cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

Possible to send out a DocuSign envelope and then save that document to sharepoint with updates made in DocuSign?

I've created a flow that saves the documents in a DocuSign envelope to SharePoint.  The problem is that I'm adding text fields, "Company Name" fields, a "Date Signed" field, etc. in DocuSign and none of my fields are showing up in the saved SharePoint document.  Is it possible to do this?

 

 

My flow consists of the following: When an envelope status changes --> Get envelope documents --> Create SharePoint file.

Currently I am saving the file as a .docx file.  I tried saving it as a PDF file as well but nothing seems to work.

1 REPLY 1
v-yamao-msft
Community Support
Community Support

Hi @Anonymous ,

 

Could you share a screenshot of your flow?

I have made some test by starting the flow from template “When the status of a DocuSign envelope changes, create a SharePoint file”.

 

It seems that the added fields won’t be displayed on the document when it saved to SharePoint document.

 

I am afraid that it is a feature that has not been supported yet. I will do more research and back to you later.

 

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.

Helpful resources

Announcements
Process Advisor

Introducing Process Advisor

Check out the new Process Advisor community forum board!

MPA User Group

Welcome to the User Group Public Preview

Check out new user group experience and if you are a leader please create your group

V3_PVA CAmpaign Carousel.png

Community Challenge - Giveaways!

Participate in the Power Virtual Agents Community Challenge

Carousel 2021 Release Wave 2 Plan 768x460.jpg

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

Carousel April Dunnam Updated 768x460.jpg

Urdu Hindi D365 Bootcamp

Dont miss our very own April Dunnam’s The Developer Guide to the Galaxy! Find out what the Power Platform has to offer for the traditional developer.

Users online (2,182)