Source Repository Configuration (SharePoint) - Adobe Sign Create Agreement

Specifies the original, or source, location for your agreement on SharePoint in the Adobe Sign Create Agreement activity.

Screen



Prerequisites

Good to Know

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Digital Signature Digital Signature icon tab.
      2. On the Digital Signature Digital Signature icon tab, drag the Adobe Sign Create Agreement Adobe Sign Create Agreement icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Source Repository screen, click SharePoint SharePoint icon.
  4. Click Source Detail Configuration Source Detail Configuration icon.

Fields

Field Name Definition

SharePoint

Function:
Specifies the access token that connects to your SharePoint site.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Add Token Add Token icon

Opens this Screen:
Access Token for SharePoint
Function of this Screen:
Configure an access token to connect to SharePoint.

Site

Function:
Specifies the URL for your SharePoint site.
Accepted Values:
A valid SharePoint site URL
Default Value:
None
Accepts Process Data Variables:
Yes
Example:

Upload Files To

Function:
Specifies whether to download files from a SharePoint list or library.
Accepted Values:
  • List Item - Lets you download files from a SharePoint list.
  • Document Library - Lets you download files from a SharePoint library.
Default Value:
Document Library

List/Library

Function:
Specifies the name of the SharePoint library or list.
Accepted Values:
A valid SharePoint library name or list name.
Default Value:
None
Accepts Process Data Variables:
Yes

List Item ID

Function:
Specifies the ID of a SharePoint list item.
To Open this Field:
  1. On the Source Repository Configuration screen, in the Upload Files To field, select List Item.
Accepted Values:
The ID of your SharePoint list item.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder Path

Function:
Specifies the path of the folder.
To Open this Field:
  1. On the Source Repository Configuration screen, in the Upload Files To field, select Document Library
Accepted Values:
  • Choose Folder Path - Specifies an absolute path for the folder.
  • Dynamic Folder Path - Specifies a process data variable that stores the relative path of the folder.
Default Value:
Dynamic Folder Path
Example:
  • ${HomeDirectory}\sample2.doc
  • MyFolder1/Sample3.doc