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Have Docusign integration questions? Look no further.

  • 583 Topics
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581 Topics
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Newcomer
Prem.kumarNewcomer
asked in Other
SuccessFactors ATS Integration with docusign to send multiple background documents along with offer letter,

We have a requirement to send multiple documents/forms which are required for background check along with offer letter from SuccessFactors recruitment through docusign. How can we achieve this using docusign and then how to download all these signed documents ?  Also, Is there any way to link with ATS to prepopulate some of the fields on the forms through ATS ? Thank you!!

1022
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Community Moderator
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Newcomer
Estratega NoCodeNewcomer
asked in Other
Is Developer´s API necessary?

Hi There! Somebody to tell me if I have to pay Developer API in order to use Make.com Docusign Standard Modules.?

442
A
Community Moderator
M
Observer
MeenaObserver
asked in Microsoft
Saving signature to dataverse as image

Hi,I have a multi step form in power pages with docusign integrated having a simple template of Signature, Name and phone. All was fine until the Signature field in Dataverse was text to save the data. But i want to save the signature as a file so i created another column and mapped the template signature to dataverse file column. This is causing the whole thing to fail with below error in power automate flow. The error doesnt seem relevant to this change and nothing else was modified. Any reasons? The email address for the recipient is invalid. The recipient Id follows.

382
A
Community Moderator
C
Newcomer
ClaireTunNewcomer
asked in Microsoft
DocuSign for SharePoint Integration

I’ve recently installed DocuSign for SharePoint and started using this today in our SharePoint Online library.  Everything seemed to be working well but I’ve just noticed that completed documents appear to be getting duplicated (three or more times) and are placed in the “DocuSign Documents” folder.  Every duplicated signed document says modified by “SharePoint App” and has a number appended at the end of the filename.What could be causing this, I can’t see anything in the settings that would be causing this issue.  Has anyone else experienced this?

1133
A
Community Moderator
A
Newcomer
awinesNewcomer
asked in Workday
Workday Integration - Signature with witness

Is it possible to use the “Signs with witness” functionality in Docusign through the Workday integration? Currently on documents requiring a witness, we have to send them manually outside of Workday, but it would be great to be able to automate them through our integration like the rest of our docs.

432
A
Community Moderator
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Newcomer
TarundeepSinghNewcomer
asked in Microsoft
Does the document to be signed move out of SharePoint if using Docusign with Power Automate Integration

I am going to use Docusign for signature on the documents which are stored in SharePoint sites. for this I am going to use Power Automate where it allows to use Docusign actions/connections to perform the task of getting documents signed. My Question is:If I use Docusign with Power Automate then will my documents which are saved in SharePoint site will go outside SharePoint site to get them signed.I am trying to address a security concern of my IT team and they do not want any document to leave SharePoint site for getting them signed by using Docusign.

502
T
Newcomer
S
Newcomer
STungareNewcomer
asked in Salesforce
Salesforce Rich Text field on DocuSign Envelope Template

Hello, I have Rich Text fields on Salesforce that I want to show on a DocuSign Envelope template. The text is not showing as expected but appearing as HTML tags.  This link https://support.docusign.com/s/articles/How-to-use-an-Html-block-from-Salesforce-and-pass-it-into-a-Gen-template?language=en_US talks about using “DocuSign Gen” template. I do not have access to DocuSign Gen templates.  How can I pass rich text on a DocuSign Envelope template?

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Community Moderator
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Newcomer
bsmitheuroimmunNewcomer
asked in Microsoft
Templates Missing when using Microsoft Teams Approvals

Recently all of my templates have disappeared when attempting to add as attachment in Microsoft Teams Approvals. They were there recently when I last looked at the project, but now they are missing.My templates are still available within Docusign, and my Docusign account is signed in through the Teams Approvals app. I can see past signature requests that I have sent or signed. I have tried signing out of Docusign within Teams and back in, with no change. 

926
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Community Moderator
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Newcomer
LeoFPBNewcomer
asked in Other
Docusign with flexmls or form simplicity

Hi community, Can anyone tell me if there is any integration of Docusign with Flexmls or Form Simplicity? I have a Realtors plan for NAR members for Florida. Thank you

681
C
Community Moderator
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Conversation Starter
kokosConversation Starter
asked in Microsoft
Completion email modification throuth the xml resources

I want to modify the completion email through the xml resources. But this XML is huge around 19000 lines. Which line should I modify? I am using power automate but I think this is irrelevant.

1077
Hengfeng Ge
Frequent Contributor
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Newcomer
CharlieSNewcomer
asked in Salesforce
Different Email Address as the Sender of DocuSign from Salesforce

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.

