DocJuris

This connector is available in the following products and regions:

Service	Class	Regions
Copilot Studio	Premium	All Power Automate regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Logic Apps	Standard	All Logic Apps regions except the following:      -   Azure Government regions      -   Azure China regions      -   US Department of Defense (DoD)
Power Apps	Premium	All Power Apps regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)
Power Automate	Premium	All Power Automate regions except the following:      -   US Government (GCC)      -   US Government (GCC High)      -   China Cloud operated by 21Vianet      -   US Department of Defense (DoD)

Contact
Name	DocJuris Support
URL	https://help.docjuris.com
Email	support@docjuris.com

Connector Metadata
Publisher	DocJuris
Website	https://www.docjuris.com
Privacy policy	http://www.docjuris.com/privacy-policy
Categories	Productivity

DocJuris for Power Automate empowers users to connect apps together to create useful contract workflows that save time and risk. With the connector, users can leverage DocJuris' innovative contract collaboration and editing capabilities to automate an organization's contract lifecycle from intake to esign to storage. For example, route a contract request from Microsoft Forms to DocJuris and simultaneously notify users in Teams or in Dynamics. DocJuris and Power Automate are a perfect complement to enrich contract processes and enable low code automation for small and large teams.

Prerequisites

DocJuris for Power Automate requires a paid subscription to DocJuris. Please get in touch on www.docjuris.com.

How to get credentials

To authorize DocJuris for Power Automate, visit the Organization tab in your DocJuris settings. Next, copy the Organization ID and paste it into the organizationId field in Power Automate. Third, click Generate new key and give it a helpful name like "Jill's Power Automate". Click the copy icon to copy the new key and paste the value into the apiKey field in Power Automate.

Getting started with your connector

In this step-by-step sample flow, we'll submit a contract request form in Microsoft Forms and route a contract to DocJuris. During this example flow, we'll also configure the connector.

Create a Microsoft Form

Create a simple Microsoft Form and include, at a minimum, a file attachment question.

Create a New Automated Cloud Flow

Open Power Automate and click Create. Next, select Automated Cloud Flow.

Next, Skip the wizard and arrive to the page to search for connectors and triggers.

Trigger Microsoft Forms

Click Microsoft Forms or search for it.

Select the Trigger When a new response is submitted.

Select the form you created earlier from the list next to the Form Id field and click ``+ New step`.

Get Response Details from Microsoft Forms

To retrieve information from a Microsoft Forms submission, pick Microsoft Forms as the Action and select Get Response Details. Next, select the Form Id and select the Response Id associated with form submissions. It should be the only Dynamic content available at this stage.

Setup the DocJuris Connector

Under Choose an operation, click the Custom tab and pick DocJuris from the list. DocJuris will also show up under All in the future.

Click Create an import file as the Action

Configuring Connection Information in Power Automate

When you first create a new flow using the DocJuris connector, you will be prompted for connection information:

For Connection Name pick something meaningful to you, such as "Jill's DocJuris Connection".

The other two values must be found within the DocJuris application.

Grab Keys from DocJuris

After logging in to DocJuris, click the circle icon with your initials in the upper right of the application:

In the resulting page, open the Organization tab.

1. The "Organization ID" at the bottom is the first part of your connection credential. Copy this and paste it into the organizationId field in Power Automate.
2. The second part requires an API Key. Click "Generate new key" and give it a helpful name like "Jill's Power Automate". Click the copy icon to copy the new key- this is the only time you will see it! Paste the value into the apiKey field in Power Automate.

Create an Import File in DocJuris

Now that you've configured DocJuris, we can now create an import file. Once the connector is authenticated, you'll see options For Extended data name/value/type - you can ignore these for now.

1. Skip down to Import file and pick the field from the Microsoft Form where the user uploaded a file.
2. Under Import file name, you can use a date stamp or other unique identifier or name from the Microsoft forms submission.

Click Save and proceed to Test the Microsoft Form in trigger. Look for the Test button in Power Automate either Manually or Automatically depending on the availability of recent submissions.

If there are no recent submissions, head over to your Microsoft Form and submit the request and attached a contract. For example, you can load the following agreement to Microsoft Forms as an attachment.

