Integrations

Hi, I’m trying to get those fields to place using anchor tags but they come up tiny and not really aligned, am I doing something wrong? 

I am working in DocuSign Gen in DocuSign Apps Launcher in salesforce. I have a paragraph in my Word Template that I want to suppress if a certain text field in salesforce is blank. I want the output document to not show the blank space where that paragraph should be. This is my text <# <Conditional Test="/Opportunity/OEM_Account_txt__c" NotMatch="" /> #>MY CONTENT HERE<# <EndConditional/> #>I am getting this error: TemplateErrorExists:Conditional: Cannot specify match or NotMatch with Test attributeCan someone help me understand how to evaluate if a field is blank? 

Is there a way to get envelop status?I want to set some condition based on the status of the specifict envelop I sent via PowerAutomate in the same flow.If is signed: Update to SharePoint If is waiting for signature: Wait/Send reminder If is declines: Send email + additional actionsThanks you and best regards.

What is sandbox installation Url , The installation URL at app Exchange only working for Production 

When I try to use Google Drive to add documents, nothing happens. I wen thru a step by step of API access, ensuring it was trusted, and then in google admin workspace, ensuring Drive SDK thing is on, still nothing. restarted the comp. nothing.  I am not sure what else to do.  this is the message on the top of the box that comes up.https://na4.docusign.net/plugins/api/RedirectExternalDocService.aspx?status=fail&error=AuthenticateFailed

Hello all, Could anyone please advise how I can receive notifications when the DocuSign Apps Launcher package in Salesforce is scheduled for an update or version change?RegardsMichael 

Hi, we have added a document and when we go to add merge fields we get a, ‘Attempt to de-reference a null object’.  The message disappears and then we can add merge fields. We then go to add the merge fields fields into the document and receive a ‘Save Error: Some Fields may be out of Sync Error’. We have disconnected as suggested in related articles but that did not solve the issue. Any other suggestions?Thanks

I’ve acquired the new signing certificate for Docusign and SSO, however I am unable to sign in to the portal as admin to apply the new certificate because of the above issue.This is affecting a lot of our users, and we’ll work to create a contingency for future reference, however I desperately need help now.Is there anyone from Docusign Technical Support that can assist?Many thanks,Shaun

Hello, We are experiencing issues with Docusign connection to Dynamics 365 CRM dropping off and requiring manual intervention to connect the 2 again, typically after a period of time where users are noticing documents are not sending. It’s not very often but often enough that it’s becoming a bit annoying for all involved when it happens. I have not seen any reason for the connection dropping, no passwords are changed and re-connecting is simply going to the Docusign settings in CRM and pressing “Connect”What we really need is some form of alert to us to tell us when the connection has been lost so that we can avoid delays, is there any way to implement this?

Hello, with the new Docusign security setting in Salesforce, I disconnected and reconnected the organisation to Docusign, and since then I have been experiencing a problem.When the user reconnects to Docusign via Salesforce CPQ, they receive an error message indicating that the URL does not exist. They wait 10 minutes and then they can generate their document without any problems.I made a Salesforce query that shows me the URL stored in my flow, which is different from the URL in the error message.My flow calls the following URL:URLFOR(“/apex/dfsle__gendocumentgenerator”.  The URL in the error message contains  apex/dfsle__CompleteSpringOAuthHave you encountered this problem? Do I need to change my URL in my flow?waiting

Hello, We are in the process of integrating DocuSign with Workday and we are running into an issue with the document alerts going to the wrong email. Currently, they are going to my work email when they should be going to a shared inbox. Where would I change where these are routing? Thank you!

Can anybody tell me why this doesn’t work?I have configured the below in the Envelope Template within Salesforce.  We use Microsoft Word documents to create the Gen Templates.I’ve set the PO Number text box to ‘required’ so that if the picklist is ‘Yes’ then the PO Number should be visible and is mandatory for the signatory to populate. Thanks 

Our client is utilizing DocuSign Apps Launcher, and using DocuSign Envelope Templates to tag Documents for Clients to fill out.  Some of the information they would like to have pre-populated from Salesforce, so we added the Merge Fields.The settings for the Merge Fields are to not write back to Salesforce, yet any updates made on the documents are writing back to the identified merged field in Salesforce.How can we stop the updates from coming back into Salesforce?  We need the forms to populate with the information known, but if it’s not in Salesforce, and is added after the document has been generated, we do not want those updates going back into Salesforce.

