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Find answers to your Other integration questions.

112 Topics
318 Replies

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112 Topics

Emad RadwanNew Voice

Hello,We want to store automatically documents in completed envelopes from DocuSign to FileNet. how can I do that?

144

1 day ago

tcchanNewcomer

asked in Other

Testing Qualified Electronic Signature

Hello,I am reaching out on regarding our integration with DocuSign. We are currently testing the Qualified Electronic Signature feature, which we intend to offer to our clients.According to the documentation, our account must support one of the following signature types: DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified. Our account does not support this.For your reference, here is the relevant documentation: [DocuSign Support Documentation](https://support.docusign.com/s/document-item?language=en_US&bundleId=xcm1643837555908&topicId=wjg1635415874371.html&_LANG=enus).Could you please let me know whom I should contact to enable our account to support DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified?Thank you for your assistance.

382

18 days ago

tungleNewcomer

asked in Other

Integrate with Okta for SSO

Hi team, I’d like to integrate our DocuSign with Okta for SSO & provisioning/de-provisioning. I’ve gone through this docx: https://help.okta.com/en-us/content/topics/provisioning/docusign/docu-integrate.htm and I’d like to double-check with you again on this docx to be sure it is the correct & the latest one. Thank you !!!

454

29 days ago

RodNewcomer

asked in Other

SAP Ariba x DocuSign eSign Templates

Hi, We use DocuSign from SAP Ariba Contract Workspace, however it feels restricting as I cannot use my DocuSign templates.We use a task in Ariba that allows to send the document for signature but it asks for who should sign regardless of our templates.Is there another way to get executed contracts stored in Ariba than this way? (I don’t necessarily need to initiate from Ariba).

SFEWNewcomer

On the document that we import from our system there are options for the customer to tick a box to say that they want to opt in to future information, Please can you advise how I go about setting this up on our document ?

Truth2121Newcomer

How can you create a link to send the same doc to multple people? It makes me enter an email and name but I am sending the same doc to multiple people so I dont want to enter the name and emaiil.

302

1 month ago

sofian_solusignTroubleshooter

posted in Other

Docusign with Smartsheet Integration

Hi! I just published a new YouTube video on how to fully automate document workflows using Docusign and Smartsheet.You’ll learn:How to overcome the limitations of the standard Docusign and Smartsheet integration to create mail merge documents - This isn’t possible with the standard integration Automate status tracking Retrieve information entered by recipients in forms directly in your Smartsheet rows Automatically retrieve the signed document in Smartsheet You can find it here: Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

310

1 month ago

ReedieNewcomer

asked in Other

Unable to open word attachments embedded word file in the signed document

I have completed an agreement via docusign. I have uploaded a file with word files embedded in the document. Once the agreement signed, the attachments or the embedded files are unable to open in the signed docusign file. I tried to check the envelope and see if I could find the original file in word file or try to open the attachment I'm the file, but all I see is the signed pdf file in my dashboard. Anyone knows what to do to let the parties has the access to the attachment? Thanks.

222

1 month ago

SFEWNewcomer

asked in Other

Email Description and wording

Hello Please can you advise me if we are able to set up an email description and wording that we can select each time we send an agreement to our customers, to make sure we maintain continuity each time. Kind Regards Sarah

152

1 month ago

SbhuvanNewcomer

asked in Other

How to populate a table in docusign template

Our client is integrating ServiceNow with Docusign for a form signature flow. Created a docusign template and assigned all the necessary fields to recipients. The template has a table and it needs to be populated with data from ServiceNow and the number of rows in that table is also dynamic and determined by the data from ServiceNow. I need help on how to configure this table in template whether to create each row as custom field and assign it a label or is there a better way to configure it.

463

1 month ago

RondaTNewcomer

asked in Other

DocuSign in Meridian Link not connecting. Login Unsuccessful error

DocuSign in Meridian Link not connecting. Login Unsuccessful error. Who can I speak with to verify my Account information is correct?

312

1 month ago

GCMNewcomer

asked in Other

Can I correct an email address of the last signer after the document has been sent and already signed by other signers? Is not showing the option of "Correct" but it is not completed signed

Can I correct an email address of the last signer after the document has been sent and already signed by other signers? Is not showing the option of "Correct" even when one of the signers never received the email

454

1 month ago

vijaytakNewcomer

asked in Other

eMudra stamp/seal automation through Docusign

I have a docusign account, i want to add a default process were seal should be add default in all envelope before sending for Signature. I have seen the process where seal and signature process can be done through eMudra from DocuSign account. https://support.docusign.com/s/document-item?language=en_US&bundleId=xww1594245808169&topicId=acl1688555915412.html&_LANG=enusI want to automate the seal process should be implement default before sending for any Signature for all the envelope created in DocuSign.

