Integrations

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!

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? 

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 

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?

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.

When I tried to click on the Generate Document, I got this error ‘List has no rows for assignment to SObject An unexpected error has occurred. Your solution provider has been notified. (dfsle) User is already a Content user.. Any advice is greatly appreciated 

Received this email with subject line:Important Update - Docusign Transactions Moving to Microsoft Azure, Action May be Required We currently have our Docusign integrated with Oracle NetSuite (SuitePeople) for our HR Onboarding. Is any action required on my end?

I am getting the following error in SF when attempting to save a template from DocuGenUnexpected character ('<' (code 60)): expected a valid value (number, String, array, object, 'true', 'false' or 'null') at input location [1,2] I have tried a very simple template with just some text and a Text field and I receive this error when I click on the Next button to save the template. Anyone have this issue and how can it be resolved?Thank you in advance for any suggestions.

Hi everyone,I want to add multiple documents to one envelope. Each Document should only be signed once. Since all documents are duplicated from a template and I came up with the ideo of using a specific document propertie as signature anchor. But in my tests this did not work. (When I am using the same anchor in each document, each document has to be signed as often as documents are in the envelope)Has anyone an idea why this does not work or how it could work?Thank you all in advance.Best regardsJens

Hello Community,I was using docusign to create documents, and send them for signatures. but I also wanted to create custom fields and fill them via the API and send them for signs.and I also want to be alerted (on a webhook/something) when a person signs the document.Now I was able to figure out that the DOCUSIGN API does provide this, but as a addon to a plan, and we can also watch events on when they are signed. On the API pricing page, I cannot see anything relevant. So please guide me, which API plan should I get? is the Starter ($50/mo plan) enough for my use case?And how do I get the add-on for docgeneration? do I first buy the API plan?

Is there a way to query the status of an envelope?  I’d like to send out reports with the status of all uncompleted envelopes. Thanks

We are encountering the following error when attempting to log in to DocuSign through the DocuSign App Launcher in Salesforce:Line 621, Column 1: {"detail":"Go to \"My Domain Settings\" in Salesforce to do that. <a href=\"https://developer.salesforce.com/docs/atlas.en-us.externalidentityImplGuide.meta/externalidentityImplGuide/external_identity_set_up_my_domain.htm\" target=\"_blank\">Learn more</a>","message":"You need to set up a custom domain before logging in to DocuSign."} This is occurring in a demo account while following the steps provided in DocuSign University. As recommended in the error message, I have already updated the Salesforce domain under My Domain Settings.However, the issue persists. Another suggested solution from support documentation is to disable Enhanced Domains, but I do not see an available option to disable this feature in our current Salesforce setup.If you have encountered and resolved a similar issue, could you please guide  on the steps to r