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9808 Topics
D
Newcomer
dave izonNewcomer
asked in Embedded Signing
Embedded Signing

If we have already have a envelopeId and we want to show the documents for signing in our single page app, do we have to communicate with DocuSign’s API?

660
D
Newcomer
P
Newcomer
Pallavi H PNewcomer
asked in eSignature API
Legacy authentication to App password authentication

For SOAP API ,how to update from Legacy authentication to App password authentication

841
Leandro.Reis
Docusign Employee
T
Newcomer
ToddBNewcomer
asked in eSignature
Report header

When running an envelope report by user, one of the columns is titled “Recipient Name” most of the entries in that column say “Multiple Recipients” while only a few have the recipient’s actual name.  Why is that?  Our template is setup to have one signer and one other person receives a copy.

254
A
Community Moderator
B
Newcomer
bmillerNewcomer
asked in eSignature
Bulk send multiple documents to one recipient.

I often send 8 documents to one sender for signatures. Currently the recipient must sign each one individually.How can the recipient sign just one time via DocuSign but populate all 8 documents? 

5216
A
Community Moderator
R
Newcomer
RELNewcomer
asked in eSignature
Auto navigation settings developer acct > production

If I set auto-navigation within my developer account to stop at the top of each page and then go to signature, when the template is moved to the production account, will the auto-navigation settings there, override what I had programmed?  Our production account auto-navigation settings are set for all fields and I need it to stop at the top of each page for the user to read the document before signing.

321
A
Community Moderator
A
Newcomer
akram.alamNewcomer
asked in eSignature API
DocuSign Integration Issue

HI Team, Can someone help me to Integrate DocuSign On my Application Below are the Details:-<add key="ClientId" value="" /><add key="Userid" value="" /><add key="AccountId" value="" /><add key="AuthServer" value="account-d.docusign.com" /><add key="RSAPrivateKey" value="”/>For Userid key - I used user ID from user profile For ClientId key :- I used Integration keyFor RSAPrivateKey :- I user RSA Keypair private key For AccountId key :- I used organisation Account IdBut I am getting and not able to integrate can someone help me on thisThanksAkram

461
karan.kaushik
Docusign Employee
P
Newcomer
PulaskiNewcomer
asked in Salesforce
Salesforce and DocuSign Log In

Hello All, I am super new to Docusign and I am a Salesforce Administrator. I have a new user to set up for a docusign generator. I have assigned them all the permissions in SF and created an account for them in docusign.  They stated they received the email and activated the account, which is true since I see the status as “active” on their profile.However, they are still receiving this error code- Am I missing a step?  Not sure where else to go or what to do. I de-activated the account and will try again today. Any insight would be appreciated. 

1722
C
Community Moderator
N
Newcomer
NikStarNewcomer
asked in eSignature
Way to send without Envelopes

Hey community, I am new to DocuSign, I signed up for the business pro plan which gives me 10 envelopes per month. What i basically understand about envelopes is that they are used to send multiple documents in one envelope. So, my question is, is there a way to send a single document for sign without using envelopes. 

14767
C
Community Moderator
V
Newcomer
Virendra PatidarNewcomer
asked in Embedded Signing
Error Handling in React Embedded signing

Hi Team,  I’ m integrating docusign Embedded Signing in React js Application.   I create below component : import React, {useEffect} from 'react';import PropTypes from 'prop-types';function DocumentSignUI({integrationKey, docUrl}) { useEffect(() => { const loadDocuSign = async () => { const docusign = await window.DocuSign.loadDocuSign(integrationKey); const url = `${docUrl}&output=embed`; const signing = docusign.signing({ url, displayFormat: 'focused', style: { /** High-level variables that mirror our existing branding APIs. Reusing the branding name here for familiarity. */ branding: { primaryButton: { /** Background color of primary button */ backgroundColor: '#333', /** Text color of primary button */ color: '#fff',

