Adobe Sign - Get signature

Use the Adobe Sign - Get signature action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to request an electronic signature on a document from recipient(s) you specify. For example, you may need someone to sign a contract or a review.

The documents which the action sends for signature requests can be retrieved from:

Adobe Sign
Dropbox Business
Microsoft OneDrive for Business

Box
Google Drive
File variables in the workflow

For more information about the Adobe Sign connector, go to Adobe Sign.

Before you begin:

Understand Variables
Learn about Handling files in your workflow

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Configure the Adobe Sign - Get signature action
Adobe Sign - Get signature action fields, buttons, and settings

Configure the Adobe Sign - Get signature action

Adobe Sign - Get signature action fields, buttons, and settings

Caution: If a file/folder that's used in a workflow is moved, renamed, or deleted, any workflows that use that file/folder will not start or will fail. Make sure you keep the paths in your workflow configurations up to date.

Section	Field	Description	Variable type
	Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.	The Adobe Sign connection to use for the signature request.	n/a
Recipient	Recipient name	The name of the recipient that receives the document signature request.	Text
	Recipient email	The email address of the recipient where the action sends the document signature request.	Text
	Recipient role	Depending on your workflow requirements, you must assign a specific role to each of your recipient. Their role determines how they can interact with the document. Signer: (Default) Recipient required to sign the document. Approver: Recipient who will approve the document but doesn't need to sign. Acceptor: Recipient who will acknowledge that the document has been accepted but doesn't need to sign or approve the agreement. Certified recipient: Certified recipients can have no (zero) form fields assigned to them. During the signature request process, they will be asked to acknowledge, delegate, or decline the agreement. Form filler: Form fillers can be designated within a signature cycle but are not required to apply a signature of any kind. All fields types can be assigned to a Form filler, including signature fields if desired. Delegator: Recipient who will make the final judgment on who the correct next person should sign or approve the document. If you select this option, a Delegate to field appears where you can select the other recipient roles. Learn more about Sign roles for recipient.	n/a
	Delegate to	This field appears if you select Delegator in Recipient role. Here, you can delegate to which user role the document should be sent for signing or approving.	n/a
	Recipient identity authentication	Second-factor authentication to verify the recipient's identity. Email: (Default) No authentication required. The recipient will receive an email with a link to sign the document. Password: An alphanumeric password used to open the document. Phone (SMS): Recipient will be required to enter a verification code that is sent to their phone via SMS. Knowledge-based: The recipient is required to provide their name, address, and optionally the last 4 digits of their SSN, then answer questions to verify their identity. Powered by RSA. Available only in the US. Social: The recipient is required to authenticate to one of the allowed third-party services: Google, LinkedIn, Twitter, Facebook, Yahoo, or Microsoft Live. Adobe Sign: The recipient is required to authenticate Adobe Sign. Government ID: The recipient must provide an acceptable government-issued ID and selfie. Learn more about identity authentications methods.	n/a
	Password	This field appears if you select Password as the Recipient identity authentication. Enter an alphanumeric password that is required for recipient to open the document. Accepts 3 to 32 characters. You can also use variables to set the password. Note: Make sure to inform the recipient of this password through some external channel. The password is not stored in clear text anywhere in the application. If the password is lost, it cannot be recovered or reset. The agreement will need to be canceled and resent.	Text
	Phone Number	This field appears if you select Phone (SMS) as the Recipient identity authentication. Enter the recipient's phone number.	Text
	Add recipient	Displays additional fields for you to create another recipient to sign the document. You can add up to 50 recipients. You must type the details for the first recipient in the Recipient name and Recipient email fields before you can add another recipient.	n/a
	Add	Save the recipient you are currently adding.	n/a
	Update	Update a recipient you are currently editing.	n/a
	Cancel	Discard any changes to a recipient you are currently adding or editing.	n/a
	Edit	Edit a saved recipient.	n/a
	Minimize	Minimize an open window showing details of a recipient.	n/a
	Delete	Remove a saved recipient.	n/a
	Signing order	Displays when you are adding or have added more than one recipient. Select: Complete in order: Sends the request for a document signature to the recipients in the order they appear in the Recipient section of the configuration panel. Complete in any order: Sends the request for a signature to all recipients at the same time.	n/a
