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15 days ago

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508 Topics

NikhilaNewcomer

How to retain the original document name?

We are sending documents from Microsoft Dynamics 365 using DocuSignOnce a DocuSign sent contract is signed and is auto added to the quote, the document name changes to a system generated name. This will make it difficult to manage contract documents. How to retain the original document name?

682

2 months ago

skharabeNewcomer

asked in Salesforce

One of the sender do not want to receive the Document signed alert instead it should be sent to some generic email address

One of the users from Sender do not want to receive Document Signed alert. If we try to uncheck the alert from email preferences it will be unchecked for all the other senders as well and there is no specific setting for user from admin view.And same alert should be sent automatically to a generic email address for eg. donotreply@test.com. who is not sender as well as receiver. How can we achieve this scenario?

322

2 months ago

jingCSNewcomer

asked in Salesforce

List has no rows for assignment to SObject An unexpected error has occurred. Your solution provider has been notified. (dfsle)

When I tried to click on the Generate Document, I got this error ‘List has no rows for assignment to SObject An unexpected error has occurred. Your solution provider has been notified. (dfsle) User is already a Content user.. Any advice is greatly appreciated

1442

2 months ago

nitish555Newcomer

asked in Microsoft

Using Power Automate to apply a template to an uploaded document

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.

1757

2 months ago

Carmen HaasNewcomer

asked in Salesforce

DocuSign E-Signature Writeback Envelope Template - in Sandbox

Hello,I have been trying to resolve my issues for several days with searching in the community here and googling. My issue:We have Docusign setup in Salesforce for E-Signature, the data for a custom object should writeback to the DocuSign Envelope Template. This works in Production without issue. However in our Sandbox when the PDF is generated for our Customer to review and complete E-Signing the PDF is blank, and the PDF is not being brought back into Salesforce once signed.I am at a loss. The setup between the Sandbox and Production are the same from my review. I have followed all the instructions provided in this DocuSign Support Document. https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=ebu1620169232889.html&_LANG=enusDoes anyone have any ideas of why this is happening only in our Sandbox, and how can I resolve this issue? Any insight would be greatly appreciated!Thank you in advance!

252

2 months ago

jvigNewcomer

asked in Salesforce

DocuSign App Launcher - Salesforce

I’ve been using DocuSign integration with our Salesforce solution for almost a year now, my experience with it, is pretty painful!It really lacks intuitive performance, you have to change your documents to make it a user friendly experience internally and externally. DocuSign really should be less about management and more about an extension and ease to a workflow. One thing that is really problematic its making changes to existing templates, I make changes to our forms, add that form, move merge or standard fields to the new form from the old one. Add or move to new sections and then those fields disappear. You have to do back into DocuSign make changes to the template, then go back into Salesforce to make changes to ensure its done correctly. A lot of effort for such a gap for an “integrated tool” Does anyone know of a smooth and easy way to manage existing templates and when you have to make changes to that existing forms without having to replace all the fields?

372

2 months ago

CCQNewcomer

asked in Salesforce

Different Email Address as the Sender of DocuSign from Salesforce

Hello team! Can you advise if its possible to have different sender of DocuSign in Salesforce?For example when the DocuSign triggered from: Account, then the sender would be Account@Sender.comContact, then the sender would be Contact@Sender.comI appreciate any input/advice. Many thanks,Michael

403

2 months ago

nr1234Newcomer

asked in Microsoft

Power Automate DocuSign Connection - Update document generation form fields from envelope

“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.

263

2 months ago

rew1128Newcomer

asked in Microsoft

Formatting when using DocuSign Template Assistant

Hello! I am using Microsoft Word with the Template Assistant for creating engagement letters. I have realized that when I use the Template Assistant and have applied contingency rules, there is extra spacing where the “hidden” contingent paragraphs are. Does anyone have a solution for this so that we do not have to backtrack every time to fix spacing and formatting? Thank you!

617

2 months ago

chrisaterrellNewcomer

asked in Microsoft

Outlook DocuSign add-in logging out frequently

We use the DocuSign add-in for Outlook desktop and have to sign in every couple of hours to sign documents. Is there a way to change how long a user stays logged in to the DocuSign add-in?

192

2 months ago

ankinna-veNewcomer

asked in Microsoft

How to connect Docusign Demo to Sharepoint

Hi, I am struggling to connect Demo Docusign to Sharepoint with the Docusign for Sharepoint App. It always prompts me to sign up to my Microsoft Docusign account but does not give access to sign via Demo Docusign. In Power Automate the connection option existed to connect a Demo Docusign..

172

2 months ago

kokosConversation Starter

asked in Microsoft

Is docusign connector on power automate a premium connector?

Hello,When I am using the docusign connector on my Power automate flows, my flows turn to premium. So I wonder if the connector is premium or standard. I raised the same issue on power platform forum but it’s quite unclear. You can find the discussion below.Re: Flows using Docusign connector become premium - Power Platform Community (microsoft.com)

3117

2 months ago

Ashley.RummelDocusign Employee

posted in ServiceNow

The NEW ServiceNow App is now available in App Center-- Let us know what you think!

Check out the new ServiceNow App on App Center and let me know what you think! What else do you want it to do? How are you going to use it?

200

2 months ago

PulaskiNewcomer

asked in Salesforce

Salesforce and DocuSign Log In

Hello All, I am super new to Docusign and I am a Salesforce Administrator. I have a new user to set up for a docusign generator. I have assigned them all the permissions in SF and created an account for them in docusign. They stated they received the email and activated the account, which is true since I see the status as “active” on their profile.However, they are still receiving this error code- Am I missing a step? Not sure where else to go or what to do. I de-activated the account and will try again today. Any insight would be appreciated.

