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Have Docusign integration questions? Look no further.

423 Topics

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AnjanaNewcomer

asked in Salesforce

Conditional logic to hide a field if it is blank

I want to hide a field (OR suppress line break) if the salesforce field is null or blank in word template. I am not able to check for salesforce field null/blank value in the template. Thanks,,

5 months ago

Suji JohnNewcomer

asked in Microsoft

Reminder settings are not working when we send the envelope using the DocuSign connector in Power Automate.

I am currently using the DocuSign connector in Power Automate to send and receive e-signatures for documents. DocuSign application has the ability to set up sending reminders until the document is signed. However, I have tried setting up reminders through the settings menu, but have not received any reminder emails from the DocuSign application. Can you please help me solve this issue?

5 months ago

Guy MorNew Voice

asked in Microsoft

"When an envelope status changes (Connect) (V3)" is creating multiple Connect configurations

Hello Community,I’m using a flow in Power Automate to save documents from completed envelopes to sharepoint and API the detail to another service. I successfully used "When an envelope status changes (Connect) (V3)" to trigger the flow and provide the needed documents and detail, but every individual run of the flow (one envelope), creates a duplicate of the Docusign Connect configuration. Very soon after, this results in too many requests at a time because every envelope is basically requested a few dozen times. How would I prevent this from happening? All I did to connect Power Automate’s "When an envelope status changes (Connect) (V3)" is to choose my account, give the flow a name, and choose to listen to completed envelopes, the initial Connect configuration was created automatically.

5 months ago

JackieJNewcomer

asked in Salesforce

Change the default status of the Sign Now Button

We have just updated our version of docusign which is integrated with Salesforce. We have noticed that with this upgrade the button ‘sign now’ is now defaulted to zero (unticked) where as it used to be ticked. It is just another small step that our workers need to remember to do in their process flow. Does anyone know if this default can be amended to = 1 (ticked) https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=psy1581360698967&topicId=jba1581360655134.html&_LANG=enus

5 months ago

EvanEezyNew Voice

asked in Microsoft

Power Automate Docusign Connector Stopped working

Just this morning, my connection for Docusign Connect stopped working completely. I keep receiving the error: Request to the backend service timed out - and Error 503, or the service is unavailable.I immediately tried to re-validate the connection, that did not work. I then deleted it, now I’m unable to add it back. This has stopped our corporate paperwork system dead in its tracks.Has anyone else experienced an outage with the production connector for Docusign connect in power automate?I was able to add the demo connector without issue, but I am not completely unable to add the connector back even after sanitizing it from our environment.

5 months ago

conor.burgessNewcomer

asked in Microsoft

Dowloading completed file with Poiwer Automate

Is it possible to download the documents from a completed envelope using power automate, I can currently only see actions to get document info, not the content or actual file. Thanks.

5 months ago

NahalNew Voice

asked in Microsoft

Using Power Automate to update Text Box through data label option

Question: How do we update the text data labels inside of the document / template via power automate?

5 months ago

Oak2572Newcomer

asked in Microsoft

Show "There are no records to display" message in Power Pages

Hi CommunityI’m having issue with Power Platform - Power Pages integration. I followed the exact steps described in both Docusign and Microsoft official documents. Everything goes well until “View and Sign” document part. It says “There are no records to display”. Appreciate any help. https://support.docusign.com/s/document-item?language=en_US&bundleId=gqy1619537336307&topicId=bpi1699578155767.html&_LANG=enushttps://learn.microsoft.com/en-us/power-pages/admin/set-up-docusign-integration CheersZA

5 months ago

DIDO444Newcomer

asked in Other

Can we integrate docusign with Profile Tax software

I would like to know if we can integrate docusign with profile software in 2023 tax forms ?

