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What I’ve Built So Far:

  • I have a form in my model-driven app that HR fills out after an interview if they plan to send an offer letter.
  • The form contains the following fields:
    • Candidate Name
    • Start Date
    • Offered Salary
    • Signed Return By Date
    • Position
    • Date of Letter
  • These fields match the placeholders in multiple offer letter templates stored in DocuSign. The correct template should be selected based on the job position.

What I Want to Automate:

  1. When HR submits the form, Power Automate should:
    • Identify the correct offer letter template based on the position.
    • Populate the template with the candidate's details from Dataverse.
    • Send the offer letter for e-signature using DocuSign.
  2. Once the letter is sent, update the "Send Offer Letter" column in Dataverse to "Completed

 

Hello ​@SabDev,

Thank you for reaching out, and welcome to the Docusign Community! We are thrilled to have you here and look forward to sharing as much knowledge as we can.

I see your query about Automating Offer Letter Generation and E-signature in Power Automate with DocuSign Integration.

Regrettably, this falls outside the scope of the support for helping create this, I sincerely apologize. I have reached out to our internal support team, and they have recommended that you submit a case if you are experiencing a specific issue. Otherwise, you can find the relevant documentation and example flows at this link Example Flows.

To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case.” Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center. 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

 

Hello ​@SabDev,

I hope you are doing well. I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Reply


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