DocJuris (Preview)

DocJuris is a contract negotiation workspace that empowers legal and business teams to close deals with speed and accuracy.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   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)
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)
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 connection10060 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 test callback messages

Get test messages.

Get turn details

Get contract turn details.

Create a contract

Create a contract document

Parameters

Name Key Required Type Description
Name
name string
Contract Type
contractTypeId integer

One of contractType or contractTypeId must be supplied

Counterparty
counterPartyName string

One of counterPartyName or counterPartyId must be supplied

name
name string

Name of an extra piece of data that will follow the contract

value
value string

Value for that extra piece of data

type
type string

Type for that extra piece of data

Contract file
file byte
Contract file name
fileName string

Returns

Create an import file

Import files can be used to create contracts or contract turns within the DocJuris app.

Parameters

Name Key Required Type Description
name
name string

Name of an extra piece of data that will follow the contract

value
value string

Value for that extra piece of data

type
type string

Type for that extra piece of data

Import file
file byte
Import file name
fileName string

Returns

Create turn

Create contract turn.

Parameters

Name Key Required Type Description
Contract Id
contractId True uuid

Available in trigger data.

source
source string

A string that describes who this turn is from (i.e. internal dept., outside counsel, etc.). If this turn is from the counter party leave this blank.

description
description string
currentTurnId
currentTurnId uuid

A string ID of the latest known turn. The API will return an error if this does not match the latest turn's ID (i.e. if another turn was uploaded by another user).

name
name string

Name of an extra piece of data that will follow the contract

value
value string

Value for that extra piece of data

type
type string

Type for that extra piece of data

Contract file
file byte
Contract file name
fileName string

Returns

Delete a callback subscription

Deletes a subscription

Parameters

Name Key Required Type Description
Subscription Id
id True string

Id of subscription to delete

Returns

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.

Parameters

Name Key Required Type Description
Contract Id
contractId True uuid

Available in trigger data.

Document State
docState string

State of document to download

Returns

response
binary

Download latest turn document description

Get information about a turn document, such as file name and extension.

Parameters

Name Key Required Type Description
Contract Id
contractId True uuid

Available in trigger data.

Document State
docState string

State of document to describe

Returns

Download turn document

Get contract turn documents.

Parameters

Name Key Required Type Description
Contract ID
contractId True uuid

Available in trigger data.

Turn ID
turnId True uuid

Available in trigger data.

Document type
docState string

Stage of document to download

Returns

Turn Document
binary

Download turn document description

Get information about a turn document, such as file name and extension.

Parameters

Name Key Required Type Description
Contract ID
contractId True uuid

Available in trigger data.

Turn ID
turnId True uuid

Available in trigger data.

Document type
docState string

Stage of document to describe

Returns

Get a contract

Get details for a contract.

Parameters

Name Key Required Type Description
Contract Id
contractId True uuid

Available in trigger data.

Returns

Get contract types

Get available contract types.

Parameters

Name Key Required Type Description
Skip
skip integer

Skip N types. Default 0.

Take
take integer

Take N types. Default 200.

Sort Field
sortBy string

Sort field.

Filter
filter string

Filter to names including given string.

Returns

Get test callback messages

Get test messages.

Parameters

Name Key Required Type Description
Message Type
type string

Message Type

Returns

Get turn details

Get contract turn details.

Parameters

Name Key Required Type Description
Contract ID
contractId True uuid

Available in trigger data.

Turn ID
turnId True uuid

Available in trigger data.

Returns

Triggers

Turn Completed

Turn Completed

Turn Created

Turn Created

Turn Tagged

Turn Tagged

Turn Completed

Turn Completed

Returns

Turn Created

Turn Created

Returns

Turn Tagged

Turn Tagged

Returns

Definitions

ApiStandardResponse

Name Path Type Description
meta
meta ApiStandardResponseMeta

ApiStandardResponseMeta

Contract

Name Path Type Description
description
description string
id
id uuid
latestTurnId
latestTurnId uuid
lastModified
lastModified date-time
name
name string
Contract type
type ContractType
Counterparty
counterParty CounterParty
turns
turns array of Turn
extendedData
extendedData ExtendedData
Urls
urls Urls

ContractApiStandardResponse

Name Path Type Description
meta
meta ApiStandardResponseMeta
response
response Contract

ContractType

Name Path Type Description
ID
id integer
Name
name string
Description
description string

ContractTypeList

Name Path Type Description
totalCount
totalCount integer
skip
skip integer
take
take integer
filter
filter string
sortBy
sortBy string
contractTypes
contractTypes array of ContractType

ContractTypeListApiStandardResponse

Name Path Type Description
meta
meta ApiStandardResponseMeta
response
response ContractTypeList

CounterParty

Name Path Type Description
ID
id integer
Name
name string

DocumentMeta

Name Path Type Description
Full Name (with extension)
name string
Extension
extension string
Original Name
originalFileName string

DocumentMetaApiStandardResponse

Name Path Type Description
meta
meta ApiStandardResponseMeta
Document File
response DocumentMeta

ExtendedData

Name Path Type Description
Extended data
namedValues array of ExtendedDataNamedData

Optional user-specific data to attach to the the contract.

ExtendedDataNamedData

Name Path Type Description
name
name string

Name of an extra piece of data that will follow the contract

value
value string

Value for that extra piece of data

type
type string

Type for that extra piece of data

ObjectIEnumerableApiStandardResponse

Name Path Type Description
meta
meta ApiStandardResponseMeta
response
response array of

StagedImport

Name Path Type Description
id
id uuid
extendedData
extendedData ExtendedData
Urls
urls Urls

StagedImportApiStandardResponse

Name Path Type Description
meta
meta ApiStandardResponseMeta
response
response StagedImport

SubscriptionMessage

Name Path Type Description
Message ID
messageId string

id

Turn ID
turnId string

id

Contract ID
contractId string

contractId

Event type
type string

type

DocJuris URL
url string

url

Tags
tags array of object
ID
tags.id string

id

Name
tags.name string

name

Description
tags.description string

description

Turn

Name Path Type Description
Turn ID
id uuid
Is Turn Complete?
isComplete boolean
Is Turn Latest?
isLatest boolean
Last Modified Date/Time
lastModified date-time
Source
source string
Original File Name
importedFileName string
Description
description string
Contract type
type ContractType
Counterparty
counterParty CounterParty
extendedData
extendedData ExtendedData
Urls
urls Urls
tags
tags array of TurnTag

TurnApiStandardResponse

Name Path Type Description
meta
meta ApiStandardResponseMeta
response
response Turn

TurnTag

Name Path Type Description
id
id uuid
name
name string
description
description string

Urls

Name Path Type Description
(Docjuris App)
app string

binary

This is the basic data type 'binary'.