> For the complete documentation index, see [llms.txt](https://dyns.ntd.asia/power-dynamics/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dyns.ntd.asia/power-dynamics/power-platform/power-automate/e-sign-power-automate-and-docusign.md).

# 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="/files/nR3qyaNNVFR7p6IRLXlH" 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="/files/44guu6fkG1SZSV015dUZ" 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="/files/U3XJMxeoWGAoRSnEygZ6" 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="/files/XqduUFg0QQEsvkn8ZxGY" 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: