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Have Docusign integration questions? Look no further.

470 Topics
A
Newcomer
Alekhya ArigelaNewcomer
asked in Salesforce
Unable to read DocuSign Envelope Recipient Status records from Salesforce Record triggered flow

Hi,Is it possible to trigger events based on a specific recipient signing the envelope (DocuSign eSignature for Salesforce)?Example: Contract goes to two people a) Client b) Sales ManagerUpdate a salesforce field as soon as the client signs, even though the envelope is not complete. I tried with a salesforce record triggered flow to see if there is any update to the DocuSign Recipient Status record. And a decision to check the Routing order and the Status. So that, I can perform my logic to update the field based on the decision outcome.But somehow it does not work. Can anyone please help me on this? Appreciate your support on this. Thanks!

50
A
Newcomer
15 hours ago
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Newcomer
pillsnberriesNewcomer
asked in Salesforce
Populate custom field on Content File record when envelope documents are attached in Salesforce

Use Case:We send out “application” forms from our Contact record in Salesforce. The document attached to the envelope is a tagged template, to be completed by the recipient. With Connect we are populating the form fields back into the Contact record in Salesforce, and the completed document is attached to the record as a Content File. We have a custom field on Content File which is used to categorize attachments that is currently maintained manually after the document is attached.  Question:Is it possible to populate the custom field on the Content File record that is created when the envelope documents are attached back into Salesforce?  Where would we set up the custom field value as it would be different for each document we send out for completion. 

51
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Newcomer
1 day ago
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Newcomer
mridhaNewcomer
asked in Microsoft
Contact custom field on order entity

We have the Docusign Dynamics 365 Customer Engagement integration installed. When working with both the Quote and Order table, we have a custom Contact field that we use. We would like the value in this field to be a choice for the Docusign recipient. Is there any way to configure our custom field as a recipient for Docusign?

132
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Newcomer
1 day ago
S
Newcomer
StaceyUhranNewcomer
asked in Other
DocuSign Completed attachments integration with Applied Epic

I noticed that when we send a document from our BMS, Applied Epic, after all signatures are completed, the signed documents automatically attach to the client file but the certificate of completion pdf does NOT attach.  We require to retain a copy of that certificate with our signed documents on file and now have to manually download it from DocuSign’s portal.  I could not find a setting to address this.  Can you please advise if this is possible and if so, how do I fix my settings to allow this to happen automatically? Thanks, Stacey

50
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Newcomer
1 day ago
K
Conversation Starter
kokosConversation Starter
asked in Microsoft
Plaveholder in tabs on power automate

On power automate flows, can I add placeholder values to the tabs the user has to fill in?  

71
K
Conversation Starter
1 day ago
S
Observer
seanburkardObserver
asked in Microsoft
Power Automate: Get template info from a completed document

Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

181
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Observer
2 days ago
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Newcomer
DougNewcomer
asked in Salesforce
Error: List has no rows for assignment to SObject

I have created Docusign Gen Templates and added a custom button on the Opportunity object. However when I click on it I get this error:List has no rows for assignment to SObjectAn unexpected error has occurred. Your solution provider has been notified. (dfsle)Anyone knows what could be wrong?

251
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Newcomer
2 days ago
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Newcomer
bsmitheuroimmunNewcomer
asked in Microsoft
Templates Missing when using Microsoft Teams Approvals

Recently all of my templates have disappeared when attempting to add as attachment in Microsoft Teams Approvals. They were there recently when I last looked at the project, but now they are missing.My templates are still available within Docusign, and my Docusign account is signed in through the Teams Approvals app. I can see past signature requests that I have sent or signed. I have tried signing out of Docusign within Teams and back in, with no change. 

386
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Newcomer
3 days ago
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Newcomer
tompastoNewcomer
asked in Microsoft
Rich text in a Docugen field

We want to automate job contract managment with docugen document and using power automate to populate infos from Microsoft Dynamics.Everything work fine except for a rich text fied that contain all the job description in html format. For this field Docugen return "DocGen creation failed.  One or more validation errors occurred."how to format properly the data that are send to this field to keep the formated tet ?

418
T
Newcomer
3 days ago
S
Newcomer
SVDB-PowerAutomateNewcomer
asked in Microsoft
Template Fonts Changing with Power Automate

Hoping someone can help us here… we have a Power Automate flow that updates Prefill tabs on a template in DocuSign from a SharePoint list. All of the Prefill tab fields are set to Times New Roman Font, Black, Size 12. When the envelope is sent, it changes the font of the data in the tabs. I tried to set the font in the workflow but it didn’t work. Has anyone else experienced this? 

224
S
Newcomer
3 days ago
E
Newcomer
eduardosfernandezNewcomer
asked in Microsoft
Access to resources is forbidden

Good morning,Recently my flows have stopped working, generating an error "Access to resources is forbidden.", I would like to know how to correct the error if it corresponds to my user's permissions or is a platform error. Greetings!

