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Microsoft

Find answers to your Microsoft integration questions.

229 Topics
843 Replies

229 Topics

PriyaNewcomer

Docusign Integration with Dynamics 365 Roles Not working when assigned to Azure Security group

Hello All, Regarding Docusign for Dynamics 365, We recently migrated the Docusign Authentication Type from SOBO to OAuth2.0 for Production environment, however we noticed that earlier we had assigned Docusign related roles like Docusign User and Docusign Trace security roles to a azure Security group, and all the users who needed access to Docusign integration were added to that security group. However, we noticed that this is not working anymore i.e. user is unable to see Sign with Docusign, send Signatures button and other Docusign functionalities on Opportunity when they are being assigned roles via Entra ID group or Team. However when roles are individually assigned, they are able to see. Is this something due to the recent update that happened in Docusign? If yes, then what are the options to be able to achieve this as there are about 60 users.

Client7235New Voice

Cannot update my template in Microsoft Word Docusign Addin, error "This template is currently being edited in Docusign eSignature. Close it and try again."

Hi,I am using the Microsoft Word Docusign Addin to prepare dynamic templates. I’ve used the Addin without having issues for many months now. I prepare dynamic templates in Word, and then using the Word Addin I upload the template into the Docusign portal.My problem is that lately I keep getting this error message from the Word Addin template assistant that prevent me from updating my template to the portal:“This template is currently being edited in Docusign eSignature. Close it and try again.” -I am 100% certain that the template is not being edited by me or by anybody else in the company.-I saved the template before trying to upload it to the portal.-The template is only open in Word and I have the autosave toggle turned off.-I have tried many time to reupload it and I have waited hours.-I have restarted my computer. Aside then just deleting the template and reuploading it again, is there any ways to fix this issue? Thank you and have a nice day

sankalpcNew Voice

Not able to create Connection on Power Automate for DocuSign

I have been using DocuSign before and suddenly it has stopped working for me. Only the previously created connections exist. New connection gives 401 error.It works fine for demo connection.The connection does not work even without cloudflare proxy.

TThanConversation Starter

DocuSign AddIn - Outlook

Hallo zusammen,wir haben aktuell Probleme mit dem DocuSign Outlook Add-in.Das Add-in funktioniert bei uns nicht korrekt bzw. lässt sich nicht wie erwartet nutzen. Laut aktuellem Stand scheint hierfür Exchange Online erforderlich zu sein.Hat jemand das DocuSign Outlook Add-in erfolgreich ohne Exchange Online im Einsatz? Gibt es hierfür bekannte Workarounds oder alternative Möglichkeiten?Vielen Dank vorab für eure Hilfe. Hello everyone,we are currently experiencing issues with the DocuSign Outlook Add-in.The add-in is not working correctly in our environment and, based on the latest information we received, Exchange Online seems to be required.Has anyone successfully used the DocuSign Outlook Add-in without Exchange Online? Are there any known workarounds or alternative solutions?Thanks in advance for your help.

TERENAActive Voice

DocuSign Connector - Test Connection Failed

Hi,I’m new to using Docusign connector in one of my flows in Power Automate. I cannot create the connection, it says Connection Test Failed. Please review your configuration and try again., but through the Portal I can login our account. Is anyone having the same issues? Thanks in advance

OlivierAZNew Voice

Error while connecting to Docusign form Power Automate

Hello,I have a problem while connecting to DocuSign from Microsoft Power Automate. This happens when I want to define the connection on a “DocuSign Demo” component.After the login screen, I get the following error message : “Failed to create OAuth connection: ClientError: Test connection failed. Details: The format of value '1.1 hosted.websense 60d' is invalid.”In some cases it has been working, and at some point we start having htis error. This happens on different accounts. If I try to had a new connection, I get the same error message.Any idea?Best regards.

TheGuyWQuestionsNewcomer

Help Needed: Error "Action 'Create_envelope' failed" with 404 - File or directory not found

Hello everyone,I'm encountering an issue with an action in my power automate workflow and I'm hoping someone here can help me resolve it. Here are the details:Error: Action 'Create_envelope' failedError Message:```<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"><html xmlns="http://www.w3.org/1999/xhtml"><head><meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/><title>404 - File or directory not found.</title><style type="text/css"><!--body{margin:0;font-size:.7em;font-family:Verdana, Arial, Helvetica, sans-serif;background:#EEEEEE;}fieldset{padding:0 15px 10px 15px;} h1{font-size:2.4em;margin:0;color:#FFF;}h2{font-size:1.7em;margin:0;color:#CC0000;} h3{font-size:1.2em;margin:10px 0 0 0;color:#000000;} #header{width:96%;margin:0 0 0 0;padding:6px 2% 6px 2%;font-family:"trebuchet MS", Verdana, sans-serif;color:#FFF;background-color:#555555;}#content{margin:0 0 0