3346
Hengfeng Ge
Frequent Contributor
S
Newcomer
Steve E.Newcomer
asked in eSignature API
API, Splunk and the elusive Event ID

How do I correlate from my WebApp DocuSign REST calls to the Splunk docusign index?  Docusign Event ID looks like the best correlation but I can not figure out how to get it from the response on my WebApp activity. --Steve Sample searchindex=docusign sourcetype="docusign:monitor"| eval json_payload=_raw| spath output=userId input=json_payload path=userId| spath output=user_action input=json_payload path=action| spath output=user_device input=json_payload path=userAgentClientInfo{}.device{}.family| spath output=user_device_model input=json_payload path=userAgentClientInfo{}.device{}.brand| spath output=user_agent input=json_payload path=userAgent| spath output=user_agent_family input=json_payload path=userAgentClientInfo{}.browser{}.family| spath output=signers_recipient_guid input=json_payload path=data{}.RecipientInfo{}.RecipientId| spath output=signers_recipient_id input=json_payload path=data{}.RecipientInfo{}.UserId| spath output=documentIdGuid input=json_payload path=data{}.envelo

211
E
Docusign Employee
L
Newcomer
LizaNewcomer
asked in eSignature
how do I address this error "Signers that are required to meet 21 CFR part 11 compliance must have at least one required, non-conditional Signature or Initials field."

I am trying to finish “correcting” a document and I want to send it but this error message pops up  "Signers that are required to meet 21 CFR part 11 compliance must have at least one required, non-conditional Signature or Initials field."

7475
A
Community Moderator
Justin Jiang
Digital Collaborator
Justin JiangDigital Collaborator
posted in Docusign IAM Core
Any thoughts on the new IAM and branding?

I believe IAM will help integrate all the apps in DocuSign, which will be important for the backbone of implementing AI  for DocuSign. Excited for this new change!

3133
B
Newcomer
A
Newcomer
AniNewcomer
asked in eSignature API
Unable to integrate esig with Coupa

Unable to Connect with Coupa.I am using the same Email to connect with Coupa, but it keeps throwing “password/email invalid”

672
A
Newcomer
H
Newcomer
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

342
A
Community Moderator
N
New Voice
NahalNew Voice
asked in Docusign Admin
Org admin setting up delegation for users

Does the org admin have the ability to set up signing delegation for users of their account? Or, is this only possible for the signer to log in and complete the steps?

2036
A
Community Moderator
L
Newcomer
LaeniNewcomer
asked in eSignature
Is there a way to set up automatic reminders for every outgoing envelope?

I’d like the default for our outgoing envelopes to include automatic reminders. I’d rather not have to turn them on for each document I send. Is that possible?

1412
C
Community Moderator
C
Newcomer
CJSNewcomer
asked in eSignature
Adding a Signature field after recipient already signed?

I sent a contract to a client who signed, and I signed for final execution. What I didn’t catch was that my legal team added a second signature page on this new version I sent. So, I didn’t add signature fields to that part of the contract. Is there a way to add that post-execution? Or do I need to void and send a corrected contract with both fields properly added to client for re-signing?

852
C
Community Moderator
A
Newcomer
ALisztNewcomer
asked in eSignature
eSignature Business ProCompliance with FDA 21 CFR Part 11 regulation

Hi All, Our company has  eSignature Business Pro Edition. Please could you confirm if this version is compliant with FDA 21 CFR Part 11 regulation ? If so, how can I activate it? If not do we need to purchase the Docusign for Life Sciences version? Many thanks for your help in advance,Andrea

562
C
Community Moderator
S
Newcomer
SravyabmNewcomer
asked in Salesforce
Calculate grand total of a dynamic table rows

I am displaying related opportunity line items data in a table using TableRow for an opportunity. Number of rows depend on number of opportunity line item records for an opportunity. I want to calculate grand total of TotalPrice column for all the opportunity line items which are displayed dynamically. As i don’t know how many rows i will get in the table, how do i proceed with the formula field? In formula field set up, i don’t see such option anywhere. Any help is much appreciated!

