Open Documentation Menu

Power Automate

Admin area Power Automate

In this section, information for admins is summarized to facilitate your work in connection with d.velop sign and Power Automate.

Connectors , the documentation and all available templates of d.velop AG can be viewed at any time in your C loud client. There you will also find a setup wizard that will take you through all the steps that need to be taken in the C loud client.

To find this area, you can either go to https:// yourcloudmandant.d-velop.cloud /integrationplatform/config or proceed as follows:

  1. Log in to your cloud client as an admin

  2. Click on the tile Configuration.

    802990429.png

  3. Click on "Microsoft Power Platform" under "Integrations and interfaces"

    802990430.png

Once you have gone through the setup wizard, you can start setting up the desired template by clicking on Templates.

SharePoint

With the"Sign a selected SharePoint file with d.velop sign" flow you can enable your users to start a signature circulation for PDF and XML files.

  • Before you maintain the parameters, you must establish the connection to the d.velop Cloud tenant and your SharePoint.

    802990431.png

  • Now click on continue and maintain the parameters. If you require an explanation of the corresponding parameters, you can obtain this by clicking on the question mark symbol

    802990432.png

  • Once you have maintained all the parameters, click on Save

  • In the overview of your saved flow, you must now maintain the users and user groups that are allowed to execute the flow. To do this, in the overview under Execute users only, click on Edit.

    802990433.png

  • Enter the relevant users and user groups in the overview that opens. Also select Use this connection under the SharePoint and d.velop area

    802990434.png
Power Automate user area

In this area, information for users is summarized in order to facilitate your work in connection with d.velop sign and Power Automate.

SharePoint

If your IT administration has provided you with the flow for d.velop sign and SharePoint, you can request signatures for individual documents as follows.

Hint

Please note that the available signature levels are released by your administration.

  1. Log in to your SharePoint

  2. Select the document to be signed.

  3. Now click on the three dots and select Automate . Then click on Sign with PowerAutomate

    802990437.png

    Hint

    The names in the selection may vary and are defined by your administration.

  4. In the overview that opens, enter the persons to be signed.