Integrations

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 How do I get to these historical documents?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? 

I'm asking because I'm interested in understanding the requirements and benefits of the certification. I want to know how it could potentially enhance my skills and career opportunities in JavaScript development, particularly within the Salesforce ecosystem.

Hello!We recently upgraded from eSignature (Legacy) to DocuSign App Launcher in our Salesforce environment.  We have two use cases for our users with DocuSign.An API call is made where a document is generated then sent using the system sender email A DocuSign button is pressed to allow users to send a custom document in an envelope to a client.Once we added permissions for our users to accomplish the second use case, envelopes that were generated via the first use case started being sent out from users personal email addresses rather than the system sender email address.Is it possible to allow users access to customize documents and send out envelopes via the custom DocuSign buttons without either having to add them as DocuSign users in Salesforc

We have integrated dynamics 365 with DocuSign. We have created a power automate which creates an envelope on click of button from model driven app. We are not facing any issue in the Create Envelope step in the Power automate which uses the DocuSign Admin Account. but we are facing an issue while adding the “Docusign Transaction” record this datverse step uses a service account whose account we have created in Docusign as well.  This is the error we are getting “Could not find a DocuSign User entity for the current user - transaction creation failed”  

I have a DocuSign template that is pre-populated with information from Excel and uses Zapier as the integration tool to populate this template.In general it works great, but on occasion there is a mismatch of information of what is on the document to what is sent from Zapier. In these cases, the Zapier logs/history show no data sent a field(s) to the template, yet there is data in the DocuSign document that is sent.Is there something that needs to be done to stop this behavior as if Zapier does not send information for a field that field should not be filled in by DocuSign with some seemingly random information? (sort of like it is not clearing a cache or something) 

Hi, I am getting error when I try to place merged fields from salesforce to Envelope Template.Save Error: Some fields might be out of sync. Unable to connect to the service. Failed to connect to the salesforce service.I disconnected and reconnected the DocuSign but it didn’t solve the issue. We are currently running on 6.4v.What can I do to solve this issue?

I'm having trouble with QuickBooks being unable to connect to the remote server. This issue started after I changed some network settings on my computer. I've already checked my internet connection and firewall settings, and everything seems fine. Despite this, QuickBooks still can't establish a connection. Has anyone else faced this issue? Any suggestions or solutions would be greatly appreciated.

Although the refresh token is not yet 30 days old, and the password and ID for DocuSign have not been changed, the above error message appeared. If you have any idea what might be causing this issue, please let us know. My English isn't so good so feel free to ask me if there is anything unclear.

I am using DocuSign for D365 and after the document gets signed, a pdf of the signed document is saved to the Dynamics entity. I only have to option to set the name of the signed document to the DocuSign document subject, which is the email subject. I need to set it to the name of the document_signed. Is there a way to do this? Thanks!

Hi,I am an IT staff at the headquarters of a global company currently using Workday across our entire group, including subsidiaries in various overseas regions. We are planning to integrate the Workday Recruit module with DocuSign to send offer letter to recurit canditate. We understand that Workday can be connected to only one DocuSign account.Given this limitation, we would like to inquire whether it is common practice for other global companies to have HR representatives from overseas subsidiaries and the Japanese headquarters share a single DocuSign account. Is this a typical use case for Workday-DocuSign integration?Thank you for your assistance.Best regards,

Recipients have to add the sign, initial, and date tags themselves. Wasn’t a problem when I didn’t use the envelope. 

Have someone tried to integrate docusign with and api envolved with cognito?

Hi there,  I have jobber and docusign connected. When I have an approved quote through jobber, docusign is automatically supposed to create a Project Scope of Work form and attach to the quote in jobber. This has not been happening. Are there any settings in docusign that I need to change? I have checked everything in Jobber and all the settings are correct.

The morning on 4th of June we had a problem with all of our Netsuite customers who use Docusign. Due a failure of Docusign, they weren't able to make any transaction in NetSuite.We allready fixed the problem except we have customers who would like to recieve a Route Cause Analysis of what happend. Could you please provide that for us? Hoping to hear from you. Kind regards, Susan MorcusClient contact Profource

HI Team Salesforce's DocuSign Status Component it's not Working, and signed documents are not returning. Kindly Assist. 

Hi, I am working in a UAT Salesforce environment connected to a Dev DocuSign. When I send a document using a custom URLFOR button a DocuSign Status is not getting created. I see a ‘DocuSign Envelope’ though. Is there any reason why an envelope would get created but not the Status? I received the document for signature in my inbox, so I don’t believe there is an error in my recipients etc. Any advice on why this might be happening would be greatly appreciated! Thanks, Emily 

Does anyone know if we can send forms to contacts from salesforce, have them input information into the form and then use that information in Salesforce?Our usecase is that we have employees that need to submit hours on a monthly basis, we send them a form based on a Docusign template, they then get that signed and return it to us.However we would like to take those hours that they submitted and use them in further automation.Does anyone know if that is possible?

Hey Folks,If I have one DocuSign Account linked to one Salesforce org, can i use the same DocuSign Account to connect to different Salesforce org as well to save over cost either via “DocuSign E-Signature managed package” Or via “DocuSign API”? If yes what's the downside, If no what's the workaround?Please share your wisdom!!

Is it possible to set up DocuSign to Download automatically to Google Drive?

Hello, we have a client who transitioned from CLMs to Oracle Fusion Enterprise contracts and opted in to have DocuSign as the service provider for e-signatures in Fusion. Two users have their own individual accounts in DocuSign and both have full access to another DocuSign account which was used in the Manage Electronic Signature configuration in Fusion.However, when they started using DocuSign for signing the contracts in Fusion, the DocuSign envelopes are being sent from their individual accounts and not on the DocuSign account that is configured in Manage Electronic Signature. This is causing issues since they are having issues in Fusion and cannot manage the signature.Kindly advise on how to fix and what to do to ensure that the envelopes are being sent from the account configured in the Manage Electronic Signature and not from their individual accounts. Thank you.