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Webform - 1st signer specifying 2nd signer email + conditional inclusion of forms

New Here ,
Apr 22, 2024 Apr 22, 2024

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I saw this question asked a couple of years ago, so looking for am updated or more favorable answer.  I am creating Purchasing forms to post on our agency's SharePoint. A staff person will complete the form, but it needs to be signed by their supervisor - which seems to be standard functionality in esignature platforms. 

 

Is there a way for me to do one of the following in AdobeSign webforms/workflows?

 

1) include a 2nd signer which the employee designates and enters the email for, or

 

2) include a drop down choice where the employee can choose their supervisor to route to them as 2nd signature? If not, any ideas how else can this be accomplished? This is required of all of our purchase request forms, so pretty crucial to their function. The supervisor that needs to sign could also be based on the Project number the employee enters on the request form, in case that creates any other workable solutions. The only (terrible) workaround I can think of right now is having a different webform for each project with separate links that include the appropriate supervisor, but that seems like ALOT of extra work.  

 

2nd subquestion - can you add additional forms to a workflow based on conditional checkboxes beign marked or not when staff completes the forms (also via a link posted as a webform). 

 

3rd question - where can i find learning resource on how workflows and webforms work together, or how this can integrate with SharePoint? (new to this)

 

Thanks in advance. 

TOPICS
Adobe Sign forms , Manage documents , Product information , SharePoint and Salesforce integration , Web forms , Workflow designer

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correct answers 1 Correct answer

Adobe Employee , May 01, 2024 May 01, 2024

Hi Heather24990228xw2q,

 

Thank you for reaching out.

 

Please refer to the information in the following help document: 

Web Form: https://adobe.ly/3w6CL0t

Workflow: https://adobe.ly/3Woi0Im 

 

To integrate the Acrobat Sign into Sharepoint, you will require the Acrobat Sign Enterprise service plan. The integration feature is available with the Enterprise plan. For more information on integration, refer to the following help document: https://adobe.ly/4aXzMX9

 

Hope the information helps.

 

Tha

...

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Adobe Employee ,
May 01, 2024 May 01, 2024

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Hi Heather24990228xw2q,

 

Thank you for reaching out.

 

Please refer to the information in the following help document: 

Web Form: https://adobe.ly/3w6CL0t

Workflow: https://adobe.ly/3Woi0Im 

 

To integrate the Acrobat Sign into Sharepoint, you will require the Acrobat Sign Enterprise service plan. The integration feature is available with the Enterprise plan. For more information on integration, refer to the following help document: https://adobe.ly/4aXzMX9

 

Hope the information helps.

 

Thanks,

Meenakshi

 

 

Marking a reply or response “Correct” will help future users with the same issue quickly identify the correct answer.

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