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saridd's avatar
saridd
Copper Contributor
May 28, 2019

Flow and Digital Signatures

I have a simple approval Flow set up using a SharePoint list. The flow triggers when item is added to the list and the flow always includes a PDF document for the approver to consider in the approval ...
Microsoft Flow
Shradds's avatar
Shradds
Copper Contributor

Damien_Rosario Hi & thank you for sharing the flow. I am new to power automate and was trying your flow step by step. While i added the plumsail connector 'Create DOCX..' the fields i could see are Connection name and the API Key...can you please suggest how do i proceed.

 

Thanks much!

Damien_Rosario's avatar
Damien_Rosario
Silver Contributor
May 28, 2020

Hi Shradds 

 

Hope you are well.

 

You will need to have an account registered with Plumsail and use their Documents service for the flow to work.

 

https://auth.plumsail.com/account/register?ReturnUrl=https://account.plumsail.com/&_ga=2.1979639.755007951.1590624321-777767605.1590624321

 

They do a trial so you can play and test things before deciding to purchase a subscription. That's how I did it but building the flow, proving the concept to the CIO, and then purchased a subscription.

 

Subscription costs are really cheap. We went with the base option, something like 300 bucks annually for 200 transactions a month (transaction is each time you use the connector in Power Automate).

 

Hope that helps get you started.

 

Cheers and best wishes

Damien

  • Ashok115's avatar
    Ashok115
    Copper Contributor
    Jul 19, 2020

    HiDamien_Rosario,

     

    Thanks for the detailed explanation of the flow i have followed all the steps and executed with no error but digital signature was not inserted at word file, actually i was not clear at below point. could you please help us with little more information.

     

    "In your Word template (Stored on SharePoint), ensure that the signature part of the document says e.g. {{yourImageVariable}:picture}. This is where the image of the digital signature will be inserted if approved".

    • Damien_Rosario's avatar
      Damien_Rosario
      Silver Contributor
      Jul 20, 2020

      Hi Ashok115 

       

      Hope you are well. I'm glad the instructions are working for you bar the one small bit with the image.

       

      In my example I use {{yourImageVariable}:picture} but I note in your sample image that you have it as { {yourImageVariable}: picture}. Please remove the spaces within the Word doc.

       

      Make sure that Create DOCX document from template correctly has the exact same variable name in the JSON: "yourImageVariable": (You may want to show the snippet of that part so I can check if it's right).

       

      See if that helps?

       

      Cheers

      Damien

      • Ashok115's avatar
        Ashok115
        Copper Contributor
        Jul 20, 2020

        HiDamien_Rosario,

         

        Hope you are doing good!

        As said i have removed the space at Image variable but still no luck. Please find the attached screenshots and kindly suggest me further.

         

        Regards,

        Ashok 

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