4215
N
Community Moderator
F
Newcomer
Fabian YeudielNewcomer
asked in CLM
Change the signature tag order in a document when a sign is not required.

Greetings, my situation runs as follows:I have a CLM workflow, in which I'm using the "Send for Signature" step. I have 2 possible paths on this part of the workflow that are chosen by the user; one is sending 4 signatures, and the other is sending only 3 signatures, excluding one. The document remains the same because the order must be in this way.In the document, I have my tags, as it shows here:/signer2/ is the optional one. Now the thing is that I don't know how I can control this in DOCUSIGN. When the envelope for signing is sent, it always takes the /signer2/ tag as the second sign, even if it doesn't exist in CLM, and leaves /signer4/ untouched. So the order in this scenario should be /signer1/ → /signer3/ → /signer4/.So my question is, if there exists a way of handling this? On my CLM workflow, I tried changing the recipients order, but the tags keep going 1-2-3-4, I can't skip the 2 when it's not needed.  

922
F
Newcomer
R
Newcomer
rgcullenNewcomer
asked in Docusign Admin
How can I enable the Part 11 Module on a DocuSign account? I don't see the option anywhere.

Need to add Part 11 Module, not familiar with this at all.  How can I tell if it is even available in our DocuSign tenant?

2342
N
Community Moderator
B
Docusign Employee
Ben.KurzmanDocusign Employee
published in ServiceNow
Docusign and ServiceNow HR Service Delivery

Hey everyone! I am really excited to share this awesome article about how you can deliver a unified work experience by integrating Docusign with ServiceNow HRSD. This is a great way to streamline all of your HR operations and save your team valuable time. Contact your Docusign account rep or comment on this post to learn more. 

1440
B
Docusign Employee
K
New Voice
KennethNew Voice
asked in eSignature
Witness location

Morning allIs there a way to ensure that the signer and witness are in the same location when signing an envelope?If my understanding of how DocuSign works with location, the following is correct:DocuSign will include a signer's IP address in the Certificate of Completion as part of the full audit trail of a document. Also, sharing your location information is a browser-related setting that is not mandatory.  If a signer opts-in to share their location during signing, location information allows DocuSign to display the 'Signed in Location' on a map from within the envelope's details under the Manage tab.All of these assist in some way but both work after the signing has been completed.  Is there anything I’m missing, any feature or add-in available to ensure both are in the same location?Many thanks.Kenneth

6152
A
Community Moderator
L
Newcomer
legalcontractsNewcomer
asked in Docusign Admin
Reporting Issues

Has anyone had any issues lately with the reporting functionality. I ran an Envelope Volume Report today and for September the report indicates my Envelopes Sent as 26 but Envelopes Completed as 803. This does not make sense to me. Should I open a case with DocuSign? Thank you in advance. 

433
L
Newcomer
R
Newcomer
RicoNewcomer
asked in eSignature API
Status not refreshed after envelope correction and resend via API

Hi, Summary: status not refreshed after correcting an envelope, setting another invalid email via API Explanation:Tested in the demo acountI have created an envelope containing 2 signers, putting an invalid email in the first signer. Through the API, I can get the ‘autoresponded:smtp; 550’ status, so I know I must correct the first email address.Using the API,when I correct the email address giving another invalid email address, the status remains ‘sent’, no matter what I attempt to do (UpdateRecipients with resendOption to true, Update with resend option or even resend through the DocuSign website)… Am-I missing something ? When I correct the first signer address through the DocuSign website, the ‘failed’ status of the second invalid email address is shown : In the envelope’s history, there a slight difference between :Correcting through the API displays a “Resent” status in the action columnCorrecting through the DocuSign website display an “Invitation resent’ status. (translated fro

630
R
Newcomer

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