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Hello,

I want to create a flow where envelope will be automatically created, with documents and recipients.
I am stuck on how to add multiple tabs which are different type in the same step. Currently i managed to setup the flow to be working but i only manage to get 1 type of tab for all of defined ones in the envelope.
Has anyone done something similar and can help me?

Thank you :)

 

Hi ​@prinz9 
Thank you for reaching out, and welcome to the Docusign Community! I understand that you would like to create a flow where an envelope with documents and recipients is automatically created.
Upon checking, you can only create a single type at a time. However, you may try to check this article about Create envelope using composite templates.

With composite templates , you can apply multiple templates to a single envelope. You can combine templates with forms or other documents in the envelope. With the Create envelope using composite templates you can:

  • Customize envelope-level fields
  • Set the email subject and body
  • Prepopulate IDV workflows and signature types
  • Prepopulate tab data and recipient information
  • Apply a template to a document
  • Add new tabs or update tabs in the template or document
  • Add or update recipients in the envelope
Note:

This action only supports Signing Groups for the Needs to sign recipient.

The action is designed for Power Automate advanced users who can manage templates, recipients, and fields without guidance.

Note:

With this action, you often must keep a Docusign window open to view tab, template, and recipient information. The action also does not automatically populate tab labels from the template. For a simpler experience, use the Create envelope using template with recipients and tabs action. That action shows tab and recipient information from the selected template.

powerautomatecreateenvelopeusingcompositetemplates.jpg?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTMyMDAzNjEsInNoZWFmIjoib3lqMTc0OTgzOTI2NjU5MCJ9.xhCcZBk9WGf3qltv70tzZ5UfpHbez-rwWiRu3hz4CuI&_LANG=enus

Parameters

Complete the required parameters to use the Create envelope using composite templates action.

  • Account: Choose from the list of Docusign accounts.
  • Enter the Email subject.
  • Envelope status: Choose from the dropdown, or enter a customer value.
    • Created: This status creates the envelope in your drafts.
    • Sent: This status sends the envelope.

You can enter information in the Email body field.

Advanced Parameters

You can enter template information in Advanced parameters.

powerautomatecreateenvelopeusingcompositetemplates2.jpg?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJjdXN0b21lciI6ImRvY3VzaWduX3Byb2R1Y3Rpb24iLCJleHAiOjE3NTMyMDAzNjEsInNoZWFmIjoib3lqMTc0OTgzOTI2NjU5MCJ9.xhCcZBk9WGf3qltv70tzZ5UfpHbez-rwWiRu3hz4CuI&_LANG=enus

Select Show all to view the Composite Templates parameters. Complete the parameters for your selected templates.

  • Document ID: Enter the Document ID.

    Note: To apply a template to a document, add a Server Template with the Document ID. Select Add new item and repeat this step to apply a template to more than one document.

  • Name: Enter the document name.
  • Document Type: Enter the document type.
  • Document Base64: Enter the Base64-encoding document content.
     

If you found the 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. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

 

Hello ​@prinz9 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

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