Power Platform Community Forum Thread Details

Help with document signing automation

Hi all,

I'm trying to build a automation for users to sign a responsibility document for IT equipment.

So far, I have 2 working flows:

The first one get answers from a form, fill a word template, converts it to a pdf, uploads it to adobe sign, send it to the user to sign, creates an entry on a sharepoint list with the form answers. This list has also a column that I wish to control if the document is signed or not and, if signed the link to the document in sharepoint.

The second flow is trigged when a document is signed on adobe sign (any document) it gets the signed document and save it to a sharepoint folder.

What I'm trying to do now is for the second flow to update the status on the list entry created by the first flow.

is that possible?

You will need a key or unique identifier to look up the list item an update it.

I don't know what fields/properties are returned from the trigger Adobe Sign, but you need to look and see if there is anything in there you could use as a lookup.

Maybe there is a property you could create/add to the document template.

The populate that property it when you create the list item and document. Then when the document is signed you reference that property to look up the item in the SP List.

This will only work if the Adobe Sign allows you to get the file properties.

I have not used Adobe Sign, but when you upload to adobe sign, what are the properties outputs of that upload action? Is there some sort of Id or unique identifier of the file?

If so, you could use that Adobe Sign property and add it to the list item in a column.

When the trigger from Adobe Sign happens, you could use that reference to look up the list item.

Can you see any of the properties or outputs of the trigger and identify some kind of property or value that is carried?

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