.

         

        Cheers

        Damien

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