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simranjeev
Participant
May 17, 2019
Answered

Adobe Sign Templates on SharePoint Online

  • May 17, 2019
  • 1 reply
  • 1207 views

Hi,

I have installed the Adobe Sign Add-In on my SharePoint Online environment and have a couple of questions about using Adobe Sign templates on SharePoint Online.

  1. I can create a new template using a SharePoint document with the "Library Template" custom action. This template is then saved in the Adobe Sign Library. Is it possible to save or copy this template to a SharePoint document library so that the signature process can be started directly from SharePoint using this template? Or do I have to then start the signature process from Adobe Sign Library and not SharePoint document library?
  2. If I start the signature process from Adobe Sign Library, can I save the signed agreement to a SharePoint library?\

Thanks a lot for the answers.

    This topic has been closed for replies.
    Correct answer Meenakshi Negi

    Hi Simranjeev,

    Sorry for the delay in response.

    As you have questions regarding the Sharepoint integration, please refer to the help document provided below:

    - Adobe Sign for SharePoint Online - User Guide

    Check if that helps.

    If you still have any questions, please contact the Adobe Sign support team. They will be able to provide you the right information.

    # For the subscribed account, find below the steps to contact support:

    • Log in to your Adobe Sign account directly via https://secure.echosign.com/public/login

    • Once logged in, check the upper right corner of the page and click the question mark icon.

    • It will re-direct you to the page where you get the option to create the support case or to start a chat with the team.

    • If you've never logged in this way, use the forgot password option on the login link to set your password.

    Let us know if you experience any issue.

    Regards,

    Meenakshi

    1 reply

    Meenakshi Negi
    Community Manager
    Meenakshi NegiCommunity ManagerCorrect answer
    Community Manager
    May 31, 2019

    Hi Simranjeev,

    Sorry for the delay in response.

    As you have questions regarding the Sharepoint integration, please refer to the help document provided below:

    - Adobe Sign for SharePoint Online - User Guide

    Check if that helps.

    If you still have any questions, please contact the Adobe Sign support team. They will be able to provide you the right information.

    # For the subscribed account, find below the steps to contact support:

    • Log in to your Adobe Sign account directly via https://secure.echosign.com/public/login

    • Once logged in, check the upper right corner of the page and click the question mark icon.

    • It will re-direct you to the page where you get the option to create the support case or to start a chat with the team.

    • If you've never logged in this way, use the forgot password option on the login link to set your password.

    Let us know if you experience any issue.

    Regards,

    Meenakshi

    C
    Chau5FD9
    Participant
    April 27, 2022

    I have the same issue and this response doesn't help.  Can you send a for signatures using template from insde the SharePoint Document library?  Secondly, can the complete document sent from template be save back into SharePoint?

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