51
E
Newcomer
3 days ago
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Observer
MariBlaObserver
asked in Microsoft
Docusign does not load on SharePoint subsite

Hi, I integrated Docusign with SharePoint on a site and then added the application on the subsite, when I get the signature from the subsite, I authenticate to Docusign but then it doesn't load the documents for the signature, this doesn't happen on the site, only on the subsite.  Is there any additional configuration to do on the SharePoint subsite?thank you

81
M
Observer
4 days ago
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Newcomer
PropertyangelNewcomer
asked in Other
Using Zapier to link Mailchimp survey response and then Docusign to auto generate NDA

I run a property business in the UK and I ask new investors I work with to complete an investor onboarding form in Mailchimp.I want to set up a Zap (Zapier) to then get a standard NDA/NCA doc in Docusign generated and sent to them automatically.At the moment I am doing this manually and I want to remove the manual operation.Can anyone give guidance on how to do this please? Thanks, Fiona

21
P
Newcomer
4 days ago
K
Newcomer
KhaleelullaSKNewcomer
asked in Microsoft
Docusign Connector Issue using Powerautomate

Currently I am using DocuSign Demo(Preview) connector to achieve the pdf Sign functionality. If I use DocuSign Demo connector, I won’t get the Production connection reference in the Account and vice versa, if I use DocuSign main connector, I won’t get the Demo connection reference in the Account. Is there any possibility that can I use DocuSign Main connector with Demo Connection References. Below are the two images, one is DocuSign Demo(Preview) Connector and DocuSign main connector.Anyone please help here, Is there any possibilities? Thank youIbrahim SK

514
K
Newcomer
4 days ago
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Newcomer
IberioNewcomer
asked in Google
What is a Document ID in Make integration

Hi EverybodyI am here to ask information about Make integration. It seems that I need to know a Document ID for my Cloud (I use Google Drive) and any value is correct.Does anybody help to understand where and how to use this parameter ?Thank to anybody will answer !Iberio

51
I
Newcomer
4 days ago
S
Newcomer
Sobana.vasudevanNewcomer
asked in Microsoft
sharepoint sites using docusign

Hi Team how can i get share point sites names in my organization which has docsign added  

173
S
Newcomer
5 days ago
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Observer
LeoFPBObserver
asked in Other
Docusign with flexmls or form simplicity

Hi community, Can anyone tell me if there is any integration of Docusign with Flexmls or Form Simplicity? I have a Realtors plan for NAR members for Florida. Thank you

21
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Observer
5 days ago
K
Conversation Starter
kokosConversation Starter
asked in Microsoft
Completion email modification throuth the xml resources

I want to modify the completion email through the xml resources. But this XML is huge around 19000 lines. Which line should I modify? I am using power automate but I think this is irrelevant.

627
K
Conversation Starter
5 days ago
Z
Newcomer
zgoldbergNewcomer
asked in Salesforce
Salesforce checkbox merge fields cannot writeback?

From poking around a bit, I have come to an understanding that DAL does not support using checkbox fields from Salesforce as merge/writeback fields. Is this true? If so, this seems like a major oversight, especially considering the fact that something like this was possible with the Legacy Docusign integration.We use a number of checkbox fields that we would like to merge/writeback via Docusign contracts, but it seems like there are no solutions other than “change to picklists” i.e. change our entire data model. Has anyone found a workaround? Are there any plans to implement checkbox merge fields?

277
Z
Newcomer
7 days ago
B
Newcomer
BriannaFormsNewcomer
asked in Other
FormAssembly and Docusign PDF

Hi - I’m looking to send data that was captured in FormAssembly to docusign.  I would like the output to be a PDF that is then sent to BoxI do not want to use Docusign’s data collection, just its PDF capabilities. How can I do this? Thx!

50
B
Newcomer
8 days ago
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Observer
TarundeepSinghObserver
asked in Microsoft
Does the document to be signed move out of SharePoint if using Docusign with Power Automate Integration

I am going to use Docusign for signature on the documents which are stored in SharePoint sites. for this I am going to use Power Automate where it allows to use Docusign actions/connections to perform the task of getting documents signed. My Question is:If I use Docusign with Power Automate then will my documents which are saved in SharePoint site will go outside SharePoint site to get them signed.I am trying to address a security concern of my IT team and they do not want any document to leave SharePoint site for getting them signed by using Docusign.

171
T
Observer
8 days ago
C
Newcomer
ClaireTunNewcomer
asked in Microsoft
MetaData not copied

I’ve recently setup DocuSign for SharePoint on a site and turned on the option to “copy metadata”.  I have noticed that when the document is signed the metadata is not being copied.  What am I doing wrong?  I assumed that copy metadata meant that any custom columns in the library that contain metadata on the document would be filled in on the signed version of the document too?  I have the option to Store as a new document on.

163
C
Newcomer
8 days ago
C
Newcomer
CharlieSNewcomer
asked in Salesforce
Different Email Address as the Sender of DocuSign from Salesforce

Can you advise if its possible to have different sender of DocuSign in Salesforce?For example when the DocuSign triggered from: Account, then the sender would be Account@Sender.comContact, then the sender would be Contact@Sender.comI appreciate any input/advice.

182
C
Newcomer
9 days ago
N
Newcomer
N_NEILNewcomer
asked in Salesforce
Missing Place fields in envelope template workflow

How to I add in the Place Fields option as it’s missing atm: 

153
N
Newcomer
9 days ago
D
Newcomer
davidvphu
asked in Salesforce
Create a Salesforce report with DocuSign Status and DocuSign Envelope Template Id

I need help figuring out how to report on DocuSign Status within Salesforce and filter by the DocuSign template used. Is there a way to do that with a Salesforce custom report? I can’t figure out how to relate the different custom objects created by DocuSign to do this. 

191
D
Newcomer
10 days ago

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