After a successful test, confirm that the submission and attachment created an import file in DocJuris.

Power Automate test view:

DocJuris Dashboard:

DocJuris Triggers

• Turn Completed: triggers when a turn is marked complete.
• Turn Created: triggers when a turn is created
• Turn Tagged: triggers when a turn is tagged (e.g., execution copy)

DocJuris Actions

• Analyze New Contract: creates a contract in DocJuris and analyzes it
• Import Contract: stages the contract for creation and analysis and allows a user to complete the contract analysis process in the DocJuris app
• Get Turn: get information about a contract turn in DocJuris such as counterparty name or contract type
• Get Turn Document: get the document for use in other apps and services

Known issues and limitations

DocJuris for Power Automate is not a replacement for customized integrations with other platforms. In some cases, DocJuris' triggers and actions are not a complete implementation of every endpoint in the DocJuris API. Please get in touch at www.docjuris.com to start a conversation about a deeper integration that you might need.

Common errors and remedies

If you encounter any unexpected errors or issues, please contact us at support@docjuris.com!

FAQ

How do you retrieve a document after a contract is analyzed?

Use an action to get turn details.

What's the difference between a staged import and analyze a contract?

Staged imports allow users to engage the analysis window in DocJuris to pick playbooks and complete any missing meta data. This is a good option if the triggering app or service does not have enough information to perform an analysis. Good attributes to trigger a full analysis vs. a staged import include: playbook, contract type, description, and counterparty. In all instances, an attachment is required.

What's a tagged turn?

Tags to a turn refer to attributes set in DocJuris such as "execution copy." These tags can be set in DocJuris when working with a turn in the analyzer.

What are the extended data fields when I load a DocJuris action?

Contracts and turns can be created with extended data. This data will be attached to the contract record, and can be retrieved with later queries. It can be used to store reference data relevant to the caller, or to pass reference urls to DocJuris.

Creating a connection

The connector supports the following authentication types:

Default	Parameters for creating connection.	All regions	Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name	Type	Description	Required
organizationId	securestring	The organizationId for this api	True
apiKey	securestring	The apiKey for this api	True

Throttling Limits

Name	Calls	Renewal Period
API calls per connection	100	60 seconds

Actions

Create a contract	Create a contract document
Create an import file	Import files can be used to create contracts or contract turns within the DocJuris app.
Create turn	Create contract turn.
Delete a callback subscription	Deletes a subscription
Download latest turn document	For "completedWithMarkup" and "completedClean" the return document corresponds to the latest turn. For "original" the return document belongs to the first turn.
Download latest turn document description	Get information about a turn document, such as file name and extension.
Download turn document	Get contract turn documents.
Download turn document description	Get information about a turn document, such as file name and extension.
Get a contract	Get details for a contract.
Get contract types	Get available contract types.
Get playbooks	Get available playbooks.
Get test callback messages	Get test messages.
Get turn details	Get contract turn details.

Create a contract

Create an import file

Create turn

Delete a callback subscription

Download latest turn document

Download latest turn document description

Download turn document

Download turn document description

Get a contract

Get contract types

Get playbooks

Get test callback messages

Get turn details

Triggers

Mention in Turn	Mention in Turn
Screening Report Updated	Screening Report Updated
Turn Completed	Turn Completed
Turn Created	Turn Created
Turn Tagged	Turn Tagged

Mention in Turn

Screening Report Updated

Turn Completed

Turn Created

Turn Tagged

Definitions

ApiStandardResponse

ApiStandardResponseMeta

Contract

ContractApiStandardResponse

ContractType

ContractTypeList

ContractTypeListApiStandardResponse

CounterParty

DocumentMeta

DocumentMetaApiStandardResponse

ExtendedData

ExtendedDataNamedData

ObjectIEnumerableApiStandardResponse

Playbook

PlaybookListApiStandardResponse

PlaybookList

StagedImport

StagedImportApiStandardResponse

TurnSubscriptionMessage

TurnMentionSubscriptionMessage

Turn

TurnApiStandardResponse

TurnTag

Urls

binary