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There is 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 are 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 vs. ○ Approvers – Recipients that review and approve the document, but do not 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.

Ability to add the Adobe Sign Manage page as a SharePoint web part, which can be used by SharePoint users for tracking and updating AgreementsĪ.

Archival of all signed agreements within SharePoint.

Map data from form fields of signed agreement into textual columns of SharePoint lists as well as a document library through data mapping when the document has been signed and its status has been either automatically or manually refreshed through the Agreement Status page.

Map data from SharePoint lists as well as from a document library into documents through merge mapping when the documents get sent for signature.

Ability to send documents to a single recipient or group of recipients from a document library or custom SharePoint lists.Send an agreement from any SharePoint document library, or list, for signature.This solution is developed as an add-in application for SharePoint and provides: The installation guide can be found here. This documentation has been developed for the Microsoft Online instance of SharePoint (generally referred to as “SharePoint” throughout this guide), and is intended as a guide to the use of the add-in from the end-user perspective. The Adobe Sign integration for Microsoft SharePoint provides an integrated solution for creating, sending, tracking, and managing electronic signatures.