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Have Docusign integration questions? Look no further.

  • 577 Topics
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575 Topics
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Docusign Employee
Community UserLegacy User
asked in Salesforce
I'd like to send an envelope to a lead record, how do I add the relevant lead as a recipient?

Reproduction steps: I create an envelope template where I add two recipients: a "master record" and the lead owner. I add a button on the lead page layout that invokes this template... let's call this button "Send Docusign" I find a lead (let's call it "John Doe") and click on "Send Docusign" The envelope wizard pops up and I review the doc before sending it I'm expecting the lead, "John Doe", to be one of the recipients (as the master record), but this recipient is not added automatically. The lead owner is indeed part of the recipients. How do I add the relevant lead to the template automatically? It doesn't make sense that I have to search for the lead when I click on "Send Docusign".

10111
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Upgrade old app version

Hi there. I work as SF admin for a company and I was asked to make sure we are using the latest version of our paid apps. I noticed that our company has an installed package called "DocuSign eSignature for Salesforce", which was last modified in 2018. I used the Download section of this website to get a new version of the app, which installed a new package with a slightly different name "DocuSign Apps Launcher". Can you guys please confirm if there was a name change in the past and I'm getting the same app. Thanks in advance.

392
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Workday
Is anyone using Docusign ESig with Workday contracts? What type of integrations are available from ESig to Workday.

Is anyone using Docusign ESig with Workday contracts? What type of integrations are available from ESig to Workday.

1231
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Google
How could I save the signed documents in a google drive folder?

I would like to know how to automatically save the signed documents in google drive folders. Thanks.

2351
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to create a custom docusign button with template and recipient (Lightning)

Hey guys, I would like to create a custom docusign button that populate automatically a docusign template (always the same) and the recipient (contact email). Is it possible to have a sample with those information ? i found the docu sign sample but there's too much variables. Then, i would like to use this button on lightning Thanks in advance for your Help. Wissam

322
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
How do I default adding documents to Opportunities?

This was asked (regarding Estimates) in post https://support.docusign.com/s/topic/0TO1W0000007KF8WAM/netsuite?t=1619547558516, but is this general behavior for any record type, in that the latest version of DocuSign for NetSuite does not attach the document to the NetSuite record by default any longer (as the last version did)?

183
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Has anyone received a plan item is not enabled error?

I wanted to send a docusign to myself through salesforce as a test and it popped up this error. I also tried to send it to other users in Salesforce and it still popped up that same error

383
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
DocuSign signed documents are saving to the Notes & Attachments related list instead of the Files related list in Salesforce. How do I change that?

I create an envelope with a document. When it is signed, the envelope shows up in the DocuSign Status related list with a DSX- number. In the related list, the signed document needs to be a File, not a Notes & Attachments. How do I change where it is saved? Thanks

1096
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Salesforce
Error Messages: Web service callout failed: Unable to parse callout response. Apex type not found for element logoutURL

When configure the DocuSign Demo using DocuSign Admin, it was failed during connect DocuSign to Salesforce. I have tried two different Salesforce orgs, but still the same.

17312
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
How to setup the connection between Microsoft Flow and DocuSign Demo Environment

Dear all, In our company we are using Dynamics 365 for our CRM. For our process of sending quotes to our customers and giving them the ability to sign digitally, we use an integration of DocumentsCorePack and Docusign, which is working very well! After signing the document we want to move the signed document to a specific Sharepoint Online Folder. The trigger and actions for Docusign and Sharepoint in Microsoft Flow should be the ideal building blocks for automating this process. I've now setup a simple process of a DocuSign trigger that is checking if a envelope reaches the status 'completed' ("When an envelope status changes (Connect)") after which I use the DocuSign action for retrieving the documents from the envelope ("Get envelope documents") - see attached picture of the Flow. Although straightforward, the process doesn't start when I test it by signing and completing envelopes... It seems as if there's no connection between Flow and Docusign, but if I check the connections, Doc

876
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Conditional Formatting - Salesforce/Conga Composer/Docusign Integration

I can't seem to get an answer from Conga or Docusign on this - so hopefully the community will help! We are sending a DS document that is sent via Conga Composer in Salesforce. Is there a way to add conditional formatting to the document (for example: make a field required if another field equals "yes")? I know this works if you send the document directly from DocuSign, but we are sending it via a Conga button in Salesforce using the Docusign Parameters... Thoughts???

