Answered

Best Practice for adding "Company Name" to a DocuSign Document that is getting saved to SharePoint via Flow?

(0) Share

Report

Posted on by Community Power Pla... Microsoft Employee

How can I add a client's company name to a docusign file that I am saving to sharepoint? My initial thought was to put the user's name and client name in the "Recipient Name" and add the Recipient Name from Dynamic Content (see screenshot below), but if there are multiple recipients two documents will be created. If it were possible to add something like First(RecipientName) to the title of the SharePoint file, then this would work.

dynamic content.PNG

Below is my flow:

Currently the File Name shows "MSA", followed by today's date. I want to somehow add the client's name to the end of it. Any suggestions would be greatly appreciated. Thanks!

Categories:

General topics

All responses (2)

Answers (1)

Sort by

Ed Gonzales 4,531 Most Valuable Professional on at

Like
a
(0)

Report
Copy link

Link copied!

@Anonymous
Hi there. I'm not totally familiar with DocuSign but I read on it a bit and it looks like there is an action to list recipients. Could you add that in, and then use a filter or something to get the first hit? Check out this thread on doing that part.

Keep us posted.
-Ed-

If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.
Verified answer

v-bacao-msft Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!
Hi @Anonymous ,

You could use Expression below to get the First RecipientName:

triggerBody()?['DocuSignEnvelopeInformation']?['EnvelopeStatus']?['RecipientStatuses']?['RecipientStatus'][0]['UserName']

You could also use variables to store all RecipientNames.

Image reference:

Please take a try.

Best Regards,