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  • 577 Topics
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575 Topics
A
Newcomer
Alekhya ArigelaNewcomer
asked in Salesforce
Unable to access related list details and display them within a table dynamically on a DocuSign Envelope Template

Hi, We have installed DocuSign eSignature for salesforce managed package in our org. There is a requirement to access related list details and display them within a table dynamically on a DocuSign Envelope Template.Opportunity (Source Object) > Clean Energy Application custom object (Reference) > Clean Energy Application Line Item custom object details for each line item (Child). Challenges: DocuSign Merge Field Limitation: Currently, it is not possible to create a merge field within DocuSign that can pull and display the CEA line item details from the Clean Energy Application. This limitation exists both within the DocuSign app and within the Document Custom Fields in the DocuSign web account. Static Document Template: In the current template design, the document uploaded is static, which prevents the dynamic display of CEA line item details for each application. Given these challenges, is there any way to achieve the desired outcome? I would greatly appreciate your support and any su

1255
Jesse.Morgan
Docusign Employee
P
Newcomer
PhilipIEXPNewcomer
asked in Microsoft
Power Automate Flow Authentication Timeout

We have a fairly simple Power Automate flow that creates an envelope, adds documents and then sends to Docusign. We can get this flow to repeat multiple times without any issues when testing. But after a period of time (I can’t say exactly when as we don’t run the flow often enough) the account we are using with Power Automate loses connection with Docusign, this causes the flow to fail. I’m not sure if we are missing something really obvious regarding the way we authorising and logging into Docusign.

561
A
Community Moderator
S
Newcomer
seanburkardNewcomer
asked in Microsoft
Power Automate: Get template info from a completed document

Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

1054
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Community Moderator
P
Newcomer
PowerAutoNewcomer
asked in Microsoft
How to trigger Power Automate when recipient just signed (not for when completed)

I am using Power Automate to create a DocuSign flow with multiple recipients in one envelope.I want to detect when each recipient has signed, so that I can update SharePoint when they sign. I can detect completion using the triggers provided by Power Automate, but I can't find a trigger for a sign.If there's any way to do this, please let me know.Any ideas would be greatly appreciated.

1644
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Community Moderator
G
Newcomer
GraceNewcomer
asked in Microsoft
Docusign Word Add-in Date Formatting

Hi! I am using the Docusign Word add-in to create templates for contracts. These contracts require that all dates be written out in full, like "January 14, 2025." My team has asked if it's possible to set up date fields that allow users to select a date from a little calendar picker but have the selected date automatically appear in the document in the written-out format. Does anyone know if this functionality is possible within Docusign, or have suggestions for a workaround? Thank you!

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C
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Microsoft
When looking to add a recipient I would like to select from Outlook where all my contacts are ? How can I make this happen?

When looking to add a recipient I would like to select from Outlook where all my contacts are ? How can I make this happen?

723
K
Conversation Starter
Emad Radwan
Conversation Starter
Emad RadwanConversation Starter
asked in Other
Integration FileNet

Hello, We want to store automatically documents in completed envelopes from DocuSign to FileNet. how can I do that?

556
Emad Radwan
Conversation Starter
T
Newcomer
thusaradeemNewcomer
asked in Workday
Integrating DocuSign with Workday: Resolving Name Display Issues for Japanese Users

I'm currently working on integrating DocuSign with Workday, and I've encountered an issue when opening the signing screen for Japanese users. The names and initials are being displayed incorrectly, deviating from the expected format. Here’s the issue: For Japanese users, the signing screen is not respecting the correct name order or initials, which should align with local conventions. Has anyone experienced this before or knows how to resolve it? Any advice on configuring DocuSign to ensure consistent formatting for all users—especially for Japanese users—would be greatly appreciated!

422
C
Community Moderator
M
Newcomer
MasaNewcomer
asked in Microsoft
Power Automate - Does not send document to non-registered users

Hello. I created power automate, using Docusign action. I have tested some runs and looks like if the recipients are registered Docusign users, they have no problem of receiving documents but it won’t send to the recipients who are not registered to Docusign. (People who do not have license.)Has someone experienced this problem? If so, is there any solution? Thank you!

482
C
Community Moderator
B
Newcomer
Big BenNewcomer
asked in Microsoft
How to Merge Multiple Entity Data Fields from Microsoft Dynamics to a Docusign Template

I am trying to get Quote and Product entity data fields from D365 into DocuSign Template but when creating a process in D365 you can only choose a single entity like Quote so I can Merge Quote data fields but not able to Merge Products data fields related to the Quote during the Create a New Dynamics Process step using the guide Merge Data Fields from Microsoft Dynamics to a Docusign Template How can I achieve this any idea?

