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Using Annature e-Signatures with the Microsoft Power Platform

Updated: Jan 30, 2023

Getting Started with the Annature e-Signature solution and our Annature Power Platform Connector



In this Blog Post

What is Annature?

Annature is an ISO 27001 certified, Australian based e-Signature platform. It offers a great local alternative to DocuSign. Its affordable, with flexible, pay as you go, per envelope pricing models and uses in country AWS data centres - so no awkward data sovereignty and compliance issues conversations.


It's trusted and used by loads on local companies and government organisations, including the NSW Government (https://www.annature.com.au/news/australian-owned-tech-company-annature-to-power-esigning-across-all-nsw-government-agencies).


We've found it very easy to use and found the Annature to be friendly, accessible and easy to deal with. If you are new to their platform and want to know more, I suggest you book a free demo (https://www.annature.com.au/schedule-a-demo).



What is the Power Platform?

The Microsoft Power Platform is a collection of automation and transformation technologies built on top of Microsoft 365. Used separately or together, they offer capabilities for creating business process automations, paperless processes and driving digital transformations.


The same tools can be used by both professional software providers, internal IT teams and “Citizen developers” (i.e., business users with a simple and well understood problem to solve).


Tools that we consider directly part of the Power Platform include.

  • Dataverse

  • Power Automate

  • Power Apps (Canvas and Model driven Apps)

  • Power Pages

  • Power BI

  • Power Virtual Agents

  • AI Builder


Let not forget all the other Microsoft 365 tools we can also use to create out solutions:

  • Teams

  • SharePoint

  • Planner

  • TODO

  • Microsoft List

  • Email

  • Office Apps (Excel, Word, PowerPoint, One Note, Microsoft Forms)

  • Azure AD


Of course, you need to put these tools together to solve specific problems. Depending on your ability, appetite and perspective, that either incredibly exciting or absolutely terrifying. The Power Platform makes everything possible but can make anything feel impossible. Its is the market leading low code platform that is currently driving Digital Transformation across the globe …and it is Pandoras Box.



Why you might want to use them together

Annature is a great e-Signature solution. But document that need to be signed don’t exist in isolation. They are usually generated as part of an important business process, like new employee onboarding, new customer sign up, exchange of NDA’s, privacy consent forms, permits to work and so on.


Typically, you will want to use templates for the documents, and provide data for our recipients and to fill the documents that need to be signed. You will want to track the signing process and will need to capture and store the documents and their data once they have been signed and the signing process is complete.


For one offs and occasional documents, the Annature dashboard and web tools are fine for this. But if you're running a high-volume business process, that quickly becomes tedious and unworkable.


Chances are, you're already using (or considering) the Power Platform to automate your process. Perhaps you have your recipient data stored in the Dataverse, via Microsoft Dynamics CRM or a custom app? You might already be using Power Automate flow to control your business process. Maybe you need to use SharePoint to store the signed documents, templates and other data?


Regardless of which apps and data you want to use, our Annature Custom Connector is the glue you need to join the two worlds together.



About our connector

Annature provides an extensive developer friendly API, but doesn’t have an “out of the box” connector for the Power Platform.


Strategik are experts in the Power Platform and specifically in building custom connectors.


We like the Annature platform and so we approached them to ask if we could create an Independent Custom Connector to the platform on their behalf. Happily, they agreed, and we’ve been working collaboratively together to do just that.


Microsoft have just accepted the connector (Jan 23) under their Independent Publisher program. Its, open source, “low code”, free to use and will shortly be available for use in all Power Platform regions worldwide - please enjoy.



What you will need


Getting started

Follow the steps outlined in the slides below to:

  • Create flow

  • Add the Annature Connector

  • Provide your Annature API Key (first time only)

  • Test the flow

  • Review the outputs


Instructions to create a flow
Create a flow


Instructions to add the Annature connector
Add the Annature Connector

Shows how to provide your Annature key (do this once).
Provide your Annature Key


Shows how to test a flow
Test the flow


Shows how to review the outputs from your flow
Review the outputs

Where next?

Think about the problems you want to solve. Consider questions like:

  • What documents, need signing?

  • Who needs to sign them?

  • What data needs to be captured?

  • What actions need to be performed when the signing is complete?

  • Where do we need to put the signed documents?

  • How often do we need to run this process?


In our experience, some up-front analysis and design around how an e-Signing solution can fit into your current business process will save significant pain and effort later.


Review the available triggers and actions in the connector and pick the ones you want to use. You can combine these with other actions (e.g., SharePoint and the Dataverse) in your flows.


Use our “How To” Guides (coming soon) for more tips and tricks.



Need more help?

From Annature


From strategik


Downloads

Strategik_Annature
.pdf
Download PDF • 988KB

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