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Advocate II
Advocate II

Collect Signatures for Documents without an Electronic Signature Provier

We're looking to send a link to some documents to users and then capture some sort of signal that the person had read them (doesn't have to be a signature) and capture data\time stamp when they mark the documents as "read." 

 

It would be great if we could see who has marked "read" and who has not. 

 

Is a third party product required to achieve this? Are there any templates out there for Microsoft Flow for this if no licensing for a third party signing product is available?

2 ACCEPTED SOLUTIONS

Accepted Solutions
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Community Support
Community Support

Re: Collect Signatures for Documents without an Electronic Signature Provier

Hi @DS2 ,

 

Thanks for updating.

But I would still suggest you submit a request on Flow Ideas Forum if you would like to achieve it directly using Flow.

However, if you are familiar with Custom APIs, you may also consider registering a custom API with your flow. The following docs for your reference:

https://docs.microsoft.com/en-us/flow/developer/register-custom-api

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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Frequent Visitor

Re: Collect Signatures for Documents without an Electronic Signature Provier

The general idea of what I did is:

 

I have a document library and an acknowledgement list in SharePoint.

 

1. When an item is created, check if the status is approved

- status is a custom field that is just a choice field.

2. if approved, collect the email addresses of a specified SharePoint group

3. Once done, apply to each, start an approval, first to respond.

4. check response, if approved, create an item in the acknowledgement list

If rejected, create an item in the acknowledgement list and email to their supervisor to follow up.

 

If a person rejects the approval, the acknowledgements list has to be manually updated once they have understood the document. Haven't quite figured out a way to automate this just yet.

Document Acknowledgement Flow 1.JPGDocument Acknowledgement Flow 2.JPG

View solution in original post

9 REPLIES 9
Highlighted
Community Support
Community Support

Re: Collect Signatures for Documents without an Electronic Signature Provier

Hi @DS2 ,

 

Do you want to know if a document has been read or not via flow?

I am afraid that there is no direct way could be used to achieve your request.

Per my certain research, there is no available third-party tool could be used either.

If you need this feature, please submit a request at Flow Ideas Forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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Advocate II
Advocate II

Re: Collect Signatures for Documents without an Electronic Signature Provier

HI @v-yamao-msft 

Thank you and sorry for not being more clear, not quite. 

Once we've sent the link, we'd like the users themselves to indicate they have read the documents (checkmark? something similar?) and we'd like to be able to see who has indicated they have read them. 
Kind of like a signing product, but very light. 

Highlighted
Community Support
Community Support

Re: Collect Signatures for Documents without an Electronic Signature Provier

Hi @DS2 ,

 

Thanks for updating.

But I would still suggest you submit a request on Flow Ideas Forum if you would like to achieve it directly using Flow.

However, if you are familiar with Custom APIs, you may also consider registering a custom API with your flow. The following docs for your reference:

https://docs.microsoft.com/en-us/flow/developer/register-custom-api

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
Advocate II
Advocate II

Re: Collect Signatures for Documents without an Electronic Signature Provier

Thank you.

Highlighted
Frequent Visitor

Re: Collect Signatures for Documents without an Electronic Signature Provier

Hi!

 

I'm not sure if you're still looking for a way to do this, but I think I have done something similar using flow.

 

I have set up an approval flow that everyone needs to 'approve', once they do, their acknowledgement gets added to a sharepoint list that stores who has 'read' the document.

 

We use this for people registering when they have read/understood a new process document.

 

If you're interested, I can give you an idea of what I did to achieve it (it's probably more complicated than it needs to be!)

Highlighted
Advocate II
Advocate II

Re: Collect Signatures for Documents without an Electronic Signature Provier

HI @Zuleika 

 

I'm not currently looking for a solution for this, but would be interesting to see how you've done that if you have time. 

 

Much thanks!

Highlighted
Frequent Visitor

Re: Collect Signatures for Documents without an Electronic Signature Provier

The general idea of what I did is:

 

I have a document library and an acknowledgement list in SharePoint.

 

1. When an item is created, check if the status is approved

- status is a custom field that is just a choice field.

2. if approved, collect the email addresses of a specified SharePoint group

3. Once done, apply to each, start an approval, first to respond.

4. check response, if approved, create an item in the acknowledgement list

If rejected, create an item in the acknowledgement list and email to their supervisor to follow up.

 

If a person rejects the approval, the acknowledgements list has to be manually updated once they have understood the document. Haven't quite figured out a way to automate this just yet.

Document Acknowledgement Flow 1.JPGDocument Acknowledgement Flow 2.JPG

View solution in original post

Highlighted
Advocate II
Advocate II

Re: Collect Signatures for Documents without an Electronic Signature Provier

Excellent sample, thank you for this. 

Highlighted
Regular Visitor

Re: Collect Signatures for Documents without an Electronic Signature Provier

This is what i need.

But not able to make it work:( Img is little blury and i am an beginner.

Do you have any step by step guide it would be much appreciated.

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