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Anonymous
Not applicable

DocuSign autofill

Hi! 

I'm looking for solution which allows me to populate DocuSign template from form filled before.

The system should be like this:

Person open 1st time or again form and update it - trigger

That creates document with personal data from the form.

It's possible?

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @Anonymous 

 

Yes. That can be done. You can use the when an item is created or modified trigger for the flow then. Everytime somebody creates an item in SharePoint list or updates a previous one, the flow gets triggered and then you can populate the template and continue with further actions in the flow. 

 

Hope this Helps!

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

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5 REPLIES 5
ChristianAbata
Super User
Super User

hi @Anonymous  the form is Microsoft Forms or sharepoint list?



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Anonymous
Not applicable

ms forms i think its better

Hi @Anonymous 

 

yes that is doable. However, it will work with MS forms only for new submissions. As a form once submitted cannot be edited so the details cannot be updated. 

 

You need to add the appropriate fields to docu sign template and then use the trigger when a response is submitted and then get the response details, populate the docusign template and perform the consecutive actions. 

 

Hope this Helps!

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Anonymous
Not applicable

SharePoint list can be done like editable form? It have to populate from database maybe based on email matching or whatever and it have to be editable.

Hi @Anonymous 

 

Yes. That can be done. You can use the when an item is created or modified trigger for the flow then. Everytime somebody creates an item in SharePoint list or updates a previous one, the flow gets triggered and then you can populate the template and continue with further actions in the flow. 

 

Hope this Helps!

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

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