In this video, we dive into building a full-scale document management solution using Docusign, Power Apps, and Power Automate! Rather than a simple "Hello World" demo, this tutorial walks you through a practical, real-world scenario where we automate the process of generating PDFs, managing approvals, and securely storing signed documents.
Here's what we cover:
- Integrating DocuSign with Power Apps: Learn to set up DocuSign for digital signatures within Power Apps, streamlining document workflows.
- Generating Dynamic PDFs: See how to create customized PDFs on-demand from Power Apps data, and automate every step.
- Complete Document Workflow: Automate the sending, signing, and saving of documents with Power Automate and SharePoint.
- Custom Tags & Dynamic Content: Discover how to use tags to insert names, dates, and signatures dynamically into your PDFs.
- Step-by-Step Flow Creation: We guide you through creating a full Power Automate flow from scratch, from adding recipients to sending envelopes for signing.
Whether you're a Power Platform pro or just starting, this tutorial gives you hands-on insight into creating efficient and secure document workflows with DocuSign, Power Apps, and Power Automate. Let us know if you'd like to see more integrations like this!
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0:00 DocuSign for Power Apps and Power Automate
1:01 Demo creating a PDF and getting an electronic signature
2:57 Overview of the Power Apps functionality
4:07 Adding DocuSign tags to your content
6:06 Create the docusign integration with power automate
10:17 DocuSign create envelope action
11:15 DocuSign Add documents to an envelope action
13:30 DocuSign Add recipient to an envelope v2 action
16:00 DocuSign Add tabs for a recipient on an envelope
20:48 DocuSign send envelope
21:20 Add the flow to the Power Aps app
22:58 New Flow - Save the signed document to SharePoint
23:23 DocuSign When an envelope status changes trigger
24:13 DocuSign Get documents from envelope
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