Integrations

Hi, how to sign a document from SharePoint using the DocuSign plugin. Our process involves signing the document internally first before sending it to the customer. We then utilize the ‘Get Signatures with DocuSign’ feature to send to customers. However, i am unsure how to docusign from SharePoint itself internally before sending it out to the customers? I tried using the ‘Sign using DocuSign’ option as shown in the picture but get error message. Please help​

Hi,Today is my first day experimenting with DocuSign.  I like what I see but I can’t make it work for my specific situation/use case.  What I mean is, I can use the web interface, generate a template or generate a document.  It sends it out and I can sign it.  However, my sign and date fields would be in the same spot time after time but my documents would be different (so not standard forms) each time as these would be offers containing different products and prices each time.  I tried Zapier & others where you can ‘Send envelope using template’ and ‘Send envelope using document’ but the first does not allow me to specify a document and the second does but it always uses my pdf that was specified in my template.  I also connected my dropbox in the integrations part but don’t know how to use that either.  So I’m a bit clueless to how and if what I need is possible.  So I don’t want the employees to have to open DocuSign.  Instead I want their system to send an offer as a pdf to Doc

Hi Guys,What i hope to achieve is anytime anyone within the company signed document with Docusign it automatically moves to specific location is our SharePoint. (preferably using PowerAutomate)Is this something that i can configure for all users from Admin perspective ? Thanks,Adam B

We're having issues with automatically applying a template to an envelope, in order to anchor the signature, initials and date fields in the signed document. We're using Docusign with Salesforce integration to send documents for signature; however these documents are generated by OmniStudio in Salesforce, not by DocuSign. When defining a DocuSign Envelope Template in Salesforce, the first step is to select or upload documents. Here we're not uploading any document, and we're selecting instead "Attach documents from Salesforce instead", with document selected as "Latest Document". The rest of the envelope is configured with recipients (roles, signing order, etc), reminder options, no merge fields. etc. In DocuSign, I found the template that matches my Envelope Template in salesforce (I confirmed by looking at the template Id in Docusing, and it matches the one in my SF envelope), and uploaded a document to it. I included white text containing 25 unique words in header and footer (to ens

HelloI was trying to run the power automate flow including with DocuSign, but it keeps failing in part of DocuSign by saying this “The email address for the recipient is invalid. The recipient Id follows. Recipient Id: 1”. I checked so many times that nothing wrong with the recipient emails. Are there any other way to fix this problem?Thank you in advance.

I’m wanting to integrate Power Auotmate with DocuSign and want to know whether DocuSign Standard supports this. I understand Business Pro allows for integration but I have a customer with Business Standard licenses and I want to be able to tell them whether it’ll work with the licensing they currently have.

We have a group who has an integration with Zengine but are receiving an error.  Any idea on to solve it? We have only found job aids that help add a plug in, revoke, or edit but nothing on how to “reauthorize”.   Thank you.   

I am looking for the end date for Salesforce for  eSignature  so i can plan the upgrade to app launcher appropriately.   thank you 

Looking to see if anything has changed in the last few years since the last related community topic around this subject.I have a retiring associate with several hundred envelops they would like to download to SharePoint or OneDrive.  Does anyone have information on how this might be done other than manually one at a time?Thanks

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?

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

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?

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.   

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?

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? 

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. 

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?

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. 

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

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

Display salesforce cpq Bundles in template table.

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

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.

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? 

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.