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Have Docusign integration questions? Look no further.

410 Topics
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Resolve 'This Account lacks sufficient permissions to use Merge Fields.' in Salesforce DocuSign Apps Launcher?

I'm getting 'This Account lacks sufficient permissions to use Merge Fields.' when I try to add a merge field while creating a template, does anyone know which permission I should add to the DocuSign user in order to make this work?

2
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Can someone check this syntax and let me know why I would be receiving this error? Thanks!

Here's the error:TemplateErrorExists:XPathException: '(./Product_Code[contains(text(), 'ML0015')] and ./Product_Code[contains(text(), 'ML0002')] and ./Product_Code[contains(text(), 'ML0020')] or ./Product_Code[contains(text(), 'ML0021')]' has an invalid token.Here's the syntax:<# <Conditional Select=”(./Product_Code[contains(text(), 'ML0015')] and ./Product_Code[contains(text(), 'ML0002')] and ./Product_Code[contains(text(), 'ML0020')] or ./Product_Code[contains(text(), ’ML0021’)]” Match = “True”/> #><# <Content Select="./All_Products_Name" Optional="true"/>#><# <SuppressTableRow Select=”(./Product_Code[contains(text(), 'ML0015')] and ./Product_Code[contains(text(), 'ML0001')] or ./Product_Code[contains(text(), 'ML0016')] or ./Product_Code[contains(text(), ’ML0017’)]” Match = “True”/> #><# <EndConditional/> #>

4
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Other
Is there any plug-in integration with Adobe Acrobat like there is with MS Word?

Is there not a plug-in or anything that integrates Acrobat to my docusign account so that I don't have so many clicks to get a document uploaded for signature?Similar to the way MS Word Works? One-click and my word doc is uploaded for signing.Seems like this is sorely needed? Is this because Adobe competes against Docusign?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Other
Add field value to file name

I'm using Retrieve to bulk download/envelopes. Is there a way to append a value from within the pdf to the document name (within the envelope)? For example, an envelope has 4 documents that each have a field for {location} that is selected by the signer. I'd like to have that field value added to the file name.Envelope Agreement1_LOC.pdf Agreement2_LOC.pdf Agreement3_LOC.pdf Agreement4_LOC.pdf

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Other
My original email has an @Oracle domain, but now that I'm at NetSuite, the email has changed to @NetSuite domain email. When I try to send contracts via DocuSign link in NetSuite's portal, DocuSign doesn't recognize my @NetSuite email address.

How do I change my email address on my account here? When I go to my profile, its greyed out.

4
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
What is the conditional logic that needs to be added to template when the field is being pulled from Salesforce?

Example: I'm trying to remove state/province for our EU clients, but I need to to be a required for for out US clients. Current Logic: <Content Select="//State_Province" Optional="true"/> #>We want our US clients to be required to have State/Province, but we don't want this field for our EU clients.

3
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Prevent salesforce/docusign users from seeing documents in Salesforce.

We have a typical Salesforce docusign integration. The problem is that all sent documents/envelopes are synced back to Salesforce. Any Salesforce user that is also a Docusign user can switch to the Docusign Lightning App and use the tabs such as "Docusign Status" and "Docusign Envelope" to see any document that was synced back to salesforce. Obviously we don't want all users to be able to see sensitive documents such as offer letters, etc. How can we 1) prevent this data from being synced back to salesforce or ... 2) control who has access? TIA, Mike

5
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Sort a Dynamic Table in DocuSign Gen

We have a dynamic table inside one of our agreements which pulls in the quote line items from a Salesforce Quote and displays in the rows of the table, which works great, but the rows do not populate in the same order as Salesforce. Is there a way to sort the table by the Sort Order of the quote line items in salesforce so our users do not have to do this manually after generating the agreement?

1
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in ServiceNow
ServiceNow - DocuSign integration - Employee Document Management. No email send out when envelope is created.

Hello community,When a process is started in ServiceNow via the automated document creation tool and send over to DocuSign via API integration, the envelope is remaining in waiting for others- But, no email is being send out which would allow the assigned to user (Document signer) to open the envelope and sign. We used the following envelope: https://demo.docusign.net/restapi/v2/accounts/10316998/envelopesAnyone an idea why this is the case? Note: This is a connection with the demo instance of DocuSign, not the live instance. In the past it was working for pdf templates, but not its not working for HTML templates being send out. Envelope is created, document and process steps displayed in the right way but not no email send out. Many thanks.

1
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
I'd like to send an envelope to a lead record, how do I add the relevant lead as a recipient?

Reproduction steps:I create an envelope template where I add two recipients: a "master record" and the lead owner. I add a button on the lead page layout that invokes this template... let's call this button "Send Docusign"I find a lead (let's call it "John Doe") and click on "Send Docusign" The envelope wizard pops up and I review the doc before sending itI'm expecting the lead, "John Doe", to be one of the recipients (as the master record), but this recipient is not added automatically. The lead owner is indeed part of the recipients.How do I add the relevant lead to the template automatically? It doesn't make sense that I have to search for the lead when I click on "Send Docusign".

