Integrations

I have a Salesforce sandbox connected to a developer account. When I invite users and they click on the activation link, it takes them to the log in page for their Docusign prod account instead of helping them create another account.Steps:Receive activation email Click on ‘Activate’ Click on ‘Create a New Account’ (the screen shown is: You have been invited to [insert name of dev Docusign account] The next form is a login form, not a create new user or reset pw form The URL is: account-d.docusign.com I have spoken to a service rep about this and he said to ask them to do it in incognito. They did, but still the same result. We even tried to use another new browser (and we cleared cache) altogether. I also have removed and closed the user’s account and re-added them but same issue.On the login form, the user typed in his pw (the pw for his only docusign account) and he was able to log in. Again

Our company currently uses a legacy e-signature system to store templates that have not yet transitioned to DocuSign CLM. We aim to consolidate all legacy templates into DocuSign CLM. To achieve this, Smartsheet must be integrated with CLM. Can anyone confirm if this integration is possible? Thanks for your response in advance.

We are getting the following error:The error message we are getting is “Error while retrieving the User ID for the following sender ‘kmiller@email.com’: User has not consented to the DocuSign application. Please use the Total Lending Configuration portal to consent.”Any ideas what we are missing.  We have performed the Admin Consent.(Note: I modified the email for this post since it’s public)

We are using Salesforce Minimum Access and System Administrator profiles for users, where they have basic access to objects and fields. Access to custom fields is granted via the Permission Sets. When I try to generate template I have following error: Could not generate document “Template Name” [103] Please ensure user has access to all the fields in template. 'Activation_Fee__c' Reference ID: f0ee0172-0614-47be-969c-d30eaf2c704d.I have granted access to this field by assigned Permission Set. When I set this field read and edit on Profile, then the problem is gone. It looks that DocuSign checks access only on Profile level, not the Permission Set. Can anyone help with that?

We have successfully installed the Org edition Sharepoint connector and uninstalled the legacy connectore.  We are using this to sign a document in one doc library in a site and save to a different doc library in the same site which worked perfectly in the legacy connector.We don’t get an error when signing and the doc is sent via email without issue, but the file is never saved to the library or any location in the site.When we click on sync failed envelopes we get “Current site doesn't contain new SPFX configuration, please make sure new app is installed and at least one envelope has been sent from the new SharePoint app.”We had no issues with granting perms via global admin.thanks for any help or pointers!-RossDetails:ProductionCustom locationCombined (don’t include) TimestampStore as new document

Hi Community, My company uses UKG for our HRMS.  We have UKG’s Document Manager module.  Through Document Manager we have our Docusign account connected.  We are trying to send a pdf to an employee through Document Manager that then goes to Docusign for signature.  That process works.  the issue I am experiencing is that when doing that, the employee is required to place the fields into the form themselves.  I would prefer that once they open the form in docusign the signature and date field are already mapped to the bottom of the form.  We tried using a tag, but that didn’t appear to work.  I read something about anchors, but am not clear on how those can be created in docusign and if that would work.  thank you in advance for any info you can provide.  

I would like to formally lodge a complaint regarding my account billing.Last year, I went through your automated process as I needed to increase the number of envelopes available on my account. However, without my knowledge or clear explanation, my account was upgraded to two seats. As a result, I have been paying double the expected amount since then.As a small business, these additional charges have had a significant impact. I only required more envelopes and did not request or intend to upgrade to two seats. Unfortunately, when I recently contacted your support team to request a refund or even a partial refund, the assistant I spoke with was unable to assist.I also find that your pricing structure and processes are not transparent. I have never been able to get clear guidance on how to maintain a single seat while increasing the number of envelopes, which has made it very difficult to manage my account appropriately.I would appreciate this matter being

Hello,We received a reminder from DocuSign about Microsoft sunsetting the old SharePoint Online connector on April 2, 2026, and that migration is required to avoid service disruption.We have tried to work through this ourselves, but we have not been able to complete the migration successfully. We would like to make use of the complimentary consultation with a DocuSign expert, as mentioned in the communication we received.However, despite contacting DocuSign multiple times by email (already twice), we have not received any response.Could someone from DocuSign please advise on:how we can get in touch with the right team, how to schedule the complimentary consultation, and what the best migration path is between the organisation-wide connector and the new site-level connector?We want to make sure this is resolved well before April 2, 2026 to avoid any service issues.Thank you in advance.

