Integrations

I missed a docusign signature request because the gmail app on my android phone routed it to the “Updates” section instead of “Primary” email.  Can anyone tell me how to fix this?If I open “All mail” it shows up, but it is not in my primary inbox.  I generally don’t check “Updates” frequently since all I get is Carta noticesThanks everyone!

I have a template created with 5 recipients / role names (no emails and no names are mentioned) and respective tabs are assigned on the template like Name, signature, Date signed to all those. Have a signing order mentioned for those recipients I have a integration with servicenow. Servicenow Docusign espoke has an action called Add Recipient it will take Role Name , Recipient ID ,email and name as inputs and add recipients. I have to add multiple users as recipients for one Role name. For example :Role Name : Event Approval I have to send this approval to 3 users and need signature from anyone of those 3 users. If one approves, will remove other recipients from the envelope as I cannot mark the status as void for individual recipients.The problem I am facing is everytime i add a recipient with same Role Name , Recipient Id and routing order  Docusign is not considering it as parallel approvals and assigning the signing order correctly. Please see the scree

we have applied Intune App protection policy on all BYOD in our organization and there are some users use Docusign to sign the documents from the Mobile. we tried to exclude the app from the policy, but our main challenge is finding the correct iOS URL protocol of DocuSign app. for more info, please check out the below articleiOS/iPadOS app protection policy settings - Microsoft Intune | Microsoft Learnhttps://learn.microsoft.com/en-us/mem/intune/apps/app-protection-policies-exception#ios-data-transfer-exceptions

Hi, I am developing a Power Automate flow that integrates DocuSign for managing multiple file uploads or attachments from SharePoint. In this flow: One of the documents requires a DocuSign signature, and I have successfully implemented this step. However, for the remaining PDF files that need to be reviewed by the approver, I am unable to send these documents to the approver.  I am encountering an error in the "Add Documents to an Envelope" action. Below, I have outlined the steps I followed in my flow and the issues I am facing. I would appreciate any guidance or suggestions to resolve this issue. Thank you!

Hello,I am reaching out on regarding our integration with DocuSign. We are currently testing the Qualified Electronic Signature feature, which we intend to offer to our clients.According to the documentation, our account must support one of the following signature types: DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified. Our account does not support this.For your reference, here is the relevant documentation: [DocuSign Support Documentation](https://support.docusign.com/s/document-item?language=en_US&bundleId=xcm1643837555908&topicId=wjg1635415874371.html&_LANG=enus).Could you please let me know whom I should contact to enable our account to support DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified?Thank you for your assistance.

Hi there,Newby question - Are there any Docusign add-ins available for MS Outlook or common PDF readers such as Adobe Acrobat or MS Edge? I’m basically wanting to create an envelope directly from these apps rather than having to import a file into Docusign itself.Thanks in advance for any suggestions.

Hi, We have DocGen and have a Dutch and English version of a document and we want the merge fields to merge in with the right translation or right format like currency and date. One of the fields that needs to be merged is a picklist and we translated it in the translation workbench. However, when we select the Dutch Locale it still shows the English translation and not the Dutch.  For some fields (currency or date) you can set the Date Format  But since this is a picklist I cannot.   

Good morning,I am creating a flow in Power Automate, in which signatures several documents in a single envelope, I have not been able to find a way to attach them all in a single envelope.-Usually they are envelopes of 10 to 15 documents.-The names of the documents always change.Initially I tried to use OneDrive, then SharePoint, but I can't get it to take all the documents in the same envelope.I really appreciate your support, thank you

Hi team, I’d like to integrate our DocuSign with Okta for SSO & provisioning/de-provisioning. I’ve gone through this docx: https://help.okta.com/en-us/content/topics/provisioning/docusign/docu-integrate.htm and I’d like to double-check with you again on this docx to be sure it is the correct & the latest one.  Thank you !!!

Hello,I am currently implementing DocuSign integration with Workday and testing it in the demo environment. However, I’ve encountered two issues: There are two signers in the flow — the first signer is from the company, and the second is external. While there is a defined signing order, the external signer is not receiving any email notification to sign the document. I have already unchecked the “Suppress email to embedded signers” option and enabled the “Send completion” option. Despite this, only the final email (once the document is signed by both parties) is being sent. How can he receive the email to “sign the document” Is there a way to make a checkbox mandatory to tick during this process? Thank you for your help!Best regards,Liora

Hi, We use DocuSign from SAP Ariba Contract Workspace, however it feels restricting as I cannot use my DocuSign templates.We use a task in Ariba that allows to send the document for signature but it asks for who should sign regardless of our templates.Is there another way to get executed contracts stored in Ariba than this way? (I don’t necessarily need to initiate from Ariba).

On the document that we import from our system there are options for the customer to tick a box to say that they want to opt in to future information, Please can you advise how I go about setting this up on our document ?

