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Question

Change Envelope status to shared?

  • December 18, 2024
  • 4 replies
  • 39 views

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when using power automate to create a docusign envelope, the envelope gets created and saved to my drafts folder- if our account has sharing enabled, how do I change the status of envelope to shared from draft within the workflow?  I don’t want to automatically send the envelope out for signing without manual/human review.  I am still in the process of adding anchor tags to all my template docs, so the fields still need to be manually created for the recipients prior to sending.

4 replies

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Hello ​@cblackst,

Thank you for reaching out to the Docusign Community.

To clarify, the draft folder that you are referring to is the Docusign Drafts in the Docusign Web app? Or is it a draft of the Power Automate flow that you are creating?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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


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Hi ​@cblackst,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 Christopher | Docusign Community Moderator

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


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  • Author
  • Newcomer
  • 5 replies
  • January 3, 2025

I believe the issue I’m having is related to my organization’s subscription level or Cloud app setup- they aren’t using SAML/SCIM for authentication/user provisioning.  We’re still authenticating through the DocuSign site, and my organization’s IT department manages user file/folder sharing within the app with an admin account.  They’re able to share everything of mine to my selected coworkers with the exception of the DocuSign drafts folder, which oddly enough is actually the only folder I need to share for envelope creation automations to work correctly…  I think for this to work as intended we’ll have to create a team/generic user account that my coworkers can log into in order to access that draft folder.  they would each have their own separate account access as well- so hopefully that avoids any EULA infringements?


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Hi ​@cblackst,

At this point, I think that it would be best to create a case with Docusign Support and have a Power Automate Specialized Support agent review your current configuration.

To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center

 

Best regards,

 Christopher | Docusign Community Moderator

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