182

1 month ago

BriannaFormsNewcomer

asked in Other

FormAssembly and Docusign PDF

Hi - I’m looking to send data that was captured in FormAssembly to docusign. I would like the output to be a PDF that is then sent to BoxI do not want to use Docusign’s data collection, just its PDF capabilities. How can I do this? Thx!

372

1 month ago

StaceyUhranNewcomer

asked in Other

DocuSign Completed attachments integration with Applied Epic

I noticed that when we send a document from our BMS, Applied Epic, after all signatures are completed, the signed documents automatically attach to the client file but the certificate of completion pdf does NOT attach. We require to retain a copy of that certificate with our signed documents on file and now have to manually download it from DocuSign’s portal. I could not find a setting to address this. Can you please advise if this is possible and if so, how do I fix my settings to allow this to happen automatically? Thanks, Stacey

262

1 month ago

PropertyangelNewcomer

asked in Other

Using Zapier to link Mailchimp survey response and then Docusign to auto generate NDA

I run a property business in the UK and I ask new investors I work with to complete an investor onboarding form in Mailchimp.I want to set up a Zap (Zapier) to then get a standard NDA/NCA doc in Docusign generated and sent to them automatically.At the moment I am doing this manually and I want to remove the manual operation.Can anyone give guidance on how to do this please? Thanks, Fiona

172

2 months ago

Prem.kumarNewcomer

asked in Other

SuccessFactors ATS Integration with docusign to send multiple background documents along with offer letter,

We have a requirement to send multiple documents/forms which are required for background check along with offer letter from SuccessFactors recruitment through docusign. How can we achieve this using docusign and then how to download all these signed documents ? Also, Is there any way to link with ATS to prepopulate some of the fields on the forms through ATS ? Thank you!!

522

2 months ago

Estratega NoCodeNewcomer

asked in Other

Is Developer´s API necessary?

Hi There! Somebody to tell me if I have to pay Developer API in order to use Make.com Docusign Standard Modules.?

342

2 months ago

LeoFPBNewcomer

asked in Other

Docusign with flexmls or form simplicity

Hi community, Can anyone tell me if there is any integration of Docusign with Flexmls or Form Simplicity? I have a Realtors plan for NAR members for Florida. Thank you

241

2 months ago

HollyW00dNewcomer

asked in Other

DocuSign + Zoom Email Input Issue

Hello,We are using Zoom with the DocuSign Integration and we are having an issue where at the end of the signing process, a user is tasked with entering in their email and for some reason, it will only allow them to enter in a few characters and then it freezes. Our leads then take control over the session and finish it. Any ideas on this? Thanks

252

3 months ago

toanphanNewcomer

asked in Other

DocuSign for Nintex - getting error code INVALID_REQUEST_BODY when Send Envelope at Nintex

Hi all,I am a new for DocuSign developer. I am following the article https://www.docusign.com/blog/developers/automate-even-more-docusign-nintex to setup Send Envelope DocuSign at Nintex however I got the error “Received an error response from the connector: {"errorCode":"INVALID_REQUEST_BODY","message":"The request body is missing or improperly formatted. Could not cast or convert from System.String to API_REST.Models.v2_1.document."}”I am looking for some advice to help resolve my issue. I am truly appreciated!This is how I have setup - Step 1: Docusign setup - completedStep 2: Signing document setup - completedStep 3: Nintex Setup - completed Create the workflow1)Get a File from SharePoint - completed2)Send Envelop - everything is complete except the “body” which I can’t insert any informationThen I have test then got the error like below from Nintex

723

3 months ago

jzellerNewcomer

asked in Other

Airtable / Docusign Integration to

I would like to take data from airtable to put on pdf template or any template. Then would like to take this template that is filled out with this data to be electronically signed with docusign. For example If I am trying to do a lease renewal for an apartment I have a general template of the renewal that has about 10 places where it takes data from airtable to fill out. Then I need to take this document and be able to get electronic signature and then store the final document on airtable. I also have zapier and can pay for make to help get this done if needed.

1995

3 months ago

KaitlinCCUNewcomer

asked in Other

Connect Integration (MeridianLink) - Expiration & Reminder Settings

We currently have our DocuSign connected to our MeridianLink platform to send out documents via MeridianLink for new account opening and loan documents, etc to be signed electronically. When these documents are sent out, is there a way to set up expiration timeframes and reminder frequency on the DocuSign side, or would this all be controlled through MeridianLink?

823

3 months ago

Jeff_LevingNewcomer

asked in Other

Is Retrieve a Windows app or a browser-based app?

Is Retrieve a Windows app or a browser-based app? It is unclear from the KB articles and video demos. Maybe a combination of the two?

132

4 months ago

sandip singhNewcomer

asked in Other

How to integrate DocuSign with One Trust?

I want to integrate DocuSign with One trust. Is there any documentation/guide available to implement the same?

292

4 months ago

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