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Find answers to your Microsoft integration questions.

  • 131 Topics
  • 449 Replies
131 Topics
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Newcomer
ankinna-veNewcomer
asked in Microsoft
How to connect Docusign Demo to Sharepoint

Hi, I am struggling to connect Demo Docusign to Sharepoint with the Docusign for Sharepoint App. It always prompts me to sign up to my Microsoft Docusign account but does not give access to sign via Demo Docusign.  In Power Automate the connection option existed to connect a Demo Docusign..

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Community Moderator
20 days ago
K
New Voice
kokosNew Voice
asked in Microsoft
Is docusign connector on power automate a premium connector?

Hello,When I am using the docusign connector on my Power automate flows, my flows turn to premium. So I wonder if the connector is premium or standard. I raised the same issue on power platform forum but it’s quite unclear. You can find the discussion below.Re: Flows using Docusign connector become premium - Power Platform Community (microsoft.com)

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Community Moderator
20 days ago
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Newcomer
Joette UnksNewcomer
asked in Microsoft
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. 

9
A
Newcomer
29 days ago
U
Newcomer
UdayanNewcomer
asked in Microsoft
D365(CRM(Customer Engagement)) - Could not find a Docusign User entity for the current user - transaction creation failed

I tried to trouble shoot this issue doing this task “going to DocuSign enabled entity and clicking "Go To DocuSign" from it ("..." button in the ribbon). ”, didn’t workSystem.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a Docusign User entity for the current user - transaction creation failed (Fault Detail is equal to Exception details:ErrorCode: 0x80040265Message: Could not find a Docusign User entity for the current user - transaction creation failedTimeStamp: 2024-09-02T11:00:51.5766454ZOriginalException: PluginExecutionExceptionSource: PluginExecution--)

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A
Community Moderator
1 month ago
W
Newcomer
WorkforceryNewcomer
asked in Microsoft
Extracting Docusign Data > SharePoint using Power Automate?

I have (What i think is) a really simple requestI have a Docusign Template I want to register new suppliers.    When an envelope status changes to completed, I want to be able to extract the data from the docusign document such as ‘Entity name’, ‘GST Status’, ‘ABN Number’ etc Once I have this data, populate a SharePoint List with the respective infoUsing the Docusign Power Automate actions, I have tried almost every action, and a combination of Tabs, Custom Fields etc.Nothing seems to work!Can someone please advise what actions / methods I need to use for this? 

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Community Moderator
1 month ago
S
Newcomer
SpencerMNewcomer
asked in Microsoft
D365 Cloud Flow connector trigger when one individual signs

I am utilizing a Power Apps cloud flow to send out a single document/envelope to 2 separate recipients, with a separate signature tab for each. I am looking for a way to trigger a flow when one of the individuals sign, but before the envelope is ‘completed’ and update a record in Dynamics365 with a status that recipient1 has signed, and recipient2 is still pending signature. Upon review of the available triggers, I see one for envelope-completed but this is for after both signatures would have been received.Is this possible using the out of the box connector?

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Community Moderator
1 month ago
D
New Voice
Donna SevignyNew Voice
asked in Microsoft
SharePoint DocuSign Connector - Multiple Account/Environment Use Case?

At our organization, we have two separate DocuSign accounts (different admins, different software versions) but we exist on the same server so we can transfer users across if they transfer from one work area to another.One work area (eSignature Account A) wants to leverage SharePoint connector for their work in our organization’s enterprise SharePoint solution.  Everyone uses this enterprise SharePoint environment regardless of which DocuSign account for eSignatures they use.Can the connector’s environment be configured for the organization versus one or the other of our eSignature accounts? If a client of eSignature Account B for example asks to leverage the DocuSign connector, can it work for them knowing eSignature Account A is already set-up to use the DocuSign connector?The goal is to configure DocuSign connector for SharePoint’s environment once for anyone in either DocuSign accounts to leverage.  There is a good chance I misunderstand but I have the impression the environment is

3
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Community Moderator
1 month ago
K
New Voice
kokosNew Voice
asked in Microsoft
Completion email modification throuth the xml resources

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.

