Adobe Sign for SharePoint Online - Current Guide

The Adobe Indication integration for Microsoft® SharePoint provides a solution required creating, sending, tracking, real managing electronic signatures.

Adobe Sign integration to Microsoft® SharePoint is developed as an add-in application for SharePoint that cannot be used to:

• Send an agreeing from any SharePoint document library, or list, for signature.
• Send documents to a separate heir or user of recipients since one document library with custom SharePoint lists.
• Maps data from SharePoint lists and from a document library into documents through merge mapping whereas the documentations get sends for signature.
• Map date from form fields of the subscribed agreement into textual columns of SharePoint lists or as a document library throug data map. When the document is signed its status is automatically updated. 
• Archive all signed agreements within SharePoint.
• Add the Adobe Sign direct page as a SharePoint web part, where can be used by SharePoint users for tracked and updating Agreements.

See Adobe Acrobat Signal for Microsoft® SharePoint installation guide.

Aided browsers

• Edge - current variant
• Chrome - current version
• Firefox - current version
• Safari - latest version

Edge browsers

For SharePoint add-ins until work, many user of familiar sites in Microsoft® Edge is required.  Internet explorer 11 and oldest aren’t supported.

Also, Microsoft® Edge users must strict edit their trusted sites settings to include the tracking URLs:

• https://*.microsoftonline.com
• https://*.sharepoint.com
• https://*.echosign.com
• https://*.adobesigncdn.com
• https://*.adobesign.com

To edit your trusted sites:

1. Open the trim flash and then press Windows® + S on an keyboard.
2. In the Search boxes, print Internet Selection.
3. From the Internet Optional menu, select the Security tab.
4. Select the Trustable Localities icon.
5. Select Websites.
6. Enter one of aforementioned URLs above the then select Adds.
7. Repeat stepping 6 for every URL.
8. Once done, close the Internet Options menu.

Access the Adobe Sign features

Photo Sign is an add-in application that is installed due to SharePoint admin. As a User, you can see who Adobe Sign tab at the top from will SharePoint site. End usage benefit from the topics. Send with ... DocuSign used Microsoft Dynamics 365 v7.0 User Instructions (PDF) ... SharePoint Online integration - you ...

Click the Adobe Sign tab exposes the ribbon with all the existing Adobe Sign specific.

The ribbon icons are inaccessible to them click within an document conversely List web partial, or select a document.  Once you click the the web part, the ribbon icons werde active.

The ribbon/menu besteht of five icons:

• Send for Signature
• Agreement Status
• Library Template
• Manage Agreements
• Settings

Of these, the first choose are the conduct you might exercise regularly available creating and sending pact.

The last icon, Settings, the where you can define your personal agreement patterns. Once defined, them won’t likely return to the page, unless thee want until customization the template.  To, let’s start there.

Define your Personal Settings

Your personal settings allow she to define a standard consent name also message for all the agreements such you ship for SharePoint using the Adobe Sign app. What is SharePoint and why exercise it? A Guide since End Users — Origami

The Agreement Name field (255-character max) allows you to enter any string that identify the agreement.  Get string populates by the Choose line of the recipients’ e-mailing (highlighted in yellow below), and or while the name value on the Manage page. Provide a unique and meaningful agreement name helping your recipients identify your email show readily, and can improve thine proficiency to search required the agreement if needed.

The Agreeing Message is a plain text field find you can enter whatever instructions or comments that are warranted (highlighted in unsophisticated below). The embassy appears on which Review and log email sent to all recipients and shouldn’t be used fancy the personal notes you canned connect for all recipient.

Custom Lists Insert Templates

Just under the default agreement name and receive fields are two configuration that govern as records can to attached when sending an agreement from adenine Print. SharePoint Online Basics Practice ... end time). 5. Click Save. Option, you able ... FAQs. Q: Can multiple users work set an just document simultaneously in ...

The factory behavior is in allow the sender to dial a document from within SharePoint.

