Integrations

We have been setting up a new SharePoint library for contracts and using the SP integration. When I and a couple of other users test it, it returns the doc the source folder/document set.  We are using Document Sets but works the same for folders.Our main user however gets signed docs returned to the root folder. DS site says it’s a know issue. Docusign documentationAnyone found a fix yet?  

We have a requirement to use two checkbox fields in a DocuSign document where only one checkbox can be selected at a time (mutually exclusive selection).  Additionally, the selected checkbox value should be written back to a Salesforce field after the envelope is completed. Currently, standard checkboxes allow both options to be selected, and we need guidance on how to: Restrict the selection so that only one checkbox can be checked at a time. Could you please advise on the recommended configuration to achieve this requirement?  

I’ve created a merge field in Docusign that is to write back to an opportunity field in Salesforce, and have placed the anchor tag in my word document template.  When I go to send the document out for signature, the text field for data to be entered is barely wide enough to notice it’s even there:I know I can manually adjust the width of the field before sending, but asking my users to have to do this for every contract that goes out is not reasonable.  How can I set this anchored merge field to be wider by default?

Hello, Anyone having problems with the new version sharepointfororganization 4.2.1 ?After installing it in the app catalog it is available to install on your SharePoint site. When adding it to you sharepoint site it is installed succesfully on it but on the site it is not visible or possible to initiate Docusign. When you had a previous version installed on the site and you do an update it’s not a problem. So only when it’s a new installation it’s is not possible to use it after installation.  

Hello,Some time ago I’ve developed a Power Automate flow to automatically send envelopes by using template and to a specific recipients. Few days ago I’ve noticed, that flow suddenly started to fail due to the error message: I was not changing anything in Power Automate at all. It just stopped working. I do not have access to the subscription admin panel, but I can guide our administrator to verify what’s wrong. What should I do? What’s the issue? Templates are shared with the account what is being used to send the documents and were before. I can see them during the action configuration, but I can’t use them any longer.

I am not a novice user, but been away for about 8 months. I need to allow people that I send a document to, to also be able to add documents in and return when signing. I have tried every option on the web I think, and I  the admin. I click all the boxes but the documents selection will not change to where I can give the person  the right to add documents to the return. It is a paid script also. I really need to get these extra documents together from two people.Thanks for any help-even if it is contact the company. I am just afraid I am missing something here

I am testing offer letters in impl tenant and have connected to the test docusign env. The candidate signature step fails with an error Content is not allowed in prolog. Any idea what could be causing this?Thanks.

This has been a repeated issue over the last year. I am getting duplicate emails for completed or voided documents. Emails that a client has viewed, completed, or I need to sign something… all emails you get in the course of a document being signed, except these documents are already completed and there shouldn’t be anything triggering these emails to go out to me. It’s very frustrating as it’s 10pm at night and my email is constantly lighting up with these emails. I’ve received 15 emails in the past hour. This bug is happening routinely and it’s getting old. Fix it, PLEASE. 

We are using DocuSign for a POC. A DocuSign account has already been created and successfully connected to Salesforce.However, when we try to add or use Salesforce merge fields while sending an envelope, we receive the following error:“This Account lacks sufficient permissions to use Merge Fields”The integration between DocuSign and Salesforce is active, but merge fields are not working. We are unsure if we are missing any required permissions, settings, or configuration on either the Salesforce side or within DocuSign for merge field access.We would like help identifying: Which Salesforce user DocuSign uses to resolve merge fields Any additional permissions or setup required for merge fields in a POC DocuSign account Please let us know what configuration or access is missing to resolve this issue.

Long time user (12 yrs?), extremely frustrated with recent DS *upgrades.* I can no longer ask one recipient to sign/initial in multiple locations in the same document. The wizard automatically deletes the first/previous signature/initial if I add a second location for signature/initial request. I have tried closing/reopening the DS program, switching browsers, switching users in between, etc. Nothing is working and I have an urgent deadline.Speaking or chatting with a human is no longer possible and the bot cannot provide adequate instruction. This is terrible customer service. DS rates have increased, yet the quality and availability of service has deceased. Shame on you DS.I guess it’s finally time to switch to a more reliable digital signature provider.