5 months ago

Luke.PowerNewcomer

asked in Microsoft

Adding dynamic data to custom fields

I tried using Power Automate to update the text in Custom fields from my excel sheet into the template that I have created in Docusign, I tried importing the info of the Custom field by using the function “Get Custom Field Info” but I noticed that it wont import anything and it will still show as successfully run. I am trying to import the field info so I can put that info to run the “Update the envelope custom field” which will update the values of the respective custom fields. Can anyone help me with this please?

5 months ago

IzzyNew Voice

asked in Microsoft

When specific envelopes are completed, create a file with their contents in a SharePoint site

I have a power automate flow in which I get a document from SharePoint, create an envelope with it, then send it to users to sign. Then, I use a separate flow that when the envelope status changes, to then get the completed document and create a file in SharePoint with it. I have run into a couple issues that I cannot solve: This DocuSign account will be used to send many types of documents but I only want one type of document to be sent to this SharePoint site (for example NDAs signed by employees but not contracts send to customers). Is this possible? Below is the second flow I was using but it is works for all envelopes rather than just what I want; and after succeeding, it tries to then run the same final action many times and fails. (my guess is that it’s because the envelope goes through many status changes before being completed but since you can only have one file with a specific name it can’t create a new one for each status change). Is there a better way to do this? By the wa

5 months ago

md1Newcomer

asked in Other

Third party app integration envelope usage

Hi, I have integrated an application with DocuSign using the Apps and Integration keys in DocuSign, everything is working however when I promoted the app to Production it required an Admin to login and approve it but now the envelopes sent via the app are being allocated to the admin login whereas I had created the app under a service account and had hoped the envelope usage would be allocated to this account. Is there any way to accomplish this?

5 months ago

Steven.TruongNewcomer

asked in Salesforce

CLM not finding Salesforce Field

I created a new field in Salesforce on the CPQ Quote object, API field is ‘All_TD_Product_Codes__c’. It is a Long Text (15,000). It is visible to all Profiles. I go to DocuSign CLM > Admin > Form > ‘Order Form’ > Add Fields > Link to Saleforce field and search for ‘All’ but it does not show up. Help?

5 months ago

venkatsfNewcomer

asked in Salesforce

DocuSign with Salesforce - Limitations

Hi Experts,We are planning to generate PDF documents for contracts in Salesforce. There is a limitation in salesforce that you can generate PDF only upto 2 MB size and also only 1000 requests per Org. Hence, we are unable to use Salesforce Omnistudio document generation. If we go with DocuSign solution, we will be able to accomplish the above requirements and what is the max size limit on the PDF and how many documents max we will be able to generate in an hour? Please let me know asap. https://help.salesforce.com/s/articleView?id=ind.doc_gen_client_side_server_side_docgen_compared_392343.htm&type=5 Size limit: The size limit of client-side generated documents is 10 MB starting Winter '22 release. For earlier releases, the size limit is 2 MB. Size limit: The size limit of server-side generated documents is 2 MB. You can submit up to 1000 requests per hour, per org.

5 months ago

Kyle.RussellNewcomer

asked in Salesforce

Restrict Salesforce users of Docusign to only use it through Salesforce?

I’m trying to make sure our users are only sending documents for signature that we approve of. We are using the managed package for the Salesforce integration and the users in SF need to match users in DS. The problem is I don’t want these users to be able to directly log in to our DS instance and send additional envelopes. Is there a DS permission profile that I can apply to their DS user accounts to limit their access? Would it be possible to have all documents sent for signature from SF use the same DS user account so that we can limit who can login to our DS instance? The ultimate goal is to have all our users sending documents for signature through client apps like Salesforce or other applications that call the DS API. We’re trying to keep a user from sending random envelopes from our instance using non-approved contracts. This way everyone is forced to use DS clients that have hard-coded templates they use every time.

