Integrations

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 -  

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

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.

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

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. 

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. 

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"} 

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.

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!

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?  

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,  

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 ?

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

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/) 

Hi, Receiving this error "You have not granted or have revoked your consent to be impersonated by DocuSign Apps Launcher." when sending a document although user have all the required permission in Permission Set and also Active in User management and in Docusign Account and also not able to see the Docusign Admin Tab in the sandbox

We have users wanting to use eSignature with the Approval App inside of MS Teams.  They are able to successfully prepare and send a document when they are not part of the signing order. However, should they include themselves on the signing order, they receive an error when they click the Prepare button.   We are able to re-create the issue, time and time again.  I’ve confirmed all have an active eSignature profile (2 are senders, 1 is a full fledge DS Admin) on the same account being referenced through MS Teams.  They all have a Teams account as well. Is anyone else seeing this issue?  If so, were you able to resolve it?

Hello, We are using DS eSignature with Salesforce with the DAL and we configured templates for Sales users to generate contract via eSign Salesforce merge fields and send for signature. Once sent and signed, some statuses of the Quote update. We noticed it’s the sender of the contract (the Sales then) who is the person captured to update the Salesforce field. It means we need to give specific permissions to them which is not ideal. Can we have the integration user to update the status as it is with CLM?Thank you

Hey Guys, I know how to set an expiration date within the DocuSign template or sending process. However, for our business case we need a way to set an exact time. I.e. the offer should not be valid for several days but in most cases only today until x pm. Is it possible to set an exact expiry time?Best regards, Tom 

Hello! I am testing our Workday integration with DocuSign. Everything is set up correctly on the Workday side - I’m able to verify the account ID, add the anchor text, and even start a document successfully. The issue is that once I open the document to sign, the DocuSign AutoPlace text fields are not working. I’m only able to place a field wherever I want on the document. I updated the document custom fields with the autoplace text and everything to match the anchor text in Workday. Is there something that I’m missing on the DocuSign settings side that is the root cause of this? Please help!

I need to put digital signatures in documents on Bluebeam. Anybody find a way to do this?

Hello,I’ve noticed that my Docusign signature from Zipforms appears different (weird font and all caps) than my signature when I send an envelope from Docusign itself.  I can’t figure out how to change the appearance of that signature (Docusign via zipforms).  Please help. Much Thanks

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I have set up a rule using the docusign add in for Google Drive so that completed employment contracts are saved directly into google drive but it will not allow me to select the file path in the google drive and is saving everything in the initial folder location.How do i drill down so that saved documents go into a specific file path?

Hey Guys, I'll try to be brief with an example. I want to use Salesforce to send two documents in one envelope. Each document contains an optional signature field. Is there a way to find out which of the documents has been signed after completion via one of the Salesforce records? For example, can I link the signature to an ID and write it back to Salesforce?I am grateful for any hint! Greetings,Tom​​​​​​​

I am using power automate to send documents for signatures. We need to populate dynamic data into our template (PDF) before sending it. We are using Power automate action “Update envelop prefills tab”   Below are some information : Template PDF - Tabs