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Using Flow to request e-signature for document in Sharepoint

This should be a pretty basic function, but I cannot seem to get it to work.  We have Item Master Design Change requests (for Engineering levels, etc.), which we currently print and pass around to various departments for signature after they've performed their updates.  

 

I've created a PDF document with e-signatures for each department, that Engineering can save and drop into Sharepoint, which triggers a flow that (SHOULD) send e-mails to the users with a link to the document requiring signature.  When finished, the user clicks the "Approved" button, which triggers the next step in the flow.  The basic "flow" itself works... the user gets the e-mail to sign and approve, then moves on to the next user.  The problem is, when they click on the e-mail link, it opens a non-editable COPY of the form in their internet browser, which is requiring download to the user's hard-drive to sign (and then what?). 

 

We want the user to perform the e-signature on the ORIGINAL document uploaded to Sharepoint, so when they click the link, it goes to that Sharepoint document for e-signature.  Am I missing something, or am I using the wrong tool?  I really thought this would do it, and we'd be able to store all the Design Change history and documentation in one folder in Sharepoint. 

 

Any suggestions?  

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Community Support
Community Support

Hi @Nonsensely ,

 

Have you take a try to achieve it with Microsoft flow?

I'm afraid that your requirement couldn't be achieved with Microsoft flow currently.

 

Best regards,

Alice       

 

Community Support Team _ Alice Zhang
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

2 REPLIES 2
Community Support
Community Support

Hi @Nonsensely ,

 

Have you take a try to achieve it with Microsoft flow?

I'm afraid that your requirement couldn't be achieved with Microsoft flow currently.

 

Best regards,

Alice       

 

Community Support Team _ Alice Zhang
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

Thank you Alice,

 

I was attempting to perform this function in Flow, and have since begun an trial of Adobe Sign that "appears" to have this function built-in, but is leaving several fields off the form when sending it out.  There is a template in Flow that integrates Adobe Sign, but there is an error when 365 attempts to connect to the Adobe Sign account. I searched on this error and it is a common one, so I cannot move forward with that solution either. I don't want my users to get frustrated when performing what should be a simple task. 

 

Regards,

Nancy

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