Integrations

I would like to know if we can integrate docusign with profile software in 2023 tax forms ?

I tried using Power Automate to update the text in Custom fields from my excel sheet into the template that I have created in Docusign, I tried importing the info of the Custom field by using the function “Get Custom Field Info” but I noticed that it wont import anything and it will still show as successfully run. I am trying to import the field info so I can put that info to run the “Update the envelope custom field” which will update the values of the respective custom fields. Can anyone help me with this please?

I have a power automate flow in which I get a document from SharePoint, create an envelope with it, then send it to users to sign. Then, I use a separate flow that when the envelope status changes, to then get the completed document and create a file in SharePoint with it. I have run into a couple issues that I cannot solve: This DocuSign account will be used to send many types of documents but I only want one type of document to be sent to this SharePoint site (for example NDAs signed by employees but not contracts send to customers). Is this possible? Below is the second flow I was using but it is works for all envelopes rather than just what I want; and after succeeding, it tries to then run the same final action many times and fails. (my guess is that it’s because the envelope goes through many status changes before being completed but since you can only have one file with a specific name it can’t create a new one for each status change). Is t

Hi, I have integrated an application with DocuSign using the Apps and Integration keys in DocuSign, everything is working however when I promoted the app to Production it required an Admin to login and approve it but now the envelopes sent via the app are being allocated to the admin login whereas I had created the app under a service account and had hoped the envelope usage would be allocated to this account.  Is there any way to accomplish this?

I created a new field in Salesforce on the CPQ Quote object, API field is ‘All_TD_Product_Codes__c’. It is a Long Text (15,000).  It is visible to all Profiles. I go to DocuSign CLM > Admin > Form > ‘Order Form’ >  Add Fields > Link to Saleforce field and search for ‘All’ but it does not show up. Help? 

Hi Experts,We are planning to generate PDF documents for contracts in Salesforce. There is a limitation in salesforce that you can generate PDF only upto 2 MB size and also only 1000 requests per Org. Hence, we are unable to use Salesforce Omnistudio document generation. If we go with DocuSign solution, we will be able to accomplish the above requirements and what is the max size limit on the PDF and how many documents max we will be able to generate in an hour? Please let me know asap. https://help.salesforce.com/s/articleView?id=ind.doc_gen_client_side_server_side_docgen_compared_392343.htm&type=5 Size limit: The size limit of client-side generated documents is 10 MB starting Winter '22 release. For earlier releases, the size limit is 2 MB.

I’m trying to make sure our users are only sending documents for signature that we approve of. We are using the managed package for the Salesforce integration and the users in SF need to match users in DS. The problem is I don’t want these users to be able to directly log in to our DS instance and send additional envelopes. Is there a DS permission profile that I can apply to their DS user accounts to limit their access? Would it be possible to have all documents sent for signature from SF use the same DS user account so that we can limit who can login to our DS instance? The ultimate goal is to have all our users sending documents for signature through client apps like Salesforce or other applications that call the DS API. We’re trying to keep a user from sending random envelopes from our instance using non-approved contracts. This way everyone is forced to use DS clients that have hard-coded templates they use every time.

Can someone provide insights on connecting S4HANA ERP tool with DocuSign E-signature

Hello!Has anyone encountered an issue where a role (Sales Rep) is getting a message - "You do not have privileges to view this page" upon hitting Send with Docusign button in the sales order page? The document to be signed still generates. I compared the Sales Rep and Sales Manager role (can access the envelope) but I can't see any significant differences in their permissions that is preventing the sales rep role from accessing the envelope.Confirmed the following setting is enabled in Docusign: Log into your DocuSign account. Navigate to Go to Admin > Sending Settings and enable the setting, Allow sender to download form data. thank you

I have installed DocuSign e signature for Salesforce and Conga Composer application from App exchange in Salesforce dev org.  And integrating Conga with DocuSign add DocuSign parameter to send Document for Signature using conga custom button. But I have getting an error “There was an issue Processing the conga composer Request”. Why I am getting this error.DocuSign package in salesforce: DocuSign App launcherI’m giving below these parameters in conga Custom button. But getting error in Conga  when sending Document for Signature.https://documentation.conga.com/composer/october-23/salesforce/using-conga-composer-and-docusign-for-salesforce-143899284.htmlPlease help me on this.

I am looking for ways to request signatures from several people automatically, I have verified that Docusign supports the use of electronic signature (through a card reader or USB port) but I cannot find the correct configuration to request it through the power automate platform In fact, I can't even find the option to request it through the docusig website. Does anyone know how to change this signature request?

We have added configuration in DocuSign→ Integration→ Connect → Add configuration→ Configured API URL → checked all the Trigger event for DocuSign.When I tried to run the power automate it is giving me the below error. Could anyone let us know what is the cause of failing this power automate 

Within Monday.com, I am clicking the Item and then choosing to create the envelope for Docusign. This opens the Docusign window with my account signed in. Based on the tutorial on how to use the Monday.com Docusign app, I should be able to select from a Template or Upload a new document file. These are options I have if I log in to the native Docusign website under my account, but I don’t see when creating the envelope from Monday.com. Has anyone else had this issue before? My workaround currently is to discard the envelope temporarily created and then I can see the option to create a new envelope from a Template.  

