Microsoft

Hi, we have adopted DocuSign by integrating it into our SharePoint document management system. By starting the signing of a document (for example a transmission note) I need to attach the accompanying documentation. How do I upload documents from SharePoint? It seems that it is only possible to draw from the computer's local resources or from OneDrive. It would be crazy if you had to download documents locally from SharePoint and then upload them to DocuSign. Right? 

I am using ‘Add recipient to an envelope (V2)’ in the Automate to send the pdf for signing to client. Now I want to add bcc and cc other team members too in that request. Is it possible?

Hi,When an envelop signature is completed, we expect this flow to run only once, but it gets triggered many times (between 4 to 11 times our users reported).We have tried to create with different versions of connectors. V1 the same issue, V2 does not work at all, v3 the same issue. Could you please guide us if there is something we can do, or is it a problem with the trigger itself and needs to be updated by Microsoft/Docusign?ThanksBest regardsHamed

Hi Since last weekend my flow fails all the time due to problems with "When an envelope status changes (Connect) (V3)" stage as a trigger.The trigger does not pick up any envelopes sent from DocuSign and gives me this message all the time "Maximum number of Active custom connect configurations exceeded. Try disabling or removing existing custom configurations." I removed everything I could, checked my connections, there is not many and it still do not work. Everything was working fine last week and something happened over the weekend and cause this problem now.Please help.

I am currently using the DocuSign connector in Power Automate to send and receive e-signatures for documents. DocuSign application has the ability to set up sending reminders until the document is signed. However, I have tried setting up reminders through the settings menu, but have not received any reminder emails from the DocuSign application. Can you please help me solve this issue?

Just this morning, my connection for Docusign Connect stopped working completely. I keep receiving the error: Request to the backend service timed out - and Error 503, or the service is unavailable.I immediately tried to re-validate the connection, that did not work. I then deleted it, now I’m unable to add it back. This has stopped our corporate paperwork system dead in its tracks.Has anyone else experienced an outage with the production connector for Docusign connect in power automate?I was able to add the demo connector without issue, but I am not completely unable to add the connector back even after sanitizing it from our environment.

Is it possible to download the documents from a completed envelope using power automate, I can currently only see actions to get document info, not the content or actual file. Thanks.

Question: How do we update the text data labels inside of the document / template via power automate?

Hi CommunityI’m having issue with Power Platform - Power Pages integration. I followed the exact steps described in both Docusign and Microsoft official documents. Everything goes well until “View and Sign” document part. It says “There are no records to display”. Appreciate any help. https://support.docusign.com/s/document-item?language=en_US&bundleId=gqy1619537336307&topicId=bpi1699578155767.html&_LANG=enushttps://learn.microsoft.com/en-us/power-pages/admin/set-up-docusign-integration CheersZA

I tried using Power Automate to update the text in Custom fields from my excel sheet into the template that I have created in Docusign, I tried importing the info of the Custom field by using the function “Get Custom Field Info” but I noticed that it wont import anything and it will still show as successfully run. I am trying to import the field info so I can put that info to run the “Update the envelope custom field” which will update the values of the respective custom fields. Can anyone help me with this please?

I have a power automate flow in which I get a document from SharePoint, create an envelope with it, then send it to users to sign. Then, I use a separate flow that when the envelope status changes, to then get the completed document and create a file in SharePoint with it. I have run into a couple issues that I cannot solve: This DocuSign account will be used to send many types of documents but I only want one type of document to be sent to this SharePoint site (for example NDAs signed by employees but not contracts send to customers). Is this possible? Below is the second flow I was using but it is works for all envelopes rather than just what I want; and after succeeding, it tries to then run the same final action many times and fails. (my guess is that it’s because the envelope goes through many status changes before being completed but since you can only have one file with a specific name it can’t create a new one for each status change). Is there a better way to do this? By the wa

Hello!Has anyone encountered an issue where a role (Sales Rep) is getting a message - "You do not have privileges to view this page" upon hitting Send with Docusign button in the sales order page? The document to be signed still generates. I compared the Sales Rep and Sales Manager role (can access the envelope) but I can't see any significant differences in their permissions that is preventing the sales rep role from accessing the envelope.Confirmed the following setting is enabled in Docusign: Log into your DocuSign account. Navigate to Go to Admin > Sending Settings and enable the setting, Allow sender to download form data. thank you

I am looking for ways to request signatures from several people automatically, I have verified that Docusign supports the use of electronic signature (through a card reader or USB port) but I cannot find the correct configuration to request it through the power automate platform In fact, I can't even find the option to request it through the docusig website. Does anyone know how to change this signature request?

