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Hi all,

I have setup a connection between my DocuSign account and company SharePoint. We use the SharePoint as a contract repository for team members to search and find contracts whenever required.

We have always used the SharePoint search function to sift through contracts, identifying specific contracts by searching postcodes, customer names, etc.. This has always worked as intended as our contracts pulled through from Docusign OCR enabled, allowing SharePoint to pick up any text in the document.

Since enabling document custom field on our templates (as we look to track key contract metadata), any custom field is no longer OCR enabled, meaning we can’t search for it in SharePoint. This makes locating contracts a much more strenuous, time-consuming task. I cannot work out why text fields that are document custom fields import into SharePoint as un-recognisable text. All the other text in the contract that is not a custom field is searchable, confirming that it is indeed a problem with this specific type of field. Any text that we can find through SharePoint search you are able to copy viewing the PDF (as below).

 

Whereas all the custom fields that are the key contract metadata typically used to search, I am unable to copy like the above - it is almost like the text doesn’t exist.

 

Processing the PDF’s through Acrobat sees the custom fields recognised - I am at a loss here so any help would be much appreciated!

 

Thanks

Hi  @TOMABB,

 

Welcome to the Docusign Community!

 

We are glad to have you here and can't wait to help share as much knowledge as possible.

 

I am sorry to hear that data entered in your custom fields is not searchable in SharePoint, but I will point you to the best resources to solve the issue. In order for us to locate this behavior’s root cause, we will need you to share an example document and a screenshot of the Agreement Action’s configuration and logs. Please share these details as part of a new support case, in order to prevent breaking the Community Code of Conduct.  

 

https://support.docusign.com/en/contactSupport 


 

If you are not able to open the case on the same page, you should scroll down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

 

Feel free to let us know if you need further assistance with this. 

 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

 

Best regards,

 

Alejandro R. | Docusign Community Moderator  

 

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

Hi @TOMABB,

 

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?  If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

 

There are different situations due to which the SharePoint search not working in SharePoint. You can take the necessary steps such as checking Permission issues, Indexing issues. I have also faced the issue while I want to look for some necessary files. It might occurred when you have migrated your data to another SharePoint account using the SharePoint to SharePoint Migration Tool. If the error still perists go through the Microsoft forums.

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