Afternoon allWe currently use iManage Work 10 as our document management system, and wondered if anyone using similar has integrated with DocuSign?Thanks in advance.Kenneth

I’m trying to find a date token that is date only and doesn’t include the time.Is there a list of additional Custom File Name tokens somewhere or are the ones listed on the Custom File Name edit menu all that exist?My version of Retrieve has an email address (retrievefeedback@docusign.com) at the bottom to contact if I’m “looking for more naming options,” but my attempt to contact it bounced back

I want to try SSO from salesforce user. I added my domain name in domains section in docusign but DNS is not verified till now.1.How can I verify DNS?2.When we clicked on docusign connected app from salesforce it asking for password to login?3.I want users to login as SSO with out entering any password? Any one please help me with this requirements 

We are looking for a more streamlined/consistent way to report off of DocuSign data.  We are aware of Agreement Actions and we have the Retrieve reporting product.  We are looking at potentially creating a data set with Retrieve and sending it to a “shared” location where our PowerBI (or other reporting tools) will connect to the file/data.  At that point, we can use PowerBI or other tool to manipulate the data, add charts/graphs, tables, create dashboards, etc.Does anyone use a specific other product that would allow us to be more consistent with accessing data from other systems, or from DocuSign, and for collecting real-time data such as status in order to create user dashboards?  Maybe I’m asking if there are specific products that utilize APIs for DocuSign as well as with other higher ed systems such as Banner, Concur, Contract Mgmt systems, Time keeping systems, etc.Thank you!Susan

While I use the connector ‘when the status of the envelope changes’ it throws this error when i use it in the power automate flow.please find the error message below: The request failed. Response content: '{"error":{"message":"Value cannot be null. (Parameter 'source')","stackTrace":["at Void ThrowArgumentNullException(System.Linq.ExceptionArgument) : Line 0","at Boolean Contains[TSource](System.Collections.Generic.IEnumerable`1[TSource], TSource, System.Collections.Generic.IEqualityComparer`1[TSource]) : Line 0","at Boolean Contains[TSource](System.Collections.Generic.IEnumerable`1[TSource], TSource) : Line 0","at Void MoveNext() : Line 0","at Void Throw() : Line 0","at Void ThrowForNonSuccess(System.Threading.Tasks.Task) : Line 0","at Void HandleNonSuccessAndDebuggerNotification(System.Threading.Tasks.Task) : Line 0","at Void GetResult() : Line 0","at Void MoveNext() : Line 0","at Void Throw() : Line 0","at Void ThrowForNonSuccess(System.Threading.Tasks.Task) : Line

am I charged envelop fees when I am using Outlook plugin to sign attachments? 

I have an envelope with multiple recipients set in a power automate flow. It all works sending it out and getting it signed. Since we have 5 people we need to sign the doc one after the other, I would like to be able to see progress as people sign it. So when the first person signs, I will update a sharepoint list that they have, then the next, then the next etc. I have tried a flow which is triggered by all the different docusign status changes: completed, sent, resent, accept clicked etc. But it seems to only be triggered when the first one is sent out (or the last one if set to completed). I would like to be able to log when each person signs it. Is there any way of doing this?Thank you. 

I’m setting up SSO through ADFS to our internal Active Directory.  The SAML response I’m getting is InvalidNameIDPolicy.  I imagine there is some mapping I’m missing.  The documentation isn’t clear.  I suspect I need to do the steps on this page, but what and where is unknown to me: https://support.docusign.com/s/document-item?language=en_US&bundleId=rrf1583359212854&topicId=jrv1583359144203.html&_LANG=enus

If I have a document translated to 5 or 6 languages, does anyone have any experience setting up Salesforce to select a language prior to sending the document?  Thank you for your help!  I went through a bunch of documentation.

Hello everyone,I'm using TeamTailor to trigger/get a template from DocuSign. However, I'm encountering an error message: "Failed to fetch config from partner: 'This User lacks sufficient permissions. User does not have the permission to the RequestTemplates method'." I've tried troubleshooting on my own, but I'm unable to resolve this issue. Any assistance would be greatly appreciated.

I have installed the DocuSign for Salesforce core package in my sandbox. I want the recipient related list on contact with following fields   DocuSign Recipient Name, DocuSign Recipient Email, DocuSign Routing Order, Recipient Status, DocuSign Status Record, Date Sent, Date Delivered, Date Signed, Date Declined, Declined Reason I checked and found out that I do not have ‘dsfs__DocuSign_Recipient_Status__c’ Object in my sandbox that consist these fields. Can someone help me in adding this object or tell me whats wrong and what can ii do to get this. Thanks  

When logging into my account this morning all documents are missing and mu signature at the top is gone. Has anyone experienced this before? thank you