11
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Upgrade old app version

Hi there.I work as SF admin for a company and I was asked to make sure we are using the latest version of our paid apps. I noticed that our company has an installed package called "DocuSign eSignature for Salesforce", which was last modified in 2018.I used the Download section of this website to get a new version of the app, which installed a new package with a slightly different name "DocuSign Apps Launcher". Can you guys please confirm if there was a name change in the past and I'm getting the same app. Thanks in advance.

2
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in Workday
Is anyone using Docusign ESig with Workday contracts? What type of integrations are available from ESig to Workday.

Is anyone using Docusign ESig with Workday contracts? What type of integrations are available from ESig to Workday.

1
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in Google
How could I save the signed documents in a google drive folder?

I would like to know how to automatically save the signed documents in google drive folders.Thanks.

1
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to create a custom docusign button with template and recipient (Lightning)

Hey guys,I would like to create a custom docusign button that populate automatically a docusign template (always the same) and the recipient (contact email).Is it possible to have a sample with those information ? i found the docu sign sample but there's too much variables. Then, i would like to use this button on lightningThanks in advance for your Help.Wissam

2
C
Docusign Employee
2 years ago
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
How do I default adding documents to Opportunities?

This was asked (regarding Estimates) in post https://support.docusign.com/s/topic/0TO1W0000007KF8WAM/netsuite?t=1619547558516, but is this general behavior for any record type, in that the latest version of DocuSign for NetSuite does not attach the document to the NetSuite record by default any longer (as the last version did)?

3
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Has anyone received a plan item is not enabled error?

I wanted to send a docusign to myself through salesforce as a test and it popped up this error. I also tried to send it to other users in Salesforce and it still popped up that same error

3
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
DocuSign signed documents are saving to the Notes & Attachments related list instead of the Files related list in Salesforce. How do I change that?

I create an envelope with a document. When it is signed, the envelope shows up in the DocuSign Status related list with a DSX- number. In the related list, the signed document needs to be a File, not a Notes & Attachments. How do I change where it is saved?Thanks

6
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Error Messages: Web service callout failed: Unable to parse callout response. Apex type not found for element logoutURL

When configure the DocuSign Demo using DocuSign Admin, it was failed during connect DocuSign to Salesforce. I have tried two different Salesforce orgs, but still the same.

12
C
Docusign Employee
3 years ago
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
How to setup the connection between Microsoft Flow and DocuSign Demo Environment

Dear all,In our company we are using Dynamics 365 for our CRM.For our process of sending quotes to our customers and giving them the ability to sign digitally, we use an integration of DocumentsCorePack and Docusign, which is working very well!After signing the document we want to move the signed document to a specific Sharepoint Online Folder. The trigger and actions for Docusign and Sharepoint in Microsoft Flow should be the ideal building blocks for automating this process.I've now setup a simple process of a DocuSign trigger that is checking if a envelope reaches the status 'completed' ("When an envelope status changes (Connect)") after which I use the DocuSign action for retrieving the documents from the envelope ("Get envelope documents") - see attached picture of the Flow. Although straightforward, the process doesn't start when I test it by signing and completing envelopes...It seems as if there's no connection between Flow and Docusign,

6
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to design template to show recurring data

I am in need to show multiple parts information in Document generated from SpringCM. Currently in the document template I can use merge fields to populate the data but I need to show Part name in each line, number of parts can vary from 1 to 10. How can I define the templates so contents are populated in a loop.

18
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Conditional Formatting - Salesforce/Conga Composer/Docusign Integration

I can't seem to get an answer from Conga or Docusign on this - so hopefully the community will help!We are sending a DS document that is sent via Conga Composer in Salesforce. Is there a way to add conditional formatting to the document (for example: make a field required if another field equals "yes")?I know this works if you send the document directly from DocuSign, but we are sending it via a Conga button in Salesforce using the Docusign Parameters... Thoughts???

15
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
Has anyone tried sending mail merges with Outlook that include individualized attachments for signature with DocuSign? Also, are we able to manage those documents signatures via DocuSign?

Has anyone tried sending mail merges with Outlook that include individualized attachments for signature with DocuSign? Also, are we able to manage those documents signatures via DocuSign?

3
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Error Message in Quote Document

Hi All,I am getting Error message in the Quote document, below is the Error Picture. please let me know the cause for error message

1
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to get Sales force Fields from SpringCm Workflow?

I am creating case in workflow so that each time signatures done by all parties, it automatically create case. But i want to know, How to get Salesforce fields and its value in SpringCM? The case which i am going to create have lookup fields(Account, Contact).The step which i have used is "Add Salesforce Task".Kindly Help, its UrgentThanks

1
C
Docusign Employee
4 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Completed Documents to Salesforce Files

Hi All, I see that when sending a DocuSign that you can select from Salesforce Files to send it. However, I'm not seeing any option to attach the completed document to Salesforce Files instead of Notes and Attachments. I'm exploring moving from Notes and Attachments to Files, but having Docusign attach the completed document is a very important business case. Am I missing something?

10
C
Docusign Employee
5 years ago

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