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Adobe Sign for Dynamics 365 - Get Document link instead of sending out Email

New Here ,
Sep 29, 2021 Sep 29, 2021

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We are using adobe sign with ur Dynamics 365 Customer Engagement app.

I understand that Adeobe sign plugins  will send out the email with link to document to capture the digital signatures.

We have a requirement that we do not want the link to document sent by email instead, display the link in our portal and customer to login to our portal to sign the document.

Is it possible  to get the link of the document instead of sending it through email ?

 

TOPICS
Manage security and compliance , SDK , Send documents , Workflow designer

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Adobe Employee ,
Sep 30, 2021 Sep 30, 2021

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It's doable, but you'd need to make use of the power automate integration to both create the agreement without any emails and then to grab the signing url.

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New Here ,
Oct 04, 2021 Oct 04, 2021

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Thanks Simon,

 

I tried using power automate and could not figure out how to achive this?

Would you be able to help me in priving the sequence of actions to be used to achive this?

All the actions i could see generates the agreement and send for signatures.

 

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Adobe Employee ,
Oct 05, 2021 Oct 05, 2021

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There are 2 approaches regards disabling the email from Adobe Sign. As an aside it's recommended to make use of additional authentication if not using the Sign emails. 

Contact support to disable emails for a given group. The main advantage is that it allows you to use the standard Sign connector to create an agreement.

But you're tied to a group setting, ie senders need to come from this group. (which may not be a big drawback.

 

The other option is to disable the email when creating the agreement. However the standard Sign connector does not currently expose this option. This requires the use of the premium Http connector to make a 'naked' api call to the Sign api. It's a tad more complicated and requires some knowledge of json and the use of the Sign api reference..

 

For now I'll assume the first option.

 

Next what files are use? Are you generating the files for each agreement or do you use a Sign template? If the former, in Power Automate you first need an action to grab the file content, then use the file content in the Sign action "Upload a document and get a document ID".  Then to create the agreement use this document ID with the Sign action "Create an agreement from an uploaded document and send for signature".

 

Once an agreement is created use the agreementID in the last Sign action "Retrieve the Signing URL"

then follow up with an action to place this url into your portal. 

 

If using a Sign template, then no need to upload a file first and start with the "Create an agreement from a library template and send for signature" and follow that with the retrieve sign url step.

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