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March 14, 2019
Question

Signature Workflow Using SharePoint

  • March 14, 2019
  • 0 replies
  • 357 views

We have a simple form with 3 signatures required (two concurrent recommendations and one final approval) that I have created in Acrobat Pro DC.

I need to create a workflow where an author will fill in the form and then send it to the first recommendation user.  After that user signs and submits, it is sent to the second user for signature, then to the final user for the last signature.  The author would need to be able to check in and see the status of the document and what stage of the process it is in and if the final signature is complete for final processing and filing.

Ideally, due to confidentiality requirements, I would love to be able to do this with an Internal Server (SharePoint) instead of using Adobe Sign and storing the documents in the cloud.

Note:  I have attempted to use Distribute and the Tracker to accomplish this, but I think that this is the wrong way to go about it.  Using this method for a Reader-Enabled form (so they can use the reader/browser to sign), I was able to distribute the form and store it in a dedicated SharePoint Sub-Site and send it for a Response.  I then see the responses come in, but the users couldn't see each other's signatures when they opened and submitted their version.

I'm getting a feeling that this isn't linear or sequential and I'm confused about how the responses can be merged by the tracker if that's even a thing.

I would appreciate any help that someone out there could provide.  I have a feeling I'm missing something simple.

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