Forum Discussion
Flow and Digital Signatures
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
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
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
Hi Damien_Rosario !
Have you been able to play arounds Adobe Sign for automating process of digital signatures like you did with plumsail ? If so, can give me a feedback ? I am facing the same problem.
Thanks in advance !
Unfortunately, I haven't as yet needed to do an Adobe Sign workflow in my project so I don't have any updates to share for now.
However, I reckon give the community experts at https://powerusers.microsoft.com/t5/PowerApps-Community/ct-p/PowerApps1 as they may be able to assist you further (they are awesome).
Best wishes
Damien
