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Have Docusign integration questions? Look no further.

  • 635 Topics
  • 1 Reply
635 Topics
C
Newcomer
cfcampbelNewcomer
asked in Salesforce
Unable to upload a pdf to docusign in Saleforce

I previously uploaded a couple pdfs, I dont receive an error message.  I tried to upload it on our docusign site and I received “Invalid file format”.. why?

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C
Community Moderator
D
Newcomer
Dinesh BaskaranNewcomer
asked in Salesforce
Can we recall the envelope that we sent to the customer for e-Sign in 7.12.3 version?

Can we recall the envelope that we sent to the customer for e-Sign in 7.12.3 version?

3393
C
Community Moderator
S
Newcomer
SaltClickNewcomer
asked in Salesforce
Imbedded Signing in Salesforce Experience Cloud Site

Has anyone imbedded the Docusign envelop signing experience into a Salesforce Experience Cloud site- without forcing the user outside of the site- no new window pop but a seamless signing experience in the portal?

2493
C
Community Moderator
H
Newcomer
huzaiffarooquiNewcomer
asked in Microsoft
attach the policy pdf along with the docusign email

I have created template and attached the policy in that. And then using automate to create a pdf which needs signature and after that created envelop using template and then used add document action to add the pdf which needs sign. As of now when I am sending this to customer they can see both policy and pdf when click on review document button present in email.  Requirement is to attach the policy pdf as an attachment to the email not inside the envelop.   

1748
A
Community Moderator
M
Newcomer
MonikaNewcomer
asked in Salesforce
Limit Salesforce picklist alues in docusign dropdown

We have a Salesforce object with a few record types. The object has a picklist with just few values available per record type. When have configures a template per the object record type in Docusign. I created a merge field that would write back to the salesforce picklist. I provided values I wanted to see in the list value yet I always see all possible values for the picklist.Is there a way to narrow them down just to the one I have configured on the template?

991
Michael.Rave
Docusign Employee
B
Newcomer
BerkaNewcomer
asked in Microsoft
Tabs x offset

Hello,The x offset of the tab is not right, the actual text appears lower than expected. I’ve tried to change the x offset (pixels) value but nothing helps. I’m using Power Automate to fill in values in a document.Does anyone know how to solve this? 

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N
Community Moderator
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. 

6064
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?

412
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. 

2924
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.

674
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

1642
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

4042
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.

4318
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? 

952
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.  

2224
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?  

3304
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?

1233
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

513
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.

1457
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?

5274
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

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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.  

2763
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

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