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497 Topics
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
How do I get docusign on my microsoft word document on my desktop?

I have a short agreement called simply "agreement." It is less than a page long. It calls for 2 signatures.

421
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
DocuSign Gen without Salesforce

I saw the demo of DocuSign Gen but I cannot find any other demo videos or documentation on it without Salesforce. We do not have Salesforce or any other CLM. Does anyone have DocuSign Gen as a standalone? Or is Salesforce required?

231
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Other
Using the eSignature API is it possible to resize the signature on a pdf?

Using the eSignature API is it possible to resize the signature on a pdf?

291
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it possible for the recipient to edit their name on the document received for signature from Salesforce?

I could see the recipient can edit the title of him on the document received. Likewise, is it possible to edit their names by themselves on the document received. Let say we are sending a document to a contact from Salesforce whose name is given incorrectly. So the recipient needs to change it to correct one. Is it possible in any ways?

506
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
I'm trying to make DocuSign Recipient status information viewable in Salesforce. I have DocuSign status on the Quote object, and see a 'tab' for DocuSign Recipient Status but no information is displaying.

I'm trying to make DocuSign Recipient status information viewable in Salesforce. I have DocuSign status on the Quote object, and see a 'tab' for DocuSign Recipient Status but no information is displaying.

202
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
URL link with the DocuSign agreement

Sometimes our reps want to follow up with a URL link with the DocuSign agreement to encourage the customer to sign. Is there any way our reps can easily access a URL for their sent documents within Salesforce?

506
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to connect multiple DocuSign Accounts within one company to the same Salesforce environment?

We licensed DocuSign Gen and installed the Apps Launcher for Salesforce. We are following the Administration Guide to connect the Salesforce Production Account with DocuSign. When setting up the connection, we are presented a list with different DocuSign "Accounts" (we use one per legal subsidiary) and have to pick one. However, the users who will be using DocuSign with Salesforce are coming from various different subsidiaries and I can't seem to find further information on how we would achieve the connection from one Salesforce org to one DocuSign Company account with many "sub accounts" or Accounts. Can anyone help here on this community? Thank you!Benjamin

3984
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
Updates to DocuSign eSignature

There were recent updates to the Outlook plug-in that take away the conveniences of what eSignature used to provide. There are now more clicks, it's less intuitive, and the original subject line is erased from the Email Subject on the DocuSign pop-up (where you enter additional recipients) - which makes it look like spam. Not a fan.

31
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Other
I've recently had DocuSign access granted, but whether I access it via web or through the linked Teams app, it won't work.

On the landing page for the website, I don't have the "Upload a document" (or whatever the wording is) window pop up despite being logged in via my company landing page. And if I try to assign something for signing using the "Approvals" app on Teams, every time I add a file and press "prepare" it just says "Something went wrong. Wait a bit, then try again."Is this one I should be picking up with our IT team - perhaps a permissions thing? Just thought I'd ask here first in case it jumps out at someone as a known issue.many thanksMatt

1212
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Upload of signed documents to multiple records/objects in Salesforce?

HelloIs it possible to have the signed documents uploaded automatically to additional objects/records and not only to the object/record which is the source for the document/envelope?E.g. the document/envelope is triggered from the opportunity record; once signed/completed the signed documents gets uploaded/attached to the opportunity record automatically;is it possible that the signed documents also get uploaded/attached to the account record automatically? can this be configured?

464
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to change the e-mail addresses in the distribution list

How to change the e-mail addresses in the distribution list

143
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it possible to modify the buttons to add documents? More precisely is it possible to remove the 'Add from Salesforce' button?

124
C
Docusign Employee
1 year ago
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?

4072
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/> #>

1904
C
Docusign Employee
2 years 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?

1471
C
Docusign Employee
2 years 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

581
C
Docusign Employee
2 years 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.

444
C
Docusign Employee
2 years 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.

153
C
Docusign Employee
2 years 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

1895
C
Docusign Employee
2 years 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?

2291
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.

671
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".

5711
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.

232
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.

781
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.

1711
C
Docusign Employee
2 years ago

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