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Known Participant
October 12, 2023
Question

Automaate esign workfloow

  • October 12, 2023
  • 1 reply
  • 354 views

I have been using Adobe Sign successfully as follows: with microsoft access, my database, I set the values in an adobe form from MS Access data.  Then I open the created form and go through the Sign wizard sequence to send the form for signature to my client.

I would like to further automate this process.  I would like to automatically send the document via Sign to my client.  On my access form I have an e-mail field so I could use that.  Is this possible?

 

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1 reply

Adobe Employee
October 13, 2023

HI @stanleydenman ,

Have you explored using Power Automate?  It is integrated directly into Acrobat Sign.

This overview would be a good starting point, and based on my experience, there is always a way to trigger an agreement to be sent to a customer. https://helpx.adobe.com/sign/using/sign-power-automate-integration.html 

 

Regards,

Roman