Forum Discussion
how could i add digital signature to Forms?
- Jan 07, 2019
Not with Forms alone at this time.
However it's possible that you could use Microsoft Flow to take the response, have an email sent the submitter with the details for approval (the verification would be that they have used their registration email to confirm what they have submitted), which will then trigger an email to you with the response.
You could also have the response stored in SharePoint, or as a document, etc (I have set something similar up in my company).
It's a workaround and the UserVoice idea below is a good one for proper functionality.
Cheers
Damien
Not with Forms alone at this time.
However it's possible that you could use Microsoft Flow to take the response, have an email sent the submitter with the details for approval (the verification would be that they have used their registration email to confirm what they have submitted), which will then trigger an email to you with the response.
You could also have the response stored in SharePoint, or as a document, etc (I have set something similar up in my company).
It's a workaround and the UserVoice idea below is a good one for proper functionality.
Cheers
Damien
Is there a rule in Microsoft Flow that once the Form is submitted the sender gets a link to sing or to I need to define it?
- Damien_RosarioJan 08, 2019Silver Contributor
There's two ways that could work depending on how strict the digital signature needs to be (e.g. for legal compliance you will need a secure Connector).
Option 1. Using approvals to get sign off
Here's a scenario you could apply:
a. The user fills in the form and submits it. Their email address is automatically recorded (if the form is for use within the orgnsation) OR they can nominate an email address.
b. A copy of the form details submitted by the user is sent to the users nominated email.
c. User can review the info they have provided and click Approve to finalise the process.
d. You will receive an email with the final approval and form details.
The only catch with this is that someone can impersonate another person if they are providing the email address.
If this is internal to Microsoft (or your clients organisation), this should not be an issue as the submitters email is recorded and the email can be automatically sent to their email address.
Option 2. Use DocuSign or Adobe Sign for a secure digital signature
You can use Flow to trigger a process for the submitter to digitally sign off on the form details. Using a similar flow above, you'd need to use the DocuSign or Adobe Sign Connectors and configure it to execute this process.
Note that the two Connectors are not free and will require some form of licensing.
I hope that makes sense and helps!
Cheers
Damien
- FredoCroApr 03, 2020Copper Contributor
Hi Damien,
the option 1 in your post explain exactelly what i need to do with my form (send courses options to choose and obtain an approval to confirm).
I try to follow you wiki but i think it miss some details and i don't succed in making it working.
Can you send detailled pictures of each step?
kind regards.
Fredo
- Damien_RosarioApr 07, 2020Silver Contributor
Hello FredoCro
What have you gotten stuck on? We can explore how to address any issues together.
Cheers
Damien
- PaulineLMay 18, 2020Copper Contributor
- Damien_RosarioMay 18, 2020Silver Contributor
Hi PaulineL
There's two pictures above, both from me and FredoCro who highlight how the steps look for setting this up. The visuals will help with getting this going.
Have you given it a shot as yet and are stuck? If yes, where are you stuck on?
If you haven't started yet, the first port of call is:
1. Setting up your Form first, and making sure that you have access to it so that Power Automate will see it.
2. Add a trigger in your new Flow called When a new response is submitted and choose your form from the drop down list. This step keeps an eye out for a new response.
3. Add Get response details and choose your form. This step will retrieve what was submitted from the above step.
4. From there (refer to the images in previous posts), you will be able to add Start and wait for an approval, put in the relevant details and form attributes (dynamic content).
5. Use a Condition and choose Responses (if Responses errors out, try Outcome) and set to Equals Approve.
6. From there you are able to choose what to do if Yes/No.
See how you go and let me know if you are stuck.
Good luck friend.
Cheers
Damien