Integrations

here is the screen shot of the button that i’m using for send template from docusign:And here is the error when I click on the button. why it is happening because previously it was working fine. 

Hello,I want to create a flow where envelope will be automatically created, with documents and recipients.I am stuck on how to add multiple tabs which are different type in the same step. Currently i managed to setup the flow to be working but i only manage to get 1 type of tab for all of defined ones in the envelope.Has anyone done something similar and can help me?Thank you :) 

I tried to search and checked in documentation also. In the documentation Recipient type it says its drop down, but its just text field. if you see below picture (from docusign link), recipient type they say its drop down, but its not drop down. and whatever values i tried to give/enter like ‘Need to Sign’ or ‘Signer’, its giving error and i couldn't find what are valid values anywhere in document for this specific action. (https://support.docusign.com/s/document-item?language=en_US&bundleId=oyj1749839266590&topicId=zbo1666553138186.html&_LANG=enus)Can someone provide me what are valid values in Recipient type for this action?

Hi all,We are actively using DocuSign and have an issue using Generate Agreement with Docusign action in flow. We need to generate a document using Gen Template, since we need to dynamically populate a table with the child object records information, and then send it using Envelope Template in the background when record status is changed. That's why we use flow and actions. We did it as described in the documentation: https://docusign.my.site.com/s/document-item?language=en_US&bundleId=izj1586134369853&topicId=fvj1713565839079.html&_LANG=enus, but it's not working, nothing happened. The Send With DocuSign action on the other side is working fine and sends an envelope. What can be the reason for this issue? Maybe we missed some configuration on template or something like that?

We have 2 users in Salesforce with DocuSign license assigned to them in Salesforce. One person (A) generates and sends the document while other person (B) tracks and takes care of invoices once its signed. She also acts as a backup when other person goes on PTO.In DocuSign website, I have enabled sharing so the envelopes created by one user will be accessible to others.In Salesforce Quote template detail page, when person A uses the View Envelope menu of DocuSign Envelope Status component it opens up the Contract Document (Expected behavior). But when person B does the same, it opens the DocuSign Website within a iframe. So, not sure what has been missing.Here are few things I checked:Sharing Settings of DocuSign Envelope Template and its child entities are set to Public Read/Write and Controlled by Parent Both users have the same profile and permission sets assigned to them in Salesforce. Both users have been setup as DocuSign Admin user, to ensure smooth operations. As mentioned abov

I have a Smartsheet, and what is needed is for the row for Monday to go into the Docusign column for Monday. The row for Tuesday needs to go into the Docusign column for Tuesday.Every time I run the workflow, Tuesday copies over Monday.I set up a workflow below in SmartsheetSmartsheet mapDoes anyone have any idea how I can create this document so the data for the next day does not copy over the previous day?

Hello All,Our company has 50 users accounts with DocuSign.They are dealing with many different types of contracts.However, 15 users are ONLY dealing with our SoW (Statement of Work) contracts. Those users must ONLY send the SoW envelopes/documents to recipients via DocuSign.Those 15 users can use their own signatures.I want a solution where:When those 15 users send SoW contracts, after the signatures are completed by our users and recipients, the contracts files should be stored in a document library in our SharePoint site.Apart from those 15 users, If any other user sends any other type of contracts via DocuSign, those contracts should NOT be stored into the SharePoint site.I already set up connections with SharePoint in DocuSign.I would appreciate if you could please help me on this.Thank you in advance.

We are encountering the error "You must have Docusign administrator permissions to perform this operation" when attempting to open the Docusign Apps Launcher in our Salesforce sandbox environment.We have administrator access in our Docusign demo/sandbox account, but the error persists.Could you assist with this issue or direct us to the appropriate support contact? 

Hi,I have created a Power Automate flow for DocuSign, and it is working fine when the KYS DOCX form is attached from SharePoint — the approver is able to sign without any issues.However, I'm encountering a problem when I try to attach additional PDF files along with the KYS form (for review purposes) for the same approver. In this case, I'm getting the following error: "ANCHOR_TAB_STRING_NOT_FOUND." Could you please help me resolve this issue?

From poking around a bit, I have come to an understanding that DAL does not support using checkbox fields from Salesforce as merge/writeback fields. Is this true? If so, this seems like a major oversight, especially considering the fact that something like this was possible with the Legacy Docusign integration.We use a number of checkbox fields that we would like to merge/writeback via Docusign contracts, but it seems like there are no solutions other than “change to picklists” i.e. change our entire data model. Has anyone found a workaround? Are there any plans to implement checkbox merge fields?

Hi All,We are currently implementing Docusign for Salesforce using the Docusign App Launcher.  Right now we have got it setup in Salesforce developer sandbox, connected to a Docusign developer/demo account.  We are specifically using Document Generation / Gen and eSignature.We have setup a dedicated integration as per the Make a Standard Salesforce User Your Integration User article, which appears to work well for eSignature and we have no issues at all.     However, we have encountered a challenge with Document Generation / Gen resulting in an error:Unable to create ContentDocumentLink for ContentDocumentId: 069S900000DzdJXXXX and SfObjectId: 500S900000IkmXXXX.The error is raised when an end user (not the DS integration user) is attempting to generate a document based on a Docusign Gen Template from a Salesforce record.    Through experimentation the only way I can get it to be succesful for an end user is by granting the DS integration user “Modify All Data” system permission in Sale

