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Hey everyone! This isn’t a traditional “tip from Docusign,” but I came across a great Youtube video that I think could be super helpful if you're a Microsoft customer using Docusign with Power Apps and Power Automate.
It dives into building a real-world document management solution, covering everything from generating PDFs to automating approvals and securely storing signed documents.
Here’s a quick rundown of what it covers:
- Setting up Docusign in Power apps: Learn how to integrate digital signatures right into your apps.
- Creating dynamic PDFs: Automatically generate PDFs based on your data—no manual work needed!
- End-to-End document workflow: Automate the process of sending, signing, and saving documents with Power Automate and SharePoint.
- Using custom tags: Add names, dates, and signatures dynamically into your documents.
- Step-by-step walkthroughs: Get guided through building Power Automate flows for sending envelopes and saving signed docs.
If you’re looking to optimize your workflows or are curious about deeper integrations, this video could give you some fresh ideas.
👉 Let me know if you find it helpful or if you’ve tried something similar—I’d love to hear what you’re working on!
