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Adding Adobe Sign AgreementID to customer record in SharePoint list.

New Here ,
Jan 16, 2022 Jan 16, 2022

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We have a SharePoint list which contains CustomerID and other information in one row/record which gets merged into a Sign template. That template is opened and completed within MS Teams Sign and sent to the customer. We need to capture this AgreementID in that SP list record. This is so we can associate each CustomerID with the AgreementID that was sent to them in that list.

 

I've been unable to associate the CustomerID in the creation of the Agreement. Although the CustomerID is contained in the data merged within the document, we want to avoid accessing any data from the document itself.

 

Thanks for any ideas, Bryan

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