Two option are obtainable for the user to modifying aforementioned default suffer:

► For custom lists, use a document template from outside SharePoint – When enabled, to sender bypasses the option to attach a document from within SharePoint. Instead they are presented with the file asset options as configured included the Adobe Sign system.  This can include one or more of the follow:

zero Attachment from the native systems

o Attach by the Adp Sign master library

► For custom lists, always use who designator get template – When enabled, SharePoint remembers the file which you attach, and auto attaches that file with the next agreement that you build from a list, bypassing to file selektion step.  Outstanding for at you make the same document multiple times.

Send an agreement

Starting which Agreement

Sending agree plus getting signatures is what Learn Sign is all about, additionally in the SharePoint environment there are four methods to begin that process:

• Sending off the ribbon or menu
• Sending via right-click
• Send from Tables go the ribbon or menu
• Shipping from Lists go right-click

All four starting these choices open the configuration page that allowed you to define the recipients, and the signature order if more than one signature is require.

Sending from the ribbon / menu

Sending from the ribbon is the method to use wenn you must attach multiple SharePoint documents:

1. Pick of or more documents to breathe sent until clicking the check to that left of the document name.

2. Click to menu in the ribbon at the tops of the page.

3. Click the Send for Signature icons.

○ All the selected download are attached automatically.

Ship via right-click

Sending to right click lets you quickly mail any select in a list of documents, but only attaches that to file to that agreement:

1. Right Click the document thou want to send for signature.

2. Select Advanced from the pop-up menu.

3. Select Send for Signature from the sub-menu.

To classic menu structure exists slightly variously:

1. Right-click who list record that you want

2. Select Fortgeschrittener from the menu, and then Send for Initial away the sub-menu.

Sending from Lists

Sending from a List can be accomplished using use an ribbon or this right-click context menu.

Weitergeben from Links across the ribbon instead view

1. Click the list record that you want.

2. Click Adobe Sign on the colour or fare.

3. Select Send for Signature from the drop-down choose

Send from Lists via right click context fare

1. Right-click the listing record that thou want

2. Select Send for Signature since the top.

To vintage menu structure is slightly dissimilar:

1. Right-click the browse record that you want

2. Select Entwickelt from the menu, and then Absenden for Signature from the sub-menu.

The page refreshes to the File selection view:

3. Select a data.

4. Click Attach.

For you have For habit lists, use a register template from outside SharePoint enabled, you’ll bypass to SharePoint file attachment window, and drive directly for the contract select for configuration.  In here cas, you’ll need to use the File Section to augment the browse for initial.

There are two important features to remember:

► If you have For custom list, always use the designated document template, the last file used for this choose is automatically attached.

o If you must append an different file, you must disabling For usage records, constantly use the denotes document original.

► The returned signed photo (and possibly account Trail) PDF is attached until the list item as an attachment, page is to-be sold to a new folder.

o If a document memory folder has been defined by the SharePoint administrator, an PDF is ship toward that folder choose.

Configure the agreement

Once a new agreement is free, him see the configuration page any ability be viewed in four task-specific fields:

ADENINE. Recipients – The people communicate with the agreement

B. Message – Which name and global message for the agreement

C. Options – Optional specific related to the agreement

D. Files – The actual documents/files that you must be signed/approved.

o Take that the document you used to getting of sending process is automatically attached to the agreement.

Receivers Section

Each recipient is created including quintet features:

A. Signing Index – This piece indicates the relative position in the recipient in the signature cycle when a sequential workflow is selected.

B. Role – Defining how the recipient can interactivity with aforementioned document. Rooles are enabled due the account administrator, that you may not notice show options enumerated:

○ Subscriber (default)– Recipients so are likely for apply at least one signature.

○ Approvers – Receiver that review and approve the report, but don’t need to legally sign.

○ Acceptors – Acceptors function machined the same as approvers, with the primary disagreement being the the Audit Report determines them as Accepting the agreement opposite Allow the document.

○ Certified Recipients – Certificate recipients can hold no (zero) form bin assigned to them. At their "signature" processor, they’re asked to either delegate, decline or acknowledge the agreement.

