Forum Discussion
saridd
May 28, 2019Copper Contributor
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_verma140Copper Contributor
- Damien_RosarioSilver 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
- alzukarnaimCopper 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 .
- seancleachCopper ContributorThat is perfect solution, word in and pdf out
- Ha_97qCopper 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_RosarioSilver 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