Is it possible to automatically save documents signed using Adobe Sign by folder at Share point?

Question

The customer wants the document signed through Adobe Sign to be automatically stored in the folders they specify when linked to Share points.

For example, the 2017 folder or the audit folder...

They want the ability to automatically classify and store signed documents in a folder set by the customer.

And customers should be able to find documents easily.

Is it possible to implement this function at share point?

Answer 1

Hi @odin , thank you for posting in the Q&A forum.

You can use Power Automate (Microsoft Flow) to save the final copy to a SharePoint library on a specific trigger, for example, whenever the agreement workflow gets completed. Here is a template that you can start with: Save an Adobe Sign completed agreement to SharePoint library.

You can refer to the link here for more flow templates working with Adobe Signs, see if any suits your need: https://asia.flow.microsoft.com/en-us/connectors/shared_adobesign/adobe-sign/

*Note: While Microsoft supports and encourages open-source software development, it does not provide technical support for the software from third parties, nor does it guarantee that the software will work as described. *

---

If an Answer is helpful, please click "Accept Answer" and upvote it.
**Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread. **

Answer 2

Hi @Chelsea Wu ,

The power automate can save the signed agreement in the designated SharePoint folder/library but can it also include the audit report associated with the signed agreement in the same location?