Add Varied Attachment with airSlate SignNow
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Your step-by-step guide — add varied attachment
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. add varied attachment in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to add varied attachment:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to add varied attachment. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a solution that brings everything together in a single holistic enviroment, is what organizations need to keep workflows performing easily. The airSlate SignNow REST API enables you to integrate eSignatures into your application, website, CRM or cloud storage. Try out airSlate SignNow and get faster, easier and overall more productive eSignature workflows!
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hi and welcome to my video on adding form attachment in power automata approval let's go through a use case scenario called rate concession this process of flow allows an employee to request for rate concession for a customer from ease or a home manager and it becomes simplified by adding supporting documents how does the flow works employees use a microsoft form to apply for rate concession for a customer manager if you receive approval request via email manager review the submission alongside the supporting document an approval reject and the employee get feedback from the manager we're going to do this by making use of three major applications microsoft forms as a tool power automate and office 365 outlook so let's let's get into it i'll log into my office 365 which i've done and create the microsoft form which i have just a simple form customer name customer number and upload supporting document option right now i will navigate to power automate where i will create my automated flow it is going to be an automated flow because i want it to be triggered anytime someone feels the approval for when you feel the rate concession form then the flow should be triggered that's why we have the automated cloud flow so i click on it and i'm going to name it rate concession so we're going to rate concession and what should be the trigger the trigger will be this when a new response is submitted i'll create if this is your first of i mean building this using power automate and you're connecting with microsoft form it's going to take few seconds to sign into your microphone account and then synchronize for you to easily retrieve your form so the first step is asking me which form do i want to you know do i want to use at the trigger which is read concession request and the next thing is to get the formal response also about the person is i want to get response details get response details you're going to see that microsoft forms get responsibilities id which form do you want to get response from state the rate concession form and what is the id i mean whose response should i collect that is the idea of the person that gets the form the flow triggered so with what we have now we're then going to have the responses but i don't have the attachment collected so what i want to do next is to create a json object pass json this will allow me to strip every information around the upload document question so that i can single out the content itself so on that content i'm gonna use upload supported document and for schema um i i'm gonna share this with you i have flow attachment json schema which you need to use it is out there and it's free so i'm going to share the link i will copy this and come here and paste we're good to go the next step here is to get file content gets filed content from office street uh one drive for business but that's where the uploaded document gets saved or stored when you fill the form so now i'm going to click on get file content and feeding is asking for the id i'm going to use the id from the json json object this will go to the onedrive folder and retrieve that document the next thing to do here is to create my approval flow start on wait for approval start and wait for an approval what's the type is going to be first to respond approvally i want the manager to be able to approve all the chats and first to respond then title um rates concession for i need to put the customer name and that leads me back to the customer name option where am i assigning that to i'm going to assign it to a large charge that's my account it's going to add capacity ng how was the details just going to add please find attach the red concession [Music] memo for i'm just going to put the customer name because i need the customer name customer name all right regards how about a supporting document that has been attached so i'm going to click on this show advanced option you can see attachment content which is the file content from the gear file content when i come to attachment name i'm going to also get that from the name here all right so that is fine and i can save so as it is our flow is set often time is advised that you use the flow checker to see if there's any warning or any error you are making on your flow for now let's not i'm then going to go to the form click on the share and copy so right now i have another account which is what i have here from adele and she is going to be filling this form as an employee of capacity nigeria [Music] so for customer name we are requesting for john [Music] brain and the customer number three four five seven eight six so now to upload supporting document which should be pdf so i'm gonna use evidence of payment so the evidence of payment gets uploaded and i'm going to click on start when i click on submit and i go to my email here my outlook i'm going to get a request from adele based on what has been submitted but the flow will be triggered so waiting for that alternatively you can also you know have it in a microsoft flow related concession for jumbo brain rate concession for jump ring i have the attachments and the details where i can then approve or object and let's open and you'll see so you have the opportunity to view what you have there so this is a sample document that i have sampled evidence of payment first draft and that way it makes it easier for your manager to make decision you know from your for your request whenever in a real she receives it so i can say approve um noted [Music] noted approve and i click on submit so right there i have action on it you can see that are so many reasons and advantage for you to learn how to add attachment when you are sending requests for approval because having a supporting document can help you a lot you know getting your manager or server you are requesting the approval from convinced or providing that person with enough information to make the decision thank you
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