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Have Docusign integration questions? Look no further.

  • 629 Topics
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629 Topics
H
Newcomer
hiteshnNewcomer
asked in Microsoft
DocuSign Login required for user.

Hi Team, I am using DocuSign connector in power automate and calling this from powerapps.I have not created any connector in powerapps. still it asks everytime for docusign connection login to every user while they play(use) the app.I want to deploy the app for 100 users and will be using one license account for this and that will only be the connection in power automate. why then it asks every user for docusign login in powerapps.Kindly suggest how to avoid login. Regards,Hitesh Nagpal

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Community Moderator
C
Newcomer
CheemaGNewcomer
asked in Salesforce
Sending issues

Hi, I am using Docusign for sending quotes for signature from Salesforce. I created an envelope template on the quote object with auto placed fields/merge fields etc. Configured to take latest document from the record. I created a Docusign Gen Template using the same template as on envelope template and linked it for sending after generation to my envelope template. (Output as PDF)When I click generate and send, I am getting 3 documents appearing for sending instead of 1 ( latest from the quote) 2 documents are PDFs where the quote fields have rendered and populated correctly1 document is the envelope template itself where the fields are not rendered and are still showing. merge fields values. example (="/SBQQ__Quote__c/SBQQ__ExpirationDate__c"/> #>)I was expecting one document ready for sending with auto placed fields. If I deselect the envelope template, the other two documents although rendered with quote info, no longer have the auto placed fields. I cant seem to find any art

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Community Moderator
A
Newcomer
AmitVNewcomer
asked in Salesforce
Reminder & Expiration fields query

We want to have 7 day void date contract pdf requirement which we generate out of opportunity object in Salesforce, and along with that we want to send a reminder after 3 days after contract is sent , and reminder 24 hours before the pdf is going to expire/void.Steps we can follow :We can set up this in DocuSign account 'Reminider & Expiration setting' Set "Days before request expires" to 7  We can put 'Days before reminder sent' to 3 , Assuming it will send the reminder after 3 days   We can set ‘Days between reminders’ to 3 OR We can set 'Days to warn signers before expiration' to 1 this will send warning email before 24 hours? Issues : Bit of issue with setting values in "Days between reminders:" this is a mandatory field, if we set this to 0 (Zero) , will it send reminder everyday??OR If we set it to 3 , will it send a reminder on 6th day ?? and then we also have 'Days to warn signers before expiration' to 1 so will customer get two emails on 6th day , one for reminder and on

852
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Community Moderator
K
Newcomer
Klinkloans FundNewcomer
asked in Other
Docusgin Integration with Gravity Forms via Zapier

I have created a zap to “Send Envelope Using Template” in zapier. The data is being pulled from a gravity form and imported into a Docusign template we use. In zapier the “data in’ section has the correct data importing but the “data out” in blank. This then causes the envelope to be sent blank (defeating the purpose). Any ideas on what I need to fix? 

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Community Moderator
J
Newcomer
JC6809ENewcomer
asked in Microsoft
Outlook Web Docusign Integration Send Email issue

Hello Docusign Community!,an issue appeared in march for us and after submitting support requests to Docusign, Adobe (we use esign there too) and Microsoft - I haven’t seen a resolution (finger pointing) and then just basically check back soon… 1. Open email in Outlook on the web which has attachment to sign is attached, click the Docusign icon -then click Sign Now.2. Proceed thru process of signing click Finish, "You’re all done" appears - good at this point.3. Click on "Send By Email", and a new email window appears, then an error just below the top ribbon appears, "The following files couldn't be attached: TestDoc.pdf. Please try again later."notes:The test document is 27kb. Latest versions of Chrome & Edge tested. Cleared caches, reboots, updates. Turned firewall off Windows 10 & 11. Multiple PCs at work and privately owned PCs tested.I cannot find evidence that others are also experiencing this issue. What could cause this?Any help is greatly appreciated, thank you in adva

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Community Moderator
P
Newcomer
pnthrzruleNewcomer
asked in Microsoft
Basic User Auth Retirement - SharePoint Add-In

Does this affect SharePoint integrations with esignature at all? https://www.docusign.com/blog/developers/docusign-api-basic-user-password-authentication-retirement?_ga=2.147202865.740810979.1717681606-2143240163.1679409016&_gl=1*1flg3dw*_ga*MjE0MzI0MDE2My4xNjc5NDA5MDE2*_ga_1TZ7S9D6BQ*MTcxNzY4MTYwNS4yMy4xLjE3MTc2ODIyNDYuNTcuMC4w

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C
Community Moderator
I
Newcomer
irfan908Newcomer
asked in Microsoft
how to have long lived docusign embedded signing url in power automate

We are using DocuSign connectors in Power Automate to send documents for signature to recipients. I am using the "Generate embedded signing URL" connector. However, this link will expire once the recipient opens and closes the browser. If they reopen the URL, it shows the DocuSign page and indicates that the link has expired.

