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DocuSign: When an envelope status changes

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Posted on by nehaira

Hi Team,

I am looking to save the file to sharepoint when DocuSign envelope is signed so I used following template as a ready made option -

When the status of a DocuSign envelope changes, create a SharePoint file. (Screenshot attached)

But I am getting all envelope signed and they are getting stored in the sharepoint file.

I want to filter it by "Template name" = "My template name in docusign".

If I add condition I am not getting this criteria to filter.

Kindly guide how to do I get only the signed documents related to that template name stored i

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Fredrik_R 4 on at

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Hi
Have the same problem, did you find a solution?

Fredrik

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Rifilho19 5 on at

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Hi!

I´ve the same probleam 😕

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ND_Clutch 19 on at

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Did any of you find a solution to this issue? It appears there needs to be a way to designate the specific Envelope ID in the trigger, otherwise it watches the status of ANY envelope and then any waitin flows list themselves as complete. I have different departments and applications using our Docusign account. When someone completes one of their envelopes (hosted through a SaaS soltuion), it triggers my flow to finish even though my envelope shows a status of "Waiting for others" in Docusign.

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JM-16102313-0 2 on at

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ND Clutch, what I've done is add a condition to the trigger. What I've done is setup a read only field in my Socusign templates called "Envelope Type". I enter a default value, i.e. "contracts".

Then you add the condition to the trigger in Power Automate by clicking the elipsis (3 dots), select settings, and go down to add condition. My condition is:

@equals(triggerBody()?['data/envelopeSummary/recipients/signers']?[0]?['tabs']?['Envelope Type'],'Contract')

Now, it only triggers when the envelope status changes AND that tab and value is present on the document.

See more here: Expanding Power Automate Series: Common post-signing tasks (docusign.com)

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