Integrations

Hi,We have been using Docusign with Dynamics 365 Sales for a number of years. We had not upgraded from version 6 and recently attempted to upgrade to the current version, which apparently cannot be done without uninstalling version 6 and re-installing to the current.  We have now done this many times and in the process No Docusign shortcuts are added to the sitemap.  I managed to manually add a URL directly to Docusign and the admin page was then accessible and I set-up the integration.  However, for reasons I do not understand, this was not enduring and the connection was once again lost and we cannot access in the same way (by manually adding the URL).  I have also attempted logging in through the Configuration page and have attempted to manually add configuration details into the Configuration table, but this has also been unsuccessful.   I have contacted support now multiple times and have no response to date.  Has anyone else suffered from this issue and found a resolution?

when using this integration with google drive, I select the PDF.  add the recipient (I should never be one). click next and then next and next and next.. I am up to 30 and still no window to fill out the fields to send to signer. Why?  

HiI am trying to following this DocuSign instruction https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=isj1586134263707.html&_LANG=enus Our Salesforce has DocuSign eSignature for Salesforce version 7.12.3 installed.  I cannot find this DocuSign Files component when I edit Opportunity Lightning Record page. Any suggestions would be appreciated!!

Hi I am unabe to create merge field in Docusign Salesfroce. Getting Error : This Account lacks sufficient permissions to use Merge Fields.FYI : I have a eSignatureBusiness pro plan.Also unable to get the correct link to log a case for this issue.    

I’m having an issue where the trigger “When envelope status changes” is not being fired. It seems this is because there’s no connection established between DocuSign and Power Automate. I understand that a connection needs to be set up, but I’m not sure whether this is based on webhooks or if there’s another way to get the trigger working. Any insights would be appreciated!Any links or tutorials on how to set up a webhook to connect DocuSign with the Microsoft Power Platform would be really helpful as well. Thanks in advance!

04.02.2025Good evening.I am hoping that has run into this same issue & can provide some hints or actions on how we can resolve this issue. We are configuring a Docusign Demo\UAT CLM Account to be integrated with a Salesforce Sandbox Organization.The issue we are having is that after we have successfully gone through the 2 steps of logging into Salesforce using our Salesforce integration user & also logging into Docusign using our Docusign integration user. When we go to map a Salesforce object via the DAL. The process just spins & it never completes. We have tried this several times but each time we got the results, no completion, process just spins & then times out.Here are the steps we have gone through:Successfully installed as a Salesforce Admin Version 7.2 of the Docusign Apps Launcher Successfully connected our Salesforce Integration User via the DAL Successfully connected our Docusign Integration User via the DAL Tried to map a custom Salesforce Object via the DA

Good morning I hope all is well! Seeking some assistance with a DocuSign issue in our environment that is impacting all users who are using the classic desktop classic version of Outlook. Once they click on the DocuSign plugin in their outlook, it doesn’t grab the attachments in the email, so you had to manually add the attachments but when you do that and try to proceed with sign now, you are hit with an error and all it says it “Something Went Wrong” with no other context at all. Interestingly enough, if we have the users on “New Outlook” the DocuSign plugin does work but this opens up another can of worms as the experience in this “New Outlook” isn’t the greatest and is missing out on some key features that our end users to rely on with this being needed for Judges and Public Safety personnel. I do know that this year Microsoft is going to be retiring a number of services and i’m wondering if this could be a result one of those like Oauth?Any thoughts/ideas on this would be greatly

Hello everyone,I'm experiencing an issue with an "Until" loop in my Power Automate workflow that isn't functioning as expected. The loop is supposed to continue running as long as the hasMoreResults property in the API response is set to true. Here are the details:Workflow Configuration:I'm using an "Until" loop with the condition @equals(body('Copilot:_List_envelopes_1')['hasMoreResults'],true).The loop has a limit of a maximum of 60 iterations or a maximum runtime of 1 hour (PT1H).API Response:The API response includes the property "hasMoreResults": true, indicating that there are more results available.The response consistently provides only 10 records or envelopes, which are processed correctly.Problem:Despite the hasMoreResults: true property, the loop ends after one iteration and does not retrieve additional results.I've verified that the condition is correctly implemented and the API response is as expected.What I've Tried:Reviewing the loop logic and API response structure.Ensu

