Integrations

Hi Community,I need to select a contact from the related list of a Custom Object and I don’t see any results in the dropdown “Select Related List”.Has anyone configured a recipient (Contact lookup) retrieving from a related list of the source object, which is a custom object.   Regards,Uday.

Hi Team,I hope you're doing well.I've been testing the integration of DocuSign with Microsoft Dynamics 365 CRM using a free developer account. I created a document template in DocuSign and configured merge fields using the Data Label option.In Dynamics CRM, I created a process action that uses the DocuSign document template ID to create an envelope. Within the same process, I added: An AddRecipient step, which successfully pulls the customer’s name and email from the CRM record. A MergeMultipleFields step to populate the merge fields in the document based on values from the CRM entity, referencing the same Data Labels defined in the template. The envelope is sent successfully to the recipient, and the recipient information is correctly added. However, the merge fields in the document are not being populated with the data as expected.I came across some information suggesting that merge fields might require an Advanced Solutions Plan, but I’m not entirely sure if that applies to my dev

Our org uses Docusign for eSignature and Doc Gen natively in Salesforce via the Docusign Apps Launcher v6.12. I'm attempting to modify an existing Gen Template. Specifically, I want to swap out the current Word .doc being used with a newer version. I can add the new Word doc via the "Upload Documents" stage of the process, but removing the old doc is throwing an error: "File failed to delete. Try again."When I attempt to delete a second time, the page is stuck loading, and I see the following error code:This page has an error. You might just need to refresh it. Action failed: dfsle:GenImportTemplateFiles$controller$removeFile [Cannot read properties of undefined (reading 'id')] Failing descriptor: {dfsle:GenImportTemplateFiles$controller$removeFile}I've attempted this with the same result on multiple Gen Templates. I'm unclear what the problem is, but this issue will impact us negatively very soon if we cannot get a resolution. Any help would be appreciated.

Would like to deploy “DocuSign for Outlook” for select users (365 integrated app). Unfortunately, it looks like it only defaults to the entire organization.  Thanks for any feedback.  

Hello Everyone, I’m able to create envelope successfully to send a document for signing using power automate. I receive the email to sign the document. I’m able to open and sign the document successfully. I also get the completion of signature email. However, when I open my DocuSign account, I don’t see the envelope anywhere, why? What am i missing? Any advise would be helpful.

Hi Team,  I am trying to create an envelope. i have added a pdf document to the envelope[pdf is generated from the word document] and recipient. then i try to add the anchor tab to the same for signature. the anchor tab string is present as a placeholder text on document. however it says anchor tab missing. is there any setup of anchor tab that i may have done wrong. 

I am using Power Automate to retrieve fields from a completed document; however, all the “radio group" fields are missing “tabLabel” and “tabId” information. Please advise.

Using a Business ProPlan, trying to valid the integration with Salesforce eSignature as a docusign administrator and a Salesforce Admin.When adding merge Fields to the envelope template template I get the bellow errorThere are numerous community threads which seem to point to raising a case with docusign - something (paid or otherwise) isn’t enabled on the Docusign side.Opening a case from here: https://support.docusign.com/s/contactSupport?Channels=3&language=en_UStakes me to The contact support link in the screen shot.How do you raise a case when you can’t raise a case? What docusign plan is required for merge fields?And can it be enabled?(please)C

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

hello,in our organisation, we have several word template with the same confirgurationsince the 09/04/2025 one field non longer appaers we haven’t change the word template and haven’t change de fieldthis is the formula into my words document <# <Content Select="/SBQQ__Quote__c/Tech_Payment_Terms__c"/> #><# <Conditional Select="/SBQQ__Quote__c/SBQQ__Account__r.Payment_Method__c" Match="1" /> #> Chèque<# <EndConditional/> #><# <Conditional Select="/SBQQ__Quote__c/SBQQ__Account__r.Payment_Method__c" Match="2" /> #> Virement bancaire<# <EndConditional/> #><# <Conditional Select="/SBQQ__Quote__c/SBQQ__Account__r.Payment_Method__c" Match="3" /> #> BOR<# <EndConditional/>#><# <Conditional Select="/SBQQ__Quote__c/SBQQ__Account__r.Payment_Method__c" Match="4" /> #> LCR<# <EndConditional/>#><# <Conditional Select="/SBQQ__Quote__c/SBQQ__Account__r.Payment_Method__c" Match="5" /> #&g

I have created action in Dynamic 365 with Get Signatures step. I published that action and it is working fine. When I created one more action with Get Signature step and published. My first action is no longer visible under DocuSign options on record in Dynamics (print screens below). Any suggestions with this issue?Only one action published:Both actions published: 

I’m having issues integrating docusign into my power pages test environment.I was trying the developer account, followed the setup, but can’t enable the e-signature.Am I missing something?Would be grateful if anyone could help :)​​​​

My document has a radio button with four choices.  The signer clicks one of the radio buttons and signs the letter.  That works fine.  I then run Power Automate to save the signed letter in a Shaerpoint folder.  That works fine.  I have another Power Automate flow that reads information from the envelope and creates a record in a Sharepoint list.  This works fine as well.The only thing I can’t do is read values from the fields in the signed document.  I need to add the radio button value to the Sharepoint list together with the other envelope data.  Any ideas?

