Forum Discussion
Flow and Digital Signatures
Hi Damien, happened to saw this post.
can I ask u, as I currently have a workflow that will notification the approver via email notification with attachment of the file in pdf, I would like them to have the option to include digital signature in the attached pdf and when the approver submit as approved, it will update into SharePoint list as pdf with the digital signature .
Hi bbsin
Hope you are well.
I had explored a similar case using Plumsail (at the time) to insert an img of a signature into the document/email, etc when the approval was given.
I've tried it with base64 where the img will be stored in base64 code (text) and can be called without needing a file to reference. Referencing files can also work too.
Check out these topics on the Plumsail website:
Create DOCX document from template
You could also try using (premium) Microsoft Word connector which can also insert content into docs (I personally find Plumsail to be way more flexible and does more things).
Here's how I'd do it based on the assumption that you are sending a PDF of a word or other source doc that can be edited:
1. Take original document template, insert relevant content, convert to PDF and send to the approver.
2. Approver accepts the document.
3. Use the relevant connector (Plumsail, Word, etc) to insert the signature into the original editable doc that you had converted into PDF to send to the approver.
4. Resend and/or store the final PDF with signature to SharePoint.
Hope it makes sense and gives you some ideas to proceed forward. See how you go and feel free to let me know if you need assistance?
Cheers and best wishes
Damien
- alerts965Nov 02, 2024Copper Contributor
Damien_Rosario
I have tried to apply the suggestions suggested by it was not working as expected. could you please guide us step by step how to capture the signature when approver approves.