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16 days ago

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Have Docusign integration questions? Look no further.

238 Topics

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CoriMObserver

asked in Salesforce

Connect for Salesforce - Limiting upload of envelopes created directly in Docusign into SFDC

Hiya! Is there a way to configure this integration/connector so that when a user initiates an envelope (or template) directly from Docusign, that it DOESN”T also feed into salesforce, or alternatively, to set it up so that it feeds into salesforce only if you could somehow include an opportunity ID in the envelope? We have users who work on both revenue transactions as well as vendor transactions, and we don’t want the vendor transactions to upload into SFDC. Thanks in advance for any ideas!

4 hours ago

AndréCunhaCarvalhoObserver

asked in Salesforce

gburns9Observer

asked in Salesforce

Field Updates not working in Salesforce Esignature

The Field Updates I have set up in an envelope template in Salesforce are not working as I expect. I have them set to update the Status of the record when the envelope is sent, and then when it is completed (per the first screenshot). I have a custom button for the envelope template set up on the record, but when I send the envelope through that button, the Status remains in “New” (per the second screenshot). Is there something I am missing in regards to something else that needs to be set up in the envelope template?

1 day ago

thaggeObserver

asked in Salesforce

Wrap text in table

Hello, when generating a document via DocuSign Gen, is there a way to improve word wrapping within a table? The content of the table is generated via TableRow repeat merge tags.ExampleSolutionsWrap as Application- consultant Dynamic table to extend column width Else?

1 day ago

drenzObserver

asked in Microsoft

DocuSign License Requirement for Power Automate

I’m wanting to integrate Power Auotmate with DocuSign and want to know whether DocuSign Standard supports this. I understand Business Pro allows for integration but I have a customer with Business Standard licenses and I want to be able to tell them whether it’ll work with the licensing they currently have.

1 day ago

DBenson100Observer

asked in Microsoft

Options to Bulk Download eSignature Envelops to One Drive

Looking to see if anything has changed in the last few years since the last related community topic around this subject.I have a retiring associate with several hundred envelops they would like to download to SharePoint or OneDrive. Does anyone have information on how this might be done other than manually one at a time?Thanks

1 day ago

cfcampbelObserver

asked in Salesforce

Unable to upload a pdf to docusign in Saleforce

I previously uploaded a couple pdfs, I dont receive an error message. I tried to upload it on our docusign site and I received “Invalid file format”.. why?

1 day ago

keph6792Observer

asked in Microsoft

Power Automate with Docusign and PDF tabs

Hello,I am working on utilizing Microsoft Power Automate.The flow goes as follows:Client enters in name & email address in Microsoft Forms. Power Automate would then obtain the pdf file, create envelope, add recipient, add tabs, and send envelope.The problem I am having is utilizing an unfilled pdf file and being unable to “add tabs” according to the PDF file. I cannot determine what the actual anchor String is for each field. I’ve attempted to follow this PDF form field transformation site from DocuSign to no avail. The file can be obtained via Department of Labor government website: https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/WH-384.pdfI am starting with this form but there will be a few other forms (looking for a standard solution and not a one off).Thank you.

1 day ago

AnamObserver

asked in Other

Docusign Connect through Appian

I am sending envelope to DocuSign from Appian using a connected system, the connection is successful but i am getting error message “DocuSign returned the following error code: USER_LACKS_MEMBERSHIP”. Can anyone please help with solution, do i need to change the configuration?

2 days ago

Peter BornæsObserver

asked in Other

Including a document from Teams

Hi All,Do you know how you can include a document from a Teams folder in the envelope? Thanks.

2 days ago

VI3DSObserver

asked in Salesforce

Salesforce ETL, querying current value of Salesforce field

Hi,Is there any documentation available on how to use the Salesforce ETL step?I’m interested in querying a Salesforce field value at a certain point further downstream in my workflow and not at the start of the workflow (or as part of a Doc Gen form). Thanks!

