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

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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?

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Brad_Groux 4,556 on at

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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.
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Community Power Pla... Microsoft Employee on at

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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?

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v-yamao-msft Microsoft Employee on at

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Hi @Anonymous ,

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/idi-p/57310?collapse_discussion=true&filter=location&location=idea-board:FlowIdeas&q=docusign&search_type=thread

Best regards,

Mabel

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Community Power Pla... Microsoft Employee on at

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Hi @v-yamao-msft,

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

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v-yamao-msft Microsoft Employee on at

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Hi @Anonymous ,

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

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