For example, if you need someone from the legal team to sign off, but it can be any one of five individuals. ○ Add Recipient Group – Sometimes, a recipient in the signature cycle can be one of several people. ○ Add Me – The sender can insert themselves into the signature cycle by clicking the Add Me link at the upper-right of the recipients section. Email address – Who is the recipient? This should be a personal email address. There’s a delegator version for each of the other roles.Ĭ. ○ Delegators - The delegator role is designed for workflows that require a person to make the final judgment on who the correct next person is that should sign or approve the document. ○ Form Fillers - designed specifically for customers that have a need to fill in form content during the signature process, but don't have the systems in place to programmatically build custom documents or push field content from a database to the form. During their "signature" process, they’re asked to either delegate, decline or acknowledge the agreement. ○ Certified Recipients – Certified recipients can have no (zero) form fields assigned to them. ○ Acceptors – Acceptors function mechanically the same as approvers, with the primary difference being that the Audit Report identifies them as Accepting the agreement versus Approving the document. ○ Approvers – Recipients that review and approve the document, but don’t need to legally sign. ○ Signers (default)– Recipients that are expected to apply at least one signature. Roles are enabled by the account administrator, so you may not see all options listed: Role – Defines how the recipient can interact with the document. Signing Index – This number indicates the relative position of the recipient in the signature cycle when a sequential workflow is selected.ī. See Adobe Acrobat Sign for Microsoft® SharePoint installation guide.Ī. Add the Adobe Sign manage page as a SharePoint web part, which can be used by SharePoint users for tracking and updating Agreements.Archive all signed agreements within SharePoint.When the document is signed its status is automatically updated. Map data from form fields of the signed agreement into textual columns of SharePoint lists and as a document library through data mapping.Map data from SharePoint lists and from a document library into documents through merge mapping when the documents get sent for signature.
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