713
C
Community Moderator
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New Voice
RobinDNew Voice
asked in Salesforce
Need assistance with SuppressTableRow merge tag

Our instance of DocuSign in integrated with Salesforce. I am trying to build a template document in Word and am having issues with the SuppressTableRow merge tag. I need to build logic that will suppress a table row if field RBD1 has the same value as R90BD1 AND RNEGD1 has the same value as R90NEGD1. This merge tag was suggested by AI but it’s not working. Can anyone assist? Thanks! <# <SuppressTableRow Test="(Pharmacy_Products[1]/RBD1 = Pharmacy_Products[1]/R90BD1) and (Pharmacy_Products[1]/RNEGD1 = Pharmacy_Products[1]/R90NEGD1)"/> #>

13613
R
New Voice
K
Newcomer
KatieggNewcomer
asked in Workday
Anchor Text

Can someone show me a screen shot of anchor text for a document for Workday Intergration Please?

1265
C
Community Moderator
M
Newcomer
mohammed.qhuddusNewcomer
asked in Microsoft
Cannot get the Access Token for power automate to get the status of the envelope through HTTP operation

Hello, I’m trying to get the status of the envelope to send the envelope to second signatory once the first signatory has signed on Power Automate. This is OK I have got the envelope working so far either by sending to all signatories the same time or keeping a delay of window to send one after the other This is Required I need to send the envelope to signatories only after the signature, for this I’m trying to get the status of the envelope from HTTP operation that requires Access Token. I’m following the below process to set this up Added app and integration key Redirect URL is set to “https://global.consent.azure-apim.net/redirect” for power automate Using this URL on browser to get the code “https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id=<Integration Key>&redirect_uri=https://global.consent.azure-apim.net/redirect” Getting the authorization code with error “did not receive an expected state query parameter from the authorization service” Adde

10026
Y
New Voice
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
"The DocuSign credentials entered do not map to a user on the DocuSign Account connected to this Salesforce org."

I'm a Salesforce Admin, I implemented DocuSign in SF, and users can generate documents and send them to their clients. There's a specific Salesforce user that is receiving this error message: "The DocuSign credentials entered do not map to a user on the DocuSign Account connected to this Salesforce org." In Salesforce, I checked the User Management section in the DocuSign Setup, and his user looks good (Status=Active) Also, I checked in the DocuSign account (https://admin.docusign.com/users) and he's also showing up here with Status=Active. Any advice on how to fix this error so this user can generate documents in Salesforce? Thanks!

4639
A
Newcomer
R
Newcomer
riti7777Newcomer
asked in Salesforce
Not able to find Related with Salesforce in custom tags/ Docusign custom fields

Hi,I am not able to find Related with Salesforce checkbox on Docusign Custom fields or custom tags in salesforce org, i am using business pro trial org. Can anyone help here?

351
A
Community Moderator
C
Newcomer
CJonesNewcomer
asked in Salesforce
Text Box to Fill When Signing- Salesforce/Conga Composer/Docusign Integration

I’m using Salesforce/Conga Composer/Docusign integration and would like to see if there is a way to add a Text box so that the signer can add a response during the signing process. To my knowledge with the Salesforce/Conga Composer/Docusign integration it has to use tags and I’m not sure if there is one to have a text box.

1784
R
Newcomer
S
New Voice
singhanubhavNew Voice
asked in Salesforce
DocuSign Salesforce connect with Integration user

In Docusign connect with Salesforce we use specific user which is system admin in salesforce , we want to switch it to Integration user with Integration license . We created the Integration User in Salesforce with Integration license then went to Docusign->Admin-> Connect->Edit Salesforce Connect-> Reconfigure login-> Salesforce Environment: Test, Salesforce SOAP Web Services API Version: 39, Salesforce Login Method: We put Username , password & security token of Integration user and click on connect, we get an error popup "An error occurred while updating the connect configuration" So We want to ask can we use integration user instead of System admin user? If yes why we getting the error as aforementioned, any additional steps needed to be followed before making the change?

