The DocumentsCorePack (DCP) Connector integrates DocumentsCorePack’s document generation and processing capabilities into Power Automate. This article provides an overview and explanation of all actions available in the DocumentsCorePack Connector for Power Automate.
Note: The DCP Connector is certified and therefore available to all users when building flows in Power Automate. Just search for “DocumentsCorePack” to find the premium connector and its available actions within your flow. Once selected, you can access and use the following actions to generate and process documents.
Note: * = Mandatory fields
Document generation actions
Create document
❶ *Template: Select a template for generating the document (learn more)
❷ *Row ID: Unique identifier of the record to run this template for
❸ *File Type: Choose a file type
❹ Sync. Callback: Select yes or no for sync. Callback
❺ User: Choose the user to run this operation for
❻ Save to SharePoint: Save document to SharePoint (learn more)
❼ Attach to Email: Unique identifier of the email to attach the document to (learn more)
❽ Printer: Choose a printer (learn more)
❾ Attach to [Row ID]: Unique identifier of the record to attach this document to (learn more)
❿ Attach to [Table]: Choose table to attach this document to
⓫ Prompt: Enter the name and value of the prompt or add a new item
⓬ JSON Datasource: Use this JSON data for document creation (learn more)
⓭ Environment: Select the environment for this operation
Create DocumentJob (async)
❶ *Template: Select a template for the generation process (learn more)
❷ *Row ID: Unique identifier of the record to run this template for
❸ *File Type: Choose a file type
❹ User: Choose the user to run this operation for
❺ Save to SharePoint: Save the document to SharePoint
❻ Attach to Email: Unique identifier of the email to attach the document to (learn more)
❼ Printer: Choose a printer (learn more)
❽ Attach to [Row ID]: Unique identifier of the record to attach this document to (learn more)
❾ Attach to [Table]: Choose table to attach this document to
❿ Prompt: Enter the name and value of the prompt or add a new item (learn more)
⓫ JSON Datasource: Use this JSON data for document creation (learn more)
⓬ Environment: Select the environment for this operation
Create Multipart document
❶ *Multipart XML: Multipart XML definition for the DocumentJob (More information)
❷ Sync. Callback: Select yes or no for sync. Callback
❸ User: Choose the user to run this operation
❹ Use External Storage: Save only in alternative location
❺ Save Location: External SharePoint or Blob URL
❻ Environment: Select the environment for this operation
Create Multipart DocumentJob (async)
❶ *Multipart XML: Multipart XML definition for the DocumentJob (More information)
❷ User: Choose the user to run this operation
❸ Use External Storage: Save only in alternative location
❹ Save Location: External SharePoint or Blob URL
❺ Environment: Select the environment for this operation
Run One-Click-Action
❶ *Row ID: Unique identifier of the record to run the One-Click-Action
❷ *One-Click-Action ID: Unique identifier of the One-Click-Action to apply (Run an OCA from a flow)
❸ Environment: Choose the environment for this operation
❹ User: Only retrieve One-Click-Actions accessible to this user (More information)
❺ Sync. Callback: Select yes or no for sync. Callback
Run One-Click-Action (async)
❶ *Row ID: Unique identifier of the record to run the One-Click-Action for
❷ *One-Click-Action ID: Unique identifier of the One-Click-Action to apply
❸ Environment: Choose the environment for this operation
❹ User: Only retrieve One-Click-Actions accessible to this user (More information)
Document processing actions
Attach DocumentJob as note
❶ *DocumentJob ID: Unique identifier of the DocumentJob to attach the note
❷ *Table Name: Choose table to attach the note to
❸ *Row ID: Unique identifier of the record to attach the note to
❹ Sync. Callback: Select yes or no for sync. Callback
❺ User: Choose the user to run this operation
❻ Environment: Select the environment for this operation
❼ Note Description: Text of the note
❽ Note Subject: Subject of the note
Attach DocumentJob to email
❶ *DocumentJob ID: Unique identifier of the DocumentJob to attach to the email
❷ *Email ID: Unique identifier of the email the document should be attached to
❸ Sync. Callback: Select yes or no for sync. Callback
❹ User: Choose the user to run this operation
❺ Environment: Select the environment for this operation
Attach file as note
❶ *Document Content: A content-object or base64 encoded string representing the files content.
