Docusign 2024 Release 3 Is Live! Discover the New Capabilities
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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!
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?
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..
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)
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?
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.
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
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!
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.
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?
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
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
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.
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--)
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?
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
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