In part 2 of his series on building custom connectors for Power Automate to CLM, Marty Scholes lays out your user model and authentication options.

Docusign and Baker Hill offer lenders a seamless way to prepare and send loan documents out for electronic signature without ever leaving the NextGen platform.

Sign and collect electronic signatures directly in Word documents and Outlook emails with Docusign eSignature for Microsoft Office 365.

Docusign for Power Automate not only lets you automate electronic signatures. but also follow up with essentials after signatures are complete. See how to use Power Automate to trigger post-signing workflows, get doucument field data, and get envelope attachments.

In this first of a four-part series, Marty Scholes introduces you to Docusign connectors for Power Automate and CLM and clarifies expectations for the series.

Learn how to sign documents directly within Microsoft Teams using Docusign eSignature for faster collaboration.