❷ *File Name: File name of the note attachment
❸ *Table Name: Choose table to attach the note to
❹ *Row ID: Unique identifier of the record to attach the note to
❺ Sync. Callback: Select yes or no for sync. Callback
❻ User: Choose the user to run this operation
❼ Environment: Select the environment for this operation
❽ MIME Type: Content MIME type for handling of the file (e.g. application/pdf)
❾ Note Description: Text of the note
❿ Note Subject: Subject of the note
Attach file to email
❶ *Document Content: A content-object or base64 encoded string representing the files content
❷ *File Name: Filename of the attachment
❸ *Email ID: Unique identifier of the email the document should be attached to
❹ Sync. Callback: Select yes or no for sync. Callback
❺ User: Choose the user to run this operation
❻ Environment: Select the environment for this operation
❼ MIME Type: MIME type of the attachment (e.g. application/pdf)
Concatenate two DocumentJobs
❶ *First DocumentJob ID: Unique identifier of the first DocumentJob
❷ *Second DocumentJob ID: Unique identifier of the second DocumentJob
❸ *CombineType: Choose combination type (learn more)
❹ *Output filetype: Choose file type for the result
❺ Sync. Callback: Select yes or no for sync. Callback
❻ User: Choose the user for this operation
❼ Environment: Select the environment for this operation
Concatenate two documents. Supported filetypes: pdf, docx
❶ *First Filename: Filename of the first document
❷ *First Mime-Type: MIME type of the first document (e.g. application/pdf)
❸ *First Document Content: A content-object or base64 encoded string representing the files content
❹ *Second Filename: Filename of the second document
❺ *Second Mime-Type: MIME type of the second document (e.g. application/pdf)
❻ *Second Document Content: A content-object or base64 encoded string representing the files content
❼ *Combine Type: Choose combination type (learn more)
❽ *Output filetype: Choose filetype for the result
❾ Sync. Callback: Select yes or no for sync. Callback
❿ User: Choose the user to run this operation
⓫ Environment: Select the environment for this operation
Sign DocumentJob
❶ *Row ID: Unique identifier of the record the eSign record will be attached to
❷ *Table Name: Table name of the record the eSign record will be attached to
❸ *DocumentJob ID: Unique identifier of the DocumentJob to sign
❹ *Signing Provider: Choose e-Signature provider (learn more in this video)
❺ Sync. Callback: Select yes or no for sync. Callback
❻ User: Choose the user to run this operation
❼ Email Default Subject: Default subject in signing request email
❽ Email Default Message: Default message in signing request email
❾ Environment: Choose an environment for this operation
❿ Signee: Add a new signee
Sign DocumentJob Collection
❶ *Row ID: Unique identifier of the record the eSign record will be attached to
❷ *Table Name: Table name of the record the eSign record will be attached to
❸ *DocumentJob ID Collection: Add unique identifiers of DocumentJobs to sign
❹ *Signing Provider: Choose e-Signature provider (learn more in this video)
❺ Sync. Callback: Select yes or no for sync. Callback
❻ User: Choose the user to run this operation
❼ Email Default Subject: Default subject in signing request email
❽ Email Default Message: Default message in signing request email
❾ Environment: Choose an environment for this operation
❿ Signee: Add new signee
Send email
❶ *Email to Send: Unique identifier of the email to send
❷ Sync. Callback: Select yes or no for sync. Callback
❸ Environment: Choose the environment for this operation
❹ User: Choose the user to run this operation
❺ Sender (Row ID): Unique identifier of email sender
❻ Sender (Table Name): Table name to set as sender
❼ Regarding (Row ID): Unique identifier of the table to set as regarding
❽ Regarding (Table Name): Table name to set as regarding
❾ To: Add new recipient
❿ CC: Add new recipient
⓫ BCC: Add new recipient
Print file
❶ *Document Content: A content-object or base64 encoded string representing the files content
❷ *File Name: Choose file name
❸ *Printer: Choose printer (learn more)
❹ Sync. Callback: Select yes or no for sync. Callback
❺ Environment: Choose the environment for this operation
❻ Print copies: Enter the number of copies to be printed
Print file (async)
❶ *Document Content: A content-object or base64 encoded string representing the files content
❷ *File Name: Choose file name
❸ *Printer: Choose printer (learn more)
❹ Environment: Choose the environment for this operation
❺ Print copies: Enter the number of copies to be printed
Print DocumentJob
❶ *DocumentJob ID: Unique identifier of the DocumentJob to print
❷ *Printer: Choose a printer (learn more)
❸ Environment: Choose the environment
❹ Sync. Callback: Select yes or no for sync. Callback
❺ Print copies: Enter the number of copies to be printed
Print DocumentJob (async)
