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Have Docusign integration questions? Look no further.

  • 629 Topics
  • 1 Reply
629 Topics
P
Newcomer
pratikraj11Newcomer
asked in Salesforce
Conga composer Integration with DocuSign App Handler from send with DocuSign Button

I am trying to similar send with DocuSign button which we have created with DocuSign signature (Older Classic version) where we are composing and merging conga template and passing merged document to DocuSign. I am trying to achieve similar functionality on single click of the button on newer app, Any help is really appreciated. 

5934
A
Community Moderator
I
Newcomer
Ivan YNewcomer
asked in Microsoft
docusign template assistant for word

Hi Sir/Madam,docusign template assistant for word  is not available in my o365 tenant. Accordingto Microsoft, they had same issue on their test tenant as well. The “docusign template assistant for word” not populated or roll out in some of the tenant. Im facing this issue in my tenant as well. Their advice to check with Docusign support team to rectify it when it will be fully roll out to all tenant.  Do you have this issue as well? if yes, what is the advice and resolve this issue?

392
N
Community Moderator
K
Newcomer
Kanto003Newcomer
asked in Other
Hubspot and Docusign custom fields

Im trying to pull fields from my deal in Hubspot directly into a docusign envelope. I know there is some integration and trying to create a custom one, but can’t find the missing piece. 

2914
A
Community Moderator
C
Newcomer
ChanduNewcomer
asked in Salesforce
Getting Error " This account dont have permission to merge fields" in salesforce

Please provide solution or permission to merge field while creating docusign envelope Template.

634
C
Community Moderator
C
Newcomer
CRM DevelopNewcomer
asked in Other
Zoho CRM

Hi,I use Zoho CRM and I need to send documents to sign.the processo should be this: automatically the template should be filled w/data that already are in the crm record (let’s say in a contact)then the document should be sent using whatsapp and the sign should be done by SMS OTP  Authentication.I do not understand if this is possibile with Docusign or I need to find another provider.thanks

1632
N
Community Moderator
A
Newcomer
Ashok DataNewcomer
asked in Salesforce
Display salesforce cpq Bundles

Display salesforce cpq Bundles in template table.

372
A
Community Moderator
S
Newcomer
shroomNewcomer
asked in Microsoft
Error Creating Envelop Send with Docusign => Get Signature

Hi everyone, i get this following message when clicking Open Docusign in Add Recipients pop up on Dynamics 365 integrationSystem.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a DocuSign User entity for the current user - transaction creation failed. I already created the DocSign User record, and User Validated already set to Yes. Thank you

3982
A
Community Moderator
R
New Voice
rockand.rollNew Voice
asked in Microsoft
MAX_CONNECT_CUSTOM_CONFIGURATION_FOR_ACTIVE_REST_PAYLOAD_EXCEEDED

Error Message : '{"errorCode":"MAX_CONNECT_CUSTOM_CONFIGURATION_FOR_ACTIVE_REST_PAYLOAD_EXCEEDED","message":"Maximum number of active connect custom configurations for Rest Payload exceeded. Rest payload configurations[20] are exceeding or at the allowed limit[20]"}'. please find the attached screenshot for the power automate flow setup. please provide a solution so that I can use it to correct the flow. or please fix the bug.

4288
C
Community Moderator
A
Newcomer
Andrea_dNewcomer
asked in Microsoft
How to upload documents / attachments from SharePoint

Hi, we have adopted DocuSign by integrating it into our SharePoint document management system. By starting the signing of a document (for example a transmission note) I need to attach the accompanying documentation. How do I upload documents from SharePoint? It seems that it is only possible to draw from the computer's local resources or from OneDrive. It would be crazy if you had to download documents locally from SharePoint and then upload them to DocuSign. Right? 

932
N
Community Moderator
E
New Voice
etemkinNew Voice
asked in Salesforce
State Field from Salesforce not bringing over values to template

Hi, I have a merge field that is a State picklist field in Salesforce. I am trying to add that field to a template, however none of the values are being pulled over and it won’t let me save the template because it says “One or more of the dropdown fields doesn't have any options.”  I would assume that because this is mapped to Salesforce it would bring over all of the salesforce values. Is this incorrect? Am I to maintain both the salesforce picklist values AND DocuSign picklist values separately? Or am missing something in setting of of these fields.  

2194
E
New Voice
C
Newcomer
ChristinaCNewcomer
asked in Salesforce
Conditional page

I am new to docusign and am looking to see if this is even possible.We create many different templates based off all of the same pages. Simple example.  Template 1 might have 6 pages of the exact same page and Template 2 is the same pages but only 4 copies of the same page.It is possible to make a worst case scenario situation template (has the most pages in it as possible),  populate the merge fields, and if certain fields are blank then hide/remove the pages with blank fields?   Basically is it possible to conditionally hide pages?  

3264
Brandon.Varela
Docusign Employee
S
Newcomer
sarahdesousaNewcomer
asked in Salesforce
Salesforce : How do you add an interactive table with information about a child object to a template envelope?

How do you add an interactive table in a template envelope with information about the "Product" (standard salesforce object) associated with the Opportunity object? Is there a way to avoid creating a non-interactive table in Word?

