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634 Topics
DavidGiller
Newcomer
DavidGillerNewcomer
asked in Salesforce
Need Help: "Web service callout failed" Error with DocuSign eSignature App in Salesforce

I'm facing a critical issue with the DocuSign eSignature app for Salesforce, and I'm hoping someone can help me troubleshoot it.I've installed the latest AppExchange package for the DocuSign eSignature app, and while I've successfully added the DocuSign button to various native and custom objects, I'm encountering a persistent problem with two specific objects. When I attempt to use the DocuSign functionality on the Contacts object or a custom object called "Enrollments," I receive the following error:"Web service callout failed: Unable to parse callout response. Apex type not found for element quickActions."Here's a brief overview of what I've done so far:Installation and Setup: Installed the latest version of the DocuSign eSignature app from the AppExchange. Button Addition: Successfully added the DocuSign button to several other objects without any issues. Error Encounter: The error only occurs when selecting the Contacts object and the custom "Enrollments" object.I've scoured the w

4514
A
Community Moderator
M
Newcomer
MaahiGoelNewcomer
asked in Salesforce
Salesforce to Sharepoint via Docusign Links

Hi, I am building out a process that triggers the document envelope from Salesforce and then archives it in a SharePoint site. Is there a way I can retrieve the link to the sharepoint file and bring it back into salesforce? I want to add a link in the Salesforce record to point it to the signed contract. 

366
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Community Moderator
S
Newcomer
SpencerMNewcomer
asked in Microsoft
D365 Cloud Flow connector trigger when one individual signs

I am utilizing a Power Apps cloud flow to send out a single document/envelope to 2 separate recipients, with a separate signature tab for each. I am looking for a way to trigger a flow when one of the individuals sign, but before the envelope is ‘completed’ and update a record in Dynamics365 with a status that recipient1 has signed, and recipient2 is still pending signature. Upon review of the available triggers, I see one for envelope-completed but this is for after both signatures would have been received.Is this possible using the out of the box connector?

1023
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Community Moderator
D
Conversation Starter
Donna SevignyConversation Starter
asked in Microsoft
SharePoint DocuSign Connector - Multiple Account/Environment Use Case?

At our organization, we have two separate DocuSign accounts (different admins, different software versions) but we exist on the same server so we can transfer users across if they transfer from one work area to another.One work area (eSignature Account A) wants to leverage SharePoint connector for their work in our organization’s enterprise SharePoint solution.  Everyone uses this enterprise SharePoint environment regardless of which DocuSign account for eSignatures they use.Can the connector’s environment be configured for the organization versus one or the other of our eSignature accounts? If a client of eSignature Account B for example asks to leverage the DocuSign connector, can it work for them knowing eSignature Account A is already set-up to use the DocuSign connector?The goal is to configure DocuSign connector for SharePoint’s environment once for anyone in either DocuSign accounts to leverage.  There is a good chance I misunderstand but I have the impression the environment is

903
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Community Moderator
C
Newcomer
CharlieSNewcomer
asked in Salesforce
This Account lacks sufficient permissions to use Merge Fields.

I'm getting 'This Account lacks sufficient permissions to use Merge Fields.' when I try to add a merge field while creating a template, does anyone know which permission I should add to the DocuSign user in order to make this work?

1504
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Community Moderator
K
Newcomer
KaitlinCCUNewcomer
asked in Other
Connect Integration (MeridianLink) - Expiration & Reminder Settings

We currently have our DocuSign connected to our MeridianLink platform to send out documents via MeridianLink for new account opening and loan documents, etc to be signed electronically. When these documents are sent out, is there a way to set up expiration timeframes and reminder frequency on the DocuSign side, or would this all be controlled through MeridianLink? 

1403
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Community Moderator
L
Newcomer
LR_SFDCNewcomer
asked in Salesforce
DocuSign in Salesforce: From envelope temp builder "place fields" access blocked

If I am trying to create or modify an envelope template in from Salesforce and get to the “Place Fields”I then receive the following error:  Content was blocked and it says contact the owner of the website. As anything else out the DocuSign part works in Salesforce I can only imagine it happen during accessing DocuSign sites. I already tried different settings in Chrome / Edge / Firefox but still getting the same error.  Any support would be highly appreciated. 

1463
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Community Moderator
Jeff_Leving
Newcomer
Jeff_LevingNewcomer
asked in Other
Is Retrieve a Windows app or a browser-based app?

Is Retrieve a Windows app or a browser-based app?  It is unclear from the KB articles and video demos. Maybe a combination of the two?