612
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Community Moderator
B
Observer
B3RG3RObserver
asked in Microsoft
DocuSign and SharePoint document not loading

Hi everyone,I’m experiencing an issue with the DocuSign integration in SharePoint. When I try to start the “Get Signatures with DocuSign” process, I can log in, but the document doesn’t load into SharePoint.I’ve already cleared my cache and history, but I’m still having trouble. Has anyone else encountered this issue and found a solution? Any suggestions would be greatly appreciated! 

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Community Moderator
N
Newcomer
NaveenMadhav_DiviNewcomer
asked in Salesforce
Select Contacts and Opportunities in DocuSign template

I have created DocuSign button on Account detail page to send Document form Account and while selecting recipients I want to select Account related Opportunities also.If anyone know how to meet this criteria, Please let me know, It will be really helpful to me. Thanks In Advance.

272
C
Community Moderator
N
Newcomer
nescafeNewcomer
asked in Microsoft
Action 'Add_tabs_for_a_recipient_on_an_envelope' failed

I'm currently facing a challenge with a Power Automate flow that I've set up to generate a document and send it out for signing. The process seems straightforward, as illustrated in the flow diagram below: However, I've encountered a problem similar to the one discussed in this thread: Anchor tab missing + Creating envelope in Powerautomate from pdf | Community (docusign.com). The difference in my case is that I'm working with a DOCX file rather than a PDF.The flow successfully retrieves the file content from the specified path, as shown here:The content is then added to the envelope without any apparent issues. However, I suspect that the base64 decoding step might be causing the signature tab to disappear, even though it is visible within the DOCX file itself.Could the base64 decoding be responsible for removing my signature tab? Has anyone else experienced a similar issue or have any insights on how to resolve this?

1744
C
Community Moderator
N
Newcomer
NaveenMadhav_DiviNewcomer
asked in Salesforce
Issue "Please verify that you have been granted access to DocuSign, your account settings are correct and that you have responded to all activation emails."

While accessing DocuSign Setup tab getting this error, I have assigned all permission sets which are need and the UserId also matched. After installed I could configure on DocuSign setup and I could create Envelop but after some time getting this error. I have referred many articles and I had done all the steps they have mentioned but still can’t resolve. If any suggestions please let me know, Thanks In Advance.

4522
A
Community Moderator
A
Observer
Ajay JainObserver
asked in Microsoft
Docusign for Microsoft Outlook for Mac

Is Docusign available as a plugin for Miscrosoft Outlook on Mac? if yes, how do we get it?thanks.

372
A
Community Moderator
L
Newcomer
Lewid123Newcomer
asked in Microsoft
Powerautomate, Docusign template population

I NEED HELP, I have created a flow on power automate using Microsoft forms. I want to use dynamic content from form responses to populate a Docusign template to send for signing or populate a pdf doc with the content and use Docusign to send for signing. I have tried both so far but cannot get it to work. Having tried multiple different methods

372
C
Community Moderator
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Newcomer
SadhanaNewcomer
asked in Microsoft
Is Tenant administrator required DocuSign license for granting consent for app?

Hi , I am trying integrate the DocuSign in SharePoint library. i have install the app now but not working when try to send for signature. 

452
A
Community Moderator
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Newcomer
SwetaNewcomer
asked in Microsoft
Power Automate Flow Defaulting to Enterprise Admin Account Instead of Specific User Account

When setting up a flow in Power Automate using the "When an envelope status changes" trigger for DocuSign, I'm encountering a problem. Despite signing in with my specific user account credentials (instead of the enterprise admin account), Power Automate defaults to or shows the enterprise admin account. I need the flow to recognize and operate under my specific user account, but it keeps associating with the enterprise admin account instead.

1163
C
Newcomer
Siddharth Shukla
Newcomer
Siddharth ShuklaNewcomer
asked in Workday
DocuSign Integration - Security Questions

We are currently evaluating the Workday-DocuSign Integration for a customer in the Financial Services industry. The customer's security team has specific questions regarding the security controls in place for this integration. While I have reviewed the information available on Workday Community w.r.t. how the Workday-DocuSign integration works and its security measures, there are additional security controls that our client's security team would like to verify.Since this is an out-of-the-box integration provided by Workday and there is limited documentation on both the Workday Community and DocuSign Developer Community, we would appreciate further clarification on these controls. It would also be beneficial for others if this information could be added to the relevant Workday Community article & FAQ.Question 1 - IP WhitelistingAccording to DocuSign documentation, client DocuSign administrators can implement IP address restrictions for login and authentication traffic at the domain

1132
A
Community Moderator
N
Newcomer
NikhilaNewcomer
asked in Microsoft
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?

742
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Community Moderator
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Newcomer
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?

392
N
Community Moderator
J
Newcomer
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 

3312
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Community Moderator
C
Newcomer
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!

492
C
Community Moderator
J
Newcomer
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?

542
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Community Moderator

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