1203
C
Community Moderator
A
Newcomer
anchal.misraNewcomer
asked in Salesforce
I am not able to update DocuSign Envelope Templates

 

793
A
Community Moderator
N
Newcomer
NoumaNewcomer
asked in Other
PDF document

Can I use DocuSign to fill out a pdf document within DocuSign and then send it for signature. I have DocuSign integrated with Jobber

493
A
Community Moderator
D
Newcomer
denisserivas_erNewcomer
asked in Salesforce
Salesforce - Word-Based Template with Open Fields

We are using a Word-based Template with Salesforce and DocuGen, but there will be some sections in the PDF that will not be filled by Salesforce, is there a way to add on the Word template the open text boxes I was thinking maybe a tag exists for this, but I’m not finding in the documentation.Currently, it allows to add the open text box after the PDF is generated and prior to sending the document, but it is not scalable to add them manually each time after the document is generated.I see the Online Editor allows this mix of indicating Salesforce fields and add text boxes for the template, however, this editor is much more constrained in formatting options, so we would prefer it to be with the Word based Template.

1447
D
Newcomer
H
Newcomer
huzaiffarooquiNewcomer
asked in Microsoft
Bcc and CC on ‘Add recipient to an envelope (V2)’

I am using ‘Add recipient to an envelope (V2)’ in the Automate to send the pdf for signing to client. Now I want to add bcc and cc other team members too in that request. Is it possible?

5224
C
Community Moderator
H
Newcomer
hamedNewcomer
asked in Microsoft
IMPORTANT BLOCKER: Multiple instance of flow run for When an envelope status changes (Connect) (V3)

Hi,When an envelop signature is completed, we expect this flow to run only once, but it gets triggered many times (between 4 to 11 times our users reported).We have tried to create with different versions of connectors. V1 the same issue, V2 does not work at all, v3 the same issue. Could you please guide us if there is something we can do, or is it a problem with the trigger itself and needs to be updated by Microsoft/Docusign?ThanksBest regardsHamed

1226
C
Community Moderator
E
New Voice
etemkinNew Voice
asked in Salesforce
Documents from Salesforce Record are not auto attaching

Hi, I am setting up an Envelope Template and I have selected the checkbox “Attach documents from Salesforce record”. However, when I test this template out the files are not attaching from the ‘Notes & Attachments’ related list even though there is a record there.  

2743
N
Community Moderator
E
Newcomer
eccmp112Newcomer
asked in Microsoft
Maximum number of Active custom connect configurations exceeded. - When an envelope status changes (Connect) (V3) - DocuSign

Hi Since last weekend my flow fails all the time due to problems with "When an envelope status changes (Connect) (V3)" stage as a trigger.The trigger does not pick up any envelopes sent from DocuSign and gives me this message all the time "Maximum number of Active custom connect configurations exceeded. Try disabling or removing existing custom configurations." I removed everything I could, checked my connections, there is not many and it still do not work. Everything was working fine last week and something happened over the weekend and cause this problem now.Please help.

3964
C
Community Moderator
A
Newcomer
AnjanaNewcomer
asked in Salesforce
Conditional logic to hide a field if it is blank

I want to hide a field (OR suppress line break) if the salesforce field is null or blank in word template. I am not able to check for salesforce field null/blank value in the template. Thanks,,

5942
N
Community Moderator
S
Newcomer
Suji JohnNewcomer
asked in Microsoft
Reminder settings are not working when we send the envelope using the DocuSign connector in Power Automate.

I am currently using the DocuSign connector in Power Automate to send and receive e-signatures for documents. DocuSign application has the ability to set up sending reminders until the document is signed. However, I have tried setting up reminders through the settings menu, but have not received any reminder emails from the DocuSign application. Can you please help me solve this issue?

4105
K
Newcomer
J
Newcomer
JackieJNewcomer
asked in Salesforce
Change the default status of the Sign Now Button

We have just updated our version of docusign which is integrated with Salesforce.  We have noticed that with this upgrade the button ‘sign now’ is now defaulted to zero (unticked) where as it used to be ticked.  It is just another small step that our workers need to remember to do in their process flow. Does anyone know if this default can be amended to = 1 (ticked) https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=psy1581360698967&topicId=jba1581360655134.html&_LANG=enus  

262
A
Community Moderator
E
New Voice
EvanEezyNew Voice
asked in Microsoft
Power Automate Docusign Connector Stopped working

Just this morning, my connection for Docusign Connect stopped working completely. I keep receiving the error: Request to the backend service timed out - and Error 503, or the service is unavailable.I immediately tried to re-validate the connection, that did not work. I then deleted it, now I’m unable to add it back. This has stopped our corporate paperwork system dead in its tracks.Has anyone else experienced an outage with the production connector for Docusign connect in power automate?I was able to add the demo connector without issue, but I am not completely unable to add the connector back even after sanitizing it from our environment.

96513
J
Newcomer
C
Newcomer
conor.burgessNewcomer
asked in Microsoft
Dowloading completed file with Poiwer Automate

Is it possible to download the documents from a completed envelope using power automate, I can currently only see actions to get document info, not the content or actual file. Thanks.

3642
A
Community Moderator
N
New Voice
NahalNew Voice
asked in Microsoft
Using Power Automate to update Text Box through data label option

Question: How do we update the text data labels inside of the document / template via power automate?

1242
A
Community Moderator

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