# Saving signed document as a note attachment in Dynamics 365

Use this guide to setup an automated workflow to add a signed PDF version of a document as a new note on a Dynamics 365 account.

April 23, 2026

## How to save signed document as a note attachment in Dynamics 365

|     |
| --- |
| - Start by creating a new automated cloud flow in Power Automate.<br>  <br><br>- Add a new step to download the signed document<br>  <br><br>- And select the Document Id from the trigger<br>  <br><br>- Create a new step and search for Dynamics 365 then select "Create a new record" action.<br>  <br><br>- Enter a title for the note, select **Yes** under **Is Document** and enter the following expression under Document Contents:<br>  <br>```<br>outputs('Download_document')?['body/$content']<br>```<br><br>- Enter a filename, for example: "Document ID".pdf<br>  <br>- When you send out a document using the GetAccept Dynamics 365 integration it will store the account identifier in the External ID.<br>  <br>**Example:**<br>**_account.{AB1234C5-ABC1-AB11-A111-000C2D34EF0F}_**<br>- To use this identifier we need to slice out the account id from the string using an expression.<br>  <br>```<br>slice(triggerOutputs()?['body/document/external_id'], 9, -1)<br>```<br>Your flow should look something like this:<br><br>- Save the flow and select Test manually.<br>  <br>- Send out a document from Dynamics 365 using the GetAccept integration.<br>  <br>- Open the document and sign it.<br>  <br>- Update the account in Dynamics 365 and look under notes to see the added note with the signed PDF document attached.<br>  <br><br>Good luck!<br>If you have any questions regarding Power Automate, please contact our support: [support@getaccept.com](mailto:support@getaccept.com) (or use the chat to the right).