We currently have DocuSign and we also have the Salesforce app installed so that we can send contract directly from within salesforce.  I have a question i am struggling to get answered. I understand there is a 'Fax Documents for Signature' feature - https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gav1643676262430&topicId=nry1578456314231.html&_LANG=enus But what i need to know is can we use this through the salesforce integration? The documentation points to how to change from email to fax when you are sending the envelope from the website login.  Whereas in salesforce we have a 'Send with Docusign' button, do we have the option to select if we want this to be emailed or faxed? 

Hi, I’ve been having any issue in trying to activate Docusign on Microsoft Word for a user.The error message received “Please try again or Contact IT. The user lacks sufficient permission to access this resource”Scenario: User already has DS Sender access granted and was able to sign documents that is received on Docusign Portal. Issue only occurs when trying to sign documents directly from Microsoft Word. > Docusign for Microsoft Word was installed without a hitch> Sign-in was successful as MFA prompt was seen cleared from our end.> But user is receiving the notification the error message mentioned in the third line. Additional note: Have tried to install Docusign from AppSource, if it makes any difference, but it still generates an error messsage, albeit a different one, “Please try again or Contact IT. System was unable to convert this document to a PDF. Unable to convert Document (Docusign-for-Word.docx?omex

Hi, I'm working in Salesforce. I have created a template with DocGen which has the value \s1\ in it. This should be the Anchor text tag to put the signing box in the document. However, when I'm in the singing process, the box doesn't appear when I'm in the “Prepare & Send’ stage. I still see \s1\ in the document. We want to create a dynamic document where we can completely automate the process of signing. So when the document is ready we want to upload it and the signing box should appear with the anchor text.Does somebody now a fix?Thanks in advance!

I am a security admin for our Microsoft 365 account. Today all emails from dse_na4@docusign.net are being stripped and held due to “containing malicious URL”. These emails appear to be legit. They are related to envelopes actively in the signing process, and we have verified that the document activity attached matches what we see when logging directly in via DocuSign.com. When browsing directly to www.docusign.net, our browsers are also flagging docusign.net as a dangerous/malicious website. The combination of MS and browsers flagging as dangerous has us concerned, and we have asked our users to pause use of DocuSign momentarily until we can confirm.Is there any currently known active threat that is being managed on the docusign.net domain?Thanks!

I am experiencing issues with my developer account while trying to connect it to Power Automate flow in D365.

Hello Community,I hope you all doing well and maybe someone can help me out, because googling, asking coworkers and reading brought no solution. What I try to achieve: I created a Template (docx-Word) for Conga Composer and field all the data fields and integrated a query. After the file is created (now PDF) it should be send via docusign to some contacts.So I took the docx-Word Template, wrote down all the Anchor Tags and placed them via docusign during the creation of a docusign Envelope Template in Salesforce.The problem is now, when I use the button for sending, which I created with docusign, the file which I used to create the Envelope Template is also attached to the Envelope and the created PDF file. When I delete the, so to say, Sourcefile, all the automatically assigned fields in the PDF I like to send out to the customer are deleted. When I dont delete the file or deselect it, its going to send with the Envelope. So inste

How can you create a link to send the same doc to multple people?  It makes me enter an email and name but I am sending the same doc to multiple people so I dont want to enter the name and emaiil.

Hi! I just published a new YouTube video on how to fully automate document workflows using Docusign and Smartsheet.You’ll learn:How to overcome the limitations of the standard Docusign and Smartsheet integration to create mail merge documents - This isn’t possible with the standard integration  Automate status tracking Retrieve information entered by recipients in forms directly in your Smartsheet rows Automatically retrieve the signed document in Smartsheet You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner

Hello, I am working on a Power Automate flow in which two documents are sent to the recipient. One document is a PDF packet that contains multiple pages of information for the recipient, this document does not need to be signed, only viewed. The other document is a docx file that contains a page which needs to be signed. I am having trouble creating a power automate flow in which both of these documents can be sent together in one envelope, with only one requiring a signature. Is this possible? 

Hi, We are using a custom URL For button when when we go to ‘Send Agreement’  after we generate the documents, it asks us to add the signing groups and users individually. We would like to have a certain set of users already added so our end users will follow the correct process. Would also like to add a custom email message. We have this all set up with our current templates in DocuSign Apps Launcher but we are unsure how to get it to work with DocuSign Gen. Any insight? Here is a video of what I’m seeing: https://share.zight.com/wbuqEXr4This is our Custom Button I have highlighted the URL Scripting that I have working in our DocuSign Apps Launcher button but for some reason it isn’t working in the below. {!URLFOR(IF($Site.Prefix == '/s', $Site.Prefix + '/apex/dfsle__gendocumentgenerator', '/apex/dfsle__gendocumentgenerator'), null, [sId = SB

I am wondering if it is possible to group custom document checkbox fields in a DocuGen template using xml. I am creating the individual checkboxes as document custom fields with the autoplace text to insert in the word template and need to be able to group these checkboxes.

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

When I follow the instructions / link on the Google Workspace integration page (https://www.docusign.com/integrations/google), which links to the Google Workspace appstore, the appstore link is broken and just returns a 400 Error:https://workspace.google.com/u/0/marketplace/app/docusign_esignature_for_google_workspace/469176070494Is the Google Workspace integration discontinued?