I’m not able to preview the document. Getting “Could not generate document "2_FR_Conditions generales_WORD": [103] Please ensure user has access to all the fields in template. Reference ID: 0dc6a27f-b376-4f6e-ba76-8f3c10def389” but in this template I’m only using one field and I have the access as well but still getting this error.

Hi I am new to DocuSign. I am trying to create a flow in Power Automate which will create an envelope using an existing template and then it will add a document to this envelope while applying the template to the document. It will then add recipients and send out the envelope.  I have created the following flow to accomplish this:   The issue is that the above flow is unable to apply the template to the added document. The final result is that the added document is appended to the sample document that is already there in the template. The fields are there in the sample document however, the added document does not have any fields. So, it seems like the template was not applied to the added document.  Is there a way to apply the template to the added document such that it has all the fields for the recipient. At the same time the sample document in the template should be removed and replaced by the added document.  Thanks in advance.  

We have use RLM (Revenue Cloud) and for revenue cloud quote object need to enable docusign, so can i enable docusign for quote object without requiring docusign app launcher app. if yes can you pls guide me and provide steps. 

What I’ve Built So Far:I have a form in my model-driven app that HR fills out after an interview if they plan to send an offer letter. The form contains the following fields: Candidate Name Start Date Offered Salary Signed Return By Date Position Date of Letter These fields match the placeholders in multiple offer letter templates stored in DocuSign. The correct template should be selected based on the job position.What I Want to Automate:When HR submits the form, Power Automate should: Identify the correct offer letter template based on the position. Populate the template with the candidate's details from Dataverse. Send the offer letter for e-signature using DocuSign. Once the letter is sent, update the "Send Offer Letter" column in Dataverse to "Completed 

Hello,At my company, we use DocuSign for Salesforce and set up DocuSign integrations for other companies.Our contract (daily, weekly) and disclosure (NY, CA, VA) documents are in separate Gen Templates, each linked to specific rules. For example, if frequency = daily and billing address = NY, then the daily contract and NY disclosure are sent for signature.Issue:Both templates are successfully sent for signature, but while the contract correctly displays the picklist, signature, and date signed fields (configured via the envelope template), the disclosure does not show these fields. As a result, both templates cannot be completed smoothly.I have created multiple support tickets, but due to the complexity of the scenario, I haven’t found a clear solution or resource. At this point, I’m not even sure if DocuSign supports this functionality as expected.Has anyone encountered a similar issue or found a solution?Thank you!

Hello,I am looking for  proper guidance on creating an embedded signature in an LWC component?

Hello,At my company, we use DocuSign for Salesforce and set up DocuSign integrations for other companies.Our contract (daily, weekly) and disclosure (NY, CA, VA) documents are in separate Gen Templates, each linked to specific rules. For example, if frequency = daily and billing address = NY, then the daily contract and NY disclosure are sent for signature.Issue:Both templates are successfully sent for signature, but while the contract correctly displays the picklist, signature, and date signed fields (configured via the envelope template), the disclosure does not show these fields. As a result, both templates cannot be completed smoothly.I have created multiple support tickets, but due to the complexity of the scenario, I haven’t found a clear solution or resource. At this point, I’m not even sure if DocuSign supports this functionality as expected.Has anyone encountered a similar issue or found a solution?Thank you!

