What’s Happening in the Docusign Community | February Edition
Have Docusign integration questions? Look no further.
Recently Active
Is there a possible way to copy a docusign status for the envelope signed document to the quote object in salesforce?
In our newly implemented integration, I can see and download the PDF and Word files that are coming in to Salesforce via Docusign in the DocuSign status object. However, I’m unable to open the downloaded Word file and get this error - any suggestions?
Hi,I’m getting licence warning when testing simple power automate flow. When i run it i get an error:“The user '<my account id>' does not have a service plan adequate for the non-Standard connection 'Docusign'. https://go.microsoft.com/fwlink/?linkid=2123710” According to documentation i don’t need premium license to use docusign.
I have created an eSignature DocGen template. I want to create 5 similar envelopes using the same DocGen template. About 40% of the field data is the same across 5 envelopes , but the remaining 60% of the fields are unique data for each recipient. I expected to be able to create a one envelope using the DocGen template and save as a draft. Then copy the draft envelope and make DocGen field changes to the envelope copy, but the “copy” function is not available in the envelope drop down actions for the created envelope in draft - should I be able to copy a draft envelope? I see that copy does become active for the envelope after sending it, but the envelope copy shows fixed text for recipient 1, and I cannot edit/update field entries for the unique data for recipient 2. Perhaps bulk send is the only way to achieve what I want to do? But I’m reticent to use bulk send, since you cannot preview the generated documents before sending.
Hello. I am very new to Docusign. We are in the process of setting up Docusign with Salesforce. I have added the recipients by role. When I try to send the document I am getting the error noted in the title. Please let me know if additional information is needed. Thank you,NancyName {!pse__Milestone__r.pse__Proj__r.Principal_In_Charge__r.Contact.Name}Email{!pse__Milestone__r.pse__proj__r.Principal_In_Charge__r.Contact.Email} Signer will be assigned manually Name {!pse__Milestone__r.pse__Proj__r.Principal_In_Charge__r.Contact.Name}Email{!pse__Milestone__r.pse__proj__r.Principal_In_Charge__r.Contact.Email}
Hello, everyone! I have the following question. It would be great if someone could help me with this. Salesforce sends a document with account record data (Account object in Salesforce) for the client to sign using DocuSign. If the document is not signed by the client within 7 days, an email is sent to the client with the message:"Documents for your DocuSign signature have been cancelled for the following reason:Envelope expired."Please tell me if I can and if so, how can I add a link to the triggered record (account record in Salesforce) under this message so that the answer looks like this."Documents for your DocuSign signature have been cancelled for the following reason:Envelope expired."Link: "link to account(triggered record) here"Thank you all for your answers!
Hi Team, I am trying to create an envelope. i have added a pdf document to the envelope[pdf is generated from the word document] and recipient. then i try to add the anchor tab to the same for signature. the anchor tab string is present as a placeholder text on document. however it says anchor tab missing. is there any setup of anchor tab that i may have done wrong.
Hi Guys,I was recently asked to sign some documents using Docusign. I went to the site and download the windon OS program. Unfortunately, the program I downloaded required 64 bit mine is 32 bit. We went through a bunch of different ways with the company and I even tried Acrobat which they would not accept. Finally we signed the documents with 3 different witness. Which was crazy! Is there a windows 10 32 bit program???
when I use power automate “When an envelope status changes (Connect) (V3)” show the error.would you plesae help me?
I am trying to display a field in a Repeat xml tag, but I keep getting a xpath exception error.I have a template that uses the credit note object in Salesforce, and I am trying to display the unit price field on the invoice line object. I go from credit note > credit note line > credit allocations > invoice line > unit price. No matter how I construct the content select tag, I get an xpath exception error.Any ideas on how I can get the unit price to display?Field 1: <# <TableRow Select="/blng__CreditNote__c//blng__CreditNoteCreditLines__r" /> #>Field 2: <# <TableRow Select=".//blng__CreditAllocations__r" /> #>Field 3: <# <Content Select="./blng__InvoiceLine__r.blng__UnitPrice__c"/> #>For example, this results in xpath exception error:<# <Repeat Select="/blng__CreditNote__c//blng__CreditNoteCreditLines__r" /> #><# <Content Select="./blng__InvoiceLine__r.blng__UnitPrice__c"/> #><# <EndRepeat/> #>
How can I use the forms in Transactions (ZipForms) then send them via DocuSign for signing? I currently have ZipForms as an agent and have already paid for DocuSign separately. I then found out that it can be done through ZipForms, but I can’t figure out how to do it. The only way I know how to at the moment is to do the forms in ZipForms, then download them individually, to then drag them into DocuSign. Then I have to manually place signing boxes and it is super frustrating and time consuming. Please help! TIA