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Have Docusign integration questions? Look no further.

424 Topics

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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.

4 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?

4 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?

4 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

4 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?

4 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?

4 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.

4 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?

4 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

4 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!

4 months ago

AndréCunhaCarvalhoNewcomer

asked in Salesforce

Bulk send envelopes with dynamic table from Template Assistant

Is it possible to bulk send an envelope with dynamic table from a template built with template assistant for Word?I created an template without the dynamic table, and it worked fine, but when i create with the dynamic table, the “bulk send” option disapear.

4 months ago

aamirnawazInsightCoENewcomer

asked in Microsoft

Completed Document not found in SharePoint

I have configured “Save completed documents to SharePoint” option in the Settings under DocuSignAdmin.But i cant find any of the signed documents anywhere in the SharePoint post completion.

4 months ago

ramonjcnunesNewcomer

asked in Microsoft

docusign connection with power bi

Good afternoon,I would like to know if it is possible to connect the Docusign API to Power BI.There would be some documentation that explains how to connect Docusign with Power BI.

4 months ago

AnamNewcomer

asked in Other

Docusign Connect through Appian

I am sending envelope to DocuSign from Appian using a connected system, the connection is successful but i am getting error message “DocuSign returned the following error code: USER_LACKS_MEMBERSHIP”. Can anyone please help with solution, do i need to change the configuration?

4 months ago

JithinNewcomer

asked in Other

Independent Software Vendor ( ISV) questions from potential customers regarding DocuSign

I am working in a software company and we build an integration with DocuSign in one of our services. I have following questions , can someone explain what needs to be done at our customer’s end to have this integration working ? To give you some background our service will be used by 100+ users at customer end. Following scenarios,Customer not having DocuSign. What kind of account do they need ? As partners, do we have to contact Docusign sales regarding the new opportunity in order to avail the referral benefits or does this needs to be started by the customer ? Customer already having DocuSign with other services/software, Can the customer use the same DocuSign license with our service ? Is the customer charged per user or per service or any other criteria ? Thanks in advance,Jithin

4 months ago

Paul.StahlNewcomer

asked in Salesforce

Salesforce Field Text in Generated File Name

I am shocked that DocuSign Gen Templates for Salesforce does not have the functionality to use text from Salesforce Fields in the Generated File Name + File Suffix. That feature is basic functionality in competitors like Conga Composer, PandaDoc, and SDocs. Current functionality mandates that all generated file names be [Static Text Typed in the Upload Documents Stage of Gen Template Flow] + File Suffix [limited to Data Source Name and/or Date] Other Competitors give us the ability to dynamically change our file names in the doc gen such as “Custom_Field__c Purchase Order” Other threads similar to this subject say the work around is for the user to manually edit the file name. This sucks on many levels. A: The user needs Salesforce permission to edit files (we generate files automatically in our current use case with Conga and the owner of the record is not the owner of the file). B: This is time consuming. Our doc gen automation kicks off purchase orders and work orders for all Close

4 months ago

Munish vedaNew Voice

asked in Other

the grant provided for one time authentication is invalid

How to solve this issue

4 months ago

Pawan GangwaniDigital Collaborator

asked in Other

DocuSign eSignature integration with eMudra.

I am looking for more information or guidance on eMudra with eSignature. Anyone have any idea about the integration and process to achieve this or have an experience of implementing the eMudra in DocuSign eSignature. Appreciate your Help in Advance!

4 months ago

JacquealineMayoNewcomer

asked in Salesforce

Map Salesorce Amount field to Payment Tag on Gen Template

We have a gen template that automatically generates a document once the user click on the custom button from the account. we are now trying to map the amount field on the Account to the payment tab. This should auto populate the same way all other fields are populated but for some reason I’m not sure how to map the field to the payment tag in docusign. Can someone help?

4 months ago

jojodancerNewcomer

asked in Other

preset outgoing email in Hubspot for docusign template

I have a contract that I need new customers to sign. Is there a way I can set up the same outgoing message on the DocuSign session within Hubspot CRM?

4 months ago

GrantGNewcomer

asked in Other

Basic mapping not working

I had a POC up and running a couple of months ago and am the point where I want to put into production and now I can’t get basic Docusign mapping to work within a template. Use case: User fills out google form (also tested with Zapier form) and on submission kicks off a template in docusign. On the docusign I have a document with fields that should be filled in/mapped from the google form submission. At this point these are not getting filled in. I can see the data flowing in Zapier from the google form submit. I can also see the custom fields that I have added to the template. But when I run the test, the custom fields are empty -- regardless of if I try to manually add text in the field in zapier (as a test) or if I put the google form data field in the Zapier field (how it would run in prod).I’m fairly certain this is the exact setup I had previously, but now I cannot get it to work. Any ideas? EDIT: Not sure if this matters, we recently upgraded our Docusign from just Esig

4 months ago

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