Hi Community,I’ve raised a case with Docusign also, but I thought I’d post this issue here.Our users use Docusign within Salesforce to generate and send their quotes to prospects and customers.However, when logging in today, we all have the same error message: My ‘test’ above was one field in a new word document uploaded to Salesforce and I clicked preview, as you do when creating a new Docusign template in Salesforce.I received this error and, basically, I have no idea what to do next.Has anybody else experienced this or know how I can fix it?Thanks

Hi Community,I have four DocuSign tabs mapped from Salesforce merge fields: Text Fields A, B, C Checkbox D All fields are optional by default.Validation Needed If the signer fills any one of Text Fields A/B/C → all three must be filled OR the signer can simply select Checkbox D Leaving all fields blank is allowed Partial entry in A/B/C is not allowed QuestionWhat is the best DocuSign way to enforce this signer-time validation?Can this be achieved using Conditional Rules, or is another approach recommended?(Screenshot attached for reference.) 

We recently completed the setup guide for the DocuSign connection in LaserPro but it doesn’t seem to be working properly. For example, it isn’t prompting the recipient to sign. We’ve gone through the normal channels to request support from both LaserPro and DocuSign but each refers us to the other. Hoping someone who has already gone through this process and is familiar with the integration might have some tips. 

Hello, I am trying to find a way to connect Docusign and Airtable. Once my document is returned signed by the client I would like to have the document downloaded automatically into my airtable database. I have tried to do it using Zapier but it isn’t working and I don’t see an available extension in Airtable for Docusign like the one there is for Docupilot.  Thanks,Ana

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. 

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.

 Hello,I need to implement the following on my document sent for signature :Add 5 checkboxes (checkbox group with 5 options) on the document (A, B, C, D, E)The signer should be able to select atleast one of the options (multi-select)When the document is signed (completed), the checkboxes chosen should fill in a textarea field in Salesforce (or if you suggest any other compatible Salesforce field with DocuSign checkbox field). The main aim is to writeback the checkbox values in Salesforce.I have created custom document fields in DocuSign with the writeback option to the text area field. I tried with one checkbox field chosen. The field in Salesforce is filled , but as value 'true' and not the exact value of the checkbox.Can you please help to implement the writeback of the checkboxes to Salesforce with the exact values?Thank you in advance for your help.

I am a Salesforce consultant implementing Docusign in an Org for a client. The team would like to be able to click the button to generate the document from an Opportunity record, make edits to the text anywhere in the contract and then send for signature. They would like to do all of this from within Salesforce and not have to download the document, edit in a word processor, re-upload to Salesforce to then send for signature. Could this be possible in the Docusign functionality in Salesforce using the Docusign app?

I received an email today reminding me about the migration to Microsoft Azure however I am not sure if I need to take any action.   These are the options : If you restrict network connections and allow-list specific Docusign IP addresses, you must update your allow-list to include all current Docusign IP ranges from our

I have a docusign template where the first signer role is left empty because it need to be dynamic. The first role ‘Originator’ is emptyI am using Power automate to send the Originator detail and invoke the template. Here is my power automate Step 1. Created the envelope using the template  → No IssuesStep 2. Added the document as Base64 to the envelope → No issuesStep 3. Added the recipient. In this step I provided the role name, Signer name and the signer email  Step 4. When I send the envelo

Hi all!!I would like to ask for your help in this situation.I’m building a a PowerAutomate flow that send a PDF with editable field to be filled, however I cant make that possible in PowerAutomate (although its easy to do it in the web).Do you know how can I do it?? Thanks a lot in advance!

I’ve configured a Connect configuration in DocuSign and selected “Include Configuration Level OAuth” for authentication. I have entered my Auth URL, Client ID, and Client Secret in the setup.However, when the Connect request is sent, I only receive the grant_type and my custom parameters. The client_id and client_secret values are not included in the request payload.How does DocuSign send the Client ID and Client Secret during the OAuth call — are they sent as headers, as part of the body, or in some other format?How can I ensure that the Client ID and Client Secret are sent as part of the OAuth request?Thanks in advance for your help!

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.

Hi Community,I need to select a contact from the related list of a Custom Object and I don’t see any results in the dropdown “Select Related List”.Has anyone configured a recipient (Contact lookup) retrieving from a related list of the source object, which is a custom object.   Regards,Uday.

Hello there,i have installed the DocuSign Integration for Dynamics 365 via App Source. I have enabled Oauth and Sharepoint. The Documents are availabe. Now when trying to “Sign with DocuSign” or “Get Signatures” I get the follwig Error: 0x80040265 Error in CreateEnvelopeOAuth. Error in CreateEnvelopeOAuth   at DynamicsRedirector.Services.DS.CreateEnvelopeOAuth(String emailSubject, String accountId, String postbackUrl, String userId) in /__w/47/s/src/DynamicsRedirector/Services/DS.cs:line 1200 Can you please help me out here? Best Regards