We have added configuration in DocuSign→ Integration→ Connect → Add configuration→ Configured API URL → checked all the Trigger event for DocuSign.When I tried to run the power automate it is giving me the below error. Could anyone let us know what is the cause of failing this power automate 

While I use the connector ‘when the status of the envelope changes’ it throws this error when i use it in the power automate flow.please find the error message below: The request failed. Response content: '{"error":{"message":"Value cannot be null. (Parameter 'source')","stackTrace":["at Void ThrowArgumentNullException(System.Linq.ExceptionArgument) : Line 0","at Boolean Contains[TSource](System.Collections.Generic.IEnumerable`1[TSource], TSource, System.Collections.Generic.IEqualityComparer`1[TSource]) : Line 0","at Boolean Contains[TSource](System.Collections.Generic.IEnumerable`1[TSource], TSource) : Line 0","at Void MoveNext() : Line 0","at Void Throw() : Line 0","at Void ThrowForNonSuccess(System.Threading.Tasks.Task) : Line 0","at Void HandleNonSuccessAndDebuggerNotification(System.Threading.Tasks.Task) : Line 0","at Void GetResult() : Line 0","at Void MoveNext() : Line 0","at Void Throw() : Line 0","at Void ThrowForNonSuccess(System.Threading.Tasks.Task) : Line 0","at Void Handl

am I charged envelop fees when I am using Outlook plugin to sign attachments? 

I have an envelope with multiple recipients set in a power automate flow. It all works sending it out and getting it signed. Since we have 5 people we need to sign the doc one after the other, I would like to be able to see progress as people sign it. So when the first person signs, I will update a sharepoint list that they have, then the next, then the next etc. I have tried a flow which is triggered by all the different docusign status changes: completed, sent, resent, accept clicked etc. But it seems to only be triggered when the first one is sent out (or the last one if set to completed). I would like to be able to log when each person signs it. Is there any way of doing this?Thank you. 

I’m setting up SSO through ADFS to our internal Active Directory.  The SAML response I’m getting is InvalidNameIDPolicy.  I imagine there is some mapping I’m missing.  The documentation isn’t clear.  I suspect I need to do the steps on this page, but what and where is unknown to me: https://support.docusign.com/s/document-item?language=en_US&bundleId=rrf1583359212854&topicId=jrv1583359144203.html&_LANG=enus

Hi all,I am trying to send an envelope with MS PowerAutomate. I’m using a template to create the document and filling in the the recipients before sending. The following answer appears: "The email address for the recipient is invalid. The recipient Id follows.”What does that mean? I tried to type in the email address without dynamic content and checked all possibilities mentioned here https://www.docusign.com/blog/developers/how-to-troubleshoot-invalid-email-errors.Here is the actual error code:{  "errorCode": "INVALID_EMAIL_ADDRESS_FOR_RECIPIENT",  "message": "The email address for the recipient is invalid. The recipient Id follows."} Hopefully, someone comes up with a solution. Many thanks in advance.BR, Lars

 I am working on a Power Automate process that needs to allow users to add an access code option for recipients whenever an envelope is created. While doing this manually, we can use the customize option and select "add access code" to enable the access code for the envelope. Can this process be automated using Power Automate? 

 Hello,I am new to using Docusign and I am having trouble with the connectors for it in Power Automate. I have a document (or envelope?) that when a particular radio button/check box is checked, I would like a different document/envelope/template to be sent to a different individual.I think I know how the flow needs to work, but I'm not sure what connectors and field entries between Power Automate and Docusign will get it to work.An envelope is completed List Docusign templates Conditional - check if the template ID of the template I want checks the template ID of the envelope If True: Get custom data field (I'm not sure what I info I need to get from Docusign for my checkbox field or my email field) Conditional - check if field is equal to TRUE? Yes? Marked? If True: create envelope using template and send to recipient listed in email field (not entirely sure about this one last step).Another option would be to have the envelope rerouted to the email field person to finish signing. If

Hi everyone,Since we are a company using DocuSign eSignature for business applications (like contract or quality management) in SharePoint Online, we are wondering, if the SharePoint Add-In and Azure ACS retirement in Microsoft 365 (https://learn.microsoft.com/en-us/sharepoint/dev/sp-add-ins/add-ins-and-azure-acs-retirements-faq) will effect the integration of DocuSign and SharePoint.It would be great to get an official statement how this one is handled by DocuSign, so we can discuss possible options with our customers.Thanks for an answer in advanced!Best regards,Johannes 

Hi guys, I am running into this error code: The request failed. Response content: '{"errorCode":"USER_NOT_ACCOUNT_ADMIN","message":" User is not an account administrator."}'.The action “when an envelope status changes” throws this error.Is this a “not admin in Docusign” or “not admin in PowerAutomate” error? There are no further information given.A few weeks ago, this action was normally running. 

Hello, I have established a group within DocuSign for the purpose of sending envelopes. I am interested in automating the process of envelope creation using Power Automate. However, I have encountered an issue where the "Add recipient to an envelope v2" action does not provide an option to select a group as the recipient, only individual users.I would like to know if it is indeed possible to utilize Power Automate to send envelopes to an existing group.Thank you for your assistance.Power Automate action screenshot (image edited to remove personal information)

When I sign a document using SharePoint online, it does not store the document as a new version of the selected document selected to sign. it used to work fine last week- It does not update the document in SharePoint online even it does not show the signature but when I download the document form the DocuSign account it does show the signature.