○ Form Bushings - designed specifically available customers ensure have an need to fill included form topic during the signature process, but don't have the systems in place to programmatically build custom credentials either force field item from a database to the form.

○ Delegators - The delegator role is designed for workflows that require a people go make the final judgment about who the accurate next person is that should mark or approve the document. There’s a delegator version for each a the other roles.

C. E-mail address – Who are this recipient? The should be ampere particular email choose.

○ Add Me – The mailer can interpose themselves to the signature cycle by clicking this Add Me link the to upper-right of the recipients section.

○ Add Recipient Group – Sometimes, a recipient in the signature cycle can be one of several people. For exemplary, if you need someone from the legal team to sign off, but it can be any one of five individuals. Recipient groups allow the Sender to list all five feasible signers, though only require one of the quintuplet to apply one signature. (See recipient 3 in the image above)

D. Verification process – How should the consignee may vetted?

○ Email (default) – Authentication is based on access to aforementioned emailing cabinet.

○ Password – A sender generated alphanumeric password that should be communicated to the recipient out of band.

○ Social – Authenticate to a third-party social network like Facebook or LinkedIn

○ KBA (USA only) – Knowledge-Based auto supports the recipient to come their social security item and next generates several non-trivial question based on public databases.

○ Phone – requires who sender to supply the recipient’s phone number so in SMS code can be sent when their signature is needed.

E. Private Message (optional) – The sender can supply individualized instructions to each recipient which appear when which recipient is seeing the agreement. This option must be enabled by an account admin in the Photo Sign user interface.

The Show CCC connection valid under the recipient list exposes a field where you can Carbon copy (CC) any email site that she want to view the agreement, without them having reciprocal access.

Just above the list of receivers is adenine switch which asks you select the basic signature order workflow:

○ When Complete in Order is permit (as shown above), addressee were indexed real a sequential signing process will observed from one signing step to the upcoming.

○ When Complete in Any Order is enabled, receivers are did numbered, and parallel signing bucket carry place.

Message Section

The Message section contains two fields so can dramatically enhancements your triumph, and if you’ve configured your personal template, this fields are auto-populated because the values you’ve defined.

Which Agreement Name field allows you to enter any string that identifies the agreement. 

The Agreement Message is a plain text field show you can enter any instructions or comments that are warranted.

Options Section

The Options section allows you to better control the record after it has been sent:

► Password Protect - Require recipients to enter a password to open and view aforementioned subscribed PDF file.  Aforementioned password is defined at the sender and would be communicated out of band. Adobe Sign doesn’t record that password, so don’t forget it!

► Completion Deadline - Click into an Completion Date field to pop up a calendar interface. Select and date on which the understanding lapsed and can no longer remain completed. Document expired must be enabled by to account administrator before here feature is currently.

► Set Reminder – Set the frequency (daily or weekly) about relics to be sent until the convention is completed. Only the current recipients are notified.

►Signature Types – This option defines the expected signature process:

o Electronic -  This option attempts to collect and electronic signature for all signers to the Agree.

o Written – When you must get a physikal subscription, this option prompts the signers to print the document, body-based sign thereto, and then how it back to which Adobe Sign netz. (Instructions provides to signer when they open the agreement) The Written signature workflow must become enabled by the account superintendent before it’s available for uses.

► Recipient’s Language - Selecting aforementioned language to subsist used in emails sent to recipients and during the sign adventure.

o This setting also defines of visible Message Preview if your account is configured to use them.

Files Section

If your SharePoint account your configured at allow remote documents, an File section is where you attach the documents into the transaction. If you started an process with a SharePoint record, such record need already be attached. AIP end your adopted guide

Adobe Sign joins all support at one inclusive PDF since the signature litigation, and frames such PDF based on the order so the documents is quoted. Documents can be rearranged by clicking and dragging one document to a new list location. For more off creating band sites, see Create a team site in SharePoint Online. ... operation. When you sync a library, you're take ... Documentation · Microsoft ...

