Microsoft

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.

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

“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.

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.

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 some information suggesting that merge fields might require an Advanced Solutions Plan, but I’m not entirely sure if that applies to my dev

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.  

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.

Hi Team,  I am trying to create an envelope. i have added a pdf document to the envelope[pdf is generated from the word document] and recipient. then i try to add the anchor tab to the same for signature. the anchor tab string is present as a placeholder text on document. however it says anchor tab missing. is there any setup of anchor tab that i may have done wrong. 

I am using Power Automate to retrieve fields from a completed document; however, all the “radio group" fields are missing “tabLabel” and “tabId” information. Please advise.

Background: Now we are using Azure AD ID username@old-domain-name.com as Single Sign On to login DocuSign. And in near future, we will switch to username@new-domain-name.com. (same user ID, but different domain name). The email change will be done within Microsoft 365. Requirements & Questions: To ensure the smooth transition for the domain name change, what should we do in DocuSign? Could you please help me to understand what we should do/change at DocuSign side? A few things in my minds, but please help to list what else is required but I may miss.-         The user will use the user ID with new domain name, and same user name, to login DocuSign as usual. And we need to ensure the users can still be able to view their historical envelopes that they submitted/approved. This is CRITICAL..-         From admin side, what we should do? I found the user’s email field is not editable. How to change their mail suffix from the old one to new one? Can DocuSign support help on this? Or Are

I have created action in Dynamic 365 with Get Signatures step. I published that action and it is working fine. When I created one more action with Get Signature step and published. My first action is no longer visible under DocuSign options on record in Dynamics (print screens below). Any suggestions with this issue?Only one action published:Both actions published: 

I’m having issues integrating docusign into my power pages test environment.I was trying the developer account, followed the setup, but can’t enable the e-signature.Am I missing something?Would be grateful if anyone could help :)​​​​

My document has a radio button with four choices.  The signer clicks one of the radio buttons and signs the letter.  That works fine.  I then run Power Automate to save the signed letter in a Shaerpoint folder.  That works fine.  I have another Power Automate flow that reads information from the envelope and creates a record in a Sharepoint list.  This works fine as well.The only thing I can’t do is read values from the fields in the signed document.  I need to add the radio button value to the Sharepoint list together with the other envelope data.  Any ideas?

I am busy building a Power Automate flow with a demo connector and have fioudn that there are NO TEMPLATES in the demo environment to reference. I also have no abilty to create a template in the demo environment. Here is a snipped of the flow I am building as a POC.  List Templates return ZERO templates in the Demo Environment which means Step 2. Create envelope using template then fails as the template Id which is required for the step to execute is NULL. The quesiton is: How do I create/access templates in teh demo environmt?

Hello, I am trying to get the response of each of my recipients whenever they are signed. At the moment using the Power automate connector we could only receive the response once the envelope is completed. I tried using recipient-signed as custom value but no luck.  Is there a way to get the recipient response using the PA connector ? If yes how is it possible to do it ? Thanks

Hi,  this has been working up until the beginning of February, for the last 2 years or so. When a user in sharepoint selects a document to sign using docusign, they sign it, a Docusign folder is created and a copy of the signed document is stored in there.This process no longer works. The folder is no longer generated and the copy of document is no longer saved in Sharepoint?Any ideas?

The Docusign email should be sent from the business user’s name/email address.Currently Docusign email domain(*****@docusign.net) is sending notification emails to User. This can be updated by creating a custom domain with specific email address. Once custom domain is configured, emails would be sent through custom domain email address. Specfic Requirement :Is it possible to send Docusign email with the user who initiates docusign from Dynamics 365 crm. The power automate connectors have Account value to fill which expects Docusign Account details and CRM User details cannot be filled there. Emails must be send with the business user email id instead of docusign domain or custom domain.

I previously asked a question about the Pre-fill Tools fields and how to populate them using docusign. I got this working but I misunderstood the use case for them, they dont fit my requirement.  I have a form with a number of standard fields and I would like to fill them before sending to the signer. I have been able to use the ‘Get recipient tabs from envelope’ to get a list of all my fields e.g. I have a standard field in the form called OrgName. Here I am using the action ‘Get recipient tabs from envelope’ { "tabType": "text", "value": "", "tabLabel": "OrgName", "documentId": "1", "tabId": "6367e668-ac81-462f-862b-26d204458056", "recipientId": "1" },I would like to populate this with text in power automate before sending the envelope. Is this possible? 

