Microsoft

Recently all of my templates have disappeared when attempting to add as attachment in Microsoft Teams Approvals. They were there recently when I last looked at the project, but now they are missing.My templates are still available within Docusign, and my Docusign account is signed in through the Teams Approvals app. I can see past signature requests that I have sent or signed. I have tried signing out of Docusign within Teams and back in, with no change. 

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.

Hi everyone,I’m experiencing an issue with the DocuSign integration in SharePoint. When I try to start the “Get Signatures with DocuSign” process, I can log in, but the document doesn’t load into SharePoint.I’ve already cleared my cache and history, but I’m still having trouble. Has anyone else encountered this issue and found a solution? Any suggestions would be greatly appreciated! 

I'm currently facing a challenge with a Power Automate flow that I've set up to generate a document and send it out for signing. The process seems straightforward, as illustrated in the flow diagram below: However, I've encountered a problem similar to the one discussed in this thread: Anchor tab missing + Creating envelope in Powerautomate from pdf | Community (docusign.com). The difference in my case is that I'm working with a DOCX file rather than a PDF.The flow successfully retrieves the file content from the specified path, as shown here:The content is then added to the envelope without any apparent issues. However, I suspect that the base64 decoding step might be causing the signature tab to disappear, even though it is visible within the DOCX file itself.Could the base64 decoding be responsible for removing my signature tab? Has anyone else experienced a similar issue or have any insights on how to resolve this?

Is Docusign available as a plugin for Miscrosoft Outlook on Mac? if yes, how do we get it?thanks.

I NEED HELP, I have created a flow on power automate using Microsoft forms. I want to use dynamic content from form responses to populate a Docusign template to send for signing or populate a pdf doc with the content and use Docusign to send for signing. I have tried both so far but cannot get it to work. Having tried multiple different methods

Hi , I am trying integrate the DocuSign in SharePoint library. i have install the app now but not working when try to send for signature. 

When setting up a flow in Power Automate using the "When an envelope status changes" trigger for DocuSign, I'm encountering a problem. Despite signing in with my specific user account credentials (instead of the enterprise admin account), Power Automate defaults to or shows the enterprise admin account. I need the flow to recognize and operate under my specific user account, but it keeps associating with the enterprise admin account instead.

We are sending documents from Microsoft Dynamics 365 using DocuSignOnce a DocuSign sent contract is signed and is auto added to the quote, the document name changes to a system generated name. This will make it difficult to manage contract documents. How to retain the original document name?

Hello! I am using Microsoft Word with the Template Assistant for creating engagement letters. I have realized that when I use the Template Assistant and have applied contingency rules, there is extra spacing where the “hidden” contingent paragraphs are. Does anyone have a solution for this so that we do not have to backtrack every time to fix spacing and formatting? Thank you!

We use the DocuSign add-in for Outlook desktop and have to sign in every couple of hours to sign documents. Is there a way to change how long a user stays logged in to the DocuSign add-in?

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..

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)

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--)

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? 

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?

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

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.

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 -  

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

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,  

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?

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   

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.

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.