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6 days ago

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Microsoft

Find answers to your Microsoft integration questions.

145 Topics
521 Replies

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145 Topics

it_tn20Newcomer

asked in Microsoft

Sharepoint Error : Not Found

Hello ,I had a rule setup in docusign to send all signed documents from a specific user to sharepoing folder, its returning error from last couple of days with error code :not found .I re-mapped the sharepoing site/folder. Is there a way to re run the rule so failed documents can be submitted to the designated folder Thanks,

2 days ago

Mostafa-FGNewcomer

asked in Microsoft

Exclude Docusign from Intune App protection policy

we have applied Intune App protection policy on all BYOD in our organization and there are some users use Docusign to sign the documents from the Mobile. we tried to exclude the app from the policy, but our main challenge is finding the correct iOS URL protocol of DocuSign app. for more info, please check out the below articleiOS/iPadOS app protection policy settings - Microsoft Intune | Microsoft Learnhttps://learn.microsoft.com/en-us/mem/intune/apps/app-protection-policies-exception#ios-data-transfer-exceptions

191

3 days ago

ajoshiNewcomer

asked in Microsoft

DocuSign License Custom connector Requirement for Power Automate

We suddenly started facing below issues after the trial license changed. Eventhough client has E5 license assigned they are facing below issue while using docusign connector for sending envelope in power automate. Is it mandatory to assign Powerapps Plan2 trial to the users with E5 licenses ?Error from token exchange: Permission denied due to missing connection ACL: Connection https://msmanaged-na.azure-apim.net/@msmanaged-na/logicflows/3708b3d4146a41c8b5a323a7d1a4ad96 version 9223372036854775807, connection=msmanaged-na/new-5fdocusign-2dconnector-2ddev-5f4cbe919022e8feaf/c20ec6d94af846428a319cb5886b7ed6"

315

5 days ago

ClaireTunNewcomer

asked in Microsoft

Custom folder location - site not available from list of SP sites

We have installed DocuSign for SharePoint on a site collection. Up until recently we had a custom folder setup and working, for some reason this is no longer working. I suspect that somebody perhaps changed a setting. When I go into “Manage DocuSign Administration Settings” and change the option to store signed documents in a custom folder, I am presented with a list of SharePoint sites, but for some strange reason I do not see my site listed. I’m now unable to select my site, the document library and the custom folder that we were using previously. Has anyone encountered this issue before? I see lots of SP sites to select but none of them are the correct site.

113

6 days ago

NJANewcomer

asked in Microsoft

Place AutoPlace Fields Automatic (Dynamics 365 CE)

We send a PDF from Dynamics 365 CE to DocuSign. This PDF already contains the labels for the AutoPlace Field. How can I have the “Sign here” set automatically? So that the employee only has to click on send

509

6 days ago

Jordan.BanksNewcomer

asked in Microsoft

Completed Document not found in SharePoint

I’m receiving an error trying to store document using the archive to SP library rule. {"entries":[],"errors":[{"reason":"UNKNOWN_SYSTEM_ERROR","errorBody":{},"name":"ArchiveSystemError"}]}I’m try to store a PDF.The connection account has full permissions to the library.

132

8 days ago

Niki MehtaNewcomer

asked in Microsoft

Developer Account Connection Failure in Power Automate Flow for D365

I am experiencing issues with my developer account while trying to connect it to Power Automate flow in D365.

683

8 days ago

cournojoNewcomer

asked in Microsoft

Docusign email: cannot access it twice

Hi Everyone, I have an issue with the docusign email I am received for signature.I can only access them once. If I do not sign it right away and had to re-open the email later on, it just all greyed out. I do not have access to the link anymore.Is there any solution to this issue?

152

9 days ago

bhatta86Newcomer

asked in Microsoft

How to have multiple documents in an envelope but only require signature on one?

Hello, I am working on a Power Automate flow in which two documents are sent to the recipient. One document is a PDF packet that contains multiple pages of information for the recipient, this document does not need to be signed, only viewed. The other document is a docx file that contains a page which needs to be signed. I am having trouble creating a power automate flow in which both of these documents can be sent together in one envelope, with only one requiring a signature. Is this possible?

151

13 days ago

dlawesNewcomer

asked in Microsoft

Power Automate integrations - Update_envelope_prefill_tabs

Hello all, we are having some difficulty with their Power Automate integrations. Using the Update envelope prefill tabs' action, throws an error:Action 'Update_envelope_prefill_tabs' failed: The request body is missing or improperly formatted. No tabs specified. These settings 👆 produce output parameters such as 👇{"accountId": "*****************redacted***********************","envelopeId": "****Redacted***","documentId": "1","body": [{"tabType": "text","tabId": "00bdf6ac-6c0d-48d4-a819-6cb1ce9485da","value": "TestName"},{"tabType": "text","tabId": "e2ae030b-7e2f-446b-a2ff-f8e3cc83e394","value": "TestAddress"}]} which returns a HTTP 400 with a body of {"errorCode": "INVALID_REQUEST_BODY","message": "The request body is missing or improperly formatted. No tabs specified."} However if I run a similar query with Docusign's API Explorer, I get what appears to be a successful response so I assume I am doing something wrong with the Power Automate action parameters, but cannot work out w

334

13 days ago

mridhaNewcomer

asked in Microsoft

Contact custom field on order entity

We have the Docusign Dynamics 365 Customer Engagement integration installed. When working with both the Quote and Order table, we have a custom Contact field that we use. We would like the value in this field to be a choice for the Docusign recipient. Is there any way to configure our custom field as a recipient for Docusign?