I’m trying to populate a docusign template from power automate that has pre-fill tabs. I have added a pre-fill field to my template an called it ‘pre filled test’  I have then run the power automate actionsCreate Envelope from templateGet Document tabs from an envelope {"tabLabel":"pre fill test","value":"","documentId":"1","tabId":"23bcd7fe-368e-4045-bc16-7c6cf3e90f73","tabType":"textTabs","prefill":true}]}from here I have tried to update the pre-fill tab.  but I get this error; {"prefillTabs":{"textTabs":[{"requireAll":"false","concealValueOnDocument":"false","disableAutoSize":"false","localePolicy":{},"documentId":"1","tabId":"23bcd7fe-368e-4045-bc16-7c6cf3e90f73","errorDetails":{"errorCode":"TAB_NOT_FOUND","message":"Tab specified was not found. TabId: 23bcd7fe-368e-4045-bc16-7c6cf3e90f73."},"tabType":"prefilltab"}]}} 

i’m sure that have the following requisites set in your integration:Standard data model Multi-step form linked to a Dataverse table Creating a new activity allowed in the table properties Authenticated users  eSignature templateCheers

Hi,We have been using Docusign with Dynamics 365 Sales for a number of years. We had not upgraded from version 6 and recently attempted to upgrade to the current version, which apparently cannot be done without uninstalling version 6 and re-installing to the current.  We have now done this many times and in the process No Docusign shortcuts are added to the sitemap.  I managed to manually add a URL directly to Docusign and the admin page was then accessible and I set-up the integration.  However, for reasons I do not understand, this was not enduring and the connection was once again lost and we cannot access in the same way (by manually adding the URL).  I have also attempted logging in through the Configuration page and have attempted to manually add configuration details into the Configuration table, but this has also been unsuccessful.   I have contacted support now multiple times and have no response to date.  Has anyone else suffered from this issue and found a resolution?

I’m having an issue where the trigger “When envelope status changes” is not being fired. It seems this is because there’s no connection established between DocuSign and Power Automate. I understand that a connection needs to be set up, but I’m not sure whether this is based on webhooks or if there’s another way to get the trigger working. Any insights would be appreciated!Any links or tutorials on how to set up a webhook to connect DocuSign with the Microsoft Power Platform would be really helpful as well. Thanks in advance!

Good morning I hope all is well! Seeking some assistance with a DocuSign issue in our environment that is impacting all users who are using the classic desktop classic version of Outlook. Once they click on the DocuSign plugin in their outlook, it doesn’t grab the attachments in the email, so you had to manually add the attachments but when you do that and try to proceed with sign now, you are hit with an error and all it says it “Something Went Wrong” with no other context at all. Interestingly enough, if we have the users on “New Outlook” the DocuSign plugin does work but this opens up another can of worms as the experience in this “New Outlook” isn’t the greatest and is missing out on some key features that our end users to rely on with this being needed for Judges and Public Safety personnel. I do know that this year Microsoft is going to be retiring a number of services and i’m wondering if this could be a result one of those like Oauth?Any thoughts/ideas on this would be greatly

Hello everyone,I'm experiencing an issue with an "Until" loop in my Power Automate workflow that isn't functioning as expected. The loop is supposed to continue running as long as the hasMoreResults property in the API response is set to true. Here are the details:Workflow Configuration:I'm using an "Until" loop with the condition @equals(body('Copilot:_List_envelopes_1')['hasMoreResults'],true).The loop has a limit of a maximum of 60 iterations or a maximum runtime of 1 hour (PT1H).API Response:The API response includes the property "hasMoreResults": true, indicating that there are more results available.The response consistently provides only 10 records or envelopes, which are processed correctly.Problem:Despite the hasMoreResults: true property, the loop ends after one iteration and does not retrieve additional results.I've verified that the condition is correctly implemented and the API response is as expected.What I've Tried:Reviewing the loop logic and API response structure.Ensu

Hi I am new to DocuSign. I am trying to create a flow in Power Automate which will create an envelope using an existing template and then it will add a document to this envelope while applying the template to the document. It will then add recipients and send out the envelope.  I have created the following flow to accomplish this:   The issue is that the above flow is unable to apply the template to the added document. The final result is that the added document is appended to the sample document that is already there in the template. The fields are there in the sample document however, the added document does not have any fields. So, it seems like the template was not applied to the added document.  Is there a way to apply the template to the added document such that it has all the fields for the recipient. At the same time the sample document in the template should be removed and replaced by the added document.  Thanks in advance.