Microsoft

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

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).Anoth

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. 

I’m testing DocuSign within Power Automate with a document that has multiple checkboxes. Is there a way to add multiple checkbox tabs to a document? The issue I’m running into is I have multiple anchor strings for each checkbox and they all show up, but when I select one of the checkboxes in DocuSign all checkboxes change to that selected value.  Is there a way to make each checkbox independent of one another?  Am not seeing this issue with the Initials tab type.

We are using Docusign with dynamics 365 and want to make a seamless in person signing experience from a Quote.  There is no documentation out there on this and the GetSigningView function available in Dynamics 365 Workflows.  I can get the SigningView, but it is not opening the URL for the signing experience.  All of the documentation is for sending envelopes out for signature, not for use with in person signatures.  Any help would be appreciated.

I'm trying to use the Outlook 365 DocuSign add-in to send and sign documents straight from my Outlook Web Application. Every time I try to open and initialize the app in the Edge browser it starts but before it asks me to sign in an error pops up that says "Please disable browser privacy setting Prevent cross-site tracking and reload the add-in". I have added exceptions for Docusign and Outlook and even turned off this setting entirely. The error message is still there. What more can I do to get the Docusign add-in for Outlook in Edge to work?

I have a short agreement called simply "agreement." It is less than a page long. It calls for 2 signatures.

There were recent updates to the Outlook plug-in that take away the conveniences of what eSignature used to provide. There are now more clicks, it's less intuitive, and the original subject line is erased from the Email Subject on the DocuSign pop-up (where you enter additional recipients) - which makes it look like spam. Not a fan.

This was asked (regarding Estimates) in post https://support.docusign.com/s/topic/0TO1W0000007KF8WAM/netsuite?t=1619547558516, but is this general behavior for any record type, in that the latest version of DocuSign for NetSuite does not attach the document to the NetSuite record by default any longer (as the last version did)?

Dear all,In our company we are using Dynamics 365 for our CRM.For our process of sending quotes to our customers and giving them the ability to sign digitally, we use an integration of DocumentsCorePack and Docusign, which is working very well!After signing the document we want to move the signed document to a specific Sharepoint Online Folder. The trigger and actions for Docusign and Sharepoint in Microsoft Flow should be the ideal building blocks for automating this process.I've now setup a simple process of a DocuSign trigger that is checking if a envelope reaches the status 'completed' ("When an envelope status changes (Connect)") after which I use the DocuSign action for retrieving the documents from the envelope ("Get envelope documents") - see attached picture of the Flow. Although straightforward, the process doesn't start when I test it by signing and completing envelopes...It seems as if there&#3

Has anyone tried sending mail merges with Outlook that include individualized attachments for signature with DocuSign? Also, are we able to manage those documents signatures via DocuSign?

Hi I have a sharepoint list, that on a new entry fires a MS flow to send a Docusign Template out and pull into the template some of the sharepoint fields for that new row i added. I have managed to get it to pull through some dynamic content from my Sharepoint list, but not all. The fields that work are where i have setup signatures in the template. I created some custom fields in docusign and addeded these to template but i have not managed to get the MS flow action "Send Envelope with Template" to show / use custom fields. e.g. if i had a field called salary, i would like this to be pulled from my SP List. However as you can see it just shows signature fields in the attached despite having this placedholder added to the template

Hi, any one let me know how  to integration docusign with MS CRM Portals.