Adobe Sign - Store signed documents

Use the Adobe Sign - Store signed documents action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to save signed documents to a location you specify.

Aside from your Adobe Sign account, signed documents can be stored in the following connectors:

  • Box
  • Dropbox Business
  • Google Drive
  • Microsoft OneDrive for Business

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

Before you begin: 

Jump to:

Configure the Adobe Sign - Store signed documents action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  2. Select a Connection. If you do not have a connection, see Add a connection.

  3. Select an Agreement ID. The Agreement ID is used to retrieve the signed document from the Adobe Sign connection.

For more information on the fields and buttons, see Adobe Sign - Store signed documents fields and buttons.

After entering values for the required fields in Adobe Sign - Store signed documents action, you have the option to store the following outputs as variables:

  • Folder path
  • File path
  1. Add and configure the action.
  2. In Store folder path, select a variable that will store the path to the folder containing the signed document(s).

For more information on the fields and buttons, see Adobe Sign - Store signed documents fields and buttons.

 

Adobe Sign - Store signed documents fields and buttons

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.

Field

Description

Variable types

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 used to process the storing of the signed document in a location you specify.

(n/a)
Agreement ID A unique ID generated by the action to identify each agreement. The Agreement ID is used to retrieve the document from Adobe Sign account before it stores the document in a location you specify. Text
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.

Select a type of connector where the document will be stored:

  • Box
  • Dropbox Business
  • Google Drive
  • Microsoft OneDrive for Business
(n/a)
Connection

The connection related to the connector you selected. This connection is used to store the signed document.

Select an existing connection or click Add new connection.

(n/a)

Path

The folder in the connector where to store the signed documents. You can insert a variable or click to navigate to the destination folder of your signed document.

 

Text
Store folder path The variable which stores the path to the folder containing the signed documents. Text