5
Hengfeng Ge
Digital Collaborator
1 month ago
D
Newcomer
dharmareddyNewcomer
asked in Microsoft
Issues with Tab Type Replacement and Signature Overlap in Power Automate Flow Using DocuSign Connector

Hi DocuSign Community,We are utilizing DocuSign Connector from the Power Automate Flow and seeing the following issues. Tab type “Text” is not showing a place holder for signing party. Tab type “Signature” is showing on top of the “tabs anchor string” and it’s overlapping after signing. [Snap attached] Triggers are not working.Note: We are using Microsoft as Account.Thanks,Dharma Reddy B.

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Community Moderator
1 month ago
S
Newcomer
SwapnaliNewcomer
asked in Microsoft
How to change Outlook Docusign Add-ins Language preference?

I changed language preference on DocuSign web from English to French, however when I access DocuSign add-in from my outlook I still see it in English? How can I change DocuSign Add-in reference? Sharing add-in screenshot for your clarity -  

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Community Moderator
1 month ago
K
New Voice
kokosNew Voice
asked in Microsoft
tabs are filled with the same value in power automate

HelloIn power automate I have a flow that uses docusign and I am puttin some tabs on a document. When I start typing on one of the tabs, the same value is entered in all the tabs. The anchors are all different for each tab. Moreover even if I set the tabs to optional they appear as required when I hover over them.   I’ve tried both old and new designer in power automate

1
K
New Voice
1 month ago
E
Newcomer
ECDCommNewcomer
asked in Microsoft
Installing Docusign for Dynamics 365

Hi Community,I have just taken a developer account and am trying to install Docusign in our Dynamics 365 environment, but fail to do so. As per the screenshot, it is not support in the region the environment is in and we need to contact support.This step has been extremely difficult as there is no way to reach out to the support team for installation issues. Any support we need, we need to login first as a customer or partner. I am not able to raise a support ticket. Any help would be greatly appreciated. Thank you,  

3
neethujkp
Troubleshooter
1 month ago
S
Newcomer
sjk_HTXNewcomer
asked in Microsoft
MS Teams Approval App - Error received when adding "self" as signer/recipient

We have users wanting to use eSignature with the Approval App inside of MS Teams.  They are able to successfully prepare and send a document when they are not part of the signing order. However, should they include themselves on the signing order, they receive an error when they click the Prepare button.   We are able to re-create the issue, time and time again.  I’ve confirmed all have an active eSignature profile (2 are senders, 1 is a full fledge DS Admin) on the same account being referenced through MS Teams.  They all have a Teams account as well. Is anyone else seeing this issue?  If so, were you able to resolve it?

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A
Community Moderator
1 month ago
C
Newcomer
casheldeveloperNewcomer
asked in Microsoft
Power Automate Update envelop prefill tab not working

I am using power automate to send documents for signatures. We need to populate dynamic data into our template (PDF) before sending it. We are using Power automate action “Update envelop prefills tab”   Below are some information : Template PDF - Tabs   

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Community Moderator
1 month ago
S
Newcomer
sachinsoni441Newcomer
asked in Microsoft
DocuSign Power Automate Integration - Private Message

Hi all, I’m using DocuSign with Power Automate, and I'd like to send a private message along with a document that is sent for signature.Can we send a private message along with the document routed for signature, or is there another way to do so? I hope someone can help me with this.Many thanks in advance.

1
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Community Moderator
2 months ago
W
Newcomer
wherdzikNewcomer
asked in Microsoft
SharePoint Document Library Integration and Mapping

I see that when I am in a SharePoint list I can do mappings but when I am in a Document Library that option in the SharePoint integration does not exist.  Is there a way to add a field in a document library, a people column and then select the PDF, request signature and have it mapped to the email address next to the PDF? or does this only exist in a SharePoint list with an attachment and people column.  Need to automate a standard response.  

