SharePoint Adobe Sign - Send Document

1. Create MergeFields Dictionary of all fields to populate in the form

2. Bools/Checkboxes should be set to a workflow string of YES or NO

3. Each Type in the MergeFields should be a string, no numbers

4. Find the document id from the "Send" link on the Adobe Sign manage templates page.

5. Use the Adobe Sign action "Send Agreeement with Parameters"

6. Assign the Agreement Status variable output to the current item so it can be stored if downloaded.

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SharePoint Adobe Sign - Download document
1. Set a workflow variable to OUT_FOR_SIGNATURE 2. Create a loop while a workflow AgreementStatus variable is OUT_FOR_SIGNATURE 3. Use Adobe Sign Action "Get Agreement status for Agreement ID" 3a. Use Agreement ID from the current item saved in the ...
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