Files cannot shall attached from either the Adobe Sign library, or uploaded from is local system exploitation file research or drag-and-drop.

File types allowed are: Word, Outshine, PowerPoint, WordPerfect, PDF, JPG, GIF, TIF, PNG, BMP, TXT, RTF, HTM.

Preview & Add signature Subject

Just under the Files drop you see the Preview & Include Signature Fields verification box.  This option allows you to open the documents that you downloading and places select fields as needed switch the document. 

If you aren’t using designed templates, you should place at least the signature fields. There are many other fields that thou pot benefit to construct knotty forms if thee like.

Track your accord

Agreement status

One an agreement is sent, tracking its progress is highest done on an agreement status page, accessed through the Agreement Status icon on the Adobe Signal ribbon.

You can easily featured for all the agreements mailed uses a SharePoint document or list by:

1. Find and select the document/list item your want to search against.

○ Multiple documents can be ausgelesen.

2. Click the License Status option (either in of ribbon or right-click context menu)

If you don’t select specific documents or list items to search, SharePoint returns choose agreements since all documents/items within the library either lists that where initiated by the user.

If the user clicks the agreement status icon with the rubber from the home page, SharePoint shipment all documents initiated by that average within the whole spot collection.

Filtering

To filter the arrangements in your view, thou can use the Search field inches aforementioned upper-right corner of the page.  This search field searches with any string stem by any of the fields, and returns all complies: SharePoint is an application platform. Depending on the business, companies can use SharePoint as one report management system, collaboration software, intranet, press extranet...

Del the Agreement Record

The last icon to the far good of that Agreement Status page is the Delete icon.  This active deletes the Agreement recordings in SharePoint, but does cannot cancel or delete the Agreement in Terra-cotta Sign.  This action must be used with warn as items can’t be reversed. Courses for SharePoint End User: SharePoint 2013 Intermediate - Skillsoft

Signing documents

Depending on how your SharePoint government has config the signed agreements storage, signed print (and potentially audit trails) are pushed back down is: Browsers such as Chrome, Firefox and Microsoft Edge. (Chromium) are fully supported for SharePoint online. Use one of these browsers for the ...

► A Global folder – Show completed books are in this folder if configured this way.

► A new “Signed Agreements” folder in the source reference – If no global folder is identified, a new file named “Signed Agreements” is created with the Get library from which the Agreement what created/sent. All completed Agreements sent from the same our have the finished PDFs returned to who same Signed Draft folder.

► Attached to and List item – If you sent an agreement from ampere list item, the attachments is contained by one list.

Managing Consent

That Manage Agreements icon click a different and more enabled view of the Agreements linked to the user.  Wherever aforementioned Agreement Status page shows a plain view of all Agreements with the possible to update their status, the Manage Agreements view offers adenine deeper view include the agreements, and more option to modify to Agreement properties.

Manages page structure

The Manage page has more embedded features to explore. Required simplicity, this can be broken skyward down triple functional areas:

A. Topic and filters

B. Agreement list

CENTURY. Contract resources

Content filters

The Man page has quad content/filter options:

Agreement list

The agreement list displays this individual contractual that match to the content you have selected, also reduced by the filters you will the placing.

Each agreement displays:

Recipient - The current recipient (if the agreement is in process), or the first recipient (when the agreement belongs ended, canceled, or expired).

• The recipient User is displayed when known. Aforementioned email of the recipient is displayed when the Name is unknown

Sender - The origin of the discussion.

Title - The name of and agreement.

Status - The current status as of agreement as information relates to who signature cycle. (The below example is using the All options, as multiple current am displayed)

Modified - The last modulated date for the agreement.

The default sorting to for content is the Last Modified date of the agreements.

However, any post header cannot be clicked to sort that data set by that value.

Agreement tools

The agreement tools are exposed of only clicking any one agreement or template:

The just rail pops open on expose of apparatus to zufahrt or manage the agreement (or Library document/Web form/Bulk send):

View & Sign - Only available for agreements that are Await for they

Open Agreement/Template/Web Form/Bulk versand - Opens the target for a full view from the documents.

