# E-sign: Power Automate & DocuSign

Good days, my friends!

Recently, I had the chance to discuss integrating electronic signatures into the approval workflow for document submissions.

This got me thinking about the efficiency gains of **e-signature** solutions when using Power Automate and **DocuSign**. 

Today, let's dive into this topic and see how these tools can revolutionize your document approval workflows!

## Approval Solution Components

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2FzP3abHQK6U80NjuPVc0m%2Fimage.png?alt=media&#x26;token=1114f867-d720-4398-81f2-070692adbf9e" alt=""><figcaption><p>Propose Component</p></figcaption></figure>

My components:

* Create a **Document** table to manage and store document record
* Create an **Approval** **Request** table to submit an approval request to e-sign the document file
* Enable **SharePoint integration** to store the attached file&#x20;
* Using Power Automate to configure the Approval Flow
* Using Power Automate & DocuSign to send files to the approver for e-signing

## Configuring Power Automate with DocuSign for E-Sign Workflows

Today, my focus is on the seamless integration of DocuSign into your e-signature workflows using Power Automate. We'll be dedicating our attention specifically to this setup, temporarily setting aside the configuration of approval flows.&#x20;

Let's simplify the process and get started!

### 1. Summary Steps in Power Automate

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2FfSqf0Rsvh4GbiIOdKUXQ%2FConfigure_PowerAutomate_1.png?alt=media&#x26;token=49923210-4888-4f0d-8b01-28882511cda4" alt=""><figcaption><p>Power Automate Steps</p></figcaption></figure>

In my proposal, I set up integration between SharePoint and my Power Platform environment. Consequently, I need to access the **`Document Location`** table to retrieve the **Relative URL** of the attached file.

And my sample File Path: `/ntd_document/[RelativeURL]/Meeting Minute.docx`

{% hint style="info" %}
"Meeting Minute.docx" is the template file name I'm going to use to send for E-signature.
{% endhint %}

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2FT6axmJLUoyrwHS1m4pab%2Fimage.png?alt=media&#x26;token=5ded0ae9-2859-41cc-8131-9f30754326d5" alt="" width="375"><figcaption><p>Sample Document Site</p></figcaption></figure>

### 2. Detail of DocuSign's Steps

For E-sign, I'm trying the DocuSign for demo.

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2F7bCEwcdUluzueEUdo678%2FConfigure_Power_Automate_DocuSign.png?alt=media&#x26;token=f9061de7-3d19-4a75-a2b4-70f322241e57" alt=""><figcaption><p>Details for DocuSign Steps</p></figcaption></figure>

{% hint style="success" %}
In Step 2, in the field "Document Base64".\
IF facing an issue with the File Content, you should use an expression **`base64()`** to convert file content to Base64 format.
{% endhint %}

## Checking

Okay... That's all for my configuration. Now, checking...

{% embed url="<https://youtu.be/UYYUpfBYZhg>" %}
Run Testing
{% endembed %}

Thank you for your watching.\
\&#xNAN;**\[NTD]yns.Asia**\ <mark style="color:red;">...</mark>[<mark style="color:red;">invite me a cup.</mark>](https://ko-fi.com/ntdyns/?ref=qr\&amp;v=2) :coffee: Thank you. :heart: