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  • 236 Topics
  • 802 Replies
236 Topics
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Newcomer
nihal ANewcomer
asked in Salesforce
Help urgent helpp!!!

Hello, At my company, we use DocuSign for Salesforce and set up DocuSign integrations for other companies. Our contract (daily, weekly) and disclosure (NY, CA, VA) documents are in separate Gen Templates, each linked to specific rules. For example, if frequency = daily and billing address = NY, then the daily contract and NY disclosure are sent for signature. Issue: Both templates are successfully sent for signature, but while the contract correctly displays the picklist, signature, and date signed fields (configured via the envelope template), the disclosure does not show these fields. As a result, both templates cannot be completed smoothly. I have created multiple support tickets, but due to the complexity of the scenario, I haven’t found a clear solution or resource. At this point, I’m not even sure if DocuSign supports this functionality as expected. Has anyone encountered a similar issue or found a solution? Thank you!

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Community Moderator
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New Voice
ioSvenNew Voice
asked in Salesforce
Add supplemental document via Envelope Template

Hello Community, I like to add additional documents (supplemantal documents) to an envelope. The situation is as follows: The document is generated in Salesforce I use an Envelope Template, created in Salesforce and available at the Docusign website, to assigne the Roles to the contacts Docusign opens In Docusign I created two additional templates one with supplement document A and one for B Docusign matches the Template for A Expected behaviour: to the uploaded document from Salesforce supplement document A is added and send also to the customer Actual: the template is matched, but the supplement document is not added When I add the documents to the envelope template from Salesforce, file A and B appears. Hope someone can help me. Thanks and have a nice day, Sven

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New Voice
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Newcomer
jchmielakNewcomer
asked in Salesforce
Template generation error when access to field granted by Permission Set

We are using Salesforce Minimum Access and System Administrator profiles for users, where they have basic access to objects and fields. Access to custom fields is granted via the Permission Sets. When I try to generate template I have following error: Could not generate document “Template Name” [103] Please ensure user has access to all the fields in template. 'Activation_Fee__c' Reference ID: f0ee0172-0614-47be-969c-d30eaf2c704d. I have granted access to this field by assigned Permission Set. When I set this field read and edit on Profile, then the problem is gone. It looks that DocuSign checks access only on Profile level, not the Permission Set. Can anyone help with that?

392
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Community Moderator
J
Newcomer
justinporterNewcomer
asked in Salesforce
Envelope Information Sync to Object

We are looking to transition from DocuSign eSignature for Salesforce (7.12.1) to Docusign Apps Launcher 6.12 and I’m trying to get it setup in a lower environment for testing. One of the features we used in the eSignature app was syncing the envelope status and date sent over to the related fields in Contracts. When trying to setup DAL, I don’t see this being able to be configured, where it will update the field of the Date Sent. Am I missing something somewhere?

262
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Community Moderator
J
Newcomer
jett987Newcomer
asked in Salesforce
Salesforce DocuSign Apps Launcher

Hello, When using the DocuSign Apps Launcher in Salesforce, I’m unable to see anything related to CLM despite having downloaded the CLM app through the app exchange. I can see various CLM components and permission sets through the managed package, but I can’t see a CLM app, or a config page through DocuSign setup. I can only see eSignature and DocuSign Gen. Any suggestions on how I can remedy this issue? Thank you!

448
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Community Moderator
Z
New Voice
zgoldbergNew Voice
asked in Salesforce
Unchecking multiple doc templates in Docusign Gen for Salesforce

My org uses Docusign Gen for Salesforce to generate contracts and send them for esignature. Most of these contracts originate from the “Contract” object in Salesforce, but the documents themselves can vary greatly depending on the details of the contract in question. Our current solution has been to upload many, many different formatted Word docs into the same Docusign Gen Template. This way, there’s only a single button on the record page, and the end user is able to select which specific template(s) to use. The issue is, of course, the number of templates has started to balloon and is now a bit of a concern. Below is an example of what our end users are seeing: All of these options always default as checked, so every time someone wants to generate a doc, they must uncheck each template they don’t want to use. This has ended up being very time-consuming, especially when working with hundreds of contracts. My question is this: is there (or could there be?) any setting that defaults the

272
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Community Moderator
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Newcomer
Thor1908Newcomer
posted in Salesforce
Could you please provide proper guidance on creating an embedded signature in an LWC component?

Hello, I am looking for proper guidance on creating an embedded signature in an LWC component?

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Newcomer
B
Newcomer
Benjamin.Olsen1Newcomer
asked in Salesforce
Add commission to currency field in word doc (docusign Gen)

I have a table in my Gen Word Doc, It has a price in the table ( lets say $100), i have a field in Salesforce that holds the commission, (lets say its $25), how can i add the $25 ( from merge field) to the $100 that is already in the Table in my Gen Doc? The $100 is not a merge field coming from SF.

