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Bypassing signers

New Here ,
Mar 06, 2020

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Hi,

I am working for a client who needs an intergration between Dynamics CRM and Adobe Sign. I was successfull in doing that integration. I am facing below given situation:.

The clients has multiple approvers and i want to work it in a way were even 1 of the approvers sign the document then it should go to the next stage. Same thing with Signers. There are mutliple signers for a account, say 4. If any of those 2 signers sign the document, then it should consider it as finalized.

Is there a wayto configure such a logic using Adobe sign and Dynamics CRM

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Bypassing signers

New Here ,
Mar 06, 2020

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Hi,

I am working for a client who needs an intergration between Dynamics CRM and Adobe Sign. I was successfull in doing that integration. I am facing below given situation:.

The clients has multiple approvers and i want to work it in a way were even 1 of the approvers sign the document then it should go to the next stage. Same thing with Signers. There are mutliple signers for a account, say 4. If any of those 2 signers sign the document, then it should consider it as finalized.

Is there a wayto configure such a logic using Adobe sign and Dynamics CRM

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100

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Adobe Community Professional ,
Mar 09, 2020

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Sounds like you could benefit from creating a workflow. In a workflow you can designate certain recipients (without specifying the exact email). For example, approver1 and approver2. The routing can be done serial or in parallel. Details at: https://helpx.adobe.com/sign/using/workflow-designer-signature-workflow.html#Create

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