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Have Docusign integration questions? Look no further.

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Community UserLegacy User

asked in Microsoft

DMARC policy configuration for Office 365 environment

Dear colleagues,We are your clients. We use Office 365 as mail system. We've enabled DMARK in reject 100% mode recently.And we've stumbled acrossed a problem.Docusign sometimes sends notifications on behalf of our users - so sender is ouruser@ourdomain.com BUT of course email is from Docusign IP.DMARC policy rejects such messages as Docusign is not a permitted sender (Docusign IPs are not ).Can we configure Docusign not to email on behalf of @ourdomain.com ?What is the best practice?Thanks!

3 months ago

Musharraf HussainNewcomer

asked in Microsoft

Integrate DocuSign with D365 F&O

What steps are involved in integrating DocuSign with D365 F&O?

3 months ago

Solution ExplorerNewcomer

asked in Microsoft

DocuSign for Dynamics installation in Data Center in Switzerland

We try to install the app “DocuSign for Dynamics” in our Environment. Our Environment is located in Switzerland. We are not able to install the App, it displays always an error message (which is not helpful at all, it just states that we need to contact support). Is the reason for this that the data center is located in Switzerland? Unfortunately, we do not receive any feedback on our ticket in DocuSign...

3 months ago

Johnny KongNewcomer

asked in Other

Full name at the recipient page

Hi thereWe prepare our contract outside of DocuSign and upload the document for signing.We do not really use the “Field” except the signature field. We are quite puzzled as to how to enter “First Name” and “Last Name” of the recipient on the recipient page? We need this data for Zapier automation. Currently, we can only enter the recipient’s full name.Thank youJohnny

3 months ago

TheodenanyohNewcomer

asked in Salesforce

Send envelopes from Community Portal using the template configuration

We have a partner portal built on Salesforce experience cloud where our resellers can bring in deals. We want our resellers to able to send documents to their customers to be signed and also capture some data that is written back to Salesforce fields. We have been able to install the docusign package and setup a template configuration in Salesforce with all the merge field, field placement and even set the config to update certain Salesforce fields on send and successful signing. We want to be able to pull in the DocuSign template configuration in Salesforce and use that to send the template but can’t seem to find a way to do that in experience cloud. With the Apex toolkit, it doesn’t appear to allow us to fetch the DocuSign template configuration in Salesforce and use that to deliver the envelopes. Looks like we have to hard code everything from the merge fields to updating the Salesforce fields on send and completion. Does anyone know a way around this?

3 months ago

Peter BornæsNewcomer

asked in Other

Including a document from Teams

Hi All,Do you know how you can include a document from a Teams folder in the envelope? Thanks.

3 months ago

YKayNew Voice

asked in Salesforce

Error: At least one document is required

Hi,I am using DocuSign Apps Launcher version 6.4 in Salesforce and CPQ. I have configured the app and users as per the document. In the add document configuration, I have selected “Attach Documents from Salesforce record”. I am selecting a record with files and click the “Send DocuSign” button. I get an error “At least one document is required”. What am I missing?

3 months ago

Darin OhdeNewcomer

asked in Salesforce

Can Docusign Gen template allow for protected and unprotected form fields in the SAME document?

Consider a use case where a bank/finance company is automatically generating a lease agreement for a car dealership to be signed by the purchaser of the car. We (bank) want to autofill the “car price” which could editable by the dealership, but we want to autofill the “term” at 36 months but that’s locked down and uneditable. We can make this work on a basic word document but in our current docgen platform, the protected word doc basically blows up the doc gen template because it can’t read the template. Does DOcusign Gen support this use case? If so how? Can it inherit the protection attributes of the word doc, or would we set up the protection attributes in the DS Gen platform itself and they live on the template?

3 months ago

ASchmidtNewcomer

asked in Other

DocuSign Support forwarding me to SAP

Hello,a month ago i was able to create tickets directly to the DocuSign Support on the DocuSingn website.now im not able to do so anymore instead i get forwarded to the SAP Support which does not have the DocuSign as Product.How can i get my access to the DocuSIgn Support on the DocuSign page again? I need to open DocuSign Tickets since im a Delivery Manager for DocuSign at NDBS!

3 months ago

JadeGNewcomer

asked in Salesforce

Salesforce flow not sending document for other users

Hi, I have set up a flow in salesforce which sends out Docusign envelopes based on a triggered flow. The trigger works perfectly fine for me as the Admin, however, when I log in as one of my end users the envelope is not sent. I have checked to make sure the user is active, added permission sets (Docusign Login, Docusign Sender, Docusign User), and enabled the system sender setting for eSignature in Salesforce. What am I missing here?

3 months ago

PallaviNewcomer

asked in Salesforce

Docusign Integration with Salesforce and Sharepoint for document storage

Hello All, I am looking for integration between salesforce and docusign and Sharepoint for Document storage.Document generation will be initiated from salesforce using Docusign, once document is signed I need another integration which store signed document into sharepoint. I wanted to understand feasibility of this integration via docusign

3 months ago

NS24Newcomer

asked in Salesforce

DocuSign Gen Template- Document is not displaying the picklist value from salesforce

I added the XML path of the picklist field from salesforce DocuSign document generator in the word template, but when the document is generated, it is not displaying the value.Is there a reason behind it? Do we have to use some different tags to display picklist values?Appreciate any help!Thank you!

CoachzernowNewcomer

keph6792Newcomer

Power Automate with Docusign and PDF tabs

Hello,I am working on utilizing Microsoft Power Automate.The flow goes as follows:Client enters in name & email address in Microsoft Forms. Power Automate would then obtain the pdf file, create envelope, add recipient, add tabs, and send envelope.The problem I am having is utilizing an unfilled pdf file and being unable to “add tabs” according to the PDF file. I cannot determine what the actual anchor String is for each field. I’ve attempted to follow this PDF form field transformation site from DocuSign to no avail. The file can be obtained via Department of Labor government website: https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/WH-384.pdfI am starting with this form but there will be a few other forms (looking for a standard solution and not a one off).Thank you.

