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Find answers to your Microsoft integration questions.

  • 136 Topics
  • 467 Replies
136 Topics
M
Newcomer
mridhaNewcomer
asked in Microsoft
Contact custom field on order entity

We have the Docusign Dynamics 365 Customer Engagement integration installed. When working with both the Quote and Order table, we have a custom Contact field that we use. We would like the value in this field to be a choice for the Docusign recipient. Is there any way to configure our custom field as a recipient for Docusign?

132
M
Newcomer
1 day ago
K
Conversation Starter
kokosConversation Starter
asked in Microsoft
Plaveholder in tabs on power automate

On power automate flows, can I add placeholder values to the tabs the user has to fill in?  

71
K
Conversation Starter
1 day ago
S
Observer
seanburkardObserver
asked in Microsoft
Power Automate: Get template info from a completed document

Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

181
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Observer
2 days ago
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Newcomer
bsmitheuroimmunNewcomer
asked in Microsoft
Templates Missing when using Microsoft Teams Approvals

Recently all of my templates have disappeared when attempting to add as attachment in Microsoft Teams Approvals. They were there recently when I last looked at the project, but now they are missing.My templates are still available within Docusign, and my Docusign account is signed in through the Teams Approvals app. I can see past signature requests that I have sent or signed. I have tried signing out of Docusign within Teams and back in, with no change. 

386
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Newcomer
3 days ago
T
Newcomer
tompastoNewcomer
asked in Microsoft
Rich text in a Docugen field

We want to automate job contract managment with docugen document and using power automate to populate infos from Microsoft Dynamics.Everything work fine except for a rich text fied that contain all the job description in html format. For this field Docugen return "DocGen creation failed.  One or more validation errors occurred."how to format properly the data that are send to this field to keep the formated tet ?

418
T
Newcomer
3 days ago
S
Newcomer
SVDB-PowerAutomateNewcomer
asked in Microsoft
Template Fonts Changing with Power Automate

Hoping someone can help us here… we have a Power Automate flow that updates Prefill tabs on a template in DocuSign from a SharePoint list. All of the Prefill tab fields are set to Times New Roman Font, Black, Size 12. When the envelope is sent, it changes the font of the data in the tabs. I tried to set the font in the workflow but it didn’t work. Has anyone else experienced this? 

224
S
Newcomer
3 days ago
E
Newcomer
eduardosfernandezNewcomer
asked in Microsoft
Access to resources is forbidden

Good morning,Recently my flows have stopped working, generating an error "Access to resources is forbidden.", I would like to know how to correct the error if it corresponds to my user's permissions or is a platform error. Greetings!

51
E
Newcomer
3 days ago
M
Observer
MariBlaObserver
asked in Microsoft
Docusign does not load on SharePoint subsite

Hi, I integrated Docusign with SharePoint on a site and then added the application on the subsite, when I get the signature from the subsite, I authenticate to Docusign but then it doesn't load the documents for the signature, this doesn't happen on the site, only on the subsite.  Is there any additional configuration to do on the SharePoint subsite?thank you

81
M
Observer
4 days ago
K
Newcomer
KhaleelullaSKNewcomer
asked in Microsoft
Docusign Connector Issue using Powerautomate

Currently I am using DocuSign Demo(Preview) connector to achieve the pdf Sign functionality. If I use DocuSign Demo connector, I won’t get the Production connection reference in the Account and vice versa, if I use DocuSign main connector, I won’t get the Demo connection reference in the Account. Is there any possibility that can I use DocuSign Main connector with Demo Connection References. Below are the two images, one is DocuSign Demo(Preview) Connector and DocuSign main connector.Anyone please help here, Is there any possibilities? Thank youIbrahim SK

514
K
Newcomer
4 days ago
S
Newcomer
Sobana.vasudevanNewcomer
asked in Microsoft
sharepoint sites using docusign

Hi Team how can i get share point sites names in my organization which has docsign added  

173
S
Newcomer
5 days ago
K
Conversation Starter
kokosConversation Starter
asked in Microsoft
Completion email modification throuth the xml resources

I want to modify the completion email through the xml resources. But this XML is huge around 19000 lines. Which line should I modify? I am using power automate but I think this is irrelevant.

627
K
Conversation Starter
5 days ago
T
Observer
TarundeepSinghObserver
asked in Microsoft
Does the document to be signed move out of SharePoint if using Docusign with Power Automate Integration

I am going to use Docusign for signature on the documents which are stored in SharePoint sites. for this I am going to use Power Automate where it allows to use Docusign actions/connections to perform the task of getting documents signed. My Question is:If I use Docusign with Power Automate then will my documents which are saved in SharePoint site will go outside SharePoint site to get them signed.I am trying to address a security concern of my IT team and they do not want any document to leave SharePoint site for getting them signed by using Docusign.

171
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Observer
8 days ago
C
Newcomer
ClaireTunNewcomer
asked in Microsoft
MetaData not copied

I’ve recently setup DocuSign for SharePoint on a site and turned on the option to “copy metadata”.  I have noticed that when the document is signed the metadata is not being copied.  What am I doing wrong?  I assumed that copy metadata meant that any custom columns in the library that contain metadata on the document would be filled in on the signed version of the document too?  I have the option to Store as a new document on.

163
C
Newcomer
8 days ago
N
Newcomer
Niki MehtaNewcomer
asked in Microsoft
Developer Account Connection Failure in Power Automate Flow for D365

I am experiencing issues with my developer account while trying to connect it to Power Automate flow in D365.

