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#HOW TO CREATE AN ELECTRONIC SIGNATURE PDF IN SHAREPOINT HOW TO#
#HOW TO CREATE AN ELECTRONIC SIGNATURE PDF IN SHAREPOINT MANUAL#

In this example, the HR person may have to notify the legal department, the manager may have to review the contract and the promotee and manager will have to sign it before HR is notified. You can assign tasks to each person outlining what’s needed. Configure it so it includes the names of the HR person, the manager and the promotee. Then in the settings of that library, create a workflow called New Promotion based on the Collect Signatures Template. Next, associate the contract template with a document library. In SharePoint, the process will be to create a contract template which has the signature box inserted.

The manager reviews it and sends it to the promoted person to sign. In this case, HR sends the new contract to the manager of the person with the new promotion.

#HOW TO CREATE AN ELECTRONIC SIGNATURE PDF IN SHAREPOINT HOW TO#

Before we know how to set this up in SharePoint, we have to know the real-world business process. The first step is not electronic but practical: you have to know who will initiate the workflow and who has to participate and conclude it. Let’s use the example of a ‘New Promotion’ workflow where a member of staff has been promoted and so has to sign a new contract for their new position. Next you can plan and configure your workflow in SharePoint and Office. Click “Activate” to activate the workflows you would like to use, in this case Collect Signatures. Click “Site collection features” under “Site Collection Administration”.Ĥ. Click “Site Actions” drop-down box and select “Site Settings”.ģ. Using SharePoint Online as an example, follow these steps:Ģ. To access the Collect Signatures workflow in SharePoint, first check it is enabled while logged on as Administrator.

#HOW TO CREATE AN ELECTRONIC SIGNATURE PDF IN SHAREPOINT MANUAL#

This is then associated with a document template as well as a document library, list or site collection to store it in.īy doing this electronically, you not only replace a tedious manual business process with a more efficient electronic form, but you also have a system for tracking and reporting on that process to make management and measurement more successful and accurate. The Collect Signature Workflow template in SharePoint allows you to build a workflow with your users and tasks in it. SharePoint and Office offer a means to do this. Trigger the flow and verify the Attachment on the email.The SharePoint Collect Signature Workflow.You can also store the File using Create File to a OneDrive or SharePoint Library.įor attachments name, add a.

For the Final Step, I'll be sending the Populated Template to my email.You can pass any value for the rest of the Content Controls. It should auto populate with the Content Controls we have Created.įor the Photo, pass the File Content from the Get File Content.

Point to the Document Library and Document Template you have created earlier. **Unfortunately, this is a premium connector for now :(** Add a Populate a Microsoft Word Template Action.This is where the File Name Manipulation earlier can come into play as you can Get a Specific Signature using Dynamic Content in Flow.

Add a Get File Content (SharePoint) Action to your Manual Trigger Flow.

I'll be using a Manual Trigger for this Example but you should be able to trigger the flow from PowerApps or via an Approval Process for a more realistic implementation. The last step is to create a Flow to use the Signature we created. The image should be save on the Document Library Folder you have set using MS FlowĬreate another Flow to Populate the Document Template with the Signature

Run the PowerApp, Use the Pen Input and click the Submit Button.

In File Content, pass the Pen Inputs Image Property. You can customize the file name by adding Identifiers such as Item ID, Application Name where the signature is generated for.

For the Filename, I'll be passing the User's email and a.

Associate the Button to the flow we've created earlier.

Insert a Pen Input Control and a Button.

Create a Blank Canvas App (Phone or Tablet).

Next step is to create a PowerApp to take the Signatures.