21415
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Microsoft
Has anyone tried sending mail merges with Outlook that include individualized attachments for signature with DocuSign? Also, are we able to manage those documents signatures via DocuSign?

Has anyone tried sending mail merges with Outlook that include individualized attachments for signature with DocuSign? Also, are we able to manage those documents signatures via DocuSign?

450
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Salesforce
Error Message in Quote Document

Hi All, I am getting Error message in the Quote document, below is the Error Picture. please let me know the cause for error message

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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to get Sales force Fields from SpringCm Workflow?

I am creating case in workflow so that each time signatures done by all parties, it automatically create case. But i want to know, How to get Salesforce fields and its value in SpringCM? The case which i am going to create have lookup fields(Account, Contact). The step which i have used is "Add Salesforce Task". Kindly Help, its Urgent Thanks

180
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Completed Documents to Salesforce Files

Hi All, I see that when sending a DocuSign that you can select from Salesforce Files to send it. However, I'm not seeing any option to attach the completed document to Salesforce Files instead of Notes and Attachments. I'm exploring moving from Notes and Attachments to Files, but having Docusign attach the completed document is a very important business case. Am I missing something?

2490
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Salesforce
Multiple signatures on single document (may not be contacts in the system)

This is integration with Salesforce. I have a use case where the contract generated will be sent to Party A - Contact record in Salesforce - signs the documents Party B - Company director - who doesn't have a record in Salesforce - should sign the document as well. Party C - Company Secretary - who doesn't have a record in Salesforce - should sign the document as well. I know of the forwarding feature, however can we configure something like this within docusign ? Appreciate your help.

240
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Salesforce
How do I enable Salesforce for DocuSign Users to use existing templates when they move from one Salesforce Org to another?

Salesforce for DocuSign. I am migrating a company from one Salesforce Org to another. I need the DocuSign users to be able to see the templates in DocuSign in the new Salesforce Org. I set the Users up in the new Salesforce Org, and they can see the templates if I make them administrators in DocuSign, but I don't want to do that. Thanks

323
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it possible to have a copy of signed document in the Files related list in Salesforce.

Is it possible to have a copy of signed document in the Files related list in Salesforce.

284
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Google
Unable to add DocuSign for Word Add-in

Office Professional Plus 2016 v16.0.4738 64 bit getting ADD-IN Error can any one help me please

640
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Is it possible to embed a document into a salesforce lightning page (or any web page), so when clients visit that page they can easily sign the document without getting it into the email?

Is it possible to embed a document into a salesforce lightning page (or any web page), so when clients visit that page they can easily sign the document without getting it into the email?

160
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
Pull custom O365 Sharepoint fields into a document template

Hi I have a sharepoint list, that on a new entry fires a MS flow to send a Docusign Template out and pull into the template some of the sharepoint fields for that new row i added. I have managed to get it to pull through some dynamic content from my Sharepoint list, but not all. The fields that work are where i have setup signatures in the template. I created some custom fields in docusign and addeded these to template but i have not managed to get the MS flow action "Send Envelope with Template" to show / use custom fields. e.g. if i had a field called salary, i would like this to be pulled from my SP List. However as you can see it just shows signature fields in the attached despite having this placedholder added to the template

264
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How do I disable the Send on Behalf Button?

For Salesforce.

241
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Can we assign specific template and recipients based on Salesforce fields

Hi team, We are looking for docusign as potential solution and working on proof of concept but not able to find an answers for below. can we assign diffrent default templates on the basis of specific conditions. For example we have custom pick list field and for all pick list values we have diffrent templates. If opportunity is selected with specific value then associated template should appear as selected. Can we set default recipient on the basis of contact role? For example all contact role with primary role should be marked as recipients we have certain statements and checkboxes on document. This statements should be only visible and checkbox should be only check when certain criteria is meeting in Salesforce. if above scenarios are possible then can you please provide some documentation around it. Thanks

371
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Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to make a template default while using DocuSign for Salesforce

Hi I just have one template set up in DocuSign and want to use the same to send out each time when I send out the document to my leads using Docusign for salesforce. Is there a way to default the template? Thanks

421
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Docusign Employee
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Docusign Employee
Community UserLegacy User
asked in Microsoft
DocuSign interation with MS CRM Portals

Hi, any one let me know how to integration docusign with MS CRM Portals.

170
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Docusign Employee

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