We're working on integrating DocuSign with SharePoint online. One thing we were hoping to do was to have the DocuSign flow connector return the exact name of the document or documents inside an envelope. In this way we are hoping to be able to populate the DocuSign envelope ID (among other things) into a column on the document in SharePoint Another potential use for this feature would be to allow us to generate meaningful notifications when an envelope status changes. Currently, if an envelope status changes we can generate a notification or email, but there's no way to indicate what documents have had their status change. As a result we're left with just a generic message to the effect that an enevelope has been signed. So if you have multiple DocuSign envelopes going at once, the information is less meaningful if the notification doesn't indicate which documents are signed. Please let me know if you would like a more detailed description of the flows we've been thinking of that would benefit from being able to have this information returned by the DocuSign Flow connector. Thanks!
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Submitted on09-15-201710:10 AMSubmitted bymeganputtyon09-15-201710:10 AM
We use fairly complicated onboarding templates that are all maintained within DocuSign. Unfortunately, all of them require both the employee signature and a witness signature and take advantage of the InPerson signing options in DocuSign. Most if not all of our users do not and will not have a company account and either do not have a personal email address or do not want to provide us with that email address - they are manufacturing floor workers. Also, I don't see anything within the flow engine that accomodates populating custom fields within the template as the new envelope is rolled off. That is also a dealbreaker for us. This seems to be a weakness in all DocuSign integrations currently. They only access the very basic features DocuSign offers.
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