I have a docusign document that I want to create a flow to pull information from that particular form (not the envelope) and create a line item and populate sharepoint with the data. Does anyone know how to do this?
Hi @carriegirl07 ,
Could you please explain more details about the special form in the DocuSign document that you mentioned?
Best regards,
Alice
Community Support Team _ Alice Zhang
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We are trying to get the special fields off the actual PDF document to pre-fill Sharepoint.
You basically need an OCR step so that you can parse the fields.
I found this article that I think can help you:
https://flow.microsoft.com/en-us/blog/convert-files-using-muhimbi/
If not we can check if there's another alternative.
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Cheers
Manuel
Hi @carriegirl07 ,
I'm afraid that there is no any way in Microsoft flow could achieve your requirement.
Best regards,
Alice
Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hello @carriegirl07 - I was able to write a Power Automate Flow that parses the text and dropdown fields on a DocuSign Form, after a DocuSign Form is completed, and populates a SharePoint List. Power Automate has DocuSign Connectors (Premium), see screenshot below.