Configure DocuSign Flows Using Microsoft Power Automate

You can use the information on this page to configure the DocuSign flows required to automate the process of eSignature in Anthology Student for Faculty Workload contract management.

Prerequisites

You must have:

• Account for DocuSign.

• Downloaded sample Microsoft Power Automate DocuSign solution for eSignature from GitHub(https://github.com/anthology-inc/faculty-workload-mgmt-flows) > 1.8/DocuSign folder > Power Automate Flows)

DocuSign Flows for eSignature

The following flows are required to automate approval process in Anthology Student:

Flow Name	Description
Faculty eSignature Invite With DocuSign	This flow will be triggered when you select Send to Faculty button in Faculty Contract Assignment & eSignature  page (Select the Processes tile > locate Faculty Workload > select Faculty Contract Assignment & eSignature.). The flow integrates with DocuSign to send the eSignature invite to the faculty.
Faculty eSignature Response With DocuSign	This flow will be triggered automatically based on faculty’s eSignature response.

Procedure to Configure eSignature DocuSign Flows

1. Under Faculty Workload Management solution, select :

   • Faculty eSignature Invite With DocuSign, and

   • Faculty eSignature Response With DocuSign

   Microsoft Power Automate opens the selected flow in a new tab/ browser window.

2. Select the Edit () button. Microsoft Power Automate opens the selected flow in edit mode.

   

3. Expand Configuration action box.

   

4. In Value field, replace placeholder value with appropriate value. You can also add multiple email ids separated with semicolons.

   For example:

   {

   "AdminEmailId": "YouremailId-1@yourdomain.com; YouremailId-2@yourdomain.com",

   "AnchorTextForSignature": "<Text placed as label for Signature in Contract Template>",

   "AnchorTextForDate": "<Text Placed as label for Date in Contract Template>",

   "CallBackURL": "<CallBack URL>"

   }

   Fields	Actions
   AdminEmailId	Specify the email Ids of the administrators who would receive flow success and failure notifications.
   CallBackURL	The Callback URL taken from the Faculty eSignature Response With SignNow flow. Navigate to Faculty eSignature Response with DocuSign flow and open it in edit mode. Expand the first action When a Http request is received. Copy HTTP POST URL and paste it to <Callback Url> of the Faculty eSignature Invite With DocuSign flow.
   AnchorTextForSignature	Specify the text to be placed as label for Signature field in contract template. Example Configuration: Example Contract Template:
   AnchorTextForDate	Specify the text to be placed as label for Date field in Contract Template

5. Expand Secure Configuration action box. Hover over 3 dots on Secure configuration block and select Settings.

   

6. Configure the AccountId value in Tracked Properties.



To learn about app setting and the usage, see https://developers.docusign.com/platform/configure-app/

7. Select the Save button. Microsoft Power Automate saves the flow changes.