Jorziño BarradasNewcomer

How to mark prefill fields in Word / Docusign template to update with Power Automate

I am new to Docusign and trying to create a solution for populating data from SharePoint on a document with Power Automate before sending it to the recipients to sign.I have created the template in MS Word and then upload it to Docusign. I have tried different things by inserting the pre-fill fields as {{Name}} or adding the input fields in the Document, but this will not show in Power Automate when I use the “Create envelope using template with recipients and tabs” action. I tried the other actions as well but same result.I want these fields to be read-only as well when send to the recipients to sign and to put the recipients dynamically as well from the SharePoint list.Does anyone know what I am doing wrong?Any help will be much appreciated. Thanks!

rbiddleNewcomer

Replacing Legacy Sharepoint with Organization Edition Sharepoint connector - files are not being saved

We have successfully installed the Org edition Sharepoint connector and uninstalled the legacy connectore. We are using this to sign a document in one doc library in a site and save to a different doc library in the same site which worked perfectly in the legacy connector.We don’t get an error when signing and the doc is sent via email without issue, but the file is never saved to the library or any location in the site.When we click on sync failed envelopes we get “Current site doesn't contain new SPFX configuration, please make sure new app is installed and at least one envelope has been sent from the new SharePoint app.”We had no issues with granting perms via global admin.thanks for any help or pointers!-RossDetails:ProductionCustom locationCombined (don’t include) TimestampStore as new document

Logtie83Newcomer

No response from DocuSign support regarding SharePoint Online connector migration before April 2, 2026

Hello,We received a reminder from DocuSign about Microsoft sunsetting the old SharePoint Online connector on April 2, 2026, and that migration is required to avoid service disruption.We have tried to work through this ourselves, but we have not been able to complete the migration successfully. We would like to make use of the complimentary consultation with a DocuSign expert, as mentioned in the communication we received.However, despite contacting DocuSign multiple times by email (already twice), we have not received any response.Could someone from DocuSign please advise on:how we can get in touch with the right team, how to schedule the complimentary consultation, and what the best migration path is between the organisation-wide connector and the new site-level connector?We want to make sure this is resolved well before April 2, 2026 to avoid any service issues.Thank you in advance.

nick911Conversation Starter

extract attachments from signed envelope

I have an envelope that requires two documents to be attached. I have trained an AI model (outside of docusign) to validate the attachments. I need to extract the attached documents as two individual PDF’s.I have tried the List_documents_from_an_envelope action, but it does not include the attachments. e.g. this document requires up to three attachments. The signed download PDF contains two documents Doc 11 - Certificate request2 - Attachment 1 3 - Attachment 2Doc 21 - Certificate when I use the list documents action, I can only see the original form, and the certificate. This seems like quite a basic action that other esignature solutions can do?Unfortunately we may have to look at another provider if this isn't possible.

ramBolisettyDocusign Employee

Action Required: Deprecation of Docusign for SharePoint Online Connector on April 2, 2026

What is happening? Microsoft has recently announced the retirement of SharePoint Online add-ins. Consequently, the Docusign for SharePoint Online connector will be deprecated. All customers currently utilizing this connector will be impacted by this change and must plan for a migration to ensure continuous service. Mitigation Steps Docusign has released Docusign for SharePoint (Organization Edition) and Docusign for SharePoint (Site Edition) connectors to replace the Docusign for SharePoint Online connector. You can refer to this Docusign Support Page to get started on the migration process. You can reach out to Docusign Support by submitting a case if there are additional questions.

TrishMalloyNewcomer

DocuSign & SharePoint integration

I have a user trying to log into the latest version of DocuSign from a SharePoint Document library and getting the following error, “ClientSecretCredential authentication failed” I am able to log in without any error messages.

tharunmullapudiNewcomer

I am facing an issue with DocuSign for SharePoint integration.

I’m currently experiencing an issue where files are not being saved back to SharePoint from DocuSign. After reviewing the logs, I found the following error: Error:https://services.docusign.net/integrations-sharepoint/v1.0/api/postback?language=en-US :: Error - The underlying connection was closed: An unexpected error occurred on a send.

garethbeverlandNewcomer

Signed Document not being returned to source folder/document set - for some users. Any know fix?

We have been setting up a new SharePoint library for contracts and using the SP integration. When I and a couple of other users test it, it returns the doc the source folder/document set. We are using Document Sets but works the same for folders.Our main user however gets signed docs returned to the root folder. DS site says it’s a know issue. Docusign documentationAnyone found a fix yet?

MPSiiNew Voice

Power Automate - "This User lacks sufficient permissions. User does not have access to the template because it has not been shared with them."