❶ *DocumentJob ID: Unique identifier of the DocumentJob to print
❷ *Printer: Choose a printer (learn more)
❸ Environment: Choose the environment
❹ Print copies: Enter the number of copies to be printed
Support actions
Create SharePoint folder
❶ *Row ID: Unique identifier of the record to create the folders for
❷ *Table Name: Table name of the record to create the folders for
❸ Sync. Callback: Select yes or no for sync. Callback
❹ Environment: Select environment for this operation
❺ Folder Names/*Folder Names Item: Supply all folder names to create
❻ User: Choose the user to run this operation
❼ DocumentLocation ID: Choose a document location to create the folders in
Syntax: “;” separates list of folders
“/” creates subfolders
Example: FOLDER/subfolder 1; FOLDER/subfolder 2; FOLDER1/subfolder 1
Creates folders as follows:
Get DocumentJob result
❶ *DocumentJob ID: Unique identifier of the DocumentJob
❷ Environment: Choose environment for this operation
Get DocumentJob status
❶ *DocumentJob ID: Unique identifier of the DocumentJob to retrieve the status of
❷ Environment: Select environment for this operation
Get One-Click-Actions
❶ Environment: Choose environment for this operation
Get Printers
❶ Environment: Choose an environment for this operation
❷ User: Optional. Lists printers accessible to this user (learn more)
Get Profiles for a User APIKey
This operation retrieves all Profile IDs for your APIKey. No additional information is needed for this step. You will be able to use the outputs in in subsequent steps.
Who am I
This operation retrieves information about the used API Key and associated DocumentsCorePack Service.
❶ Environment: Choose the environment for this operation
Get document templates
❶ Environment: Choose the environment for this operation
❷ Table Name: Filter by entity (etc or etn. Optional wildcard *[etn]*
❸ Template Filter: Filter by template name. Optional wildcard *[name]*
❹ Group Filter: Filter by group name. Optional wildcard *[name]*
❺ User: Only retrieve templates accessible to this user
Gets the Default Environment for this ApiKey
This operation returns the environment ID for the used APIKey. No additional information is needed for this step. You will be able to use the outputs in subsequent steps.
Process batch in customer journey
Basic parameters
❶ *[Table]: Choose the table to run this document for
❷ *Row ID: Unique identifier of the record to run this template for
❸ *Template: Choose a template for the generation process (learn more)
❹ *Journey: Select the journey this action should be run for (learn more)
❺ *File Type: Choose the file type
Advanced parameters
❶ Sync. Callback: Select yes or no for sync. Callback
❷ User: Choose the user to run this operation
❸ Save to SharePoint: Chooseto save the document to SharePoint
❹ BatchDelay: First, set the number of hours the action will wait before continuing. Next, if the BatchSize has been met, then this action will continue after roughly fifteen (15) minutes have passed.
❺ BatchSize: The maximum number of items required to trigger the document processing
❻ Sort column: Specify the sort value for the records in the document
❼ Sort Direction: Set the column order sort
❽ Save location: Set a custom save location (Azure Blob or SharePoint)
❾ Printer: Choose a printer (learn more)
❿ Print copies: Set the number of document copies to be printed
⓫ Attach to [Row ID]: Unique identifier of the record to attach this document to (learn more)
⓬ Attach to [Table]: Choose table to attach this document to
⓭ Environment: Choose environment for this operation
Process batch in customer journey (async)
Basic parameters
❶ *[Table]: Choose the table to run this document for
❷ *Row ID: Unique identifier of the record to run this template for
❸ *Template: Choose a template for the generation process (learn more)
❹ *Journey: Select the journey this action should be run for (learn more)
❺ *File Type: Choose the file type
Advanced parameters
❶ User: Choose the user to run this operation
❷ Save to SharePoint: Choose to save the document to SharePoint
❸ BatchDelay: First, set the number of hours the action will wait before continuing. Next, If the BatchSize has been met, then this action will continue after roughly fifteen (15) minutes have passed.
❹ BatchSize: The maximum number of items required to trigger the document processing
❺ Sort column: Specify the sort value for the records in the document
❻ Sort Direction: Set the column order sort
❼ Save location: Set a custom save location (Azure Blob or SharePoint)
❽ Printer: Choose a printer (learn more)
❾ Print copies: Set the number of document copies to be printed
❿ Attach to [Row ID]: Unique identifier of the record to attach this document to (learn more)
⓫ Attach to [Table]: Choose table to attach this document to
⓬ Environment: Choose environment for this operation