202
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Community Moderator
I
New Voice
ioSvenNew Voice
asked in Salesforce
Automatic Anchor Tags for Checkboxes, Text and Stamp

Hello Community,In Salesforce I generate a PDF which should be send via docusign.In the document I used Anchor Tags like \s1\ for Signer 1 and \s2\ for Signer 2. In the documentation I read that Checkboxes could be implemented via \cb1\ or \cb2\ and text via \txt1\. Also i found an article Use Automatic Anchor Text with Custom Tags (docusign.com) where its stated the implementation needs to be as follow \tbx_1_text\ for text and \cb_1_yes\ for a checkbox. For the secong solution Merge fields need to be created, but I dont need writeback functionality. The customer should only be able to click the checkboxes and fill in some text.Is there any chance to get this working?Also I’m missing an anchor tag for a stamp. Is this possible? Thanks and all the best,Sven 

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Community Moderator
D
Newcomer
dharmareddyNewcomer
asked in Microsoft
Issues with Tab Type Replacement and Signature Overlap in Power Automate Flow Using DocuSign Connector

Hi DocuSign Community,We are utilizing DocuSign Connector from the Power Automate Flow and seeing the following issues. Tab type “Text” is not showing a place holder for signing party. Tab type “Signature” is showing on top of the “tabs anchor string” and it’s overlapping after signing. [Snap attached] Triggers are not working.Note: We are using Microsoft as Account.Thanks,Dharma Reddy B.

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C
Community Moderator
S
Newcomer
SwapnaliNewcomer
asked in Microsoft
How to change Outlook Docusign Add-ins Language preference?

I changed language preference on DocuSign web from English to French, however when I access DocuSign add-in from my outlook I still see it in English? How can I change DocuSign Add-in reference? Sharing add-in screenshot for your clarity -  

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C
Community Moderator
S
Newcomer
sandip singhNewcomer
asked in Other
How to integrate DocuSign with One Trust?

I want to integrate DocuSign with One trust. Is there any documentation/guide available to implement the same? 

622
N
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Other
account.docusign.com refused to connect.

I have been a ZipForms, DocuSign and DocuSign Transaction room user for several years. I have received this error on more than one occasion in the past 6-10 months. Sometimes I have time to wait for it to "clear up" but it's nothing I'm doing wrong. It just refuses to connect. I've refreshed the tabs but it starts when I am using Zip Form to create and tag the docs in a "package" that when I click NEXT it automatically opens a new window in DocuSign and brings the docs in for further tagging before sending out for signing. account.docusign.com refused to connect This is what pops up in the window of DocuSign.

196910
E
Newcomer
K
Conversation Starter
kokosConversation Starter
asked in Microsoft
tabs are filled with the same value in power automate

HelloIn power automate I have a flow that uses docusign and I am puttin some tabs on a document. When I start typing on one of the tabs, the same value is entered in all the tabs. The anchors are all different for each tab. Moreover even if I set the tabs to optional they appear as required when I hover over them.   I’ve tried both old and new designer in power automate

891
K
Conversation Starter
H
Newcomer
hanna.milwerNewcomer
asked in Other
CaptivateIQ Intergation

I am getting the following error when sending envelopes via Captivate IQ with the DocuSign integration:“ DocusignIntegrationErrorThe user name for the recipient is invalid. The user name is invalid for recipient Id 00000000-0000-0000-0000-000000000000 “Has anyone encounter this issue in the past? I’ve verified my data and everything looks okay. 

18311
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Community Moderator
G
Newcomer
G25Newcomer
asked in Salesforce
Placing Merge Fields on Salesforce Generated Document (attached via record) via the Docusign Envelope Templates editor

Hi community, I am struggling with the following matter:We purchased DocuSign eSignature (no Document Generation).Use CaseOn the Quote record, we generate files (output is either .docx or .pdf) via CPQ Template. In our DocuSign Envelope Template (dfsle__EnvelopeConfiguration__c), we want to add merge fields to these generated files. The documentation from the legacy solution suggests using AutoPlace Fields (also called anchor tags) in our template content (e.g., \s1\ for Signer 1). This solution is not viable for us as it is a legacy feature. I have been trying to find an alternative solution for this matter in the documentation but unfortunately without success. Can anyone help? Thanks. Screenshot 1: Document from Salesforce record (Place Fields step is missing)Screenshot 2: Document from upload (Place Fields step appeared) it regards placing merge fields on a dynamically generated file related to a Salesforce record, in a Docusign Envelope Template record https://www.loom.com/share/0

1603
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Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Docusign Gen Template Preview giving error "SF Access Token with error code BadRequest and error message"

