Microsoft

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 re

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?

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 i

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 f

What I’ve Built So Far:I have a form in my model-driven app that HR fills out after an interview if they plan to send an offer letter. The form contains the following fields: Candidate Name Start Date Offered Salary Signed Return By Date Position Date of Letter These fields match the placeholders in multiple offer letter templates stored in DocuSign. The correct template should be selected based on the job position.What I Want to Automate:When HR submits the form, Power Automate should: Identify the correct offer letter template based on the position. Populate the template with the

I am sending envelope for signature through PowerAutomate. By default signature size is 100%. How to increase the size of signature to 150% through Powerautomate. As I checked I didnt get any option to increase the size in Power automate.

I am experiencing unexpected behavior when using the List Envelopes action in Power Automate with specific subject filters.There are 400+ envelopes with the subject "ABC DEF - IJ", and the user has full access to all envelopes. When filtering with subject = "ABC", the action returns only 13 records and sets hasMoreRecords = false. When filtering with subject = "DEF", it returns only 14 records and hasMoreRecords = false. The skip parameter does not work as expected, and I still receive only the top 13 records.However, when filtering for envelopes with subject = "XYZ" and using top = 50, the action correctly returns 50 records and hasMoreRecords = true, which is expected.The user

Hi All,I am new to docusign and I am just responsible for the end user support for my company.Our docusign admin states that user configuration is correctly done but user is still receiving the below message every time he tries to sign an email attachment. He mentioned user needs local admin rights which I tried without success.Do you know what could be the reason?  Thanks 

hii have a document pdf uploaded thru microsoft forms then gets saved on sharepoint and then goes to docusign. i am stuck at tabs, i want to allow the singature to be placed choice of signator. i choose signature for tab type what else i need? flow is stuck here.

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  

I’m using Power Automate to build an automated signing process.I need a flow to run when someone signs a document. I cannot find a way to trigger this.I've tried envelope-sent and others but nothing happens.It’s frustrating I can't find documentation to describe this process which I would've though is a common scenario.

Hi everyone,I've created a Power Automate flow that triggers when a contract is generated. It then creates a DocuSign envelope, retrieves the document from SharePoint, and adds it to the envelope.The flow runs under a service account, like all our flows. However, the envelope stays in draft under the service account, making it unusable.How can I automatically change the sender to a specific user within the flow (without manual intervention)?Thanks in advance!

Hi, we are trying to configure “Docusign for intune” app in our environment.I found recent blog articles about the availability of this app:https://www.docusign.com/blog/secure-and-streamlined-agreement-management-with-the-docusign-for-microsoftManage Agreements On-The-Go With Docusign's New App for Microsoft Intune App | Communitybut I cannot make it work, as explained in a reply to the post above:when I try, upon opening the app I always get an error “App is not setup”. that means that there is no App Protection Policy applied to the app. While we do have

Hi!We have a PowerAutomate flow configured to create an envelope and add custom tabs. We then have another flow triggered when the envelopes are completed to pick up the returned data to push back into dataverse. When using the action ‘get document tabs from envelope’ the tabs that are checkboxes do not return a value. See example:    "tabLabel": "students",    "documentId": "25619119",    "recipientId": "***Redacted content***",    "tabId": "db28e284-ed4c-47aa-b4de-658ee058f059",    "tabType": "checkboxTabs",    "prefill": falseWhereas other tab types such as dropdown does return the value:    "tabLabel": "relationship2",    "value": "GP",    "documentId": "25619119",    "recipientId": "***Redacted content***",    "tabId": "383072b6-6ef4-4afd-b379-a80c2bbf8849",    "tabType": "listTabs",    "prefill": falseHow do I get the submitted val

Hi Everyone,I am seeking some help with writting a trigger condition for my Docusign flow in Power Automate.I am using the trigger “When an evelope status changes” and have it set to “envelope-completed”. I want the trigger to go off when the Subject starts with “Commercial Proposal submitted - Ringmer - T0079 -”.Could anyone suggest the code that I need to use please? Any help will be greatly accepted. :-) Many thanks Nigel

Hi Team, We have currently setup Docusign integration via Dynamics 365 for our client, However we are facing challenges in the below two scenarios and any guidance on the same would be appreciated. There is a Dynamics 365 workflow that we have configured to create an envelope, add sharepoint document to the envelope, add recipients to the envelope with signing order and role. However we are looking for automating the system to update a D365 record when the first recipient signs and then when the second recipient signs. However as per our observation the Docusign transaction envelope status changes to Sent when the email is sent to the first recipient and changes to completed only when second recipient signs. Is there a way to identify if first recipient has signed the document by workflow? We did see that there is a Get recipient status action for power automate, however we are just going simple docusign workflow automation with this one.

Hello, I'm working in a automation to get all envelopes in progress from Docusign and send them via Microsoft Teams. But I have an issue when I try to list envelopes, when I use the action “Copilot: List Envelopes” the action only return my envelopes

Hello,According to this page, the file size limit for sending documents to Power Automate is 12MB:https://support.docusign.com/s/document-item?language=en_US&bundleId=gqy1619537336307&topicId=kfu1696619437531.html&_LANG=enusIs that still accurate?Is there a workaround? The file size limit in eSignature being 25MB really limits the use of PA in such cases.

I have a power automate flow that is triggered when a docusign envelope is signed. The flow extracts the information and signed pdf, then saves to a sharepoint library.  Is it possible to separately retrieve attachments that the signer has uploaded? i.e. not one long pdf but individual files? 

We have a fairly simple Power Automate flow that creates an envelope, adds documents and then sends to Docusign. We can get this flow to repeat multiple times without any issues when testing.But after a period of time (I can’t say exactly when as we don’t run the flow often enough) the account we are using with Power Automate loses connection with Docusign, this causes the flow to fail.I’m not sure if we are missing something really obvious regarding the way we authorising and logging into Docusign.

Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

I am using Power Automate to create a DocuSign flow with multiple recipients in one envelope.I want to detect when each recipient has signed, so that I can update SharePoint when they sign.I can detect completion using the triggers provided by Power Automate, but I can't find a trigger for a sign.If there's any way to do this, please let me know.Any ideas would be greatly appreciated.

Hi! I am using the Docusign Word add-in to create templates for contracts. These contracts require that all dates be written out in full, like "January 14, 2025."My team has asked if it's possible to set up date fields that allow users to select a date from a little calendar picker but have the selected date automatically appear in the document in the written-out format.Does anyone know if this functionality is possible within Docusign, or have suggestions for a workaround? Thank you!