662
M
Community Moderator
J
Newcomer
JammydonNewcomer
asked in Microsoft
PowerAutomate Document Name

Hello, I am trying to use PowerAutomate and Docusign to complete an action of filling in a document created in Docusign Word Template Assistant, based on SharePoint data, and then send this completed for signing. The workflow runs, but each time, and with multiple tries of different file names (E.g with file extensions, renaming the file, etc) I get a failure: ConnectorException": body "Status code=BadRequest, Message='ValidationFailure: No document found matching the provided name'" The workflow uses: Create envelope using template with recipients Get document info from envelope Update document generation form fields from envelope Send Envelope Any ideas? James

752
C
Community Moderator
C
Newcomer
cblackstNewcomer
asked in Microsoft
Change Envelope status to shared?

when using power automate to create a docusign envelope, the envelope gets created and saved to my drafts folder- if our account has sharing enabled, how do I change the status of envelope to shared from draft within the workflow? I don’t want to automatically send the envelope out for signing without manual/human review. I am still in the process of adding anchor tags to all my template docs, so the fields still need to be manually created for the recipients prior to sending.

394
C
Community Moderator
T
Newcomer
tnagulagamaNewcomer
asked in Workday
Validations on the form configured in Workday Review Docs step

Hi Docusign Team, We have configured a PDF form on the Review Documents step and we need to add some validation to the percentage box in that form that user should not enter more than 100% in it, is there anyway to add validations to the boxes in the form? Tried adding it on the PDF but when configured the PDF on Review docs, the validations are lost. Thanks

1323
K
Newcomer
M
Newcomer
MiguelKiwiNewcomer
asked in Microsoft
POWER AUTOMATE

Hello, I am integrating the signing of documents with DocuSign in Power Automate, and I would like to know if there is a way to receive the signed document in a Power Automate flow after it has been signed, so I can store it in my SharePoint and send it to multiple email addresses. Thank you very much.

583
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Community Moderator
K
Conversation Starter
kokosConversation Starter
asked in Microsoft
Power automate get user filled in tab value

Hello, In Power automate I have a flow to sign through Docusign. In my template I have some tabs that the user have to fill in info. My question is, can I fetch these info (their values) and use them later? For example from the screenshot, can I get the ‘testText’ value?

614
N
Community Moderator
D
Newcomer
DannyJNewcomer
asked in Microsoft
DocuSign.eSign DotNet Error Dynamics NAV

I’m trying to integrate Microsoft Dynamics NAV with DocuSign through DotNet assembly. I’m getting the following error when selecting the DocuSign.eSign. .NET interop: exception occurred, 'Could not load file or assembly 'System.ComponentModel.Annotations, Version=4.2.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The system cannot find the file specified. I have copied the below dlls to enable the dotnet assemby in dynamics nav. DocuSign.eSign.dllMicrosoft.Bcl.TimeProvider.dllMicrosoft.IdentityModel.Abstractions.dllMicrosoft.IdentityModel.JsonWebTokens.dllMicrosoft.IdentityModel.Logging.dllMicrosoft.IdentityModel.Tokens.dllNewtonsoft.Json.dll Please help

240
D
Newcomer
T
Newcomer
TheGuyWQuestionsNewcomer
asked in Microsoft
Help Needed: Error "Action 'Create_envelope' failed" with 404 - File or directory not found

Hello everyone, I'm encountering an issue with an action in my power automate workflow and I'm hoping someone here can help me resolve it. Here are the details: Error: Action 'Create_envelope' failed Error Message: ```<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"><html xmlns="http://www.w3.org/1999/xhtml"><head><meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/><title>404 - File or directory not found.</title><style type="text/css"><!--body{margin:0;font-size:.7em;font-family:Verdana, Arial, Helvetica, sans-serif;background:#EEEEEE;}fieldset{padding:0 15px 10px 15px;} h1{font-size:2.4em;margin:0;color:#FFF;}h2{font-size:1.7em;margin:0;color:#CC0000;} h3{font-size:1.2em;margin:10px 0 0 0;color:#000000;} #header{width:96%;margin:0 0 0 0;padding:6px 2% 6px 2%;font-family:"trebuchet MS", Verdana, sans-serif;color:#FFF;background-color:#555555;}#content{margin:0 0 0 2%;position:relative;}.content-container{

1243
N
Community Moderator
L
Newcomer
lchickeryNewcomer
asked in Salesforce
Salesforce CPQ / Docusign

Hi Everyone - Long time lurker - first time poster. We have OLDer, retired packages that seemed to have bit the dust this week - We have docusign for esignature and docusign for Salesforce CPQ (Retired) - We have about 80 CPQ quote templates and recently, users are getting an infinite screen load when clicking on “Send with Docusign” from the quote. As a workaround, I’ve removed the “Review before sending” from all quote templates (but i hate this for user experience) - but it works. No one wants to help because packages are retired so I get it - but my question is - for everyone using CPQ and Docusign and had to migrate to DAL (which we do have but we only use for SF billing w/ Doc Gen) - is it possible to build the same button/user experience? Can I use the quote templates I’ve already built? Anyone with any guidance?

593
L
Newcomer

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