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Kallool.Medhi
Docusign Employee
I
Newcomer
Isabelle_LetacNewcomer
asked in Other
Integration with FileNet

Dear All, We want to store automatically documents in completed envelopes from DocuSign to EDMS on Filenet.Has someone experience on this topic ?Many thanksKind regards

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Community Moderator
Y
Newcomer
yueNewcomer
posted in Salesforce
Docusign Template fetch salesforce case, case's child records and grandchild records

Hi Community, I want to use DocuSign for my docgen engine in my salesforce org, i have case, and each case has several service contracts and each service contract is with many contract line items. I am making a document in docusign based on case and want to display a table for each service contract with its contract line item. how can i configure the template in docusign to fetch the data and child data in salesforce? Because i need to send envelope for esignature and maybe the user needs to update a few fields in the document to reflect back in my salesforce.From what i found so far is i need to use apex toolkit with send envelope action. But i dont know how i can configure the docusign template with the merge fields in child and grandchild relationship. And if i use gen, it cannot be used with apex toolkit. My expectation is to send document containing salesforce data, child data and grandchild data and let user insert/update a few fields and then sign the esignature. The input from

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J
Newcomer
S
Newcomer
StevenSteven
asked in Microsoft
Power Automate/PowerApps - Sending From 1 Account?

I am creating a low code Microsoft PowerApp which uses Power Automate to connect to DocuSign. I want users to be able to upload a document in the PowerApp so envelopes can be sent as if they came from my myself. This would save a lot of admin for myself and would be a great way to collect the right information in the PowerApp.The Power Automate connection to DocuSign would use my login only for all users. Is this OK to do? We have an enterprise licence.

1062
A
Community Moderator
E
Newcomer
EdocianaNewcomer
asked in Other
Added User to docuSign is getting error message - Activation Required

User has been added to docuSign and has the permission of DS Sender.  When trying to send offer letter from SuccessFactors geting the below error message.

962
A
Community Moderator
lcornwell
Conversation Starter
lcornwellConversation Starter
asked in Microsoft
DocuSign with Power Automate

Good afternoon everyone! Is anyone here using Power Automate w/ DocuSign?  If so, what are you using it for?  I was asked to look into this and while I think it could work for onboarding employees, that’s really the only scenario I can think of. Thanks in advance,Lindsay

1824
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Community Moderator
I
Newcomer
IsabelleNewcomer
asked in Other
Creation of document and automation with Make

Hello,First of all i’m really new to Docusign and I apologize if my question is super standard, but i did not find any help on the support page. I want to automatize with Make the sending of emails with a document to sign, to every new subscriber that is created into my airtable database.So i want to create an envelope in Docusign with one document to sign but : I don’t want to create a list of recipient now because i don’t know them all yet  I can’t add any field to the word document I uploaded (the drag and drop is not possible)So I’m pretty stuck...

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C
Community Moderator
A
Newcomer
AnuNewcomer
asked in Other
Opentext Exstream and Docusign integration

We are looking into integrating Docusign with Open text Exstream which is the communications platform. Is there any documentation which specifies the same? What needs to be provided to Docusign to successfully initiate the Signing ceremony?

1022
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Community Moderator
P
Newcomer
PaulineNewcomer
asked in Salesforce
DocuSign eSignature Template for Salesforce Migration in Prod

Hello,  I created 3 eSignature template from the DAL in Salesforce in sandbox and I need to deploy these templates in Salesforce Production environment which already has the DAL.Is there a way to easily do it? Export templates and re-upload? Package?Thank you, 

2743
P
Newcomer
J
Newcomer
Jorge.ManzanoNewcomer
asked in Salesforce
Token needs to be updated every 8 hours after updating it

Hi, We have integrated Docusign with Salesforce for sending documents, we have one partner who is able to send documents just after the token is recently updated, however after 8 hours we get the the error message: attempt to reference an object: null30. Checking the debig logs it shows : getAccessTokenRequest|"System.HttpRequest[Endpoint=null, Method=null]"|0x37fc0b61I have personally updated the token for other partners and they are able to continue sending envelopes after 8 hours and after the days pass, Ive seen if one of our partners dont send envelopes in a period of 30 days or more the token expires, we update the token and then the issue is no longer present as they keeping sending envelopes or using actively the tool.I dont understand why this is happening every 8 hours. Not sure what we are doing wrong if I have followed the same steps to update the token facing no issue and now this happens unexpectedly.Please advise, thank you

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C
Community Moderator
B
Newcomer
BachDSinghNewcomer
asked in Google
How can I pre-populate fields using information from Google Sheets?