662
N
Newcomer
10 days ago
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Observer
B3RG3RObserver
asked in Microsoft
DocuSign and SharePoint document not loading

Hi everyone,I’m experiencing an issue with the DocuSign integration in SharePoint. When I try to start the “Get Signatures with DocuSign” process, I can log in, but the document doesn’t load into SharePoint.I’ve already cleared my cache and history, but I’m still having trouble. Has anyone else encountered this issue and found a solution? Any suggestions would be greatly appreciated! 

352
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Observer
11 days ago
N
Newcomer
nescafeNewcomer
asked in Microsoft
Action 'Add_tabs_for_a_recipient_on_an_envelope' failed

I'm currently facing a challenge with a Power Automate flow that I've set up to generate a document and send it out for signing. The process seems straightforward, as illustrated in the flow diagram below: However, I've encountered a problem similar to the one discussed in this thread: Anchor tab missing + Creating envelope in Powerautomate from pdf | Community (docusign.com). The difference in my case is that I'm working with a DOCX file rather than a PDF.The flow successfully retrieves the file content from the specified path, as shown here:The content is then added to the envelope without any apparent issues. However, I suspect that the base64 decoding step might be causing the signature tab to disappear, even though it is visible within the DOCX file itself.Could the base64 decoding be responsible for removing my signature tab? Has anyone else experienced a similar issue or have any insights on how to resolve this?

474
N
Newcomer
11 days ago
A
Observer
Ajay JainObserver
asked in Microsoft
Docusign for Microsoft Outlook for Mac

Is Docusign available as a plugin for Miscrosoft Outlook on Mac? if yes, how do we get it?thanks.

82
A
Observer
12 days ago
L
Newcomer
Lewid123Newcomer
asked in Microsoft
Powerautomate, Docusign template population

I NEED HELP, I have created a flow on power automate using Microsoft forms. I want to use dynamic content from form responses to populate a Docusign template to send for signing or populate a pdf doc with the content and use Docusign to send for signing. I have tried both so far but cannot get it to work. Having tried multiple different methods

192
L
Newcomer
12 days ago
C
Newcomer
ClaireTunNewcomer
asked in Microsoft
DocuSign for SharePoint Integration

I’ve recently installed DocuSign for SharePoint and started using this today in our SharePoint Online library.  Everything seemed to be working well but I’ve just noticed that completed documents appear to be getting duplicated (three or more times) and are placed in the “DocuSign Documents” folder.  Every duplicated signed document says modified by “SharePoint App” and has a number appended at the end of the filename.What could be causing this, I can’t see anything in the settings that would be causing this issue.  Has anyone else experienced this?

122
C
Newcomer
15 days ago
B
Newcomer
BobSSLLCNewcomer
asked in Microsoft
Print Blank Form

I would like to be able to print a blank form from mt forms library.

11
B
Newcomer
15 days ago
S
Newcomer
SadhanaNewcomer
asked in Microsoft
Is Tenant administrator required DocuSign license for granting consent for app?

Hi , I am trying integrate the DocuSign in SharePoint library. i have install the app now but not working when try to send for signature. 

102
S
Newcomer
16 days ago
M
Observer
MeenaObserver
asked in Microsoft
Saving signature to dataverse as image

Hi,I have a multi step form in power pages with docusign integrated having a simple template of Signature, Name and phone. All was fine until the Signature field in Dataverse was text to save the data. But i want to save the signature as a file so i created another column and mapped the template signature to dataverse file column. This is causing the whole thing to fail with below error in power automate flow. The error doesnt seem relevant to this change and nothing else was modified. Any reasons? The email address for the recipient is invalid. The recipient Id follows.

71
M
Observer
16 days ago
S
Newcomer
SwetaNewcomer
asked in Microsoft
Power Automate Flow Defaulting to Enterprise Admin Account Instead of Specific User Account

When setting up a flow in Power Automate using the "When an envelope status changes" trigger for DocuSign, I'm encountering a problem. Despite signing in with my specific user account credentials (instead of the enterprise admin account), Power Automate defaults to or shows the enterprise admin account. I need the flow to recognize and operate under my specific user account, but it keeps associating with the enterprise admin account instead.

533
S
Newcomer
16 days ago
N
Newcomer
NikhilaNewcomer
asked in Microsoft
How to retain the original document name?

We are sending documents from Microsoft Dynamics 365 using DocuSignOnce a DocuSign sent contract is signed and is auto added to the quote, the document name changes to a system generated name. This will make it difficult to manage contract documents. How to retain the original document name?

682
N
Newcomer
18 days ago
N
Newcomer
nitish555Newcomer
asked in Microsoft
Using Power Automate to apply a template to an uploaded document

Hi I am new to DocuSign. I am trying to create a flow in Power Automate which will create an envelope using an existing template and then it will add a document to this envelope while applying the template to the document. It will then add recipients and send out the envelope.  I have created the following flow to accomplish this:   The issue is that the above flow is unable to apply the template to the added document. The final result is that the added document is appended to the sample document that is already there in the template. The fields are there in the sample document however, the added document does not have any fields. So, it seems like the template was not applied to the added document.  Is there a way to apply the template to the added document such that it has all the fields for the recipient. At the same time the sample document in the template should be removed and replaced by the added document.  Thanks in advance.  

1107
N
Newcomer
18 days ago

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