Power Automate for SharePoint and Adobe Sign
Automatically copy a completed Adobe Sign agreement to a SharePoint library of your choice using Microsoft Power Automate.
Set up Power Automate in Outlook on the web
1. Log in to Outlook on the web.
2. Click on the Waffle menu in the upper left corner.
3. Choose Power Automate from the list of applications. The Power Automate start page will open.
4. Click Create on the left menu. Workflow options will appear.
Adobe Sign SharePoint in the Search all templates field.
6. Click the Save an Adobe Sign completed agreement to SharePoint library. You may see several tiles with the same name; select the one that includes By Adobe. It will probably be the first tile.
You have now set up Power Automate.
Use Power Automate to Sign in to Adobe
1. Open a new browser tab. Log in to Cornell Adobe Sign.
2. Go back to the Power Automate tab on your browser. On the lower part of the screen, to the right of Adobe Sign, click Sign in.
3. Click Allow Access. You will return to the Power Automate screen in Outlook for the web.
You are now signed in to Adobe through Power Automate. You should not need to sign in again.
Use Power Automate to Sign in to SharePoint
1. On the lower part of the screen, to the right of SharePoint, click Sign in.
You are now signed in to SharePoint through Power Automate. You should not need to sign in again.
Create a Workflow in Power Automate
A "workflow" is a sequence of steps that you assign in order to place a copy of your signed Adobe form in the proper SharePoint library.
1. Click Continue once you have used Power Automate to sign in to SharePoint. You will go to a workflow setup screen.
2. In the Adobe When an agreement workflow is completed successfully area give your workflow a descriptive title in the Name field.
2. In the SharePoint Create file area click on the down arrow at the very right of the Site Address field. Choose from the list of available SharePoint locations.
3. Click on the folder icon to the right of the Folder Path field. This will list your SharePoint folders. Choose the folder where you want the copies of your completed Adobe Sign documents to be saved.
4. Click Save. You have now created your workflow.
Test the Connection
Sign a test agreement in Adobe Sign. You should see a copy of the agreement show up in your designated SharePoint folder. If you don't see this copy, click History for what may have failed, and how to correct it.
1. Click on My flows in the left-hand menu.
2. Click on Save an Adobe Sign completed agreement to SharePoint. These tools show you a log of every time the workflow ran (you should see at least one from your testing).