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Community Moderator
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Newcomer
SimonGNewcomer
asked in Salesforce
PoC - issue connecting Salesforce Sandbox with docusign Dev account

Everything looked to be going OK, except whenever i put a merge field on my document I got an ‘unable to connect to service’ message. I found a post that said disconnect and reconnect the docusign account which I did but it made no difference. I then tried uninstalling and reinstalling the package from the AppExchange. It claims to be installed successfully but I now just get a grey screen on the DocuSign setup tab and a ‘refused to connect’ message. Any thoughts on how I can fix this please.

140
S
Newcomer
N
Newcomer
NathanMNewcomer
asked in Salesforce
Conditional Field rules not saving in salesforce

I am attempting to create a conditional field rule in my gen template. I need to set this up and save the configuration to prevent my users from having to do it manually each time. If i send the document, then generate another quote, the conditional field rules are missing. I do not seem to be able to store them permanently. I am using word templates if it makes a difference. Any help is appreciated. related links: https://support.docusign.com/s/document-item?language=en_US&rsc_301&_gl=1*kyq8xy*_gcl_au*MTcwNzQyMDgwNy4xNzQwNDIzMDQ0&bundleId=gbo1643332197980&topicId=iqw1578456520131.html&_LANG=enus

333
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Community Moderator
E
Newcomer
EBCCTONewcomer
asked in Salesforce
Connect for Salesforce Configuration - I can add object but it won't let me save

I’m trying to replicate our Connect for Salesforce Configuration in our Docusign Demo account. When I try to add an Object, it lets me select the object and activate it but I cannot save it.

292
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Community Moderator
N
Newcomer
nihal ANewcomer
asked in Salesforce
Issue with Signature Fields in Multiple Gen Templates

Hello, At my company, we use DocuSign for Salesforce and set up DocuSign integrations for other companies. Our contract (daily, weekly) and disclosure (NY, CA, VA) documents are in separate Gen Templates, each linked to specific rules. For example, if frequency = daily and billing address = NY, then the daily contract and NY disclosure are sent for signature. Issue: Both templates are successfully sent for signature, but while the contract correctly displays the picklist, signature, and date signed fields (configured via the envelope template), the disclosure does not show these fields. As a result, both templates cannot be completed smoothly. I have created multiple support tickets, but due to the complexity of the scenario, I haven’t found a clear solution or resource. At this point, I’m not even sure if DocuSign supports this functionality as expected. Has anyone encountered a similar issue or found a solution? Thank you!

170
N
Newcomer
N
Newcomer
nihal ANewcomer
posted in Salesforce
🇹🇷 Are There Any Turkish Professionals Working with DocuSign for Salesforce?

Hello everyone, I’m a Salesforce Admin&Developer professional based in the U.S., working with DocuSign for Salesforce. Are there any other Turkish professionals here who use or work with DocuSign for Salesforce? If so, let’s connect, share experiences, and support each other. Feel free to introduce yourself in the comments!

140
N
Newcomer
Emad Radwan
Conversation Starter
Emad RadwanConversation Starter
asked in Salesforce
Copy with Field Data

Hello, I’m working on the DocuSign Salesforce integration. My question is: how can I do copy with field data in salesforce?

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Emad Radwan
Conversation Starter
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Newcomer
ramya.gopalakrishnaNewcomer
asked in Salesforce
App password and its use

Hi All, I wanted to understand the concept of App password. So normally we create a new account for each sandbox and connect it with salesforce. Later in salesforce we create a named credential and give our username and instead of our password we put in the app password generated in docusign. Should we be using different app password for different sandbox or how does it work. i have 10 accounts in the same login username. so should i use 10 different app password ?

535
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Community Moderator
S
Newcomer
SteveSFGNewcomer
asked in Salesforce
Chatter Notifications

Using Salesforce/ docusign app launcher v 6.12 Is it possible to receive a chatter notification when a doc is signed?

434
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Community Moderator
I
Newcomer
irfan3199Newcomer
asked in Salesforce
Validation in DocuSign

We have DocuSign enabled in one of salesforce org. Currently we have created 1 gen template in which 20 templates uploaded and based on rule, we are giving opportunity to user to select template, for that we have created picklist field on opportunity and based on selected template name DocuSign will generate the document and send for signature. Now for some documents, Signature is not required, we just need document which have opportunity details that is happening but user can see next button where he can proceed for sending it to signature. Can we put validation there to restrict the user as signature is not required for those documents?

