Connecting OneDrive and emSigner & Configuring the Workflow

Learn how to establish secure connections between OneDrive and emSigner and set up the automation workflow

From the app: Settings → Marketplace → OneDrive.

1.Connect OneDrive

Click Connect OneDrive → enter a connection name (e.g. Admin – ContosoSite)->Click on Connect to follow Microsoft sign-in and grant Admin consent when prompted. Wait for the status to show Connected.

2.Connect emSigner

Choose emSigner, add appropriate connection name, select instance (demo, qa, production), paste AppName and SecretKey, then click on Connect.

3.Setup Workflow

3.1 Set Source (Monitor Folder)- New file from OneDrive -> emSigner

Configure New File Trigger: Folder to watch for new files & select the file type.

Configure Find Document: In Document ID pass Id

Select Template & apply signatory participants:

Set this section as described below:

  1. Template Id- available fixed form templates created in emSigner will be available here. user can choose appropriate template to be added in automation workflow.

  2. Initiator email- email id associate with initiator emSigner.

  3. Reference No- pass name-Id by default for document tracking

  4. Document name- pass name by default for document tracking

  5. Base 64 file data- pass Base 64 Data by default for document sharing format

  6. Request From- pass an appropriate value that needs to be added in signed file return folder configuration.

  7. Signature 1 Signatory email- email id of signatory. in case of multiple signatories, all the details shall be added.

  8. Signature 1 Name- Name of signatory. in case of multiple signatories, all the details shall be added.

Users can also configure advanced options such as enabling selfie capture or disabling participant notifications. Once all required parameters are provided, save the source file configuration to complete this step.

3.2 Configure Destination (Return Signed File)- Send Signed Document to OneDrive

Document Completed (monitor using the Request From value)

Find Document by Workflow ID

Upload File to OneDrive (map Base64 signed content → New File Content; choose destination Site/Folder).

3.3 Enable Workflow Save and enable the workflow.

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