E-sign: Power Automate & DocuSign

#E-Sign, #PowerAutomate, #Flow, #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

Propose Component

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

• 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.

Let's simplify the process and get started!

1. Summary Steps in Power Automate

Power Automate Steps

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

"Meeting Minute.docx" is the template file name I'm going to use to send for E-signature.

Sample Document Site

2. Detail of DocuSign's Steps

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

Details for DocuSign Steps

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.

Checking

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

Run Testing

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