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Power Platform Community / Forums / Power Automate / Possible to send out a...
Power Automate
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Possible to send out a DocuSign envelope and then save that document to sharepoint with updates made in DocuSign?

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Posted on by Community Power Pla... Microsoft Employee

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.

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  • v-yamao-msft Profile Picture
    v-yamao-msft Microsoft Employee on at

    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

     

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