The integration between Power Pages and DocuSign simplifies the inclusion of e-signatures in multi-step forms using a low-code Studio interface. By utilizing a Microsoft Power Automate Flow with a DocuSign connector, users can easily view and sign documents. This allows you to seamlessly add a digital signature step to your forms, streamlining the signing process.
Scenario
Imagine you are managing a student housing portal built on Power Pages. Students need to complete and sign roommate agreements as part of their housing application process. This agreement outlines the rules, responsibilities, and expectations between roommates.
You can configure this integration through the “Integrations > External Apps” tab in the ‘Set up’ workspace, where you can connect your Data verse tables to DocuSign.
Note:
- This feature is currently compatible only with the standard data model.
- The e-signature integration is limited to authenticated users, requiring that their profile includes a first name, last name, and email address.
Prerequisites
Create a template in DocuSign that may include one or more documents for review and signing. This template should define a recipient role but does not require a specific name or email address, as these will be provided through the Power Pages website. The document can feature various tabs or fields, including a signature tab. For more details, refer to the DocuSign Template documentation..… Read More »