522
M
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
You are not authorized to access the envelope.

Hi, I installed the Docusign Apps Launcher and eSignature for Salesforce product yesterday in Salesforce. I successfully connected to Docusign via Salesforce... I see the Apps Launcher record in Docusign Connect. Things look fine, however, I'm unable to create an envelope template from Salesforce. I'm getting a "You are not authorized to access the envelope." error when I try to create a template. I'm the admin in both Docusign and Salesforce. I have all permissions that I can think of. What gives? Reproduction steps: 1. Go to Docusign Setup in Salesforce 2. Click on eSignature >> Configure 3. Click on Create a Template 4. Name the template 5. Select Lead as the source 6. Upload a PDF and click on Next 7. Observe Expected: I'm able to add the document to the template and proceed to the next step Actual: "You are not authorized to access the envelope." error pops up... from the API logs in Docusign Connect, I see "ERROR: This User lacks sufficient permissions. :: Setting: userOverrideEn

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J
Newcomer
R
Newcomer
ramya.gopalakrishnaNewcomer
asked in Salesforce
My preference page is no longer found

Why do i not see my preference page now. I want that page to set the account as default. Is there any other alternative way now to set the default account.when i click the below setting Attached Screenshot Deleted (Community is a public forum) It takes me to this page where it says couldn't find that pageAttached Screenshot Deleted (Community is a public forum)

261
M
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to connect multiple DocuSign Accounts within one company to the same Salesforce environment?

We licensed DocuSign Gen and installed the Apps Launcher for Salesforce. We are following the Administration Guide to connect the Salesforce Production Account with DocuSign. When setting up the connection, we are presented a list with different DocuSign "Accounts" (we use one per legal subsidiary) and have to pick one. However, the users who will be using DocuSign with Salesforce are coming from various different subsidiaries and I can't seem to find further information on how we would achieve the connection from one Salesforce org to one DocuSign Company account with many "sub accounts" or Accounts. Can anyone help here on this community? Thank you! Benjamin

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S
Newcomer
T
Newcomer
TravieNewcomer
asked in Salesforce
Trying to Display Files from a related Object in Salesforce

We have a use case where an Expense record is Created and a File for the Invoice is entered into that Object’s Folder. When ready an Invoice Record is created that looks up to the Expense. I want to Display the Expenses Folder on the Invoices page and have not figured out a way. I don’t want to Copy the File and place it in the Inventory's Folder. The CLM files VF page doesn’t have customization to Use Invoices Expense record like some lightning page components. I haven't seen this question raised elsewhere. Any help is greatly appreciated.

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T
Newcomer
M
Newcomer
MeennaWNewcomer
asked in Salesforce
Writeback from DocuSign to Salesforce Not Working After Upgrade?

Hello, We recently upgraded our DocuSign eSignature App (Version 7.13.1) and DocuSign Apps Launcher (Version 6.12). Once we upgraded DAL first, one of our users started experience issues. The user is able to send the document from the application object but none of the documents write back to the DocuSign Status object. However this functionality works for every other user in the org that sends out applications. This user has the same profile, permission sets as everyone else as well. We have had tickets with Salesforce and DocuSign and nobody knows why this one user doesn’t have their documents write back. I can also confirm the documents are being sent because he’s able to see them in the DocuSign website. If you have any ideas, I would love to hear them, pretty please! :)

672
M
Community Moderator
neethujkp
Troubleshooter
neethujkpTroubleshooter
asked in Salesforce
Docusign Salesforce User Permissions

We have created eSignature template in Salesforce. I was granted DS Admission Permission for creating templates After template creation is completed and tested, I should ideally be assigned the DS Sender role in DocuSign. However, after this change, I lose access to the DocuSign Apps Launcher entirely, despite having the correct DocuSign Salesforce permissions. Is DS Admin Permission required for sending envelopes?

582
N
Community Moderator
A
New Voice
aalamour1981New Voice
asked in Salesforce
merging fields with multiple children

Hello, DocuSign eSignature for Salesforce admins, I am working on building a DocuSign envelope template inside Salesforce using DocuSign App Launcher(DAL), in this template, I have a requirement to pre-populate data into the document from three sources, the source object itself, its parent record, and its child record. I could add merging fields for the source record, and its parent record, but my question here is for children, if the source record has multiple children, how does DocuSign know which child record to retrieve the data from it? Is it the most recent child record or the first created one or what? On their documentation page, nothing mentioned about this point https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=zce1616797759905.html&_LANG=enus

553
N
Community Moderator
R
Newcomer
Rwilliams15Newcomer
asked in Salesforce
DocuSign Template in Salesforce Opportunity Defaulting to Wrong Authentication Method

Hi, We’re experiencing an issue with our DocuSign and Salesforce integration and could use some assistance or pointing in the right direction of why this may be occuring. Here’s our setup: We have linked specific DocuSign templates to types of Opportunities in Salesforce. These templates can be launched directly within the Opportunity page layout in Salesforce. The Issue: On the DocuSign template itself (within DocuSign), we’ve configured the recipient authentication method to Phone Authentication. However, when the template is launched via a Salesforce Opportunity, it defaults to SMS Authentication instead. While we understand that "Phone Authentication" and "SMS Authentication" are functionally similar in most scenarios, one of our third-party partners requires the authentication method to explicitly remain Phone Authentication and not default to SMS Authentication. Has anyone else experienced this issue, or does anyone know how to ensure that the template retains the Phone Authentic

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