DocuSign e Signatures using in Power Automate

Introduction DocuSign

DocuSign is a cloud base eSignature web application which is simplify the document base signature approval process electronically. 

Does DocuSign work with Power Automate?

In this post I would like to introduce the using the DocuSign eSignatures in the Power Automate. When considering power automate you know you need a connector for action. In early days DocuSign does not have a connector but now they have introduce a connector.

How to enable the DocuSign in Power Automate?

Go to the power automate and create new flow In my case I have created the "instant Cloud flow" then click on plus button to add new action then type DocuSign in the search box

Then you will see two connectors 

• DocuSign - License users 
• DocuSign Demo - Developer users

base on your account select your one an log in to your account I show you how to create developer account later post. Once you log in to the account you are able to performed your business workflows

Key things to know in DocuSign 

Before I describe the actions let know about the DocuSign Terminology

• Envelop - It is a singe transaction that send recipient to sign which has the documents with information
• Documents - Files that are included in envelop. It is supported many types such as .docx, ppt, pdf, jpg, etc.
• Recipients: users who receive the envelop to view or approve with there signature
• Fields: Use to gather the information such as signatures, title, date sign and more.

Steps to follow when sending the Envelops thorough the DocuSign Portal

1. Click Start

2. Add Documents.

3. Add Recipient

4. Edit the Email Subject and Message.

5. Adjust the options

6. Add Fields

7. Click on Send

 

As above mention power automate also uses the same process

First Create a New Envelop

 

 Add your documents to the envelope that you have created.

  

Add the recipient to the envelope.

 

Specify the tabs (Placeholders) to the envelope

Finally Send the Envelope

 

 In future post I will explain more about the above actions and using above control create to power automate to run business process.