Integrations

I did a Power Automate Flow to send an Envelope by DocuSign with the document added to a Sharepoint Document Library but its giving an error on the action Get Fiel Content : Document ID “Power automate error  Action 'Get_file_content' failed: File not found clientRequestId: baeb52b8-9b24-4dfb-8fec-094588cce987 serviceRequestId: d84f3aa1-80ef-0000-1640-87ab8072fc4f”I was able to find out what was the error. On the Get File Content action, I was selecting the ID of the Fiel in Sharepoint instead of the File Identifier.  

I am trying to connect DocuSign with Microsoft Power Automate to retrieve custom data (such as the envelope submission date, a certain value stated in an envelope, and the count of approvers) from an envelope and automatically fill out the custom data in a SharePoint list when the envelope is completed Is there a way to achieve this? 

Sometimes when trying to send a file out for signature, using sign with DocuSign from my SharePoint library, DocuSign will prompt me to hit the login button, after loading it sends me to the DocuSign home page rather than the typical envelope formatting, I need to send my document out for a signature. Any ideas on why this is an how to prevent it from sending me to the homepage?

how to download expired files

Hi all, I am trying to create a simple automation in which I use Make.com to send a docusign template when a new is added to google sheets and I have been using the “ send a Doc from template” module. However, when the automation runs I receive the document without the signature field that i added to the template! HELP! where am I going wrong?? 

Hi there, We have been testing the DocuSign & HighQ integration and raised a query with HighQ which they have suggested be raised with DocuSign: We can see that no matter which HighQ user sends a document for signing, the email notification appears to come from the user who authorised the integration. It is my understanding that this also means any envelopes, regardless of which user sends for signing, are all sent from the DocuSign account of the user who authorised the integration. I was just wondering whether there was any way to add additional DocuSign accounts, along with the ability to indicate when sending the envelope who  it is coming from? Ie. the DocuSign account authorising the integration will be an IT employee of sorts but Fee earners would be the ones sending the envelopes to Clients and would therefore like their name on the email notification that goes to the signatories.

Trying to set up OAuth in application, and getting errors on the auth code exchange for access token. Tried the exact same request in Postman and getting 200s. My request url, headers, and body looks good and identical to the one I am sending through Postman...

Hello everyone,we got a Rich Text Field with multiple Images and Text which we would like to display in a generated template.Text is working fine but the images generate an error message:Any idea how to work around that?

After sending the documents, I can see the status in the DocuSign Envelope status components in the related tab. However, when I click on "View All," it shows "The requested resource does not exist." Please refer to the screenshot. Any help would be appreciated. Thanks in advance. 

Ideally when we click on view all link, it will be redirected to ‘Docusign Status’ list view to display all the docusign enveloped created from salesforce. This was working fine earlier but recently it shows ‘the requested list view resource doesn’t exist’. We don’t have control over Docusign envelope status aura bundle component to modify the list view filter name as it is a managed package.Current behavior:Expected behavior: 

I woudl love to see the DAL Salesforce pacakge offer the same feature/functionality OTB as the web app.

Hi All,I have set up a template on docusign and mapped all fields on smartsheet. When I generate the document data is not pulling and fields are blank.Can you advise what the issue might be?Thanks,Angelo

Is there a way to send Invoices via DocuSign for e-signature? I've added the DocuSign App to QuickBooks Online, however I'm only able to send Estimates with DocuSign. I need to also send Invoices through DocuSign for Signature.

I want to know the list of salesforce objects that are accessible with Docusign and the API version of Docusign that is being used?Can i use nonprofit cloud objects such as "Program" with Docusgin?

Hi what is the easiest way not to display the Opportunity name before Product Name in the column “DESCRIPTION” in the following example:  SERVICE CODE DESCRIPTION SALES PRICE QTY TOTAL PRICE <# <TableRow Select="/Opportunity//OpportunityLineItems" /> #><# <Content Select="./ProductCode"/> #> <# <Content Select="./Name"/> #> <# <Content Select="./UnitPrice"/> #> <# <Content Select="./Quantity"/> #> <# <Content Select="./TotalPrice"/> #>

I signed a document on DocuSign with my workspace google account, and now the company has removed my account completely, I can’t access this account anymore..what can I do to get this contract back? it’s too important and I’m able to provide any information needed to verify that this email is mine.please it’s too urgent and I need someone to contact me in regard to this issue.

Has anyone seen this issue with Docusign in the Production setup? I set up the user everything is alright. This user 1st time submit for signature, instead of the system requesting for granting access, it hits the error - screenshot straight away. My admin account still can submit for signature. Some suggestions on web says that I have to uninstall the application to re-set the access which is the last thing we want to do for go-live.

Has anyone come across this error? Not sure what it is not liking. 

We have an Azure Logic App process that uses information from a SharePoint list to create a Powerform link with parameters. Occasionally the links fail with the message “System Error: Your DocuSign request cannot be processed at this time.” We have one use case in which the link seems to always fail. Staff have entered information three times and in all three the Powerform link with parameters is failing. The process is working for other list items. Anyone know of a way to troubleshoot this?  

After giving this access also signed document is not back to salesforce opportunity record 

hello community, I am working on setting up a process whereby documents from Smartsheets can be send for signatures via Docusign for approvals based on emails includedChris  

Hi, We are trying to move to DocuSign Apps Launcher. I have used the migration tool to move our old DocuSign Status’ to the new DocuSign Status object. We have done this for a Custom object called Partner/Client. You can see in the attached screenshot I have the Envelope Status as a component - which is the only way it will show on Custom objects. But I am unable to get to the documents in that envelope. When I click the little drop down and say ‘view envelope’ I am not taken to the actual DSX record where the documents are typically found in the notes and attachments. How do I get to these historical documents? It should be noted that I am working in a Salesforce Sandbox connected to a DocuSign Dev account - could this be the issue? If this is supposed to work a certain way could some please point me in the direction of how this would look in production? Thanks!  

We have a standard DS button on cases for HIPAA verification and Related list to case which is Lookup to case from case contact (custom object). The issue is when configuring Recipient under relates list feature of DS I’m not able to limit the choice for sender to choose from case contact (a related list/lookup to case) Instead I’m getting all the org email ids to choose from which I don't want. I want users to send/choose from document to only related case contact object. 

Hello, I would like to integrate Docusign in a hubspot CRM, but I encounter a problem with the connection to my docusign account, it says that I’m “partially connect”. Did you guys have the same problem?   Also I didn’t find the “connect button” in Docusign to enable the connection.

Nothing changed on my template, but not it’s just not placing the field anchor for a signature.  In my template:  In my Docusign Gen Template:   In salesforce sending the document:   Anyone know what I am doing wrong?