►► Want help implementing Docusign?
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✅ Download FREE Docusign Mastery CHEATSHEET: https://www.solusign.com/docusign-cheat-sheet?utm_source=youtube&utm_medium=video&utm_campaign=nH8gQH8iH8M
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In this video, I go over how to create a custom integration between Docusign and SharePoint using Microsoft Power Automate. I explain why the default Docusign for SharePoint integration is limited and demonstrate how Power Automate can streamline processes like creating documents, pre-filling templates with SharePoint data, and automatically storing completed documents back in SharePoint. I also show how to track envelope statuses and extract signer data seamlessly into SharePoint, enabling a fully automated and efficient workflow.
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CONNECT WITH ME
Website ► https://www.solusign.com
Book a Consultation ► https://bit.ly/4dzRhxt
LinkedIn ► https://www.linkedin.com/in/sofiansaoudi
Email ► hello@solusign.com
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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