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I previously uploaded a couple pdfs, I dont receive an error message. I tried to upload it on our docusign site and I received “Invalid file format”.. why?
i’m sure that have the following requisites set in your integration:Standard data model Multi-step form linked to a Dataverse table Creating a new activity allowed in the table properties Authenticated users eSignature templateCheers
Can we recall the envelope that we sent to the customer for e-Sign in 7.12.3 version?
Has anyone imbedded the Docusign envelop signing experience into a Salesforce Experience Cloud site- without forcing the user outside of the site- no new window pop but a seamless signing experience in the portal?
I have created template and attached the policy in that. And then using automate to create a pdf which needs signature and after that created envelop using template and then used add document action to add the pdf which needs sign. As of now when I am sending this to customer they can see both policy and pdf when click on review document button present in email. Requirement is to attach the policy pdf as an attachment to the email not inside the envelop.
We have a Salesforce object with a few record types. The object has a picklist with just few values available per record type. When have configures a template per the object record type in Docusign. I created a merge field that would write back to the salesforce picklist. I provided values I wanted to see in the list value yet I always see all possible values for the picklist.Is there a way to narrow them down just to the one I have configured on the template?
Hello,The x offset of the tab is not right, the actual text appears lower than expected. I’ve tried to change the x offset (pixels) value but nothing helps. I’m using Power Automate to fill in values in a document.Does anyone know how to solve this?
I am trying to similar send with DocuSign button which we have created with DocuSign signature (Older Classic version) where we are composing and merging conga template and passing merged document to DocuSign. I am trying to achieve similar functionality on single click of the button on newer app, Any help is really appreciated.
Hi Sir/Madam,docusign template assistant for word is not available in my o365 tenant. Accordingto Microsoft, they had same issue on their test tenant as well. The “docusign template assistant for word” not populated or roll out in some of the tenant. Im facing this issue in my tenant as well. Their advice to check with Docusign support team to rectify it when it will be fully roll out to all tenant. Do you have this issue as well? if yes, what is the advice and resolve this issue?
Im trying to pull fields from my deal in Hubspot directly into a docusign envelope. I know there is some integration and trying to create a custom one, but can’t find the missing piece.
Please provide solution or permission to merge field while creating docusign envelope Template.
Hi,I use Zoho CRM and I need to send documents to sign.the processo should be this: automatically the template should be filled w/data that already are in the crm record (let’s say in a contact)then the document should be sent using whatsapp and the sign should be done by SMS OTP Authentication.I do not understand if this is possibile with Docusign or I need to find another provider.thanks
Display salesforce cpq Bundles in template table.
Hi everyone, i get this following message when clicking Open Docusign in Add Recipients pop up on Dynamics 365 integrationSystem.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a DocuSign User entity for the current user - transaction creation failed. I already created the DocSign User record, and User Validated already set to Yes. Thank you
Error Message : '{"errorCode":"MAX_CONNECT_CUSTOM_CONFIGURATION_FOR_ACTIVE_REST_PAYLOAD_EXCEEDED","message":"Maximum number of active connect custom configurations for Rest Payload exceeded. Rest payload configurations[20] are exceeding or at the allowed limit[20]"}'. please find the attached screenshot for the power automate flow setup. please provide a solution so that I can use it to correct the flow. or please fix the bug.
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