Automating Signature Workflows: Step-by-Step Guide to Integrating SharePoint with Adobe Sign

September 9, 2025 · 4 min read

Automation can streamline tedious business processes, especially when it comes to contract approvals and digital signatures. In this post I’ll walk you step by step through setting up an automated signature workflow that links SharePoint with Adobe Sign—eliminating manual handoffs, minimizing errors, and speeding up your business operations.

Overview

Our goal is to create an automated process ("Flow 1") that triggers every time a SharePoint row (item) is updated. If the status of that row is marked as "Pending" the process will automatically send a document for signature using Adobe Sign, log the details, and update the record in SharePoint.

What You Need to Set Up in SharePoint

Before building the flow, make sure your SharePoint list is structured to support the process. Here’s what you’ll need:

Columns to Create:
- Title(default) This can be used as the document name.
- Status (Choice) Tracks the approval stage (e.g., Pending, Sent, Not Sent, Completed)
- Adobe Agreement ID (Single Line of Text): Stores the unique Adobe Sign agreement ID
- Signer Name (Person who will receive the signed agreement): Stores recipient email addresses
- Signer Email (Person who will receive the signed agreement): Stores recipient email addresses
- Date Sent (Date and Time): Logs when the document was sent for signature
- Any file attachment for the document/content to be signed

SharePoint list columns

Step-by-Step Instructions to Set Up the Automated Flow

1. Trigger: React to SharePoint Row Updates

Action: Create a flow that triggers when there is a new update on a SharePoint row. This will monitor your list in real time.

When an item is created or modified action

2. Decision: Check If Status Is "Pending"

Condition: Add a step to check if the "Status" column of the updated row is set to "Pending."
- If No, end the flow to avoid re-processing items that are already being handled or completed.
- If Yes, proceed to the next steps.

3. Retrieve File Attachment

Action: Use the row’s unique ID to fetch the associated file attachment from the SharePoint trigger output.

Get Attachment action

Action: Use the get attachment content action to retrieve the associated file content.

Get Attachment content action

Pro Tip: Add a short delay after retrieving the file—this helps prevent runtime issues, especially if file uploads and status changes occur in quick succession.

4. Setup Adobe Sign Agreement

Action: Prepare the Adobe Sign agreement using the file content.
- Collect the signer email from your SharePoint column.
- Define the agreement name using the Title, file name and the date sent.

Create an agreement from a file content and send for signature action

5. Send for Signature

Action: Initiate the agreement in Adobe Sign and retrieve its unique Agreement ID.

Condition action to check for agreement id

6. Record the AdobeSignIDm, Status and Timestamp in SharePoint

Action: Update the corresponding row in SharePoint with the obtained AdobeSignID for future tracking and reference.
Action: At this point, update the "Status" column to "Sent" to indicate the document has been dispatched for signature.
Additional: Fill the "DateSent" column with the current timestamp so you have a clear audit trail.

Visualization

Here is a high-level flowchart overview for clarity:

Flowchart

Flow diagram of the signature process

Power Automate Flow

Power Automate full flow view

Key Takeaways

By following these steps, you’ll be able to transform your paper-intensive signature workflow into a modern, digital process—saving time, reducing risk, and accelerating business operations. If you have any questions or want to see more advanced automation scenarios, let me know!