Hello Community,I like to add additional documents (supplemantal documents) to an envelope.The situation is as follows:The document is generated in Salesforce I use an Envelope Template, created in Salesforce and available at the Docusign website, to assigne the Roles to the contacts Docusign opens In Docusign I created two additional templates one with supplement document A and one for B Docusign matches the Template for A Expected behaviour: to the uploaded document from Salesforce supplement document A is added and send also to the customer Actual: the template is matched, but the supplement document is not addedWhen I add the documents to the envelope template from Salesforce, file A and B appears. Hope someone can help me. Thanks and have a nice day,Sven

We are using Salesforce Minimum Access and System Administrator profiles for users, where they have basic access to objects and fields. Access to custom fields is granted via the Permission Sets. When I try to generate template I have following error: Could not generate document “Template Name” [103] Please ensure user has access to all the fields in template. 'Activation_Fee__c' Reference ID: f0ee0172-0614-47be-969c-d30eaf2c704d.I have granted access to this field by assigned Permission Set. When I set this field read and edit on Profile, then the problem is gone. It looks that DocuSign checks access only on Profile level, not the Permission Set. Can anyone help with that?

We are looking to transition from DocuSign eSignature for Salesforce (7.12.1) to Docusign Apps Launcher 6.12 and I’m trying to get it setup in a lower environment for testing. One of the features we used in the eSignature app was syncing the envelope status and date sent over to the related fields in Contracts. When trying to setup DAL, I don’t see this being able to be configured, where it will update the field of the Date Sent. Am I missing something somewhere? 

Hello, When using the DocuSign Apps Launcher in Salesforce, I’m unable to see anything related to CLM despite having downloaded the CLM app through the app exchange. I can see various CLM components and permission sets through the managed package, but I can’t see a CLM app, or a config page through DocuSign setup. I can only see eSignature and DocuSign Gen. Any suggestions on how I can remedy this issue? Thank you! 

I am sending envelope for signature through PowerAutomate. By default signature size is 100%. How to increase the size of signature to 150% through Powerautomate. As I checked I didnt get any option to increase the size in Power automate.

I am experiencing unexpected behavior when using the List Envelopes action in Power Automate with specific subject filters.There are 400+ envelopes with the subject "ABC DEF - IJ", and the user has full access to all envelopes. When filtering with subject = "ABC", the action returns only 13 records and sets hasMoreRecords = false. When filtering with subject = "DEF", it returns only 14 records and hasMoreRecords = false. The skip parameter does not work as expected, and I still receive only the top 13 records.However, when filtering for envelopes with subject = "XYZ" and using top = 50, the action correctly returns 50 records and hasMoreRecords = true, which is expected.The user is on a Business Pro plan with full access to all envelopes. Given these inconsistencies, I would like to understand:Why does filtering by "ABC" or "DEF" return only a limited number of records despite more envelopes existing? Why does the skip parameter not function correctly? Are there any known limitations o

I have a table in my Gen Word Doc, It has a price in the table ( lets say $100),  i have a field in Salesforce that holds the commission, (lets say its $25), how can i add the $25 ( from merge field) to the $100 that is already in the Table in my Gen Doc? The $100 is not a merge field coming from SF.

I am attempting to create a conditional field rule in my gen template. I need to set this up and save the configuration to prevent my users from having to do it manually each time. If i send the document, then generate another quote, the conditional field rules are missing. I do not seem to be able to store them permanently. I am using word templates if it makes a difference.Any help is appreciated.related links:https://support.docusign.com/s/document-item?language=en_US&rsc_301&_gl=1*kyq8xy*_gcl_au*MTcwNzQyMDgwNy4xNzQwNDIzMDQ0&bundleId=gbo1643332197980&topicId=iqw1578456520131.html&_LANG=enus 

I’m trying to replicate our Connect for Salesforce Configuration in our Docusign Demo account. When I try to add an Object, it lets me select the object and activate it but I cannot save it.

Hi All,I am new to docusign and I am just responsible for the end user support for my company.Our docusign admin states that user configuration is correctly done but user is still receiving the below message every time he tries to sign an email attachment. He mentioned user needs local admin rights which I tried without success.Do you know what could be the reason?  Thanks