Power Automate Tutorial - Using the DocuSign eSignature API

[@DavesTechTips]

Congrats on your new position man, glad to see the content is even better than before ;)

[@JonJLevesque]

Dave that's super kind of you! Thanks so much buddy!

[@andrewjameson5918]

The first post with your new employer had to be something like this. Again very useful. Successfully running flows is always a goal in my life and I am getting better at this through your help.

[@JonJLevesque]

SO Glad it was helpful! And thank you as always Andrew for coming and commenting! Your support continues to mean a lot to me :)

[@shivanshu_1992]

Wow man, such a long flow. Loved it. Enjoyed it. Thanks Jon and Yash for sharing his intelligence on Power Automate.

[@JonJLevesque]

Yeah, it takes extra time to teach it as you do it for sure. But the end result is so worth it! :D

[@necdetsaritas8722]

Awesome Thanks Jon and Yash so much clear and simple explanation. Amazing

[@maaayandrade]

Guys, you are amazing! Thank you so much for this little class.

[@JonJLevesque]

Yay! So glad you enjoyed! :)

[@aprilia559]

Glad to see you back!

[@JonJLevesque]

Thanks so much!! Glad to be back :)

[@necdetsaritas8722]

Congratulation on the new start. You see better from comparison with the farewell video.

[@ashokaganji579]

Thanks a lot Jon and Jash for the great video. I really appreciate your efforts and It's very useful

[@JonJLevesque]

You’re so welcome buddy!

[@scottfranchini]

Fantastic tutorial!

[@JonJLevesque]

Thanks so much!

[@dinnerrollofdoom]

Welcome to the team!

[@JonJLevesque]

Thank you so much! So excited to be here :)

[@dancorain4860]

Man, this is amazing. it opens up lots of possibilities with the DocuSign/SharePoint integration. Thank you for the video.

[@JonJLevesque]

You’re so welcome!

[@chandrakanthuttara5058]

Video is good. Can you please provide / make a demo video of Docusign using OAuth with JWT Authentication Token as this is a Legacy(X-Docusign-Authentication) Docusign Process

[@JonJLevesque]

Sure, i have one here showing the OAuth/custom connector way of connecting - kzbin.info/www/bejne/gZDNoWp-i9mBl6s

[@ryan4098]

Is there a way to put in the payment option for the person signing the contract the same way there is a payment option in the DocuSign business account?

[@simba5734]

Great video but a few key steps omitted. Do you have a similar vid using teams, word and excel(for saving entries to word form)?

[@alysaworthy2530]

Hi, Great video! Is it possible to have the signing element eliminate the DocuSign control drag/drop that the signer has to do and only just provide the signature control added automatically onto the document somewhere? Also in PowerAutomate, can we include a condition where only 'Approved' list items are sent off to DocuSign?

[@tuckerfife4505]

You can do this in the HTTP body 1. type some identifier in the location you want the signer to sign in your word doc, make the text white so it is invisible in the pdf. 2. Under "signHereTabs" in the body of the HTTP request replace "signer1sig" with the identifier you chose in the "anchorString" field. 3. Test your flow, the envelope should not have a signature block in all places where you typed your identifier (so make it unique!).

[@maneetchawla7318]

great video ! I just had a question if somebody tried to implement this , how can we save the final output pdf file that is signed at a location in the SharePoint?

[@yashagarwal116]

@maneetchawla7318 you can create another flow that gets triggered when the envelope status changes and extract the signed document to be saved to SharePoint.

[@rajeshwaril3035]

There is no option to "Add Document to Envelope" before sending the envelope in DocuSign. For example, we have a scenario where a flow takes some files from a specific SharePoint/One drive folder, adds them into an envelope and sends them out. Does DocuSign have this feature or is there any workaround solution?

[@jaipalrana.]

This is fantastic!! Superb!!! Jon I have one query on MS-Forms (asking you here, no options :)) I created a Form with 4 branching, when sharing the link for that form it works fine for others but for me when i open the same link, it opens with the 2 page, why? I tried several times, if i can see the first page, even power off the system and on again to check if any memory issues, but to my surprise, when I clicked the same link (shared by me to other users) it directly opening the 2 page. Please help what could be the reason?

[@qianwen2616]

Hi can check how can we customize the email body content and pass in attachments to DocuSign via Http post? Thanks

[@yashagarwal116]

Hi Chin! I believe so. You can check out the document reference for the relevant keys for the email body and how to pass attachments has been covered in the video already. Hope that helps!

[@ashwiniranadhir216]

This is really helpful. Thank you so much for docuSign api usage demo. Most helpful bit was the setup of authorization header. @Yash - One quick question - do we have to consent the docusign app before using integrator key? As I am getting 400 error

[@DirectionNext]

Nice video. However, I am trying to implement the solution where the dynamic information will be coming from the database (SQL Server DB). Please let me know if such integration is possible.

[@JonJLevesque]

Yes absolutely possible to pull the info from SQL

[@vineetdua1206]

Hello Yash, really great content, thank you. For my use case, we need to send out 1000 different documents with 1000 different recipients, all dynamic, so i believe a template wouldn't solve for it. Any suggestions on how to proceed as I am struggling :| . Thanks in advance!

[@abhijeetchavan1338]

Thanks... I have 90% same requirement where user can upload document in Sharepoint library and the approval process will start. The person who is in next level he can Approve or Reject the document using Power Automate (Create an approval action). Our requirement is that approvers need to embed their signature along with approval. Can you please suggest something?

[@kimsalas8197]

I’m using a dev account, and the flow errors out at the HTTP step. I have to cancel it because it runs for more than 3 minutes. I get an error message: ‘the underlying connection was closed: An unexpected error occurred on a receive.’

[@sukanyakaownual9320]

Awesome…Thank you

[@JonJLevesque]

You’re very welcome

[@ogunsolaayobami5324]

hi Jon ,can you pls help with a dynamics sales integration with business central through power automate tutorial

[@gregblastfpv3623]

That was an excellent video. I'm curious to see how it would go today though, with the recent OAuth 2.0 prerequisites for passing the Go-Live review. I'm currently stuck on that because so far I used the very technique that is described here, but unfortunately that is no longer an option. And everybody who did generate a production key in the past will have to also change it soon. It would thus be awesome if you could give us an updated video tutorial on this!

[@JonJLevesque]

Hey Greg, i have a new method for you here in 2 videos - 1. Build the custom Connector kzbin.info/www/bejne/gZDNoWp-i9mBl6s 2. Do even cooler things - kzbin.info/www/bejne/Y5fbpWOGqqmYp5o

[@gregblastfpv3623]

@@JonJLevesque Oh if only they were talking about that in their documentation ... Thanks a lot for that! I didn't see your video about the connector before. I will try that asap.

[@gregblastfpv3623]

@@JonJLevesque I actually am still stuck on the connection part through the connector, which is not described in the video since he's already connected. I got an error from DocuSign saying there is no redirect URI. But I did copy the generated redirect URL and create one for my integration key on DocuSign's website. So I don't understand the error message ... EDIT: sorry I'll leave this comment for others. It basically just took a little time to register the redirect URI.

[@justinexiv3319]

I got this HTTP error: The specified Integrator Key was not found or is disabled. An Integrator key was not specified. Can't seem to get helpful answers so far. Anyone?

[@JonJLevesque]

Did you start with a developer account?

[@nargessejergtzsche7788]

@@JonJLevesque Yes, I did and same issue

[@RamiroMosquera]

You should create a video where you speak, it is really hard to understand the English from Yash to foreign speakers.