1532

3 months ago

HollyW00dNewcomer

asked in Other

DocuSign + Zoom Email Input Issue

Hello,We are using Zoom with the DocuSign Integration and we are having an issue where at the end of the signing process, a user is tasked with entering in their email and for some reason, it will only allow them to enter in a few characters and then it freezes. Our leads then take control over the session and finish it. Any ideas on this? Thanks

232

3 months ago

SravyabmNewcomer

asked in Salesforce

Calculate grand total of a dynamic table rows

I am displaying related opportunity line items data in a table using TableRow for an opportunity. Number of rows depend on number of opportunity line item records for an opportunity. I want to calculate grand total of TotalPrice column for all the opportunity line items which are displayed dynamically. As i don’t know how many rows i will get in the table, how do i proceed with the formula field? In formula field set up, i don’t see such option anywhere. Any help is much appreciated!

1605

3 months ago

Ben.KurzmanDocusign Employee

published in ServiceNow

Docusign and ServiceNow HR Service Delivery

Hey everyone! I am really excited to share this awesome article about how you can deliver a unified work experience by integrating Docusign with ServiceNow HRSD. This is a great way to streamline all of your HR operations and save your team valuable time. Contact your Docusign account rep or comment on this post to learn more.

730

3 months ago

rkissNewcomer

asked in Google

Docusign is blocked by Google

I get the attached error message when trying to authorize Docusign to save documents to my Google Drive. Any ideas on how to resolve this?

2134

3 months ago

Arina RevQoreNewcomer

asked in Salesforce

Connect Docusign Developer Environment with Salesforce partial sandbox

Hi! We are trying to install these two applications in the Salesforce partial sandbox: Docusign Gen for Salesforce and Docusign eSignature for Salesforce, but we only have the option to install them in production. Is this a limitation of the apps, or are we missing something?Our user is an admin in the Salesforce partial environment and has all the necessary permissions.Could it be that we need to first install the packages in production, and then it will allow us to install them in the partial sandbox? We would like to test the functionality before releasing it to production.Looking forward to any valuable information on this.Thank you!Arina

853

3 months ago

DarshNewcomer

asked in Salesforce

Envelope status not updated in Salesforce after transfer from inactive SF user to an active one

I need a way to keep the envelopes sent by an ex-employee to be updated when completed, even when the Salesforce user is deactivated.I have tried transferring the envelopes to an existing employee, whose Salesforce user is still active. I republished all these envelopes.Then I deactivated the ex employee. The document was then signed. On DocuSign, I can see that the envelope is marked as completed. But on Salesforce it is still marked as ‘Sent’.Do you have a way or an idea why even after the envelope transfer, it is not updated when completed on Salesforce?Thank you

768

3 months ago

Joette UnksNewcomer

asked in Microsoft

Can you send a link to a docusign document?

A member of our C-level team would like to send a group of people an email from within our business email account with a link to a docusign document and also an attachment that is for information only. Is there a way to do that? The document we’re sending for signature requires some explanation, and the sender prefers that the document come from his email address. Thanks for your help. I’ve been searching the community postings but haven’t seen anything particular on this topic.

17999

3 months ago

UdayanNewcomer

asked in Microsoft

D365(CRM(Customer Engagement)) - Could not find a Docusign User entity for the current user - transaction creation failed

I tried to trouble shoot this issue doing this task “going to DocuSign enabled entity and clicking "Go To DocuSign" from it ("..." button in the ribbon). ”, didn’t workSystem.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Could not find a Docusign User entity for the current user - transaction creation failed (Fault Detail is equal to Exception details:ErrorCode: 0x80040265Message: Could not find a Docusign User entity for the current user - transaction creation failedTimeStamp: 2024-09-02T11:00:51.5766454ZOriginalException: PluginExecutionExceptionSource: PluginExecution--)

572

3 months ago

WorkforceryNewcomer

asked in Microsoft

Extracting Docusign Data > SharePoint using Power Automate?

I have (What i think is) a really simple requestI have a Docusign Template I want to register new suppliers. When an envelope status changes to completed, I want to be able to extract the data from the docusign document such as ‘Entity name’, ‘GST Status’, ‘ABN Number’ etc Once I have this data, populate a SharePoint List with the respective infoUsing the Docusign Power Automate actions, I have tried almost every action, and a combination of Tabs, Custom Fields etc.Nothing seems to work!Can someone please advise what actions / methods I need to use for this?

1482

3 months ago

toanphanNewcomer

asked in Other

DocuSign for Nintex - getting error code INVALID_REQUEST_BODY when Send Envelope at Nintex

Hi all,I am a new for DocuSign developer. I am following the article https://www.docusign.com/blog/developers/automate-even-more-docusign-nintex to setup Send Envelope DocuSign at Nintex however I got the error “Received an error response from the connector: {"errorCode":"INVALID_REQUEST_BODY","message":"The request body is missing or improperly formatted. Could not cast or convert from System.String to API_REST.Models.v2_1.document."}”I am looking for some advice to help resolve my issue. I am truly appreciated!This is how I have setup - Step 1: Docusign setup - completedStep 2: Signing document setup - completedStep 3: Nintex Setup - completed Create the workflow1)Get a File from SharePoint - completed2)Send Envelop - everything is complete except the “body” which I can’t insert any informationThen I have test then got the error like below from Nintex

683

3 months ago

jzellerNewcomer

asked in Other

Airtable / Docusign Integration to

I would like to take data from airtable to put on pdf template or any template. Then would like to take this template that is filled out with this data to be electronically signed with docusign. For example If I am trying to do a lease renewal for an apartment I have a general template of the renewal that has about 10 places where it takes data from airtable to fill out. Then I need to take this document and be able to get electronic signature and then store the final document on airtable. I also have zapier and can pay for make to help get this done if needed.

1845

3 months ago

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