And then we might have a problem with HubSpot, because when an envelope is sent directly from HubSpot, the recipient page on HubSpot specifies the type of signature and verification to apply, and it always says "No verification," even though verification is included in the template.Do you think this is just a HubSpot bug, but does the envelope sent still have verification enabled?I believe so, based on the tests we've already done, but if this option were unlocked, we could change the verification type even when sending the envelope from HubSpot, which would avoid many problems and allow us to customize the sending process based on our verification needs.

We are trying to test our configuration for Oracle Journey Integration with DocuSign however we are unable more than 2 documents. We have created docusign templates and have used the template ID in our Oracle journey tasks. We are unable to save the template id beyond 2 tasks. Can you pls confirm what is the limit in demo docusign environment for this ?

I have an envelope that requires two documents to be attached. I have trained an AI model (outside of docusign) to validate the attachments. I need to extract the attached documents as two individual PDF’s.I have tried the List_documents_from_an_envelope action, but it does not include the attachments. e.g. this document requires up to three attachments.  The signed download PDF contains two documents  Doc 11 - Certificate request2 - Attachment 1 3 - Attachment 2Doc 21 - Certificate when I use the list documents action, I can only see the original form, and the certificate. Thi

What is happening? Microsoft has recently announced the retirement of SharePoint Online add-ins. Consequently, the Docusign for SharePoint Online connector will be deprecated. All customers currently utilizing this connector will be impacted by this change and must plan for a migration to ensure continuous service. Mitigation Steps Docusign has released Docusign for SharePoint (Organization Edition) and 

I have a user trying to log into the latest version of DocuSign from a SharePoint Document library and getting the following error, “ClientSecretCredential authentication failed” I am able to log in without any error messages.

I am using docusign in salesforce (not the gen version).  I want to create a flow that can void an envelope if someone cancels a class.  I’m not seeing any fields or actions that I can use to do so.  Any ideas? I try to avoid apex if possible.

I’m currently experiencing an issue where files are not being saved back to SharePoint from DocuSign. After reviewing the logs, I found the following error:  Error:https://services.docusign.net/integrations-sharepoint/v1.0/api/postback?language=en-US :: Error - The underlying connection was closed: An unexpected error occurred on a send.

We are using the official DocuSign eSignature for Salesforce managed package, and we noticed that the dfsle__Status__c field on the dfsle__Envelope__c object is a Text field populated directly by the DocuSign API (e.g., “Sent”, “Completed”, “Declined”, etc.). Even though our Salesforce org and user language are set to French, the envelope statuses remain in English because the field is not a Picklist and therefore cannot be translated using Translation Workbench. Since the value is stored as raw text from DocuSign, we cannot apply standard Salesforce translation mechanisms. Is there a recommended or officially supported way to handle multilingual status display in Salesforce when using the DocuSign managed package?

Email data is crucial in today's corporate environment. PST files used in Microsoft Outlook store employee emails, contacts, calendars & important business records. However, companies often face a serious problem: the PST file is found, but the password is missing.I recently encountered a corporate PST file issue where the Outlook PST file was found, but the password was missing. After much experimentation, I discovered the Softaken PST Password Removal Tool, & it proved to be quite helpful. The best part about this tool is its simple interface, which makes it easy to use even without any technical knowledge. In just a few steps, the password was removed from the PST file, leaving all data secure. There was no data loss or damage. This program can be a trustworthy & effective solution to recover passwords from old or corporate

We have a template we send to customers and this template contains State and Country picklists.We have 2 issues which we submitted to DocuSign Support but still waiting for a resolution so thought I check with the community.When Country= USA is selected, the State picklist displays all states and provinces in USA and outside USA. Workable but not professional and we want to provide our customers just USA states if Country USA is selected. In State picklist, when customer selects California, it changes into Caglieri.  When Tennessee is selected, it changes into Tamil Nadu. I researched and figured out why this is happening but I still need a fix because this confuses our Customers. In Docusign - Caglieri and California both have ISO Codes=CA, Tamil Nadu and Tennessee ISO Codes are TN. I am unable to edit the ISO Codes on the template and Salesforce.I need help on these issues. I submitted tickets to Support but issue been going on for

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?

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?  

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. 

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.

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.

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.