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Good morning,

I am creating a flow in Power Automate, in which signatures several documents in a single envelope, I have not been able to find a way to attach them all in a single envelope.
-Usually they are envelopes of 10 to 15 documents.
-The names of the documents always change.

Initially I tried to use OneDrive, then SharePoint, but I can't get it to take all the documents in the same envelope.

I really appreciate your support, thank you

Hi @eduardosfernandez,

 

Thank you for reaching out to the Docusign Community.  
You should be able to include multiple documents in your envelope by adding them to the template used to create the envelope, or, by adding them afterward through the “Add documents to an envelope” action. For more details on this topic, see:

Add documents to an envelope
Create envelope using template

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 


Thank you very much Alejandro, you have already managed to solve it.


I had a follow-up question to this one - what if the number of documents in the sharepoint document library folder is variable/not known ahead of time, and so you need to iterate through the folder and add each file to the Docusign envelope?

I’m trying to do this now, and my idea is to use a get files (properties only) action, load an array with the filenames and then loop through the array to get file content and then add the file to the envelope.

Am I going at this the right way? is there a better way to do it?


Hello, how are you? I did it through Outlook action Get Attachment, where the number of documents is always variable and it works without problem.


@Alejandro.Ramos, ​@eduardosfernandez,

Thank you for the reply!

 

Will that still work if the documents are in a SharePoint library?  I didn’t think I could use an outlook connector for it.  I’m building a contracting envelope for vendors, and depending on the trade, I have to select for the right subset of documents - example - trade agreements vary if it’s a material supplier vs. installer, and each trade has its own scope of work documents that accompany the trade agreement.  I’m basically using a set of switch statements to select for the correct documents.  The one exception is a subfolder with common docs needed for all vendors.  This is the one I’m trying to use a get-files and iterate through in a loop.  This way, if more/different files are added at a later date, the flow will still work.


Get Files (properties only) → Select (select for filename, folderpath, filenamewith extension, fullpath) -->initialize string variables to store these for each loop iteration) → For Each Loop{ parse json → set variables → get file content using path(use dynamic content from variables for filename and pathing) → Add documents to an envelope}

 

this flow works, but only if the document type is the same for each document in the Sharepoint folder you’re iterating through.


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