Adobe Sign Now Makes Data Collection Scalable, Easier, and Faster with Microsoft SharePoint Integration
by Francesco Giorgetti
posted on 02-11-2020
Work smarter, safer, and more efficiently when you add Adobe Sign to Microsoft SharePoint. Adobe Sign is Microsoft’s preferred e-signature solution that gets your document workflows to move faster when it’s added to SharePoint.
Adobe Sign and SharePoint have provided efficient signing experiences by:
Adding powerful e-signature options to any document without leaving SharePoint
Tracking the status of any document sent for signature and approval at every step
Sending for e-signature with one click directly from the Microsoft ribbon
Using the built-in SharePoint workflow logic to automate approval routing
Signing on any device and browser without downloading software or creating an account
Syncing data from SharePoint lists to documents or collect data from documents to SharePoint
Minimizing risks with an
solution that is compliant and legally binding in nearly every country in the world
Today, we’re bringing together SharePoint with Adobe Sign web forms, as part of our new integration updates across Microsoft. This release allows customers to create and embed reusable digital forms that can be filled and signed indefinitely, meaning that they are perfect for collecting information and agreements from a large number of people internally or externally.
- Web forms URLs can be shared in any way, including via text message. Web forms don’t require the recipient to have access to email or have an Adobe account, which can be very useful for collecting data from brand new users.
- Completed web forms are saved as PDF and stored in SharePoint. Form fields can be mapped individually to a SharePoint custom list column name, so that the collected data can be searched or manipulated further.
- By integrating with Microsoft Power Automate, specific fields can also be mapped to trigger downstream actions.
- Additionally, the built-in Adobe Sensei® technology helps build forms more quickly by detecting form fields based on a thorough analysis of the document.
This is a major step forward for the Adobe Sign and SharePoint integration and we expect many of its unique features to be very impactful for businesses.
For instance, with these new capabilities, a construction company could send forms to thousands of field workers via text message without requiring email access. Recipients could then conveniently fill and sign web forms on mobile and the final agreements and data would be populated automatically into SharePoint.
Other examples of common use cases for Adobe Sign web forms and SharePoint are:
- Time-off requests
- Incident reports
- Customer onboarding
- Credit card applications
- New account enrollment
- Invoice approvals
- Compliance documents
Products: Sign, Acrobat DC