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Power Platform - General

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Jul 9, 2024

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  • The article discusses the integration of Microsoft Power Pages with DocuSign for streamlining document generation and digital signatures in external processes.
  • Organizations can use Power Pages to launch external websites for collecting, automating, and securely sharing critical business data.
  • Setting up the DocuSign integration with Power Pages involves three steps: installing the DocuSign package, configuring Power Automate flows, and setting up DocuSign templates.
  • Templates can be configured with sub-grids linked to business data tables and e-signature functionality enabled in the Pages workspace.
  • A letter of offer template is shown as an example of a document that can be linked to a multi-step form for document generation.
  • Use cases for e-signatures across industries include customer onboarding, account opening, KYC forms, agreement processes, loan applications, and financial documents.
  • The article concludes by mentioning future content related to Power Pages and its integration with other aspects of the Power Platform.
  • The author invites readers to stay tuned for more information on Power Pages and its functionalities.

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