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April 14, 2025
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pre populate fields in envelope in power automate

  • April 14, 2025
  • 2 replies
  • 293 views

I previously asked a question about the Pre-fill Tools fields and how to populate them using docusign. I got this working but I misunderstood the use case for them, they dont fit my requirement. 

 

I have a form with a number of standard fields and I would like to fill them before sending to the signer. 
I have been able to use the ‘Get recipient tabs from envelope’ to get a list of all my fields 

e.g. I have a standard field in the form called OrgName. 
Here I am using the action ‘Get recipient tabs from envelope’

           {
"tabType": "text",
"value": "",
"tabLabel": "OrgName",
"documentId": "1",
"tabId": "6367e668-ac81-462f-862b-26d204458056",
"recipientId": "1"
},


I would like to populate this with text in power automate before sending the envelope. 
Is this possible? 

Best answer by JohnSantos

@nick911 

Yes, you can definitely populate standard text fields before sending to the signer by specifying the value for that tab. In Power Automate, you either include the tab’s during the “Create/Send Envelope” step or do the two-step “Get Tabs → Update Tabs → Send.” That’s all it takes to pre-fill standard fields for your recipients.

2 replies

JohnSantos
Guru
Guru
April 14, 2025

@nick911 

Yes, you can definitely populate standard text fields before sending to the signer by specifying the value for that tab. In Power Automate, you either include the tab’s during the “Create/Send Envelope” step or do the two-step “Get Tabs → Update Tabs → Send.” That’s all it takes to pre-fill standard fields for your recipients.

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Community Moderator
April 29, 2025

Hello ​@nick911,

 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.


Best regards,
Ma. Cassandra | Docusign Community Moderator

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