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Have Docusign integration questions? Look no further.

  • 563 Topics
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561 Topics
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it a way to send automatically several posted invoices with DocuSign ?

Hello, We are using Salesforce CPQ+/Billing and DocuSign to generate invoices and every week we have a batch which is going to create invoices from Order (via Invoice Batch) and we update the status to Posted manually. I would like to know if there is a way to send automatically all posted invoices depending of one criteria : if the sending mode is equal to "Email" in Account, then the posted invoice can be send automatically (a king of batch in DocuSign)! The goal is not to use the "Send" button for every single invoice. Do you have an idea ? Thank you and have a nice day BR

623
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
In Person Signing with Dynamics 365

We are using Docusign with dynamics 365 and want to make a seamless in person signing experience from a Quote. There is no documentation out there on this and the GetSigningView function available in Dynamics 365 Workflows. I can get the SigningView, but it is not opening the URL for the signing experience. All of the documentation is for sending envelopes out for signature, not for use with in person signatures. Any help would be appreciated.

392
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Other
I have a rule set up to export a specific user's envelopes to DropBox. How can I execute that rule on all existing envelopes?

I have a rule set up to export a specific user's envelopes to DropBox. How can I execute that rule on all existing envelopes?

373
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Does eSignature w/Salesforce integration work with Acrobat interactive forms?

Today our site is integrated with Salesforce. We use Powerforms to collect data>eSign and send data to Salesforce. The issue we have is Powerforms does NOT support email address uniqueness validations when a customer is filling out multiple email fields (aka: 3 fields for email, each must have a unique email address) which is critical to our process. It appears Acrobat forms will allow this validation process when the user fills out the Acrobat form. We would like to use Acrobat interactive forms to replace Powerforms but cant seem to find anything that outlines that process. We are NOT looking at setting up a PDF and inserting Powerform fields (that is our current issue), we need the Acrobat form to perform the validation, then save the data to SF and have customer eSign using DocuSign

143
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Other
Where do I find the HMAC Key in my Docusign account for mapping to Hubspot?

I'm trying to get my HMAC key for my Hubspot mapping. The guide said there should be a "connect" button underneath Integrations but I don't see one. What am I missing?

761
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Other
Is it possible to define the positions of the checkboxes on the document with the workflow in DocuWare?

It is possible to define the places of one or more signatures on the document. But i didnt found any variables for checkboxes

231
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Salesforce integrations error

Starting yesterday, we started getting an error with our Salesforce integrations. Please verify that you have been granted access to DocuSign, your account settings are correct and that you have responded to all activation emails. Error is in expression '{!loadEnvelope}' in component <apex:page> in page dsfs:docusign_editenvelope: (dsfs) An unexpected error has occurred. Your solution provider has been notified. (dsfs) The connector is showing active and permissions are correct, I can't figure out why we're getting this error and how to fix it. Does anyone know what would've caused this? Thanks,

4653
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Docusign Gen Templates" stopped generating Documents in SFDC.

Since last few hours "Docusign Gen Templates" stopped generating Documents in SFDC. It showing "It’s taking a little while to generate your file(s). If you’d prefer to check back later, you’ll find the files under the Files tab in Salesforce."

5813
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Salesforce DocuSign Status Component does not seem to be working so it is not populating my sent and received signature date fields. How do I get this working again?

Salesforce DocuSign Status Component does not seem to be working so it is not populating my sent and received signature date fields. How do I get this working again?

816
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Other
Enable System Sender not working in production

We have set up Enable System Sender to use a placeholder user as the sender for DocuSign envelopes. The envelopes are sent via Apex Toolkit. This feature was working fine in sandboxes but when we deployed to production, DocuSign is using the name and address of a different DocuSign user in the email. This user is configured in the sandbox but not in production. If we change the permission of this user to DocuSign viewer in DocuSign, then Salesforce throws error citing 'You are unauthorized to use this envelope'. Even if we send the envelope using an existing DocuSign user in Salesforce, it throws the error/uses the above mentioned DocuSign user's email.

591
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
what should be changed and how to change in DocuSgin e-Signature, if we are changing the email/SSO domain name

Background: Now we are using Azure AD ID username@old-domain-name.com as Single Sign On to login DocuSign. And in near future, we will switch to username@new-domain-name.com. (same user ID, but different domain name). The email change will be done within Microsoft 365. Requirements & Questions: To ensure the smooth transition for the domain name change, what should we do in DocuSign? Could you please help me to understand what we should do/change at DocuSign side? A few things in my minds, but please help to list what else is required but I may miss. - The user will use the user ID with new domain name, and same user name, to login DocuSign as usual. And we need to ensure the users can still be able to view their historical envelopes that they submitted/approved. This is CRITICAL.. - From admin side, what we should do? I found the user’s email field is not editable. How to change their mail suffix from the old one to new one? Can DocuSign support help on this? Or Are my internal DocuSi

2248
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
Why is the DocuSign eSignature not working for the Outlook web application?

I'm trying to use the Outlook 365 DocuSign add-in to send and sign documents straight from my Outlook Web Application. Every time I try to open and initialize the app in the Edge browser it starts but before it asks me to sign in an error pops up that says "Please disable browser privacy setting Prevent cross-site tracking and reload the add-in". I have added exceptions for Docusign and Outlook and even turned off this setting entirely. The error message is still there. What more can I do to get the Docusign add-in for Outlook in Edge to work?

2254
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Workday
We are trying to integrate DocuSign with our Workday tenant. Currently, we setup a special user account for Workday. Is that a best practice or is there a better way?

We are trying to integrate DocuSign with our Workday tenant. Currently, we setup a special user account for Workday. Is that a best practice or is there a better way?

2336
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Allow filed updates when envelope sent from a record not owned by the user.

Our use case requires team members to be able to send an envelope from a colleagues opportunity without the need of teams / changing owners. The envelopes can be sent without issue, however the field update fails. We are not wanting to grant Opp Teams or complex sharing rules. I am assuming there is a custom setting we can invoke to bypass this? As the package appears to be using user record access rather than a system permission to update the fields. Anyone found a way around this?

235
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Workday
Does anyone has the Documentation/Guide from Workday community that details the setup?

I'm working with the Workday administrator. The administrator access the Edit Tenant Setup - Business Processes task and Authenticate with DocuSign. I supplied the generic username and password to him, but the Connect Configuration is not getting created in DocuSign CONNECT I was told that the Workday Community site and search for DocuSign. You should see the setup information under Manage Workday > Documents and Electronic Signatures > Set Up Electronic Signatures.

3701
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Salesforce
eSignature for Salesforce - Deployment process

I am new to DocuSign admin, but our eSignature solution uses apex toolkit to automate the generation and sending of DocuSign envelopes. To deploy the solution to production, the apex class could be deployed, but would the DocuSign Envelope Template have to be recreated in production manually?

314
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Docusign Employee
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.

591
C
Docusign Employee
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?

321
C
Docusign Employee
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?

381
C
Docusign Employee
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?

1196
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Docusign Employee
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.

232
C
Docusign Employee
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?

596
C
Docusign Employee
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.

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C
Docusign Employee
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 thanks Matt

1892
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Upload of signed documents to multiple records/objects in Salesforce?

Hello Is 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?

734
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Docusign Employee

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