Microsoft

MidwayUDevNew Voice

Power Automate - Get Envelope Status

Is there a way to query the status of an envelope? I’d like to send out reports with the status of all uncompleted envelopes. Thanks

2174

JammydonNewcomer

PowerAutomate Document Name

Hello, I am trying to use PowerAutomate and Docusign to complete an action of filling in a document created in Docusign Word Template Assistant, based on SharePoint data, and then send this completed for signing. The workflow runs, but each time, and with multiple tries of different file names (E.g with file extensions, renaming the file, etc) I get a failure: ConnectorException": body "Status code=BadRequest, Message='ValidationFailure: No document found matching the provided name'" The workflow uses: Create envelope using template with recipientsGet document info from envelopeUpdate document generation form fields from envelopeSend Envelope Any ideas?James

2093

PaulineNguyenNewcomer

Docusign inside Sharepoint

Hi As of July 1, 2024 Microsoft is no longer allowing Add-In for new tenant.We want to be able to send a document for Esign with our Docusign account will inside the document library. I follow all the steps provided by Docusign and do not see Docusign option anywhere on in Sharepoint. Does anyone know how we can set this up? Thanks in advance.

1212

Joette UnksNew Voice

Can you send a link to a docusign document?

A member of our C-level team would like to send a group of people an email from within our business email account with a link to a docusign document and also an attachment that is for information only. Is there a way to do that? The document we’re sending for signature requires some explanation, and the sender prefers that the document come from his email address. Thanks for your help. I’ve been searching the community postings but haven’t seen anything particular on this topic.

670210

TheGuyWQuestionsNewcomer

Help Needed: Error "Action 'Create_envelope' failed" with 404 - File or directory not found

Hello everyone,I'm encountering an issue with an action in my power automate workflow and I'm hoping someone here can help me resolve it. Here are the details:Error: Action 'Create_envelope' failedError Message:```<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"><html xmlns="http://www.w3.org/1999/xhtml"><head><meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/><title>404 - File or directory not found.</title><style type="text/css"><!--body{margin:0;font-size:.7em;font-family:Verdana, Arial, Helvetica, sans-serif;background:#EEEEEE;}fieldset{padding:0 15px 10px 15px;} h1{font-size:2.4em;margin:0;color:#FFF;}h2{font-size:1.7em;margin:0;color:#CC0000;} h3{font-size:1.2em;margin:10px 0 0 0;color:#000000;} #h

4084

sjambulaNew Voice

Power automate tabs - conditional logic using built-in connector

I have scenario of conditional logic, like say there are 5 checkbox options (option1, option2, ….) and 3 sub options (option A, option B..) (which i can create using add tab action).Now the requirement is, when user selects option 1 or option 3, then Option A is required and when user selected option 2, then Option B is required…I see there is a way to implement this in REST API, but i don’t see option in any power automate actions, so, is conditional logic possible to implement in power automate built-in connector?

1122

sjambulaNew Voice

Power Automate Add Receipient action doesn't have delivery method option to specify SMS or Email or Both

Hi There I don’t see an option of specifying Delivery method as SMS or Email or Both in add recipient action. Or mentioning SMS information alone will be treated Delivery Method as SMS? if there is some place i can mention, where can i specify that option in in-built Docusign Actions? Or is this the limitation this way and i have to use Https post?

883

GiovannaR.Newcomer

Error connecting Docusign platform to D365 CRM

Hello, CommunityI'm trying to connect my DocuSign account to the D365 CRM dev environment and I'm encountering an error message without much information. What can I do?An unknown error has occurred. Please open a case by visiting https://support.docusign.com."'Please provide this correlation ID to DocuSign support: b1f8df86-59f8-46a9-b363-5282a9cc080e'"

1484

rvheerdtNew Voice

Prefill Role template with powerautomate

Hello, I use PowerAutomate to send contracts to DocuSign. I'm calling a template with PowerAutomate and would like to fill in the user based on the role. For some reason, DocuSign isn't picking up the user from PowerAutomate. Does someone have any experience with this? (I use the exact same role in PowerAutomate as in the DocuSign template.)

1847

Farid Dev TimteknoNew Voice

Error 400: DOCGEN_DOCUMENT_NOT_ALLOWED

I have seen a similar error here on Still I have some question about it. Do I need to add the addon for my developer account or is it for every user that use it?Also, where can I add the permission for it?

1644

Ahmed TahaNewcomer

Can't See Recipients tabs from envelops created using power automate

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

1644

prinz9Newcomer

Problem with adding multiple types of tabs in one action

Hello,I want to create a flow where envelope will be automatically created, with documents and recipients.I am stuck on how to add multiple tabs which are different type in the same step. Currently i managed to setup the flow to be working but i only manage to get 1 type of tab for all of defined ones in the envelope.Has anyone done something similar and can help me?Thank you :)

1132

sjambulaNew Voice

Valid values for Recipient Types in Power Automate action "Add verification type to a recipient"

I tried to search and checked in documentation also. In the documentation Recipient type it says its drop down, but its just text field. if you see below picture (from docusign link), recipient type they say its drop down, but its not drop down. and whatever values i tried to give/enter like ‘Need to Sign’ or ‘Signer’, its giving error and i couldn't find what are valid values anywhere in document for this specific action. (https://support.docusign.com/s/document-item?language=en_US&bundleId=oyj1749839266590&topicId=zbo1666553138186.html&_LANG=enus)Can someone provide me what are valid values in Recipient type for this acti

Dynamics 365 Failed to retrieve Docusign URL for this environment

3547

nnkayaNew Voice

DocuSign SharePoint connection

Hello All,Our company has 50 users accounts with DocuSign.They are dealing with many different types of contracts.However, 15 users are ONLY dealing with our SoW (Statement of Work) contracts. Those users must ONLY send the SoW envelopes/documents to recipients via DocuSign.Those 15 users can use their own signatures.I want a solution where:When those 15 users send SoW contracts, after the signatures are completed by our users and recipients, the contracts files should be stored in a document library in our SharePoint site.Apart from those 15 users, If any other user sends any other type of contracts via DocuSign, those contracts should NOT be stored into the SharePoint site.I already set up connections with SharePoint in DocuSign.I would appreciate if you could please help me on this.Thank you in advance.