2 days ago

JithinObserver

asked in Other

Independent Software Vendor ( ISV) questions from potential customers regarding DocuSign

I am working in a software company and we build an integration with DocuSign in one of our services. I have following questions , can someone explain what needs to be done at our customer’s end to have this integration working ? To give you some background our service will be used by 100+ users at customer end. Following scenarios,Customer not having DocuSign. What kind of account do they need ? As partners, do we have to contact Docusign sales regarding the new opportunity in order to avail the referral benefits or does this needs to be started by the customer ? Customer already having DocuSign with other services/software, Can the customer use the same DocuSign license with our service ? Is the customer charged per user or per service or any other criteria ? Thanks in advance,Jithin

2 days ago

yujiang.CObserver

asked in Microsoft

Docu Sign not working for powerpages

i’m sure that have the following requisites set in your integration:Standard data model Multi-step form linked to a Dataverse table Creating a new activity allowed in the table properties Authenticated users eSignature templateCheers

2 days ago

Dinesh BaskaranObserver

asked in Salesforce

Can we recall the envelope that we sent to the customer for e-Sign in 7.12.3 version?

2 days ago

SaltClickObserver

asked in Salesforce

Imbedded Signing in Salesforce Experience Cloud Site

Has anyone imbedded the Docusign envelop signing experience into a Salesforce Experience Cloud site- without forcing the user outside of the site- no new window pop but a seamless signing experience in the portal?

2 days ago

GrantGObserver

asked in Other

Basic mapping not working

I had a POC up and running a couple of months ago and am the point where I want to put into production and now I can’t get basic Docusign mapping to work within a template. Use case: User fills out google form (also tested with Zapier form) and on submission kicks off a template in docusign. On the docusign I have a document with fields that should be filled in/mapped from the google form submission. At this point these are not getting filled in. I can see the data flowing in Zapier from the google form submit. I can also see the custom fields that I have added to the template. But when I run the test, the custom fields are empty -- regardless of if I try to manually add text in the field in zapier (as a test) or if I put the google form data field in the Zapier field (how it would run in prod).I’m fairly certain this is the exact setup I had previously, but now I cannot get it to work. Any ideas? EDIT: Not sure if this matters, we recently upgraded our Docusign from just Esig

4 days ago

JacquealineMayoObserver

asked in Salesforce

Map Salesorce Amount field to Payment Tag on Gen Template

We have a gen template that automatically generates a document once the user click on the custom button from the account. we are now trying to map the amount field on the Account to the payment tab. This should auto populate the same way all other fields are populated but for some reason I’m not sure how to map the field to the payment tag in docusign. Can someone help?

4 days ago

huzaiffarooquiObserver

asked in Microsoft

attach the policy pdf along with the docusign email

I have created template and attached the policy in that. And then using automate to create a pdf which needs signature and after that created envelop using template and then used add document action to add the pdf which needs sign. As of now when I am sending this to customer they can see both policy and pdf when click on review document button present in email. Requirement is to attach the policy pdf as an attachment to the email not inside the envelop.

4 days ago

jojodancerObserver

asked in Other

preset outgoing email in Hubspot for docusign template

I have a contract that I need new customers to sign. Is there a way I can set up the same outgoing message on the DocuSign session within Hubspot CRM?

4 days ago

f.golukcuObserver

asked in Microsoft

Issue with "Get Document Generation Form Fields from Envelope" in Power Automate

Hello Community,I'm integrating DocuSign with Power Automate and have encountered an error during the step "Get Document Generation Form Fields from Envelope." The error message returned is as follows: { "statusCode": 400, "body": { "errorCode": "DOCGEN_DOCUMENT_NOT_ALLOWED", "message": "DocGen document not allowed. Account does not enable AllowDocGenDocuments setting." }}It appears that the DocGen document settings might not be enabled for my account. Has anyone else faced this issue? If so, could you advise how to resolve it? Specifically, I'm looking for guidance on enabling the AllowDocGenDocuments setting in the DocuSign account or any alternative solutions you might suggest. Below you can find the flow. What I want to achieve is filling the DocuSign template with Microsoft list item. Thank you for your assistance!

4 days ago

MonikaObserver

asked in Salesforce

Limit Salesforce picklist alues in docusign dropdown

We have a Salesforce object with a few record types. The object has a picklist with just few values available per record type. When have configures a template per the object record type in Docusign. I created a merge field that would write back to the salesforce picklist. I provided values I wanted to see in the list value yet I always see all possible values for the picklist.Is there a way to narrow them down just to the one I have configured on the template?

4 days ago

BerkaObserver

asked in Microsoft

Tabs x offset

Hello,The x offset of the tab is not right, the actual text appears lower than expected. I’ve tried to change the x offset (pixels) value but nothing helps. I’m using Power Automate to fill in values in a document.Does anyone know how to solve this?

4 days ago

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