We have a google form that is filled from Slack and goes to Google Sheets, from there we want a template sent out with certain fields assigned to the recipient to fill out. Currently it only sends out an empty template with no fields assigned to the recipient to fill out. 

3654
A
Community Moderator
D
Newcomer
DiegoAguiarNewcomer
asked in Other
HubSpot & DocuSign

Hello,My custom property is not syncing with my HubSpot property, or vice versa. What should I do? I've checked the field format, the property title, and the object, and I've also redone the mapping just to make sure.Need a little hand to figuer out this issue. 

1092
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Community Moderator
A
Newcomer
AliskaNewcomer
asked in Microsoft
Docusign flow help

Hi All, I am trying to create flow for DocuSign with power automate, Could you please assist me which function should i use in signer name and signer email. I have created array with Params to have different emails.  

362
C
Community Moderator
D
Newcomer
DonnaMNewcomer
asked in Other
Attached Documents Format

Does DocuSign automatically save an attachment as a pdf? I would like to save the excel document as an excel document.

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Community Moderator
C
Newcomer
cclakerNewcomer
asked in Other
Hubspot Integration: View only?

Hello Community,I am wondering if anyone has insights around what type of permission, if any are required if we want all HubSpot users to be able to see the “DocuSign Integration” module that reflects Document Status? Is this possible or are those users with a license the only ones that have view access?

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Community Moderator
A
Newcomer
AliskaNewcomer
asked in Microsoft
Docusign flow

Hi All, I'm trying to create a DocuSign sign flow with template, while sending an envelope from the flow it is giving me below error:It appears that the error occurred in the 'Send_envelope' operation. The error message suggests that a template ID cannot be used for an envelope operation. To fix this error, you should check the 'Create_envelope_using_template' operation and ensure that the correct parameter is being used as the 'templateId'.Can someone please help me? Also, if using envelope template do I have to add documents and recipient in the flow? 

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Community Moderator
C
Newcomer
ChaithalyNewcomer
asked in Salesforce
Docusign for salesforce - Automate sending email logic instead of custom button

Hi,I am using ‘Docusign for Salesforce package’ for Docusign integration with salesforce, And according to documentation I am supposed to create a custom button to send the document for signature, is there a way to automate this where I can write code to deliver the envelope rather than the clicking the custom button?Thanks.

1074
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Community Moderator
S
Newcomer
Sergev.V.2024Newcomer
asked in Salesforce
Conditionally displaying an envelope custom field (ECF) in an Email Resource template

Hello everyone!I am new to DocuSign, so my question may seem too simple. So I ask you for advice.When I send an envelope from Salesforce.com, several envelope custom fields (ECF) are automatically created. One of them contains the Salesforce.com record ID. Since objects of different types in Salesforce (Account, Opportunity, Lead, etc.) can initiate sending an envelope from Salesforce, the names of the Envelope Custom Fields (ECF) will be different (SFAccount, SFOpportunity, SFLead, etc.). And depending on the type of object, I want to display different text in the Email Resource template. For example, if a document from Salesforce is sent from the Account object record, then I want to display the following text:Account Id: [[ECF:ECF SFAccont]]If a document is sent from the Opportunity record, then:Opportuniyu Id: [[ECF:ECF SFOpportunity]]Please tell me if the syntax below for adding to the Email Resource template is correct or if not, correct me: [[Conditional:ECF SFAccont]] Account I

1933
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Community Moderator
G
Newcomer
georgebeltrameNewcomer
asked in Other
Creating custom envelope using workato, pipefy and docusign

 Hello everyone, everything good?I would like some very complete help from you, it's the first time I'm dealing with this, so I'm pretty lost.The company I'm working for uses Pipefy for CRM and another subscription platform, from what I understand it works like this:There is a recipe in Workato that integrates with pipefy,At the end of the recipe (last 5 steps or so) it connects to a safe on the other platform where there are several documents with pre-defined text and where there are customer fields, there is a code that gets the information from the card within pipefy and fill it out and then send the envelopeI wanted to understand how I can do this within DocuSign.I tried to create a template within DocuSign, but how do I link the Pipefy fields within DocuSign?here is an example image of our contract with the fields in the other tool: 

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Newcomer

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