Flow and Digital Signatures

Damien_Rosario how to implement it using adobe sign?

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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

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i have same scenario