Microsoft

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!

When looking to add a recipient I would like to select from Outlook where all my contacts are ? How can I make this happen?

Hello. I created power automate, using Docusign action. I have tested some runs and looks like if the recipients are registered Docusign users, they have no problem of receiving documents but it won’t send to the recipients who are not registered to Docusign. (People who do not have license.)Has someone experienced this problem? If so, is there any solution? Thank you! 

I am trying to get Quote and Product entity data fields from D365 into DocuSign Template but when creating a process in D365 you can only choose a single entity like Quote so I can Merge Quote data fields but not able to Merge Products data fields related to the Quote during the Create a New Dynamics Process step using the guide Merge Data Fields from Microsoft Dynamics to a Docusign TemplateHow can I achieve this any idea?

Hello,I’m trying to get the status of the envelope to send the envelope to second signatory once the first signatory has signed on Power Automate.This is OKI have got the envelope working so far either by sending to all signatories the same time or keeping a delay of window to send one after the otherThis is RequiredI need to send the envelope to signatories only after the signature, for this I’m trying to get the status of the envelope from HTTP operation that requires Access Token. I’m following the below process to set this upAdded app and integration key Redirect URL is set to “https://global.consent.azure-apim.net/redirect” for power automate Using this URL on browser to get the code “https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id=<Integration Key>&redirect_uri=https://global.consent.azure-apim.net/redirect” Getting t

when using power automate to create a docusign envelope, the envelope gets created and saved to my drafts folder- if our account has sharing enabled, how do I change the status of envelope to shared from draft within the workflow?  I don’t want to automatically send the envelope out for signing without manual/human review.  I am still in the process of adding anchor tags to all my template docs, so the fields still need to be manually created for the recipients prior to sending.

Hello, I am integrating the signing of documents with DocuSign in Power Automate, and I would like to know if there is a way to receive the signed document in a Power Automate flow after it has been signed, so I can store it in my SharePoint and send it to multiple email addresses. Thank you very much.

Hello, In Power automate I have a flow to sign through Docusign. In my template I have some tabs that the user have to fill in info. My question is, can I fetch these info (their values) and use them later? For example from the screenshot, can I get the ‘testText’ value?  

I have been using DocuSign for over a year now to sign off month end files as PDFs for audit and SOx compliance, but this month I have noticed that one of the Excel files I uploaded and converted to a PDF is only showing 49 pages in the PDF whereas the Excel file has 52 pages and the missing three pages are the final three tabs from the Excel file. I have never had this issue before with any of the hundreds of files that I have uploaded and converted so I am stuck on how I can resolve this issue.Thanks in advance for any advice !

We are new to SharePoint and would like to allow our users to drag and drop their documents from SharePoint into DocuSign.The current workaround is to download the document from SharePoint to the desktop and then we are able to drag and drop into DocuSign.We found the app for SharePoint to integrate DocuSign, and our Administrator gave it permission, but it is not available in SharePoint like the online help said it would.   We are using MicroSoft 365. 

we have applied Intune App protection policy on all BYOD in our organization and there are some users use Docusign to sign the documents from the Mobile. we tried to exclude the app from the policy, but our main challenge is finding the correct iOS URL protocol of DocuSign app. for more info, please check out the below articleiOS/iPadOS app protection policy settings - Microsoft Intune | Microsoft Learnhttps://learn.microsoft.com/en-us/mem/intune/apps/app-protection-policies-exception#ios-data-transfer-exceptions

Hi, I am developing a Power Automate flow that integrates DocuSign for managing multiple file uploads or attachments from SharePoint. In this flow: One of the documents requires a DocuSign signature, and I have successfully implemented this step. However, for the remaining PDF files that need to be reviewed by the approver, I am unable to send these documents to the approver.  I am encountering an error in the "Add Documents to an Envelope" action. Below, I have outlined the steps I followed in my flow and the issues I am facing. I would appreciate any guidance or suggestions to resolve this issue. Thank you!

Hi there,Newby question - Are there any Docusign add-ins available for MS Outlook or common PDF readers such as Adobe Acrobat or MS Edge? I’m basically wanting to create an envelope directly from these apps rather than having to import a file into Docusign itself.Thanks in advance for any suggestions.

Good morning,I am creating a flow in Power Automate, in which signatures several documents in a single envelope, I have not been able to find a way to attach them all in a single envelope.-Usually they are envelopes of 10 to 15 documents.-The names of the documents always change.Initially I tried to use OneDrive, then SharePoint, but I can't get it to take all the documents in the same envelope.I really appreciate your support, thank you