Hello Everyone,I have the following situation:I created a template for a protocol. In it I defined a textmark for DocuSign, let’s call it /Sign1/. Since this document is a template it gets copied and the copies get edited. What I want to do now is the following:I want to put several of the copies in one envelope via PowerAutomate to signed each. The flow I created works fine and sends the envelope to the recipients who then are able to sign the documents.BUT they are required to sign each document as much times as documents are in the envelope. Like when I put 3 documents are in the envelope they have to hit the sign button three times on each documents. I guesss this is corresponding to the /Sign1/-textmarks which are in the envelope.Is there any way to work around this issue?Thanks in advanceJHu 

Hello DocuSign Community,Recently I created a new custom field in DocuSign, see below:And I used this field in Workday BIRT design, see below for testing:However, when test it , this field is never working and end user cannot edit this field but only see the text “\jayorg11\ , see below Can you please help why it is not working ? Is there anything I missed ? Regards,Jay

My org uses Docusign Gen for Salesforce to generate contracts and send them for esignature. Most of these contracts originate from the “Contract” object in Salesforce, but the documents themselves can vary greatly depending on the details of the contract in question. Our current solution has been to upload many, many different formatted Word docs into the same Docusign Gen Template. This way, there’s only a single button on the record page, and the end user is able to select which specific template(s) to use. The issue is, of course, the number of templates has started to balloon and is now a bit of a concern. Below is an example of what our end users are seeing:All of these options always default as checked, so every time someone wants to generate a doc, they must uncheck each template they don’t want to use. This has ended up being very time-consuming, especially when working with hundreds of contracts. My question is this: is there (or could there be?) any setting that defaults thes

I am trying to create a check box in a document, utilizing docusign for e-sign. I have this set up in docusign: \YesCheckbox{r}\and I have this on my document \YesCheckbox1\ when document is launched in Workday, no check box comes up. Signature/print name/date work just fine with the anchor text. What set up might I be missing? 

I am building a DocuSign envelope template inside Salesforce using DocuSign App Launcher(DAL). I have the following two questions, please: I am adding many merge fields associated with Lead object, and one of these fields is Social Insurance Number. Based on best security practices, this field is enabled with the 'Hide text with asterisks' feature. The writeback is enabled for this field. But when the envelope is signed, the associated field on the Salesforce lead record is not updated. Is this a limit with DocuSign, or is there something wrong? For a specific merge field, I don’t want the field value to be pre-populated from the associated Salesforce field when the envelope is opened, but I want it to be written back to the Salesforce record. Is this possible?

Hello,I have a problem while connecting to DocuSign from Microsoft Power Automate. This happens when I want to define the connection on a “DocuSign Demo” component.After the login screen, I get the following error message : “Failed to create OAuth connection: ClientError: Test connection failed. Details: The format of value '1.1 hosted.websense 60d' is invalid.”In some cases it has been working, and at some point we start having htis error. This happens on different accounts. If I try to had a new connection, I get the same error message.Any idea?Best regards.

Hi, we have added a document and when we go to add merge fields we get a, ‘Attempt to de-reference a null object’.  The message disappears and then we can add merge fields. We then go to add the merge fields fields into the document and receive a ‘Save Error: Some Fields may be out of Sync Error’. We have disconnected as suggested in related articles but that did not solve the issue. Any other suggestions?Thanks

Hey all, I have created a flow that is supposed to update the respective envelope status in a SharePoint list and add the signed document to the line at the end. Unfortunately, the trigger does not work because I do not seem to have the necessary permissions. Can you tell me exactly what admin permissions need to be set so that I can use the trigger?thanks in advanceBest, Jana

We have our Docusign account linked to our CRM, which allows us to send envelopes through our CRM portal. I usually receive the email notification that a Docusign envelope is available to sign. When I click to review the document, I get an error message that says:“Envelope or Account Activation Not FoundThe envelope is not accessible at this time. The envelope may have been recalled by the sender or require additional processing. “I will also get a notification through my Docusign mobile app. When I go to sign the document, I am able to view the doc but the fields are not available and I am unable to sign. Is there a setting that needs to be toggled in order for this to come through? 

“Update document generation form fields from envelope” is not pulling dynamic content. Causes the following error:Action 'Update_document_generation_form_fields_from_envelope' failed: DocGen form fields are not found. The document 15f4f21e-e786-403a-b626-0e45eb957b9e does not have any DocGen form fields.

DS eSignature legacyI need to create a DS custom field, related to Salesforce.In DS Admin, I go to the menu 'Document Custom Fields' for a Field Creation.I check ‘relate to Salesforce', choose first the object, and then look for my field.But my SF field does not appear in the list, and I do not know why ! In SF, the field has good Field accessibility (I have checked accessibility/visibility for my user profile). I can see the field in SF. Do you have any idea ?

For the past week, when using the upload feature, using our linked Google Drive option, the options screen has a bug. We cannot scroll to find documents and the upload box is not working propertly. We figured it would be fixed, but its been like this for a week. 

I need to add completed envelope documents to Sharepoint, however we use Docusign to complete many different documents. I only want to add documents to Sharepoint that are for one specific thing (supply orders). My understanding is that I would need to add a trigger to the “When an envelope status changes” action. The two options I’ve found for triggers are the Envelope Custom Fields and the Document Custom Fields, but we aren’t able to add these to our envelopes or documents at this time.Are there any other options for the trigger? For example, the subject heading for an email? I understand this is not as reliable as the two aforementioned triggers, but I need to find some sort of workaround.