Hello,I want to test this scenario for my client : In Dynamics 365, when I start form accoutn and click on “Send with Docusign”, I can’t choose an envelop template.On a technical side, I activate Docusign integration in D365, I created 2 envelop template in docusign, I set all D365 privileges for docusign table.When I go on Docusign Admin setting in Dynamics 365, I can’t see any module for templates.Could you help me please ?Notes : I test with the TRIAL.

Hi all,I am getting the following error in one of my Salesforce sandboxes, not in others. The error is from a Docusign log, the actual page when I try to access DAL, Gen Templates, or sending a Docusign from a button is blank page with a loading wheel.Failed to complete product setup. dfsle.APIException: [401] Unauthorized Reference ID: (dfsle)I have tried the suggestions in this article however to no luck. Could anyone share any guidance on how to resolve this?Many thanks!Molly

Hello DocuSign Team,My name is Mahesh, and I am part of the Application Compatibility team at Microsoft. Our team works to ensure that third-party applications, including DocuSign, continue to function reliably across both pre-release and in-market versions of the Windows operating systemI am getting “Unknown error, please try again later” while trying to signup for DocuSign UWP app via Microsoft Store.Could you please address this in resolving.Thanks,Mahesh

We are encountering a MIXED_DML_OPERATION error after upgrading our DocuSign App Launcher package to version 7.9.2. The error occurs when our Integration User, who has 'DocuSign DS Admin' permissions, attempts to add a new user to the DocuSign setup within Salesforce.Interestingly, this issue does not occur in our sandbox environment, which has been upgraded to the same package version.We raised a support ticket with DocuSign, and they directed us to their knowledge base article on this specific error - https://support.docusign.com/s/articles/DAL-Error-MIXED-DML-OPERATION-DML-operation-on-setup-object-is-not-permitted-after-you-have-updated-a-non-setup-object?language=en_US. A debug log captured during the action revealed that an update to the User object (a setup object) and an insert into the dfsle__ProductRoleSettings__c object (a non-setup object) are being performed in the same transaction. However both of these operations originate from the DocuSign managed package and that we do

The error message says “OAUTH_APPROVAL_ERROR_GENERIC : An unexpected error has occured during authentication. Please try again.”

We are trying to setup SCIM connector for DocuSign in Entra for user provisioning and de-provisioning however when while testing the ‘connection after copying the relevant into (Base/tenant URL and token) to Entra, the test connection is failed with error “Your application is not reachable” (reference snip attached).Any support or guidance would be appreciated.

Hi all,I have Docusign integrated with my salesforce org and it works great, except that sometimes I get the following error when an opportunity opens.Uncaught Error in $A.getCallback() [stringUtils is not defined] Callback failed: apex://dfsle.StatusController/ACTION$getStatusI have already updated Docusign, but I still see this error from time to time.Please, could someone give me a hint? what could be happening?Thanks for your help.

I have seen lot of questions around this like 1 year ago (some 6 months ago), but just want to check if that’s still not possible.I have requirement to send envelope as(Sender/From) different users/email addresses (changes dynamically based on certain conditions) and do not want sender to appear as user who makes the power automate connection.Is this possible? or still limitation?

Can someone show me a screen shot of anchor text for a document for Workday Intergration Please?

Sending two or more documents per envelope to a single signer.  They must sign the documents in a specific order.  Doc#2 cannot be available for signing until they have signed Doc #1, etc.  Any Ideas?  I’m using Power Automate because it’s a more complicated flow.  I have everything else but this piece of the puzzle.  Any ideas?

Hi community...as an admin, is there a super quick way to find details on an envelope ID without running a report...in other words, I have an envelope ID...can I enter that within the platform to find all associated details WITHOUT having to run an envelope report and look within that download? Hope this makes sense? Tks, Mike

We have tried integrating Icertis and DocuSign in demo. We have configured the service account /SVC-Docusign-ICTS-XL@bat.com with required DocuSign access for creation of envelopes in Icertis. While testing the integration we come across that when icertis user who creates and sends the agreement for e-sign don’t have account in DocuSign – SVC Docusign account/ Docusign-ICTS-XL@bat.com will be used for envelope creation and icertis user who have access to DocuSign their respective account will be used to send envelope . Can you help us to get all request to use SVC account irrespective of Icertis user access in DocuSign.