Docusign flow help

Hello @Aliska,

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that you want to know what functions to use when setting the email and name of the recipient.

To clarify, did you follow the guide Send an envelope, summary: This flow demonstrates the process of creating an envelope, adding a SharePoint document, adding recipients, and sending the envelope. It involves creating a flow, configuring DocuSign actions for creating an envelope, adding documents and recipients, and finally sending the envelope. The flow also includes steps for encoding file content and selecting recipient types.

Or did you follow another guide, or use Power Automate with another Docusign feature like CLM?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some 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.

Best regards,

Christopher | Docusign Community Moderator

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