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i have an issue while using power automate to create an envelope using the step called “Create Envelope using template with recipients and tabs” i filled all the data and its sent clear but i can’t see the text fields i added for the recipients to fill the data and sign i don’t know if iam missing out on any thing
Solved
Can't See Recipients tabs from envelops created using power automate
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- 1 reply
Best answer by Ma.Cubio
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
If you are looking at the document in its current state, you may try to correct the envelope so that you can see the tags.
Let us know if you have more questions—we’re always here to help.
Ma. Cassandra | Docusign Community Moderator
Helpful? Mark this as "Best Answer" to help others, too!
- Community Moderator
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- Answer
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
If you are looking at the document in its current state, you may try to correct the envelope so that you can see the tags.
Let us know if you have more questions—we’re always here to help.
Ma. Cassandra | Docusign Community Moderator
Helpful? Mark this as "Best Answer" to help others, too!
+1- Newcomer
- 1 reply
Maybe i didn’t phrase my Question Good i will try to provide more details:
1- First i created a template on docusign and created custom fields with types “text-email-date-dropdown”
2- i tried to use power automate to retrieve this template then populate this data from dynamics 365 CRM i found an easy step called “Create Envelop using template with recipients and tab” and it dynamically shows me all the tabs that i have created or i shall say “text tabs” and check boxes only no dropdowns no date no email only the text tabs mainly
3-so i populated all i could have and updated the recipient name and email dynamically based on my scenario and sent the envelop but i see null values instead of my populated data + i can’t see the signature field still there for the recipient to use when i use this step in power automate
- Community Moderator
- 1111 replies
Hello
Thank you for clarifying the issue. To further investigate, we highly recommend that you submit a support case so the right channel can assist you.
👉 Open a Support Case
Ma. Cassandra | Docusign Community Moderator
- Community Moderator
- 1111 replies
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
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