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vassp1980's avatar
vassp1980
Copper Contributor
Aug 23, 2024

How do I prevent the Docusign Sender (docusign account) from getting signing request?

Hello All,

 

I have a Power Automate flow that should be doing the following:

-When signature is required for document, the flow should connect to Docusign and send sign request to the "Department approver" (Note there is a department list where each department is having a department approver).
-So when uploaded document's department is "Legal" (For example), the approver specified for this department will be getting docusign email to sign document

-Once signed,  signed document will be published  in library

I have got the above flow working. But the problem is this: 

-The connection to docusign is in name of User A, and the person who should Sign the document should only be the department approver (say user B).
-but when I test the flow, Docusign is sending 2 emails (to both user A who is the docusign account login user, and also the user B who is the department approver).  User A should not be getting the signing request. Only the department approver (Recipient) should be signing the document

 

Can you help me understand how and where I can tweak either the template in docusign, or power automate, to not have the sender sign the document (and only have the recipient , who in this case is approver, receive the signing request?)

 

Here is the template I have created in Docusign (by signing as user A). Here the name and email I had given, is the user that I am logged in to docusign with.

 

The person who should be signing the document is the department approver (thats specified in the "department approvers" column in the below list)


This is the section of the flow that asks if esign is required, and if so, creates envelope with recipients


Below is a more drill down view  of the above flow steps, where I declare variable to capture department approver (from the department list I screenshotted above), then I create envelope using the template I created in docusign. Then I set a variable to capture envelope ID . Then I update the properties of the  uploaded document, where I am setting status to "pending signature" and the envelope id column to the envelope id variable

 

Then there is another flow that looks for changes in an envelope status, gets document from the envelope and then publishes document to library with signed status

 

Now when I execute these flows,they work. But Docusign sends signing request to both the sender(user A who is the docusign account user) and also the department approver (which I declared in variable in flow).  Only the dept approver should get the email, and not the sender.

Please advice what changes should I make?




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