5 months ago

samiranNewcomer

asked in Other

Steps to connect DocuSign E-Signature with S4HANA

Can someone provide insights on connecting S4HANA ERP tool with DocuSign E-signature

5 months ago

pratikraj11Newcomer

asked in Salesforce

What is sandbox installation Url , The installation URL at app Exchange only working for Production

5 months ago

coldienNewcomer

asked in Microsoft

Netsuite | DocuSign Permission for Sales Rep

Hello!Has anyone encountered an issue where a role (Sales Rep) is getting a message - "You do not have privileges to view this page" upon hitting Send with Docusign button in the sales order page? The document to be signed still generates. I compared the Sales Rep and Sales Manager role (can access the envelope) but I can't see any significant differences in their permissions that is preventing the sales rep role from accessing the envelope.Confirmed the following setting is enabled in Docusign: Log into your DocuSign account. Navigate to Go to Admin > Sending Settings and enable the setting, Allow sender to download form data. thank you

5 months ago

Ankit VermaNewcomer

asked in Salesforce

Getting an Error when integrate Docusign with Conga Composer and send Document for Signature using Conga Custom button "There was issue processing the Conga Composer Request".

I have installed DocuSign e signature for Salesforce and Conga Composer application from App exchange in Salesforce dev org. And integrating Conga with DocuSign add DocuSign parameter to send Document for Signature using conga custom button. But I have getting an error “There was an issue Processing the conga composer Request”. Why I am getting this error.DocuSign package in salesforce: DocuSign App launcherI’m giving below these parameters in conga Custom button. But getting error in Conga when sending Document for Signature.https://documentation.conga.com/composer/october-23/salesforce/using-conga-composer-and-docusign-for-salesforce-143899284.htmlPlease help me on this.

5 months ago

Harold MNewcomer

asked in Microsoft

How to configure the use of electronic signature in Docusign using Power Automate?

I am looking for ways to request signatures from several people automatically, I have verified that Docusign supports the use of electronic signature (through a card reader or USB port) but I cannot find the correct configuration to request it through the power automate platform In fact, I can't even find the option to request it through the docusig website. Does anyone know how to change this signature request?

5 months ago

RiyaNewcomer

asked in Microsoft

Power Automate fails "When DocuSign Envelope status completed" - Error: User is not an account Administrator

We have added configuration in DocuSign→ Integration→ Connect → Add configuration→ Configured API URL → checked all the Trigger event for DocuSign.When I tried to run the power automate it is giving me the below error. Could anyone let us know what is the cause of failing this power automate

5 months ago

ts1001

asked in Microsoft

Map DocuSign groups with Azure entra groups

Hi, we are looking into leveraging azure entra (active directory groups) as the basis of groups in docusign - is there anyway that azure entra groups be mapped to docusign groups? Our organization currently has sso set up but we are wondering if we can step it up and map groups to groups in docusign. Thank you

5 months ago

achillinskyNewcomer

asked in Salesforce

Through Nintex in Salesforce, how can I add a custom field in the list of available docusign tags?

How can I add a document custom field into DocuSign Admin within Salesforce? I am using Nintex to add DocuSign tags onto documents to generate and send through Salesforce. Currently text is not an available DocuSign tag, so I added text as a Document Custom Field in DocuSign > Settings > Document Custom Fields.

5 months ago

mhunchuckNewcomer

asked in Other

Monday.com / Docusign App - Cannot Select Templates In Docusign

Within Monday.com, I am clicking the Item and then choosing to create the envelope for Docusign. This opens the Docusign window with my account signed in. Based on the tutorial on how to use the Monday.com Docusign app, I should be able to select from a Template or Upload a new document file. These are options I have if I log in to the native Docusign website under my account, but I don’t see when creating the envelope from Monday.com. Has anyone else had this issue before? My workaround currently is to discard the envelope temporarily created and then I can see the option to create a new envelope from a Template.

6 months ago

KennethNewcomer

asked in Other

iManage Work 10 and DocuSign

Afternoon allWe currently use iManage Work 10 as our document management system, and wondered if anyone using similar has integrated with DocuSign?Thanks in advance.Kenneth

6 months ago

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