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Power Automate with Docusign and PDF tabs

Forum|Forum|2 years ago
April 16, 2024
5 replies
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Hello,

I am working on utilizing Microsoft Power Automate.

The flow goes as follows:

Client enters in name & email address in Microsoft Forms.
Power Automate would then obtain the pdf file, create envelope, add recipient, add tabs, and send envelope.

The problem I am having is utilizing an unfilled pdf file and being unable to “add tabs” according to the PDF file. I cannot determine what the actual anchor String is for each field. I’ve attempted to follow this PDF form field transformation site from DocuSign to no avail.

The file can be obtained via Department of Labor government website: https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/WH-384.pdf

I am starting with this form but there will be a few other forms (looking for a standard solution and not a one off).

Thank you.

Best answer by tony.ramoutar

@keph6792 - I think you have two options here.

Use a Template - since you are sending the same document over and over, you could create a Docusign template with this document and tag it with the fields you need. Then in Power Automate, you can create an envelope using a Template, pre-fill with data you need, and send for signature.
Use Anchor Strings - if you prefer not to create a template, you can create a flow as you described (obtain the pdf file, create envelope, add recipient, add tabs, and send envelope).

To place the anchor strings, you will need to use the action “add tabs for a recipient on an envelope”. In the action, use the field “tabs anchor string” to instruct Docusign the language to look for in order to place the tab. For example you can use the text “Employee Name” from the form. You can use the fields for offset to fine-tune the placement of the fields.

This video shows how to use anchor strings with Power Automate. In the video example, we use /s/ as the anchor text. Since you’re using a publicly available document you will need to use the text from the document itself.

Regards,

Tony Ramoutar

Sr. Product Manager, Microsoft Integrations

Docusign

N

nathaly.monge

Docusign Employee

Hello @keph6792 ,

Welcome to the DocuSign Community and thank you for posting your concerns!

I’m sorry to hear that the creation of the envelope is giving you an error, I understand you are trying to use Power Automate to create this envelope.

Can you provide a little more information of your use case? DocuSign offers a feature called PowerForms that can help with your process, for more details, please view: PowerForms Overview

However, if you need to use Microsoft specifically, can you provide more details? Are you looking to accomplish something specific using Power Automate?

Let us know if you need further assistance with this.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

K

keph6792

Author

New Voice

Hi Nathaly,

Yes, I am needing to use Microsoft specifically.

Once a client sends in a request to the Health Department, the Power Automate flow should:

Send this document with DocUSign over to client, https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/WH-384.pdf
Once completed, Power Automate would return to a specific folder into SharePoint document Library.

Hope this helps.

Regards,

T

tony.ramoutar

Answer

Docusign Employee

@keph6792 - I think you have two options here.

Use a Template - since you are sending the same document over and over, you could create a Docusign template with this document and tag it with the fields you need. Then in Power Automate, you can create an envelope using a Template, pre-fill with data you need, and send for signature.
Use Anchor Strings - if you prefer not to create a template, you can create a flow as you described (obtain the pdf file, create envelope, add recipient, add tabs, and send envelope).

To place the anchor strings, you will need to use the action “add tabs for a recipient on an envelope”. In the action, use the field “tabs anchor string” to instruct Docusign the language to look for in order to place the tab. For example you can use the text “Employee Name” from the form. You can use the fields for offset to fine-tune the placement of the fields.

This video shows how to use anchor strings with Power Automate. In the video example, we use /s/ as the anchor text. Since you’re using a publicly available document you will need to use the text from the document itself.

Regards,

Tony Ramoutar

Sr. Product Manager, Microsoft Integrations

Docusign

K

keph6792

Author

New Voice

Thanks @tony.ramoutar ,

Will give this a try!

N

nathaly.monge

Docusign Employee

Hello @keph6792 ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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