DocJuris

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 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

Operation ID:

CreateContract

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
Playbook	playbookId		integer	Playbook for contract
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
Owning User's Email Address	owningUserEmail		string

Returns

Body

ContractApiStandardResponse

Create an import file

Operation ID:

CreateImport

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

Body

StagedImportApiStandardResponse

Create turn

Operation ID:

CreateTurn

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 counterparty 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

Body

TurnApiStandardResponse

Delete a callback subscription

Operation ID:

DeleteSubscription

Deletes a subscription

Parameters

Name	Key	Required	Type	Description
Subscription Id	id	True	string	Id of subscription to delete

Returns

Body

ApiStandardResponse

Download latest turn document

Operation ID:

GetContractDocument

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

Operation ID:

GetContractDocumentMeta

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

Body

DocumentMetaApiStandardResponse

Download turn document

Operation ID:

GetTurnDocument

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

Operation ID:

GetTurnDocumentMeta

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

Body

DocumentMetaApiStandardResponse

Get a contract

Operation ID:

GetContract

Get details for a contract.

Parameters

Name	Key	Required	Type	Description
Contract Id	contractId	True	uuid	Available in trigger data.

Returns

Body

ContractApiStandardResponse

Get contract types

Operation ID:

GetContractType

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

Body

ContractTypeListApiStandardResponse

Get playbooks

Operation ID:

GetPlaybook

Get available playbooks.

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

Body

PlaybookListApiStandardResponse

Get test callback messages

Operation ID:

GetTestMessages

Get test messages.

Parameters

Name	Key	Required	Type	Description
Message Type	type		string	Message Type

Returns

Body

ObjectIEnumerableApiStandardResponse

Get turn details

Operation ID:

GetTurn

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

Body

TurnApiStandardResponse

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

Operation ID:

TurnMentionTrigger

Mention in Turn

Returns

Body

TurnMentionSubscriptionMessage

Screening Report Updated

Operation ID:

ScreeningReportUpdatedTrigger

Screening Report Updated

Returns

Body

TurnSubscriptionMessage

Turn Completed

Operation ID:

TurnCompletedTrigger

Turn Completed

Returns

Body

TurnSubscriptionMessage

Turn Created

Operation ID:

TurnCreatedTrigger

Turn Created

Returns

Body

TurnSubscriptionMessage

Turn Tagged

Operation ID:

TurnTaggedTrigger

Turn Tagged

Returns

Body

TurnSubscriptionMessage

Definitions

ApiStandardResponse

Name	Path	Type	Description
meta	meta	ApiStandardResponseMeta

ApiStandardResponseMeta

Contract

Name	Path	Type	Description
Description	description	string
Id	id	uuid
Latest Turn Id	latestTurnId	uuid
Last Modified Date	lastModified	date-time
Name	name	string
ID	type.id	integer
Name	type.name	string
Description	type.description	string
Counterparty	counterParty	CounterParty
extendedData	extendedData	ExtendedData
Url	urls	Urls

ContractApiStandardResponse

Name	Path	Type	Description
meta	meta	ApiStandardResponseMeta
Contract	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

Playbook

Name	Path	Type	Description
ID	id	integer
Title	name	string
Contract Type	contractType	ContractType

PlaybookListApiStandardResponse

Name	Path	Type	Description
meta	meta	ApiStandardResponseMeta
response	response	PlaybookList

PlaybookList

Name	Path	Type	Description
totalCount	totalCount	integer
skip	skip	integer
take	take	integer
filter	filter	string
sortBy	sortBy	string
playbooks	playbooks	array of Playbook

StagedImport

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

StagedImportApiStandardResponse

Name	Path	Type	Description
meta	meta	ApiStandardResponseMeta
response	response	StagedImport

TurnSubscriptionMessage

Name	Path	Type	Description
Message ID	messageId	string	id
Turn ID	turnId	string	id
Contract ID	contractId	string	contractId
Event type	type	string	type
URL to DocJuris	url	string	url
Tags	tags	array of object
ID	tags.id	string	id
Name	tags.name	string	name
Description	tags.description	string	description

TurnMentionSubscriptionMessage

Name	Path	Type	Description
Message ID	messageId	string	id
Turn ID	turnId	string	id
Contract ID	contractId	string	contractId
Event type	type	string	type
URL to DocJuris	url	string	url
Tags	tags	array of object
ID	tags.id	string	id
Name	tags.name	string	name
Description	tags.description	string	description
Text	mention.text	string	text
First Name	mention.mentioningUser.firstName	string	firstName
Last Name	mention.mentioningUser.lastName	string	lastName
Username	mention.mentioningUser.userName	string	userName
First Name	mention.mentionedUser.firstName	string	firstName
Last Name	mention.mentionedUser.lastName	string	lastName
Username	mention.mentionedUser.userName	string	userName
Commend ID	mention.commentId	string	commentId
Link to comment in DocJuris	mention.url	string	url

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
Url	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
to DocJuris	app	string

binary

This is the basic data type 'binary'.