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My organization has a lot of existing Power Automate flows that use Adobe Sign.  I’d like to transition them to Docusign, but am hitting a huge obstacle.

The flows currently work like this

  1. Get MS Form response
  2. Populate a Microsoft Word Template (selects the doc and fills out all the template fields using the responses from the form)
  3. Send to Adobe Sign

The template document referenced in step 2 has Adobe Text Tag fields such as {{Sig_es_:signer1:signature}} that identifies where Signer1’s signature should go.  I have not found any equivalent way to do this in Docusign.  I’m really surprised that this would be so difficult.  There’s no text tags I can add to the document that will tell Docusign where I want the signatures to go?  

I attempted to make to something like this: Get and update document generation form fields, but I got this error:  “DocGen document not allowed. Account does not enable AllowDocGenDocuments setting.”  Looking up that error tells me that I need some extra add on.  I don’t know if this is even the correct approach for solving my problem.  I really just want to convert Adobe Text Tags to the Docusign equivalent and be done.

Hi ​@MidwayUDev , welcome to the Docusign Community! 

You may be looking for Anchor Tagging which is available via our API and matches what you’re describing. You can specify certain keywords and describe within your API call what field you’d like to be placed on that keyword and when we process the document on our end, we’ll add in the specified field. Let me know if this describes what you’re looking for. 

Yes, that looks like exactly what I’m looking for.  Thank you!  Unfortunately, I’m hitting this issue:

Anchor tab missing + Creating envelope in powerautomate from pdf | Community

I’m getting the same error as they are - “The specified Anchor tab string was not found in the document.  Anchor Tab String “\s1\” not found.”

​@MidwayUDev Yeah like the responder suggested in that post, we’d need to take a look at the API call being sent from Power Automate as well as the source document being sent before we can figure out what’s happening. If you have a support plan, I’d recommend opening a case with Docusign Support. 

I actually got this working.  In my case, the issue wasn’t with the tabs themselves.  The upload document step was failing silently (reported succes, but actually had an error code).  This led to the tab strings not being found error.  All good now though.  Thank you.

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