Hello,Some time ago I’ve developed a Power Automate flow to automatically send envelopes by using template and to a specific recipients. Few days ago I’ve noticed, that flow suddenly started to fail due to the error message: I was not changing anything in Power Automate at all. It just stopped working. I do not have access to the subscription admin panel, but I can guide our administrator to verify what’s wrong. What should I do? What’s the issue? Templates are shared with the account what is being used to send the documents and were before. I can see them during the action configuration, but I can’t use them any longer.

PieterjanNew Voice

Issue version 4.2.1 in Sharepoint

Hello, Anyone having problems with the new version sharepointfororganization 4.2.1 ?After installing it in the app catalog it is available to install on your SharePoint site. When adding it to you sharepoint site it is installed succesfully on it but on the site it is not visible or possible to initiate Docusign. When you had a previous version installed on the site and you do an update it’s not a problem. So only when it’s a new installation it’s is not possible to use it after installation.

suetoppoNewcomer

Microsof Azure - Do I need to take an action

I received an email today reminding me about the migration to Microsoft Azure however I am not sure if I need to take any action. These are the options : If you restrict network connections and allow-list specific Docusign IP addresses, you must update your allow-list to include all current Docusign IP ranges from our Trust Center by January 17, 2026. If you restrict outbound connections to Docusign to specific sub-domains, you must update your allowlist to add na4-b.docusign.net. No action is required if: You do not use IP or domain allow-listing and you already allow-list the full IP ranges published on our Trust Center.

KarthikRameshNewcomer

INVALID_EMAIL_ADDRESS_FOR_RECIPIENT when sending a template envelope from Power Automate

I have a docusign template where the first signer role is left empty because it need to be dynamic. The first role ‘Originator’ is emptyI am using Power automate to send the Originator detail and invoke the template. Here is my power automate Step 1. Created the envelope using the template → No IssuesStep 2. Added the document as Base64 to the envelope → No issuesStep 3. Added the recipient. In this step I provided the role name, Signer name and the signer email Step 4. When I send the envelope, this step fails with the error code INVALID_EMAIL_ADDRESS_FOR_RECIPIENT. Am i following the right steps to populate the recipient for the first sign? Can someone help here?

LuisSNew Voice

PDF Editable Fields

Hi all!!I would like to ask for your help in this situation.I’m building a a PowerAutomate flow that send a PDF with editable field to be filled, however I cant make that possible in PowerAutomate (although its easy to do it in the web).Do you know how can I do it?? Thanks a lot in advance!

LuisSNew Voice

Power Automate - Get Envelope Status

Is there a way to get envelop status?I want to set some condition based on the status of the specifict envelop I sent via PowerAutomate in the same flow.If is signed: Update to SharePoint If is waiting for signature: Wait/Send reminder If is declines: Send email + additional actionsThanks you and best regards.

max_objkNew Voice

Error Creating Envelope in Dynamics 365 with Error in CreateEnvelopeOAuth

Hello there,i have installed the DocuSign Integration for Dynamics 365 via App Source. I have enabled Oauth and Sharepoint. The Documents are availabe. Now when trying to “Sign with DocuSign” or “Get Signatures” I get the follwig Error: 0x80040265 Error in CreateEnvelopeOAuth. Error in CreateEnvelopeOAuth at DynamicsRedirector.Services.DS.CreateEnvelopeOAuth(String emailSubject, String accountId, String postbackUrl, String userId) in /__w/47/s/src/DynamicsRedirector/Services/DS.cs:line 1200 Can you please help me out here? Best Regards

ShaunMRNew Voice

Signing Certificate Expired - No one is able to access Docusign via SSO

I’ve acquired the new signing certificate for Docusign and SSO, however I am unable to sign in to the portal as admin to apply the new certificate because of the above issue.This is affecting a lot of our users, and we’ll work to create a contingency for future reference, however I desperately need help now.Is there anyone from Docusign Technical Support that can assist?Many thanks,Shaun

G286Newcomer

Docusign loses connection to Dynamics 365 CRM

Hello, We are experiencing issues with Docusign connection to Dynamics 365 CRM dropping off and requiring manual intervention to connect the 2 again, typically after a period of time where users are noticing documents are not sending. It’s not very often but often enough that it’s becoming a bit annoying for all involved when it happens. I have not seen any reason for the connection dropping, no passwords are changed and re-connecting is simply going to the Docusign settings in CRM and pressing “Connect”What we really need is some form of alert to us to tell us when the connection has been lost so that we can avoid delays, is there any way to implement this?

FBLNewcomer

Import docusign envelop template in Dynamics 365

Hello,I want to test this scenario for my client : In Dynamics 365, when I start form accoutn and click on “Send with Docusign”, I can’t choose an envelop template.On a technical side, I activate Docusign integration in D365, I created 2 envelop template in docusign, I set all D365 privileges for docusign table.When I go on Docusign Admin setting in Dynamics 365, I can’t see any module for templates.Could you help me please ?Notes : I test with the TRIAL.

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