Integrating Laserfiche Forms with Adobe Sign for Official Signatures

asked on November 8, 2023

Our community relies on Adobe Sign for a wide range of tribal-wide activities. Recently, I looked into the integration options available on the Laserfiche Solution Marketplace, specifically the "Automate Adobe Sign External Signatures from Laserfiche - Enterprise Content Management (ECM)" solution. After a looking through the provided materials, and workflow, it seems that this integration doesn't meet our needs, particularly regarding the seamless submission of Laserfiche Forms created within our environment.

This integration necessitates the manual upload of a PDF, which is then routed to Adobe Sign. This leaves me wondering what the purpose of utilizing Laserfiche Forms in this process? Is it only for saving to repository?

Ideally, I am trying to accomplish where a Laserfiche form is completed, automatically sent to Adobe Sign for official signatures, and then stored within the Laserfiche Repository. Has anyone been able to accomplish this?

I'd love to hear about your experiences and insights.

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replied on December 9, 2023

Haylee, I've reviewed the solution and its documentation, and it appears that the idea of being able to use Forms as part of the solution is to allow an end user to be able to upload a single document for signature. Allowing this functionality using Forms would make it possible for participant licensed users to upload a document or if you have the Forms Portal license an unlicensed user could as well.

I don't see any reason why the solution couldn't be modified to accomplish what you are wanting to accomplish, although I haven't tested it. You might not be able to use the Adobe Sign User Interface though. Essentially the uploaded file is saved to the repository and then data is retrieved from the Laserfiche Forms instance. If you altered the workflows to work based off the saved Laserfiche Forms starting entry instead of the uploaded file, it should work.

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replied on December 18, 2023

Thank you Blake! That was what I was thinking

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replied on July 2, 2024

Hi Hayley. I am trying to put together a solution that contains all the components of the Adobe Solution minus the forms piece as well. I was wondering if you had completed the solution. And if so, I wanted to know if your solution involved documents that required more than 1 signer/approver. I am stuck since my solution will require at least 4 signers/approvers and at most 6. So I am looking for any assistance if possible.

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Integrating Laserfiche Forms with Adobe Sign for Official Signatures

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