Could not generate document "test demo on prod": [146] Failed to get SF Access Token with error code BadRequest and error message {"error":"invalid_grant","error_description":"expired access/refresh token"} 

7063
A
New Voice
J
Newcomer
jrybalkoNewcomer
asked in Salesforce
DocuSign App Launcher - Shared Access

We have recently transitioned from DocuSign eSignature for Salesforce to DocuSign App Launcher. It has come to our attention that certain users who previously had the capability to log in as another user in Salesforce and send a DocuSign envelope on their behalf are now experiencing issues. When attempting this action, the page fails to load properly. This functionality is crucial to our process. We are investigating if there is a specific permission or setting that can be adjusted to restore this capability. Although these users have shared access through the DocuSign website and can send on behalf of others from there, we aim to integrate this feature within our Salesforce organization due to dependent processes. We are seeking a solution to ensure seamless operation and maintain our workflow efficiency.

742
A
Community Moderator
S
Newcomer
ssmockNewcomer
asked in Other
Docusign Integration with Schwab Advisor Center

Hello everyone,Has anyone run into an issue where no matter which web browser you use, if you go through Schwab Advisor Center → Account Management → Go to Docusign consoleit opens up a new tab in the browser, but nothing loads at all. I’ve had my local IT check browser settings, DNS flushed, browser cache/history cleared out, etc. Nothing seems to fix it, and I was wondering if it might be a permissions issue on the docusign end? Thank you in advance!

1132
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Community Moderator
E
New Voice
etemkinNew Voice
asked in Salesforce
DocuSign Apps Laucnher - DocuSign Records Migration

Hi, I migrated my DocuSign Records using the migration tool. However, it says it only migrates those that are Completed, Voided or Declined.  How do I get the ones that are in the Sent Status over to the new DocuSign Status object for Apps Launcher?  

466
C
Community Moderator
A
Newcomer
aestradaNewcomer
asked in Other
Connecting Docusign and Airtable

Hello, I am trying to find a way to connect Docusign and Airtable. Once my document is returned signed by the client I would like to have the document downloaded automatically into my airtable database. I have tried to do it using Zapier but it isn’t working and I don’t see an available extension in Airtable for Docusign like the one there is for Docupilot.  Thanks,Ana

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Newcomer
E
Newcomer
ECDCommNewcomer
asked in Microsoft
Installing Docusign for Dynamics 365

Hi Community,I have just taken a developer account and am trying to install Docusign in our Dynamics 365 environment, but fail to do so. As per the screenshot, it is not support in the region the environment is in and we need to contact support.This step has been extremely difficult as there is no way to reach out to the support team for installation issues. Any support we need, we need to login first as a customer or partner. I am not able to raise a support ticket. Any help would be greatly appreciated. Thank you,  

493
neethujkp
Troubleshooter
C
Docusign Employee
Community UserLegacy User
asked in Other
Hi All, About the new version to Integration with M-Files, I have a problem with authenticate the user ID on M-Files Admin, I added the correct user and password, but appears an error with password or ID. Somebody know if is a API problem ?

Hi All, About the new version to Integration with M-Files, I have a problem with authenticate the user ID on M-Files Admin, I added the correct user and password, but appears an error with password or ID. Somebody know if is a API problem ?

924
C
Newcomer
S
Newcomer
S finnNewcomer
asked in Salesforce
Email from document template

I am using a template created with DocuSign Apps Launcher for Salesforce.  The recipients are dynamic and have contact records in Salesforce.  The template is referencing an object that has a lookup to the contact in Salesforce.  The Salesforce default email address is in a standard field called Email and the template uses that email address for the send.Is it possible to set the field that the template references to a field other than the standard Email field in Salesforce?Thanks for your help!Scott

2122
A
Community Moderator
J
Newcomer
JulieBarkunNewcomer
asked in Other
Zapier & Docusign connection expiring every 30 days

Hello! We’re using Zapier to connect our website’s form to Docusign, and conditionally send out envelopes to users who fill out a form. We’re running into issues where the connection between Zapier and Docusign expires regularly, causing our envelopes to not be sent. The exact error we’re getting in Zapier is “Unable to fetch refresh token: invalid_grant” Reaching out to Zapier support, they responded with:Based on Docusign's documentation, it uses a default value of 720 hours (30 days) for token expiration. This means that if you've obtained the token by logging into your account, it will expire in 30 days from the first login. [Here is the link to Docusign's documentation for your reference](https://developers.docusign.com/docs/web-forms-api/plan-integration/expirations-timeouts/) Here's what I recommend: Reach out to Docusign support to verify if there are any settings to extend the time period for token expiration within the Docusign app. Is there any way to do as they suggest and

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Community Moderator

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