Docusign 2024 Release 3 Is Live! Discover the New Capabilities
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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.
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 ?
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?
I would like to be able to print a blank form from mt forms library.
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
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.
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?
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.
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.
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.
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!
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?
Is Docusign available as a plugin for Miscrosoft Outlook on Mac? if yes, how do we get it?thanks.
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
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