812

Sai PasupuletiNew Voice

Assistance Required for DocuSign Flow Error – "ANCHOR_TAB_STRING_NOT_FOUND"

Hi,I have created a Power Automate flow for DocuSign, and it is working fine when the KYS DOCX form is attached from SharePoint — the approver is able to sign without any issues.However, I'm encountering a problem when I try to attach additional PDF files along with the KYS form (for review purposes) for the same approver. In this case, I'm getting the following error: "ANCHOR_TAB_STRING_NOT_FOUND." Could you please help me resolve this issue?

1754

JHuNew Voice

Only one Signature per documents, when multiple documents are in an envelope (PowerAutomate)

Hello Everyone,I have the following situation:I created a template for a protocol. In it I defined a textmark for DocuSign, let’s call it /Sign1/. Since this document is a template it gets copied and the copies get edited. What I want to do now is the following:I want to put several of the copies in one envelope via PowerAutomate to signed each. The flow I created works fine and sends the envelope to the recipients who then are able to sign the documents.BUT they are required to sign each document as much times as documents are in the envelope. Like when I put 3 documents are in the envelope they have to hit the sign button three times on each documents. I guesss this is corresponding to the /Sign1/-textmarks which are in the envelope.Is there any way to work around this issue?Thanks in advanceJHu

953

OlivierAZNew Voice

Error while connecting to Docusign form Power Automate

Hello,I have a problem while connecting to DocuSign from Microsoft Power Automate. This happens when I want to define the connection on a “DocuSign Demo” component.After the login screen, I get the following error message : “Failed to create OAuth connection: ClientError: Test connection failed. Details: The format of value '1.1 hosted.websense 60d' is invalid.”In some cases it has been working, and at some point we start having htis error. This happens on different accounts. If I try to had a new connection, I get the same error message.Any idea?Best regards.

2412

Jana S23Newcomer

PowerAutomate trigger "when an envelop status change" doesnt work - "user is not admin"

Hey all, I have created a flow that is supposed to update the respective envelope status in a SharePoint list and add the signed document to the line at the end. Unfortunately, the trigger does not work because I do not seem to have the necessary permissions. Can you tell me exactly what admin permissions need to be set so that I can use the trigger?thanks in advanceBest, Jana

1422

11 months ago

nr1234Newcomer

Power Automate DocuSign Connection - Update document generation form fields from envelope

“Update document generation form fields from envelope” is not pulling dynamic content. Causes the following error:Action 'Update_document_generation_form_fields_from_envelope' failed: DocGen form fields are not found. The document 15f4f21e-e786-403a-b626-0e45eb957b9e does not have any DocGen form fields.

2046

11 months ago

chughes6Newcomer

Power Automate - When an envelope status changes - Trigger Needed

I need to add completed envelope documents to Sharepoint, however we use Docusign to complete many different documents. I only want to add documents to Sharepoint that are for one specific thing (supply orders). My understanding is that I would need to add a trigger to the “When an envelope status changes” action. The two options I’ve found for triggers are the Envelope Custom Fields and the Document Custom Fields, but we aren’t able to add these to our envelopes or documents at this time.Are there any other options for the trigger? For example, the subject heading for an email? I understand this is not as reliable as the two aforementioned triggers, but I need to find some sort of workaround.

3422

nfarhaanatworkNewcomer

Issue with DocuSign Merge Fields in Dynamics 365 CRM Process Action

Hi Team,I hope you're doing well.I've been testing the integration of DocuSign with Microsoft Dynamics 365 CRM using a free developer account. I created a document template in DocuSign and configured merge fields using the Data Label option.In Dynamics CRM, I created a process action that uses the DocuSign document template ID to create an envelope. Within the same process, I added: An AddRecipient step, which successfully pulls the customer’s name and email from the CRM record. A MergeMultipleFields step to populate the merge fields in the document based on values from the CRM entity, referencing the same Data Labels defined in the template. The envelope is sent successfully to the recipient, and the recipient information is correctly added. However, the merge fields in the document are not being populated with the data as expected.I came across

2675

rbwbt25Newcomer

"DocuSign for Outlook" - limit users

Would like to deploy “DocuSign for Outlook” for select users (365 integrated app). Unfortunately, it looks like it only defaults to the entire organization. Thanks for any feedback.

1252

Hemanth DakshinamurthyNewcomer

Power automate and DocuSign

Hello Everyone, I’m able to create envelope successfully to send a document for signing using power automate. I receive the email to sign the document. I’m able to open and sign the document successfully. I also get the completion of signature email. However, when I open my DocuSign account, I don’t see the envelope anywhere, why? What am i missing? Any advise would be helpful.

2053