3 months ago

KoutilyaTej

asked in Salesforce

How can we send Salesforce CPQ Quote Document for eSignature

I need to Send Salesforce CPQ Quote Document for eSignature

3 months ago

Germano NetoNewcomer

asked in Microsoft

Issue with recipient signatures

Hello everyone. I'm having issues with signing all the envelopes using the Power Automate connector, where the first user can see fields like Signature, Initial, Stamp, Name, Last Name, among others. However, after the first user signs, the other users can only see the Signature and Initial fields. I would like to know what is necessary for all users who need to sign to be able to see all the mentioned fields so that they can drag them to where they want. Thank you very much for anyone who can help.

3 months ago

gburns9Newcomer

asked in Salesforce

Field Updates not working in Salesforce Esignature

The Field Updates I have set up in an envelope template in Salesforce are not working as I expect. I have them set to update the Status of the record when the envelope is sent, and then when it is completed (per the first screenshot). I have a custom button for the envelope template set up on the record, but when I send the envelope through that button, the Status remains in “New” (per the second screenshot). Is there something I am missing in regards to something else that needs to be set up in the envelope template?

3 months ago

Yash260195Newcomer

asked in Salesforce

Is there a way to automate inputting a recipient's name as merge field in envelope template in DocuSign?

3 months ago

BrandiNewcomer

asked in Other

iCIMS integration

Hi there!We’re considering using Docusign for a 3 page document we’ll need information collected out and signatures via Docusign and I was hoping to integrate Docusign with iCIMS to get this done. I see that they integrate for offer letters but I’m wondering if anyone has used Docusign with iCIMS for anything more than a signature? Thanks in advance,Brandi

3 months ago

nflynnNewcomer

asked in Microsoft

Error: Failed to retrieve DocuSign URL for this environment

Hi all,I’ve set up the integration with Dynamics365 as per https://support.docusign.com/s/document-item?language=en_US&bundleId=yha1628288295010&topicId=iqm1677534379853.html&_LANG=enusand the Azure app registration as per https://www.docusign.com/blog/developers/the-trenches-setting-oauth-docusign-connect-microsoft-azure - added the details into OAuth in Dynamics DocuSign AdminThe app registration was done by a global admin in Azure AD and the user signed in to the integration doesn’t have Azure global admin but is sys admin in Dynamics.The buttons are showing on the ribbon for Account but when I click Go to DocuSign, I get “Failed to retrieve DocuSign URL for this environment”. If I click Get signatures, I go through the recipients and when I click on Open DocuSign, I get “Error creating envelope”. There are no other errors and if I go to DocuSign Admin and click Go to Docusign, it opens fine. Any ideas?

3 months ago

KathyF2112Newcomer

asked in Salesforce

SQL Server Error with DocuSign/Salesforce

When trying to send a document via DocuSign within Salesforce, the following error appears:“A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: TCP Provider, error:0 - The remote computer refused the network connection.)”Followed by: “Argument is undefined.”Any thoughts on the source/cause of this error?

3 months ago

Nicole JNewcomer

asked in Other

Can the current status of envelopes be backed up in OnBase or SharePoint?

I have a user inquiring about connectivity, (or integration) with OnBase or SharePoint?Their main ask is, “Can the current status of the envelope be backed up in our system (OnBase or SharePoint) and not “solely” in the DocuSign system?I found https://support.docusign.com/s/document-item?language=en_US&rsc_301&_gl=1*kkidvj*_gcl_au*MjAwOTUxNTA1NS4xNzA5MjIyMzUx*_ga*MjEwOTYzNjI1Ny4xNzA5MjIxODMz*_ga_1TZ7S9D6BQ*MTcwOTIyMTgzMy4xLjEuMTcwOTIyMjM1MS42MC4wLjA.&_ga=2.3811120.1687675570.1709221835-2109636257.1709221833&bundleId=bro1575948484405&topicId=kpe1575948473275.html&_LANG=enus (DocuSign for SharePoint online, and am trying to read and understand it, as in, is it something that has to be implemented and it’s not already there? How much work? (work hours) / Does it cost extra, or we admins on the account just turn a slider feature in Settings from ‘off’ to ‘on’? Thank you.

3 months ago

thaggeNewcomer

asked in Salesforce

Wrap text in table

Hello, when generating a document via DocuSign Gen, is there a way to improve word wrapping within a table? The content of the table is generated via TableRow repeat merge tags.ExampleSolutionsWrap as Application- consultant Dynamic table to extend column width Else?

3 months ago

svc-workdayNewcomer

asked in Workday

Custom Field is not working in DocuSign

Hello DocuSign Community,Recently I created a new custom field in DocuSign, see below:And I used this field in Workday BIRT design, see below for testing:However, when test it , this field is never working and end user cannot edit this field but only see the text “\jayorg11\ , see below Can you please help why it is not working ? Is there anything I missed ? Regards,Jay

3 months ago

CoriMNewcomer

asked in Salesforce

Connect for Salesforce - Limiting upload of envelopes created directly in Docusign into SFDC

Hiya! Is there a way to configure this integration/connector so that when a user initiates an envelope (or template) directly from Docusign, that it DOESN”T also feed into salesforce, or alternatively, to set it up so that it feeds into salesforce only if you could somehow include an opportunity ID in the envelope? We have users who work on both revenue transactions as well as vendor transactions, and we don’t want the vendor transactions to upload into SFDC. Thanks in advance for any ideas!

3 months ago

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