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Prefill Role template with powerautomate

Forum|Forum|1 year ago
July 22, 2025
7 replies
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Hello, I use PowerAutomate to send contracts to DocuSign. I'm calling a template with PowerAutomate and would like to fill in the user based on the role. For some reason, DocuSign isn't picking up the user from PowerAutomate. Does someone have any experience with this? (I use the exact same role in PowerAutomate as in the DocuSign template.)

Microsoft

Best answer by Melanie.Panguito

Hello @rvheerdt,

Thank you for getting back to me. At this time, it would be best to troubleshoot this via screen sharing. The best course of action is to open a support case so our Microsoft specialized expert can guide you through the assigning of tags or roles. 👉 Open a case in the Docusign Support Center

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"

M

Melanie.Panguito

Docusign Employee

Hello @rvheerdt,

Thank you for reaching out to the Docusign Community! We're grateful for your question and happy to share our knowledge.

We apologize for your challenges with the Prefill Role template in Power Automate.

A common cause of this issue is that the user is not mapped correctly. To resolve, please check the article for detailed instructions 👉 Send an envelope

Let us know if you have questions. Thank you!

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"

R

rvheerdt

Author

New Voice

Thank You for the answer Melanie , i will check the instructions

M

Melanie.Panguito

Docusign Employee

Hey @rvheerdt,

Thank you for getting back to me. Sure! Feel free to let us know if you need further assistance. We're here for you!

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"

R

rvheerdt

Author

New Voice

Hi Melanie,

When is use the instructions there is an extra user in the draft and the user is not replaced based on the Rol.

any thoughts?

Kind regards Richard van Heerdt

M

Melanie.Panguito

Answer

Docusign Employee

Hello @rvheerdt,

Thank you for getting back to me. At this time, it would be best to troubleshoot this via screen sharing. The best course of action is to open a support case so our Microsoft specialized expert can guide you through the assigning of tags or roles. 👉 Open a case in the Docusign Support Center

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"

M

Melanie.Panguito

Docusign Employee

Hi @rvheerdt,

I'm just checking in to see if you still need assistance, and we'll gladly help you with any questions you may have. Have a great day!

Regards,

Melanie | Docusign Community Moderator

R

rvheerdt

Author

New Voice

Hi Melanie , i am on holliday right now i will open a case when i am back

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