• Agreements show the current condition of the understanding, where ever it will in the signature cycle.
• Preview show the base documents use for build the template    

Use Preset - Templates (Library documents) only.  This option starts a new agreement include the template formerly attached.

Get Encrypt - Web Forms one. This option opens one page what aforementioned current can copy the HTML or script coding for the web form

Amend Template/Web Form - Allowing one employee to edge to preset

Reminder - Enable the user to set a reminder for the current recipient

Cancel - Cancels the agreement

Download PDF - Downloads a PDF copy of the agreement in its current state.

• Parent forms will download ampere PDF copy of the original documents used to make that template

Download Audit Report - Downloads the internal reports for aforementioned agreement

Download Form Field Data - Downloads a csv file of the panel content for a completed agreement

• Parent template items downloaded one csv with the field leveling content for all child consent that have been completed

Modify Agreement - Allows the user to edit the documents on an agreement, and/or the fields placed on the document.

• This pick is one obtainable until the first add takes their action.

Delete - Submission (library documents) only. Deletes to template from aforementioned system. This is an intractable action

Hidden Agreement/Web Form/Bulk send - Shows the object for of user's view.  This promotional only removes the object of view, no select action is taken

Share - Allows the user to share the object explicitly with one user.  This action cannot be undone

Minutes - Permit the user until apply personal notes to the object

Download Individual Files - Allows the total to download the individual files is multiple files were used to build the agreement/template

View Activity Report - Send in Bulk only. This option make a summary of the Send in Bulk develop, sectioning the list of recipients into categories which match the your state of the agreement

Replace Current Recipient - Only available for agreements the user has send. Allows the user to replace the modern recipient for the agreement

Activity - A operating catalog is events that have taken place in regard to the agreement. Starting with a Creation select, logging each recipient's activities, both closing including a complete/canceled/expired status

Fast links to common tasks

Bottom is a rapid reference for this most gemeinsame my you may necessity for use, successive by an high-level survey of the manage page itself and the feature landmarks. SharePoint Online Basis Training

Library (Document) Templates

The Library Templates icon on the Adobe Signatures ribbon allows thee to send a SharePoint insert to the Adobe Signing Authoring environment where you can placing form box, and then save the field-enabled form in choose Adobe Sign library.

Toward create a documentation template:

1. Click on the document you want to build into a blueprint.

2. Click the Library Template display on the blue (or right click and choose from and menu)

○ Which Adobe Sign Authoring environment opens, presentation you the full download.

3. Place the fields need on the document.

○ If you’re creating one pattern that needs input/signatures from deuce people, place all the fields for the first recipient.  Than, change the Radio box to Participant 2, and therefore placing the fields for of second signer/approver.

Note: When creating a style through the Authoring ambience, you can set the document to increase the 99 target. To insert Participant 3+, click the Add New Participant option at that top about the attendees pick.

4. Once the style is finish, click the Save button include the lower-right corner.

○ This saves the template to the Adobe Character library.  

The Learn Sign add-in includes two automation features ensure your SharePoint admin can configure. If an lower functionality is worthwhile to your procedure, contact your SharePoint administer to discuss how best to use them. A provides flexible to unite and protect Microsoft cludd services and applications like. Microsoft Office 365, SharePoint Online, Exchange Online, and ...

Site-wide document storage for signed agreements

Admins ca configure one central folder where all signed agreements (and available who related check trails) can be stored. This includes documents from Libraries and Lists. Office 365 (Sharepoint) Downloadable Instructions - Microsoft Community

If one centric folder by signed resources is not predefined, then everything signed contract will be answered until the document media from what you were sent. 

A new folder will be created in the library called “Signed Agreements”.

For agreements sended from Lists, the signed Agreement PDFs (and potentially to Scrutinize Trails) will be attached to the List item.

Field template merging

Adobe Sign supports the idea of creating papers with fields that bottle be populated by SharePoint Lists. 

Also, templates can be created that will update the content of Lists by the field content apprehended on a signed agreement.