Fillable forms templates with signature

[Alanna1137]

I'm wanting to create a suite of fillable form templates for my organisation that include the use of electronic signatures. My challenge is that I just want to be able to create the template and upload it to sharepoint for use by anyone in our organisation without needing to be part of the signature workflow. For context, our organisation is made up of multiple offices across the country that do not log into a server. They may or may not have an adobe licence. Is this possible and if so, how? 

[Chris 486]

Hi Alanna1137, 

I’m assuming these other users are going to use these templates to send the templates out for signatures? 

A work around could be is to create your fillable form in acrobat and then save it to a read only location on your sharepoint. That way users can open the files but not save back to that location or save over the original files. They can then send forms out for signature without adobe sign and then save them where they need to go manually. You will not have the tracking features for users who do not have a sign license though. People who need to sign those forms can still do so with wet signature or through adobe reader etc. It depends how critical the digital tracking and signature process is to you. 

This would normally be solved by having each user who needs these templates have acrobat/adobe sign. You can then create templates and groups to control access as needed. For future reference, this article will help.

 https://helpx.adobe.com/sign/using/create-document-template.html#Create

To keep from EVEYONE needing a license, maybe key personnel can have licenses and become designated to collect signatures. Not sure what your workflow is, just throwing that idea out blindly. 

[SimonESATS]

I assume you want to send these documents for Signature via Adobe Sign from your Sharepoint (online?)

If that assumption is correct and you want folk to initiate these agreements without having a Sign license, you can do this by making user of Power Automate.

Using Power Automate you can create a flow using the Sharepoint trigger 'from selected item'. This places the flow under the Automate context menu for the file in SP. 

The flow itself can take the document (plus any list items if working with a list) and use this to use the Adobe Sign action in the Power Automate flow to generate an agreement.