Everything looked to be going OK, except whenever i put a merge field on my document I got an ‘unable to connect to service’ message. I found a post that said disconnect and reconnect the docusign account which I did but it made no difference. I then tried uninstalling and reinstalling the package from the AppExchange. It claims to be installed successfully but I now just get a grey screen on the DocuSign setup tab and a ‘refused to connect’ message.Any thoughts on how I can fix this please.

Hello I am using Docusign eSignature and DocGen. We have the Docusign enterprise pro for salesforce plan. Is it possible to group two checkboxes created in the Document Custom Fields section? I have created these and inserted them into the template but they act independently of each other. I need the person filling out the form to check either one option or the other, but not be able to select both. Also, I am having an issue when inserting a custom field for Title that the end user should fill in as it does not line up with where the tag is placed on the template. It seems that anytime I insert a field that the end-user has the ability to write-in, they are not aligned properly and require manual intervention. 

I am busy building a Power Automate flow with a demo connector and have fioudn that there are NO TEMPLATES in the demo environment to reference. I also have no abilty to create a template in the demo environment. Here is a snipped of the flow I am building as a POC.  List Templates return ZERO templates in the Demo Environment which means Step 2. Create envelope using template then fails as the template Id which is required for the step to execute is NULL. The quesiton is: How do I create/access templates in teh demo environmt?

Hello, I am trying to get the response of each of my recipients whenever they are signed. At the moment using the Power automate connector we could only receive the response once the envelope is completed. I tried using recipient-signed as custom value but no luck.  Is there a way to get the recipient response using the PA connector ? If yes how is it possible to do it ? Thanks

Hi,  this has been working up until the beginning of February, for the last 2 years or so. When a user in sharepoint selects a document to sign using docusign, they sign it, a Docusign folder is created and a copy of the signed document is stored in there.This process no longer works. The folder is no longer generated and the copy of document is no longer saved in Sharepoint?Any ideas?

The Docusign email should be sent from the business user’s name/email address.Currently Docusign email domain(*****@docusign.net) is sending notification emails to User. This can be updated by creating a custom domain with specific email address. Once custom domain is configured, emails would be sent through custom domain email address. Specfic Requirement :Is it possible to send Docusign email with the user who initiates docusign from Dynamics 365 crm. The power automate connectors have Account value to fill which expects Docusign Account details and CRM User details cannot be filled there. Emails must be send with the business user email id instead of docusign domain or custom domain.

Hey!I have users trying to send out of Salesforce but keep getting this error - however, as an admin, I can send without the error populating. We’re using docusign esignature for CPQ v2.2 if that matters - Anyone ever seen this?

I have completed an agreement via docusign. I have uploaded a file with word files embedded in the document. Once the agreement signed, the attachments or the embedded files are unable to open in the signed docusign file. I tried to check the envelope and see if I could find the original file in word file or try to open the attachment I'm the file, but all I see is the signed pdf file in my dashboard. Anyone knows what to do to let the parties has the access to the attachment?  Thanks. 

I previously asked a question about the Pre-fill Tools fields and how to populate them using docusign. I got this working but I misunderstood the use case for them, they dont fit my requirement.  I have a form with a number of standard fields and I would like to fill them before sending to the signer. I have been able to use the ‘Get recipient tabs from envelope’ to get a list of all my fields e.g. I have a standard field in the form called OrgName. Here I am using the action ‘Get recipient tabs from envelope’ { "tabType": "text", "value": "", "tabLabel": "OrgName", "documentId": "1", "tabId": "6367e668-ac81-462f-862b-26d204458056", "recipientId": "1" },I would like to populate this with text in power automate before sending the envelope. Is this possible? 

I’m trying to populate a docusign template from power automate that has pre-fill tabs. I have added a pre-fill field to my template an called it ‘pre filled test’  I have then run the power automate actionsCreate Envelope from templateGet Document tabs from an envelope {"tabLabel":"pre fill test","value":"","documentId":"1","tabId":"23bcd7fe-368e-4045-bc16-7c6cf3e90f73","tabType":"textTabs","prefill":true}]}from here I have tried to update the pre-fill tab.  but I get this error; {"prefillTabs":{"textTabs":[{"requireAll":"false","concealValueOnDocument":"false","disableAutoSize":"false","localePolicy":{},"documentId":"1","tabId":"23bcd7fe-368e-4045-bc16-7c6cf3e90f73","errorDetails":{"errorCode":"TAB_NOT_FOUND","message":"Tab specified was not found. TabId: 23bcd7fe-368e-4045-bc16-7c6cf3e90f73."},"tabType":"prefilltab"}]}} 

i’m sure that have the following requisites set in your integration:Standard data model Multi-step form linked to a Dataverse table Creating a new activity allowed in the table properties Authenticated users  eSignature templateCheers

We are MatterSphere users, does anyone have any experience integrating with MatterSphere that could offer any guidance please ?