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Have Docusign integration questions? Look no further.

457 Topics
C
Docusign Employee
Community UserLegacy User
asked in Google
Unable to add DocuSign for Word Add-in

Office Professional Plus 2016 v16.0.4738 64 bitgetting ADD-IN Errorcan any one help me please

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it possible to embed a document into a salesforce lightning page (or any web page), so when clients visit that page they can easily sign the document without getting it into the email?

Is it possible to embed a document into a salesforce lightning page (or any web page), so when clients visit that page they can easily sign the document without getting it into the email?

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
Pull custom O365 Sharepoint fields into a document template

Hi I have a sharepoint list, that on a new entry fires a MS flow to send a Docusign Template out and pull into the template some of the sharepoint fields for that new row i added. I have managed to get it to pull through some dynamic content from my Sharepoint list, but not all. The fields that work are where i have setup signatures in the template. I created some custom fields in docusign and addeded these to template but i have not managed to get the MS flow action "Send Envelope with Template" to show / use custom fields. e.g. if i had a field called salary, i would like this to be pulled from my SP List. However as you can see it just shows signature fields in the attached despite having this placedholder added to the template

4
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How do I disable the Send on Behalf Button?

For Salesforce.

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Can we assign specific template and recipients based on Salesforce fields

Hi team, We are looking for docusign as potential solution and working on proof of concept but not able to find an answers for below. can we assign diffrent default templates on the basis of specific conditions. For example we have custom pick list field and for all pick list values we have diffrent templates. If opportunity is selected with specific value then associated template should appear as selected.Can we set default recipient on the basis of contact role? For example all contact role with primary role should be marked as recipients we have certain statements and checkboxes on document. This statements should be only visible and checkbox should be only check when certain criteria is meeting in Salesforce. if above scenarios are possible then can you please provide some documentation around it.  Thanks

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to make a template default while using DocuSign for Salesforce

Hi I just have one template set up in DocuSign and want to use the same to send out each time when I send out the document to my leads using Docusign for salesforce. Is there a way to default the template? Thanks

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
DocuSign interation with MS CRM Portals

Hi, any one let me know how  to integration docusign with MS CRM Portals.

1
C
Docusign Employee
6 years ago

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