2
A
Community Moderator
2 months ago
R
Newcomer
RonaldVDBNewcomer
asked in Microsoft
Change sender to user who triggert the power automate flow

Dear all, I made a power automate flow who create a envelope in docusign.When a user create a contract in dataverse/dynamics 365 CE an envelope is created in docusign.The sender of the envelope is now the owner of the connection in power automate. Is it possible to change the sender in to the person who triggers the flow? Gr Ronald  

11
A
Community Moderator
2 months ago
A
Newcomer
ADME
asked in Microsoft
Docusign Addin for MS Office LTSC Standard 2021 (SPLA)

Hello community, I have the problem that I cannot integrate the docusign addin into my locally installed Outlook (version: MS Office LTSC Standard 2021 SPLA). We use a local Exchange server. When I click on "Get Add-ins" in Outlook, I am redirected to the Microsoft Appsource, where I am redirected to an M365 tenant when retrieving the Docusign Addin. Interestingly, I can see the addin in the M365 Tenant as well as the Word addin. The Word Addin also appears in my Word... but the Outlook Addin doesn't... What do I have to do?Many thanks for your help!Adrian

4
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Community Moderator
2 months ago
U
Newcomer
User2020Newcomer
asked in Microsoft
Custom visibility function

I am trying to create a Power Automate flow to automatically send out an envelope upon uploading it to SharePoint. However, one of the documents in each envelope should only be visible to our internal stakeholders. Is there a way to customize it in the flow?So far, I have been using the 'document visibility' option manually each time when sending out an envelope.

4
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Community Moderator
2 months ago
U
Newcomer
User2024Newcomer
asked in Microsoft
MS Automate Flow

Hello

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C
Community Moderator
2 months ago
J
Newcomer
JoanaVBNewcomer
asked in Microsoft
Power automate error Action 'Get_file_content' failed: File not found clientRequestId: baeb52b8-9b24-4dfb-8fec-094588cce987 serviceRequestId: d84f3aa1-80ef-0000-1640-87ab8072fc4f

I did a Power Automate Flow to send an Envelope by DocuSign with the document added to a Sharepoint Document Library but its giving an error on the action Get Fiel Content : Document ID “Power automate error  Action 'Get_file_content' failed: File not found clientRequestId: baeb52b8-9b24-4dfb-8fec-094588cce987 serviceRequestId: d84f3aa1-80ef-0000-1640-87ab8072fc4f”I was able to find out what was the error. On the Get File Content action, I was selecting the ID of the Fiel in Sharepoint instead of the File Identifier.  

6
A
Community Moderator
2 months ago
U
Newcomer
User2020Newcomer
asked in Microsoft
MS Power Automate

I am trying to connect DocuSign with Microsoft Power Automate to retrieve custom data (such as the envelope submission date, a certain value stated in an envelope, and the count of approvers) from an envelope and automatically fill out the custom data in a SharePoint list when the envelope is completed Is there a way to achieve this? 

2
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Community Moderator
2 months ago
M
Newcomer
MaxwLivNewcomer
asked in Microsoft
Login prompt from SharePoint is sending me to homepage rather then envelope start up

Sometimes when trying to send a file out for signature, using sign with DocuSign from my SharePoint library, DocuSign will prompt me to hit the login button, after loading it sends me to the DocuSign home page rather than the typical envelope formatting, I need to send my document out for a signature. Any ideas on why this is an how to prevent it from sending me to the homepage?

3
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Community Moderator
2 months ago
N
Newcomer
NorCalTimNewcomer
asked in Microsoft
Microsoft quarantining "dangerous" emails from docusign.net

I am a security admin for our Microsoft 365 account. Today all emails from dse_na4@docusign.net are being stripped and held due to “containing malicious URL”. These emails appear to be legit. They are related to envelopes actively in the signing process, and we have verified that the document activity attached matches what we see when logging directly in via DocuSign.com. When browsing directly to www.docusign.net, our browsers are also flagging docusign.net as a dangerous/malicious website. The combination of MS and browsers flagging as dangerous has us concerned, and we have asked our users to pause use of DocuSign momentarily until we can confirm.Is there any currently known active threat that is being managed on the docusign.net domain?Thanks!

6
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Community Moderator
2 months ago
N
Newcomer
NithNewcomer
asked in Microsoft
Could not find a DocuSign User entity for the current user - transaction creation failed

We have integrated dynamics 365 with DocuSign. We have created a power automate which creates an envelope on click of button from model driven app. We are not facing any issue in the Create Envelope step in the Power automate which uses the DocuSign Admin Account. but we are facing an issue while adding the “Docusign Transaction” record this datverse step uses a service account whose account we have created in Docusign as well.  This is the error we are getting “Could not find a DocuSign User entity for the current user - transaction creation failed”  

2
N
Community Moderator
3 months ago

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