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Different attachments to signed document based on checkboxes during workflow

Community Beginner ,
Sep 19, 2021 Sep 19, 2021

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Im creating adobe sign workflow, where should be different attached documents appearing phase by phase if certain checkboxes are true.

 

For example i send doc to be signed to customer, if he/she checks certain button and signs, document comes next to our companys approver. Based on the choices made by customer (checkboxes true/not), there should be certain file attachments with the document. If i send sales document to customer, where is computers and or displays to be sold... and customer checks only display equipment checkbox... and approver gets the signed file, there needs to be document attached explaining how to install the display.

 

overall, i need some automation to deploy different extra file attachments to right customers.

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Workflow designer

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correct answers 1 Correct answer

Adobe Employee , Sep 20, 2021 Sep 20, 2021

You can't really do this with just Adobe Sign. With workflows best you can do is to pre-configure multiple workflows each covering a variation. Of course this won't be practical if there are manyvariations.

 

For more automation you need to be looking at an integration. For example Sign in Slaesforce would give you options to automate this, but also if you are working in MS 365 environment with things like dynamics/dataverse, Sharepoint Online and Power Automate.

 

 

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Adobe Employee ,
Sep 20, 2021 Sep 20, 2021

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You can't really do this with just Adobe Sign. With workflows best you can do is to pre-configure multiple workflows each covering a variation. Of course this won't be practical if there are manyvariations.

 

For more automation you need to be looking at an integration. For example Sign in Slaesforce would give you options to automate this, but also if you are working in MS 365 environment with things like dynamics/dataverse, Sharepoint Online and Power Automate.

 

 

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Community Beginner ,
Sep 20, 2021 Sep 20, 2021

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Thanks again. You should update your product a bit in the future *smiling* I like your fast replies even the outcome is not the best bossible but clear and saves a time. 👍

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