SharePoint Sign-off Feature
Sign-off in SharePoint Power Automate
As the name says, SharePoint – Power Automate Sign-off is a quick and easy method to get your documents signed off by your supervisor or colleague. Sign-off triggers a simple Power Automate approval flow and sends an email to get the document signed from the respective person.
In other words it is just a quick document approval process.
Triggering Sign-off request is fairly simple, just select any document and then, from the top menu bar select Power Automate > Request for Sign-off. Next accept the terms and provide email of the signing person and finish it by clicking run. That’s it 🙂
Sign-off in SharePoint Power Automate
As explained earlier, Sign-off in SharePoint allows you to trigger a Power Automate approval workflow. And once the approver approves the sign-off request, the column is updated in the SharePoint document library.
As you can see in the above image(Image 1), the sign-off status column is empty. Let’s trigger a sign-off request and see the result. Follow the steps below or the video to understand the process better.
Trigger A Sign-off request from SharePoint
To trigger a sign-off request, select a document in the SharePoint document library. Then select Request for sign-off from the Power Automate option available at the top menu bar.
Next, a new pop-up pane will open at the right side of the browser window. If you are prompted for any permissions, accept them.
Once you trigger the sign-off request, approver will receive the below email. Approver can click on the “Approve” or “Reject” button to approve or reject the document.
Once approved, requestor will receive an email and the document property will be updated with value Approved.
Why use Sign-off in SharePoint?
It is quick and simple. No customization or coding required. Just few clicks and your document is sent for approval.
Why sign-off is not good
Although it serves the purpose of document approval in SharePoint but it is not always useful. Some of the cases where you do not wish to use the default sign-off are
- If you need to have a multilevel approval
- If you want to have other options than just “Approve” or “Reject”
- If you want to have a custom email body and do not wish to send the default email from Power Automate
- If you want the process to be automatic
Well, that’s all I have for sign-off and its usage in SharePoint Power Automate. Just remember, if you want a quick approval process and do not want to setup or customize anything it is better to use the default request sign-off feature in SharePoint Power Automate.
I hope you have learned the usage, pros and cons of sign-off in SharePoint Power Automate and will be able to implement it as required.
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Ramiz is a professional working in an MNC as a business and technology consultant for quite a few years now. Ramiz is proficient in various Microsoft tools and technologies. He is a tech enthusiast and an active blogger. Ramiz spends his free time playing games or watching movies. He writes blogs to share his knowledge with the world and to make it a better place to live.