144

15 days ago

kokosConversation Starter

asked in Microsoft

Plaveholder in tabs on power automate

On power automate flows, can I add placeholder values to the tabs the user has to fill in?

142

19 days ago

seanburkardNewcomer

asked in Microsoft

Power Automate: Get template info from a completed document

Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

352

19 days ago

eduardosfernandezNewcomer

asked in Microsoft

Access to resources is forbidden

Good morning,Recently my flows have stopped working, generating an error "Access to resources is forbidden.", I would like to know how to correct the error if it corresponds to my user's permissions or is a platform error. Greetings!

183

21 days ago

MariBlaObserver

asked in Microsoft

Docusign does not load on SharePoint subsite

Hi, I integrated Docusign with SharePoint on a site and then added the application on the subsite, when I get the signature from the subsite, I authenticate to Docusign but then it doesn't load the documents for the signature, this doesn't happen on the site, only on the subsite. Is there any additional configuration to do on the SharePoint subsite?thank you

243

21 days ago

Sobana.vasudevanNewcomer

asked in Microsoft

sharepoint sites using docusign

Hi Team how can i get share point sites names in my organization which has docsign added

ClaireTunNewcomer

I’ve recently setup DocuSign for SharePoint on a site and turned on the option to “copy metadata”. I have noticed that when the document is signed the metadata is not being copied. What am I doing wrong? I assumed that copy metadata meant that any custom columns in the library that contain metadata on the document would be filled in on the signed version of the document too? I have the option to Store as a new document on.

214

23 days ago

tompastoNewcomer

asked in Microsoft

Rich text in a Docugen field

We want to automate job contract managment with docugen document and using power automate to populate infos from Microsoft Dynamics.Everything work fine except for a rich text fied that contain all the job description in html format. For this field Docugen return "DocGen creation failed. One or more validation errors occurred."how to format properly the data that are send to this field to keep the formated tet ?

6811

27 days ago

SVDB-PowerAutomateNewcomer

asked in Microsoft

Template Fonts Changing with Power Automate

Hoping someone can help us here… we have a Power Automate flow that updates Prefill tabs on a template in DocuSign from a SharePoint list. All of the Prefill tab fields are set to Times New Roman Font, Black, Size 12. When the envelope is sent, it changes the font of the data in the tabs. I tried to set the font in the workflow but it didn’t work. Has anyone else experienced this?

BobSSLLCNewcomer

I would like to be able to print a blank form from mt forms library.

28 days ago

KhaleelullaSKNewcomer

asked in Microsoft

Docusign Connector Issue using Powerautomate

Currently I am using DocuSign Demo(Preview) connector to achieve the pdf Sign functionality. If I use DocuSign Demo connector, I won’t get the Production connection reference in the Account and vice versa, if I use DocuSign main connector, I won’t get the Demo connection reference in the Account. Is there any possibility that can I use DocuSign Main connector with Demo Connection References. Below are the two images, one is DocuSign Demo(Preview) Connector and DocuSign main connector.Anyone please help here, Is there any possibilities? Thank youIbrahim SK

996

28 days ago

MeenaObserver

asked in Microsoft

Saving signature to dataverse as image

Hi,I have a multi step form in power pages with docusign integrated having a simple template of Signature, Name and phone. All was fine until the Signature field in Dataverse was text to save the data. But i want to save the signature as a file so i created another column and mapped the template signature to dataverse file column. This is causing the whole thing to fail with below error in power automate flow. The error doesnt seem relevant to this change and nothing else was modified. Any reasons? The email address for the recipient is invalid. The recipient Id follows.

112

29 days ago

ClaireTunNewcomer

asked in Microsoft

DocuSign for SharePoint Integration

I’ve recently installed DocuSign for SharePoint and started using this today in our SharePoint Online library. Everything seemed to be working well but I’ve just noticed that completed documents appear to be getting duplicated (three or more times) and are placed in the “DocuSign Documents” folder. Every duplicated signed document says modified by “SharePoint App” and has a number appended at the end of the filename.What could be causing this, I can’t see anything in the settings that would be causing this issue. Has anyone else experienced this?

333

29 days ago

TarundeepSinghNewcomer

asked in Microsoft

Does the document to be signed move out of SharePoint if using Docusign with Power Automate Integration

I am going to use Docusign for signature on the documents which are stored in SharePoint sites. for this I am going to use Power Automate where it allows to use Docusign actions/connections to perform the task of getting documents signed. My Question is:If I use Docusign with Power Automate then will my documents which are saved in SharePoint site will go outside SharePoint site to get them signed.I am trying to address a security concern of my IT team and they do not want any document to leave SharePoint site for getting them signed by using Docusign.

302

30 days ago

bsmitheuroimmunNewcomer

asked in Microsoft

Templates Missing when using Microsoft Teams Approvals

Recently all of my templates have disappeared when attempting to add as attachment in Microsoft Teams Approvals. They were there recently when I last looked at the project, but now they are missing.My templates are still available within Docusign, and my Docusign account is signed in through the Teams Approvals app. I can see past signature requests that I have sent or signed. I have tried signing out of Docusign within Teams and back in, with no change.

486

1 month ago

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