	CC Email	An email address of a recipient who is not involved in the signing process but might need to know the progress or outcome of the signing process.	Text
Agreement	Agreement name	The subject of the email that Adobe Sign sends to recipients. This is also the file name of the document. You can insert variables in this field.	Text
	Message	The message body text of the signature request email sent to recipients.	Text, Decimal, Integer, Boolean, DateTime
	Days until expiry	The number of days a document will be available to sign by the recipient. Maximum 180 days.	Integer
	Reminder frequency	The frequency of reminders to be sent to the recipients until agreement is completed: Daily until signed Weekly until signed Week-daily until signed Every other day until signed Every third day until signed Every fifth day until signed	n/a
	Password	Enter an alphanumeric password that is required for recipient to open the document after it is signed. Accepts 3 to 32 characters. You can also use variables to set the password. Make sure to inform the recipient of this password on your preferred communication methods. This password is not exposed in agreement records nor recoverable after the agreement is sent.	Text
	Post sign redirect URL	The URL where the recipient is redirected to after signing the document.	Text
Documents	Location	Where the document that will be signed is retrieved from. Select: Adobe Sign Other connector File variable Different fields display in the Document section of the configuration panel depending on the Location type you select.	n/a
	Template name	Displays when you select Adobe Sign as the Location. Library templates are stored in Adobe Sign. Select a template name for the document you want to get a signature for. See Create a library template on the Adobe Sign help site for more information.	n/a
	Connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events.	Displays when you select Other connector for Location. Select a type of connector where the document will be retrieved from: Box Dropbox Business Google Drive Microsoft OneDrive for Business	n/a
	Connection	Displays when you select Other connector for Location. Select an existing connection or click Add new connection.	n/a
	Member ID	Displays when you select Dropbox Business for Location. The email address for the member used to access Dropbox Business.	Text
	Path	Displays when you select Other connector for Location. The file path in the connection where the document is retrieved. Include the file name and file extension e.g. \Output location\document1001.pdf	Text
	File variable	Displays when you select File variables for Location. The file variables to retrieve the documents for the signature requests.	n/a
	Add document	Displays additional fields for you to create another document to sign. You must specify one document first before you can add another.	n/a
	Edit	Edit a saved document.	n/a
	Minimize	Minimize an open window showing details of a document.	n/a
	Delete	Remove a saved document.	n/a
Output	Store output	Adobe Sign signature outputs, which you can store as variables. Agreement ID Agreement URL Signed files (collection variable) Agreement status Created date time Aborted date time Expired date time Completed date time When you select outputs, additional fields for each output display in the Outputs section of the configuration panel.	n/a
	Agreement ID	Displays when you select Agreement ID in the Store output field. The Agreement ID is a unique ID generated by Adobe Sign to identify a specific agreement.	Text
	Agreement URL	Displays when you select Agreement URL in the Store output field. The variable where the Adobe Sign URL of the signed documents can be stored.	Text
	Signed files (collection variable)	Displays when you select Signed files (collection variable) in the Store output field. The variable which stores the collection of file paths for signed documents each time the action is completed.	Collection
	Agreement Status	Displays when you select Agreement Status in the Store output field. The variable which stores the status of the document signature. There are three statuses: Expired Signed Aborted	Text
	Created date time	Displays when you select Created date time in the Store output field. The variable which stores the date and time the document is created and sent.	DateTime
	Aborted date time	Displays when you select Aborted date time in the Store output field. The variable which stores the date and time recipients cancel/ decline to add signatures to a document and the document status changes to Aborted.	DateTime
	Expired date time	Displays when you select Expired date time in the Store output field. The variable which stores the date and time a document expires and the document status changes to Expired.	DateTime
	Completed date time	Displays when you select Completed date time in the Store output field. The variable which stores the date and time all recipients have added signatures to documents and the document status changes to Signed.	DateTime
	Delete	Click to delete a field related to a store output you selected.	n/a