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1 month ago

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Have Docusign integration questions? Look no further.

498 Topics

SaltClickNewcomer

asked in Salesforce

Imbedded Signing in Salesforce Experience Cloud Site

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?

1513

6 months ago

huzaiffarooquiNewcomer

asked in Microsoft

attach the policy pdf along with the docusign email

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.

1168

7 months ago

MonikaNewcomer

asked in Salesforce

Limit Salesforce picklist alues in docusign dropdown

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?

BerkaNewcomer

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?

914

7 months ago

pratikraj11Newcomer

asked in Salesforce

Conga composer Integration with DocuSign App Handler from send with DocuSign Button

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.

2314

7 months ago

Ivan YNewcomer

asked in Microsoft

docusign template assistant for word

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?

242

7 months ago

Kanto003Newcomer

asked in Other

Hubspot and Docusign custom fields

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.

1864

7 months ago

ChanduNewcomer

asked in Salesforce

Getting Error " This account dont have permission to merge fields" in salesforce

Please provide solution or permission to merge field while creating docusign envelope Template.

CRM DevelopNewcomer

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

982

7 months ago

Ashok DataNewcomer

asked in Salesforce

Display salesforce cpq Bundles

Display salesforce cpq Bundles in template table.

262

7 months ago

shroomNewcomer

asked in Microsoft

Error Creating Envelop Send with Docusign => Get Signature

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

2382

7 months ago

rockand.rollNew Voice

asked in Microsoft

MAX_CONNECT_CUSTOM_CONFIGURATION_FOR_ACTIVE_REST_PAYLOAD_EXCEEDED

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.

3128

7 months ago

munyachiwaNewcomer

asked in Microsoft

Sender name on workflow defaulting to account used in the workflow creation

I am using power automate with docusign and I need the email which is send to the approver to show the actual name of the person who started the workflow and not the name of the user which was used in the workflow creation

362

7 months ago

Andrea_dNewcomer

asked in Microsoft

How to upload documents / attachments from SharePoint

Hi, we have adopted DocuSign by integrating it into our SharePoint document management system. By starting the signing of a document (for example a transmission note) I need to attach the accompanying documentation. How do I upload documents from SharePoint? It seems that it is only possible to draw from the computer's local resources or from OneDrive. It would be crazy if you had to download documents locally from SharePoint and then upload them to DocuSign. Right?

442

7 months ago

etemkinNew Voice

asked in Salesforce

State Field from Salesforce not bringing over values to template

Hi, I have a merge field that is a State picklist field in Salesforce. I am trying to add that field to a template, however none of the values are being pulled over and it won’t let me save the template because it says “One or more of the dropdown fields doesn't have any options.” I would assume that because this is mapped to Salesforce it would bring over all of the salesforce values. Is this incorrect? Am I to maintain both the salesforce picklist values AND DocuSign picklist values separately? Or am missing something in setting of of these fields.

ChristinaCNewcomer

I am new to docusign and am looking to see if this is even possible.We create many different templates based off all of the same pages. Simple example. Template 1 might have 6 pages of the exact same page and Template 2 is the same pages but only 4 copies of the same page.It is possible to make a worst case scenario situation template (has the most pages in it as possible), populate the merge fields, and if certain fields are blank then hide/remove the pages with blank fields? Basically is it possible to conditionally hide pages?

2014

7 months ago

sarahdesousaNewcomer

asked in Salesforce

Salesforce : How do you add an interactive table with information about a child object to a template envelope?

How do you add an interactive table in a template envelope with information about the "Product" (standard salesforce object) associated with the Opportunity object? Is there a way to avoid creating a non-interactive table in Word?

603

7 months ago

anchal.misraNewcomer

asked in Salesforce

I am not able to update DocuSign Envelope Templates

NoumaNewcomer

Can I use DocuSign to fill out a pdf document within DocuSign and then send it for signature. I have DocuSign integrated with Jobber

213

7 months ago

denisserivas_erNewcomer

asked in Salesforce

Salesforce - Word-Based Template with Open Fields

We are using a Word-based Template with Salesforce and DocuGen, but there will be some sections in the PDF that will not be filled by Salesforce, is there a way to add on the Word template the open text boxes I was thinking maybe a tag exists for this, but I’m not finding in the documentation.Currently, it allows to add the open text box after the PDF is generated and prior to sending the document, but it is not scalable to add them manually each time after the document is generated.I see the Online Editor allows this mix of indicating Salesforce fields and add text boxes for the template, however, this editor is much more constrained in formatting options, so we would prefer it to be with the Word based Template.

1047

7 months ago

huzaiffarooquiNewcomer

asked in Microsoft

Bcc and CC on ‘Add recipient to an envelope (V2)’

I am using ‘Add recipient to an envelope (V2)’ in the Automate to send the pdf for signing to client. Now I want to add bcc and cc other team members too in that request. Is it possible?

2444

7 months ago

hamedNewcomer

asked in Microsoft

IMPORTANT BLOCKER: Multiple instance of flow run for When an envelope status changes (Connect) (V3)

Hi,When an envelop signature is completed, we expect this flow to run only once, but it gets triggered many times (between 4 to 11 times our users reported).We have tried to create with different versions of connectors. V1 the same issue, V2 does not work at all, v3 the same issue. Could you please guide us if there is something we can do, or is it a problem with the trigger itself and needs to be updated by Microsoft/Docusign?ThanksBest regardsHamed

916

7 months ago

etemkinNew Voice

asked in Salesforce

Documents from Salesforce Record are not auto attaching

Hi, I am setting up an Envelope Template and I have selected the checkbox “Attach documents from Salesforce record”. However, when I test this template out the files are not attaching from the ‘Notes & Attachments’ related list even though there is a record there.

1603

7 months ago

eccmp112Newcomer

asked in Microsoft

Maximum number of Active custom connect configurations exceeded. - When an envelope status changes (Connect) (V3) - DocuSign

Hi Since last weekend my flow fails all the time due to problems with "When an envelope status changes (Connect) (V3)" stage as a trigger.The trigger does not pick up any envelopes sent from DocuSign and gives me this message all the time "Maximum number of Active custom connect configurations exceeded. Try disabling or removing existing custom configurations." I removed everything I could, checked my connections, there is not many and it still do not work. Everything was working fine last week and something happened over the weekend and cause this problem now.Please help.

2564

7 months ago

tomas.farkasovskyNewcomer

asked in Salesforce

Salesforce Edge Network

After enabling Salesforce Edge Network in Salesforce, DocuSign stopped working. Do you know why?Any experience with enabled Salesforce Edge Network and DocuSign?

272

7 months ago

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