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Participant
October 18, 2024
Answered

Approver is assigned in a Templeate created Document as first signature Participant

  • October 18, 2024
  • 1 reply
  • 440 views

I am trying to create a workflow with an approver and a signer.

I use a Word Document with the tag "{{Sig_es_:signer1:signature:dimension(width=30mm, height=10mm)}}".

In PowerAutomate I use this in the API Call:

[
{
"memberInfos": [

{
"email": "user1@test.test",
"securityOption/authenticationMethod": "ADOBE_SIGN"
}
],
"order": 1,

[
{
"memberInfos": [

{
"email": "user1@test.test",
"securityOption/authenticationMethod": "ADOBE_SIGN"
}
],
"order": 1,
"role": "APPROVER"
},
{
"memberInfos": [
{
"email": "user2@test.test",
"securityOption/authenticationMethod": "ADOBE_SIGN"
}
],
"order": 2,
"role": "SIGNER"
}
]


},
{
"memberInfos": [
{
"email": "user2@test.test",
"securityOption/authenticationMethod": "ADOBE_SIGN"
}
],
"order": 2,
"role": "SIGNER"
}
]

 

This all works, but the 1st Workflow User ("role": "APPROVER") is forced to sign in the Field with the Tag "{{Sig_es_:signer1:signature}}".

 

I expect that user1 only has to approve and only user2 has to sign.

What am I doing wrong?

 

This topic has been closed for replies.
Correct answer Dirk277816331mov

Approver have to be Part of the Role Assignment in the Document Tag:
In the API call, user 1's role is "APPROVER", meaning they should not be assigned any signature fields. User 2, with the role of "SIGNER", should be the one signing.
With this adjustment, user 1 will only need to approve, while user 2 will sign the document.

1 reply

Participant
October 18, 2024

wrong API Call and I can't change it - this is the right one:

[
{
"memberInfos": [

{
"email": "user1@test.test",
"securityOption/authenticationMethod": "ADOBE_SIGN"
}
],
"order": 1,
"role": "APPROVER"
},
{
"memberInfos": [
{
"email": "user2@test.test",
"securityOption/authenticationMethod": "ADOBE_SIGN"
}
],
"order": 2,
"role": "SIGNER"
}
]

Dirk277816331movAuthorCorrect answer
Participant
October 21, 2024

Approver have to be Part of the Role Assignment in the Document Tag:
In the API call, user 1's role is "APPROVER", meaning they should not be assigned any signature fields. User 2, with the role of "SIGNER", should be the one signing.
With this adjustment, user 1 will only need to approve, while user 2 will sign the document.