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Regular Visitor

Docusign set fields in template

Hello,

 

 

I am creating a template in Docusign that I could fill and send through sharepoint. I want to integrate it with flow.

 

MY PROBLEM is that I am not getting the fields to fill in using flow. I'm having a hard time uploading images to this message so I need to describe it in words. 

 

1. There is a flow action called "Send Evelope Using Templates" the 5 fields I have for this actions are: Account, Template, Evelope Status, Signer Name, Signer Email" --> here is the problem. I want more fields to customize before I send this template envelope. 

2. On docusign, I have a template with custom fields. "date completed" and "approved document" they are both text fields, but I want them to be filled in using Flow. 

 

1 REPLY 1
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Community Support
Community Support

Re: Docusign set fields in template

Hi @jchoe,

 

Could you please share a screenshot of your flow’s configuration?

Filling customize fields in “Send envelope using template” action of DocuSign connector is not supported in Microsoft Flow currently, if you would like this feature to be added in Microsoft Flow, please submit an idea to Flow Ideas Forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

Best regards,

Kris

Community Support Team _ Kris Dai
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