I am working my way through all of your Adobe Sign videos as I start to learn about the service and how it can integrate with SharePoint. When you sent the Word document for signature, it didn't look like you went through the steps to create a web form - so how did Adobe Sign know where to add the PO Number and Title fields? I noticed that it didn't automatically create fields at the top of the form under the Client Information section, so were there already Microsoft Word form fields on that Word document for PO Number and Title?
You need to setup the fields to map/merge in a separate process before the document goes out for Signature.. for more on this please see helpx.adobe.com/sign/using/microsoft-sharepoint-installation-guide.html
I believe it's Adobe Sign for Business and Adobe Sign for Enterprise, but don't quote me on that. Are you getting an error message with your current license level?
Yes absolutely, Adobe Sign will support certificate-based signatures. You just need to make sure it's enabled in the Account > Account Settings > Digital Signatures settings, and that you add in a 'digital signature' box to your document somewhere. The two methods you can use is to apply the signature using Acrobat Pro/Reader, or to use a Cloud Signature if your IDP is supported. Full list of supported providers here: helpx.adobe.com/acrobat/kb/approved-trust-list1.html
@Steve Walker do you know if the documents will still go into the Adobe Cloud or is everything happening within SharePoint? I ask because we have a very strict and strong data loss prevention policy. Thanks
Hi Rene, Adobe Sign is a SaaS solution, so the data will go through Adobe's service at some point, what you do with the documents after they are signed is up to you though. The default behaviour is to have all the documents stored inside your Adobe Sign account. Any document sent from Adobe Sign for SharePoint will also have a duplicate copy in SharePoint as well. However, you can set up a retention policy to instruct Adobe to automatically delete its copy of your documents after something is signed. For more information on setting up a retention policy, see here: helpx.adobe.com/ca/sign/using/data-document-retention.html
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I am working my way through all of your Adobe Sign videos as I start to learn about the service and how it can integrate with SharePoint. When you sent the Word document for signature, it didn't look like you went through the steps to create a web form - so how did Adobe Sign know where to add the PO Number and Title fields? I noticed that it didn't automatically create fields at the top of the form under the Client Information section, so were there already Microsoft Word form fields on that Word document for PO Number and Title?
You need to setup the fields to map/merge in a separate process before the document goes out for Signature.. for more on this please see helpx.adobe.com/sign/using/microsoft-sharepoint-installation-guide.html
What Adobe Sign licence do I need to use adobe sign in Logic Apps/Power Automate?
I believe it's Adobe Sign for Business and Adobe Sign for Enterprise, but don't quote me on that. Are you getting an error message with your current license level?
Is it possible to use Adobe Sign with Signature Certificates e.g. in a big company?
Yes absolutely, Adobe Sign will support certificate-based signatures. You just need to make sure it's enabled in the Account > Account Settings > Digital Signatures settings, and that you add in a 'digital signature' box to your document somewhere. The two methods you can use is to apply the signature using Acrobat Pro/Reader, or to use a Cloud Signature if your IDP is supported. Full list of supported providers here: helpx.adobe.com/acrobat/kb/approved-trust-list1.html
@Steve Walker do you know if the documents will still go into the Adobe Cloud or is everything happening within SharePoint? I ask because we have a very strict and strong data loss prevention policy.
Thanks
Hi Rene, Adobe Sign is a SaaS solution, so the data will go through Adobe's service at some point, what you do with the documents after they are signed is up to you though.
The default behaviour is to have all the documents stored inside your Adobe Sign account. Any document sent from Adobe Sign for SharePoint will also have a duplicate copy in SharePoint as well. However, you can set up a retention policy to instruct Adobe to automatically delete its copy of your documents after something is signed.
For more information on setting up a retention policy, see here: helpx.adobe.com/ca/sign/using/data-document-retention.html
It is too bad that he did not explain how to install it.
This is a really solid teaching, thank you.
Glad it was helpful!