Create a Sharepoint List
Login to your sharepoint website and create a list of signers (these are the people you want to send the agreement to for signature)
- We will use Mr. John Smith for our example in this workflow
Adobe Acrobat Sign support for Microsoft SharePoint on-premises is set to end by October 22nd, 2023. Consequently, you won't be able to send agreements through this integration after that date.
The integration of Adobe Acrobat Sign with Microsoft SharePoint Online will remain unaffected.
Adobe Sign supports the idea of relating data between SharePoint Lists and the agreement form fields.
By using workflows and mapping the list fields to the form fields, you can automatically pre-fill documents before sending, reducing the time for senders and/or signers to complete the form, and reducing the chance for miskeying the data.
Conversely, you can also create a mapping that extracts the form field data from a signed agreement, to populate a SharePoint list.
Successful mapping requires that you have built web forms with defined field names so you can logically relate the List field to the Adobe Sign form field.
There are multiple ways to build forms that can then be uploaded into Adobe Sign:
Field mapping relies on logically relating the name of a field on the form and the name of a column in SharePoint.
No matter which method you use, be sure to properly name your fields so you can identify them easily when they are presented in a list format (during the mapping process).
The following types of SharePoint columns are supported: Single line of text, Number, Choice ("Radio Buttons"), Multiple lines of text, Yes/No (checkbox).
SharePoint Column Type | Adobe Sign Field Type |
Single line of text | Text |
Number | Text |
Choice ("Radio Buttons") | Radio Buttons |
Multiple lines of text | Multi-line text |
Yes / No (check box) | Checkbox |
In the below example, the SharePoint admin wants to send agreements to a list of customers.
An existing SharePoint list with the customers already exists containing some details about each recipient ("First Name" and "Last Name"), but additional information ("Age" and "Occupation") is being collected.
A form is created (using text tags) to import the name values from the SharePoint list and collect the new values being sought.
After the agreement is completed, the mapped field values in the form are pushed back into the SharePoint list.
This example shows a form that only contains fields for the sake of clarity.
Your form will likely have far more content, but the fields work the same.
Create a Sharepoint List
Login to your sharepoint website and create a list of signers (these are the people you want to send the agreement to for signature)
Create an agreement template (using word, pdf, etc)
It's important to remember the use of proper Text Tags, which should be similar to this: {{first_name}}
In this example we use a document called mapping_test.docx that contains four Text Tags:
Create Template Mappings
There are two different kinds of template mapping:
Initiate Send for Signature
With the fields between the list and the agreement template correctly related, you are ready to send the agreement:
Select the agreement template:
At this step it is important to select the correct agreement template that you created during step 2.
Complete the Send Page:
Verify SharePoint → Agreement Template mapping:
At this point you should be able to verify that the SharePoint → Agreement template mapping is working correctly.
Following our example, you should see that "first_name" and "last_name" has been auto populated with the correct information based on the SharePoint list information:
Complete the Signer Workflow:
The recipient completes the agreement:
Verify Agreement → SharePoint mapping:
After the agreement is successfully completed: