What’s Happening in the Docusign Community | February Edition
Have Docusign integration questions? Look no further.
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How do I log a customer support case using a developer account? The only reason I have a developer account is because Docusign doesn’t allow connecting the same docusign account to two different Salesforce integration and I have a very unique question about migrating a custom button in legacy docusign to new envelope template in docusign apps launcher in Salesforce.
Please tell!Ques 1)Which is the correct way to set the header while doing Custom Integration of DocuSign with Salesforce?req.setHeader('Authorization', 'Basic ' + EncodingUtil.base64Encode(INTEGRATOR_KEY + ':' + SECRET_KEY)); ORreq.setHeader('Content-Type', 'application/x-www-form-urlencoded');Ques 2) What is referred as secret key in DocuSign how can i navigate there in DocuSign?Ques 3) I am getting the Authorization code but to get accessToken i am getting status code 400 in Custom Integration any suggestions are welcome!!
I would like to ask if it is because we authenticated DocuSign developer account to our testing tenant with my credentials, it shows up my name on top(Highlighted) Is it because we are in our testing phase and using developer account it is giving Demonstration document only on top of page in offer letter?
Good day!Have any community members experienced any significant issues with Docu-Sign functionality (issuing envelopes, field write-backs, and filing completed envelopes in Salesforce) after migrating to Hyperforce?If yes, please provide some general comments and solutions you used to resolve. Thank you in advance.
I did a Power Automate Flow to send an Envelope by DocuSign with the document added to a Sharepoint Document Library but its giving an error on the action Get Fiel Content : Document ID “Power automate error Action 'Get_file_content' failed: File not found clientRequestId: baeb52b8-9b24-4dfb-8fec-094588cce987 serviceRequestId: d84f3aa1-80ef-0000-1640-87ab8072fc4f”I was able to find out what was the error. On the Get File Content action, I was selecting the ID of the Fiel in Sharepoint instead of the File Identifier.
I am trying to connect DocuSign with Microsoft Power Automate to retrieve custom data (such as the envelope submission date, a certain value stated in an envelope, and the count of approvers) from an envelope and automatically fill out the custom data in a SharePoint list when the envelope is completed Is there a way to achieve this?
Sometimes when trying to send a file out for signature, using sign with DocuSign from my SharePoint library, DocuSign will prompt me to hit the login button, after loading it sends me to the DocuSign home page rather than the typical envelope formatting, I need to send my document out for a signature. Any ideas on why this is an how to prevent it from sending me to the homepage?
how to download expired files
Hi all, I am trying to create a simple automation in which I use Make.com to send a docusign template when a new is added to google sheets and I have been using the “ send a Doc from template” module. However, when the automation runs I receive the document without the signature field that i added to the template! HELP! where am I going wrong??
Hi there, We have been testing the DocuSign & HighQ integration and raised a query with HighQ which they have suggested be raised with DocuSign: We can see that no matter which HighQ user sends a document for signing, the email notification appears to come from the user who authorised the integration. It is my understanding that this also means any envelopes, regardless of which user sends for signing, are all sent from the DocuSign account of the user who authorised the integration. I was just wondering whether there was any way to add additional DocuSign accounts, along with the ability to indicate when sending the envelope who it is coming from? Ie. the DocuSign account authorising the integration will be an IT employee of sorts but Fee earners would be the ones sending the envelopes to Clients and would therefore like their name on the email notification that goes to the signatories.
Trying to set up OAuth in application, and getting errors on the auth code exchange for access token. Tried the exact same request in Postman and getting 200s. My request url, headers, and body looks good and identical to the one I am sending through Postman...
Hello everyone,we got a Rich Text Field with multiple Images and Text which we would like to display in a generated template.Text is working fine but the images generate an error message:Any idea how to work around that?