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TG2019
Level: Powered On

Need help creating flow that sends document to a customer using DocuSign

I've created a PowerApp where a user fills out a form, clicks "Submit" which triggers a flow that puts the information the user filled out into a Word template, and then saves that document to a SharePoint site.  How can I send that document to a customer through DocuSign?

 

Thanks!

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Community Support Team
Community Support Team

Re: Need help creating flow that sends document to a customer using DocuSign

Hi @TG2019 ,

 

It seems that there is no available workaround for this issue.

Please vote the idea on the forum. PGs will take hot ideas into consideration first in future releases.

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

5 REPLIES 5
Super User
Super User

Re: Need help creating flow that sends document to a customer using DocuSign

Utilize the DocuSign connector, the documentation outlines what is possible with the connector, including a link to a blog post outlining how to create a Flow that utilizes Docusign. There are also 16 publically available Docusign templates.

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!

TG2019
Level: Powered On

Re: Need help creating flow that sends document to a customer using DocuSign

Hi @Brad_Groux,

 

Thank you for your reply.  I've read through the DocuSign documentation but haven't been able to find any information on how I can automate the sending of a word template through DocuSign after a user has filled out the information and the word document has been saved.  Is this possible?

Community Support Team
Community Support Team

Re: Need help creating flow that sends document to a customer using DocuSign

Hi @TG2019 ,

 

Do you want to add files to DocuSign when they are added to SharePoint library?

 

I have made some test, I found that only existing templates on DocuSign could be sent via email, which is also documented at here:

https://docs.microsoft.com/en-us/connectors/docusign/#actions

 

Further, I have seen a similar request on Flow Ideas Forum, please feel free vote and comment it at here:

https://powerusers.microsoft.com/t5/Flow-Ideas/Docusign-Integration-Adding-a-Document-to-an-Envelope...

 

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
TG2019
Level: Powered On

Re: Need help creating flow that sends document to a customer using DocuSign

Hi @v-yamao-msft,

 

Is there a workaround to this or some other way I can automate sending a filled-out document to DocuSign?

Highlighted
Community Support Team
Community Support Team

Re: Need help creating flow that sends document to a customer using DocuSign

Hi @TG2019 ,

 

It seems that there is no available workaround for this issue.

Please vote the idea on the forum. PGs will take hot ideas into consideration first in future releases.

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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