Power Platform Community Forum Thread Details

The overall objective is to get users to sign off when a company asset has been assigned to them. In a perfect world, they'd get a notification in Teams showing them the details of the asset assignment with a little window for them to sign their signature. Then this would be saved as a PDF in their employment folder as a receipt for the transaction. I've been researching possibilities for the past day and continue to hit wall after wall.

It seems like Acrobat Sign is the only option.

My flow creates a new Word doc from a template (when a SPO List item is created or modified), filling out the values from the item in the SharePoint list, then saves that in the employee's folder. (I'd love to update this item with a link to this Word doc but that would create a loop and I haven't figured out how to solve for that yet. And/or, add the doc as an attachment in the List.)

Right now, the workflow Uploads the Word doc to Acrobat then Creates and agreement and sends for signature. Although, it's failing to send any notification.

My first question at the moment is how to add a field to the Word doc template for the signature?

I've reviewed the Acrobat Sign for Microsoft Word/PowerPoint Add-in: User Guide but this just seems to be for people who need to sign a document, not create one for use in Power Automate. https://helpx.adobe.com/sign/integrations/microsoft-word-powerpoint-addin.html

Do I need to turn this into a PDF first? If so, how would it be possible to update the physical location of the signature every time a new PDF is created from a new Word doc? Some of the fields are multi-line so the layout of the Word doc is dynamic.

I's really like to just insert Acrobat Sign Content Control into the Word doc.

Categories:

Building flows

Are you open to using the Word signature line feature?

If so, you can find it on the far-right of the Insert tab in Word. Once the first person signs the document, if anyone makes changes (except for signing), it will invalidate the prior signatures. It does require that the signers have a valid digital certificate on their computer to use the feature.

I am working on my first solution using this and have not found much documentation on this except Insert a signature - Microsoft Support. I don't know if it is a recently added feature, but it is exactly what I need for the project I am working on. When the signer right-clicks on the signature box, this menu opens:

The thing I am stuck on now is how the workflow will know when everyone has signed. I think I will still need approval tasks to have approvers sign the document and also choose approve/reject so the workflow will know the outcome and when the signatures have been added.