Integrations

Hello,I am currently implementing DocuSign integration with Workday and testing it in the demo environment. However, I’ve encountered two issues: There are two signers in the flow — the first signer is from the company, and the second is external. While there is a defined signing order, the external signer is not receiving any email notification to sign the document. I have already unchecked the “Suppress email to embedded signers” option and enabled the “Send completion” option. Despite this, only the final email (once the document is signed by both parties) is being sent. How can he receive the email to “sign the document” Is there a way to make a checkbox mandatory to tick during this process? Thank you for your help!Best regards,Liora

Hi, We use DocuSign from SAP Ariba Contract Workspace, however it feels restricting as I cannot use my DocuSign templates.We use a task in Ariba that allows to send the document for signature but it asks for who should sign regardless of our templates.Is there another way to get executed contracts stored in Ariba than this way? (I don’t necessarily need to initiate from Ariba).

On the document that we import from our system there are options for the customer to tick a box to say that they want to opt in to future information, Please can you advise how I go about setting this up on our document ?

We currently have DocuSign and we also have the Salesforce app installed so that we can send contract directly from within salesforce.  I have a question i am struggling to get answered. I understand there is a 'Fax Documents for Signature' feature - https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=gav1643676262430&topicId=nry1578456314231.html&_LANG=enus But what i need to know is can we use this through the salesforce integration? The documentation points to how to change from email to fax when you are sending the envelope from the website login.  Whereas in salesforce we have a 'Send with Docusign' button, do we have the option to select if we want this to be emailed or faxed? 

Hi, I’ve been having any issue in trying to activate Docusign on Microsoft Word for a user.The error message received “Please try again or Contact IT. The user lacks sufficient permission to access this resource”Scenario: User already has DS Sender access granted and was able to sign documents that is received on Docusign Portal. Issue only occurs when trying to sign documents directly from Microsoft Word. > Docusign for Microsoft Word was installed without a hitch> Sign-in was successful as MFA prompt was seen cleared from our end.> But user is receiving the notification the error message mentioned in the third line. Additional note: Have tried to install Docusign from AppSource, if it makes any difference, but it still generates an error messsage, albeit a different one, “Please try again or Contact IT. System was unable to convert this document to a PDF. Unable to convert Document (Docusign-for-Word.docx?omex

Hi, I'm working in Salesforce. I have created a template with DocGen which has the value \s1\ in it. This should be the Anchor text tag to put the signing box in the document. However, when I'm in the singing process, the box doesn't appear when I'm in the “Prepare & Send’ stage. I still see \s1\ in the document. We want to create a dynamic document where we can completely automate the process of signing. So when the document is ready we want to upload it and the signing box should appear with the anchor text.Does somebody now a fix?Thanks in advance!

I am a security admin for our Microsoft 365 account. Today all emails from dse_na4@docusign.net are being stripped and held due to “containing malicious URL”. These emails appear to be legit. They are related to envelopes actively in the signing process, and we have verified that the document activity attached matches what we see when logging directly in via DocuSign.com. When browsing directly to www.docusign.net, our browsers are also flagging docusign.net as a dangerous/malicious website. The combination of MS and browsers flagging as dangerous has us concerned, and we have asked our users to pause use of DocuSign momentarily until we can confirm.Is there any currently known active threat that is being managed on the docusign.net domain?Thanks!

I am experiencing issues with my developer account while trying to connect it to Power Automate flow in D365.

Hello Community,I hope you all doing well and maybe someone can help me out, because googling, asking coworkers and reading brought no solution. What I try to achieve: I created a Template (docx-Word) for Conga Composer and field all the data fields and integrated a query. After the file is created (now PDF) it should be send via docusign to some contacts.So I took the docx-Word Template, wrote down all the Anchor Tags and placed them via docusign during the creation of a docusign Envelope Template in Salesforce.The problem is now, when I use the button for sending, which I created with docusign, the file which I used to create the Envelope Template is also attached to the Envelope and the created PDF file. When I delete the, so to say, Sourcefile, all the automatically assigned fields in the PDF I like to send out to the customer are deleted. When I dont delete the file or deselect it, its going to send with the Envelope. So inste

How can you create a link to send the same doc to multple people?  It makes me enter an email and name but I am sending the same doc to multiple people so I dont want to enter the name and emaiil.

Hi! I just published a new YouTube video on how to fully automate document workflows using Docusign and Smartsheet.You’ll learn:How to overcome the limitations of the standard Docusign and Smartsheet integration to create mail merge documents - This isn’t possible with the standard integration  Automate status tracking Retrieve information entered by recipients in forms directly in your Smartsheet rows Automatically retrieve the signed document in Smartsheet You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner

Hello, I am working on a Power Automate flow in which two documents are sent to the recipient. One document is a PDF packet that contains multiple pages of information for the recipient, this document does not need to be signed, only viewed. The other document is a docx file that contains a page which needs to be signed. I am having trouble creating a power automate flow in which both of these documents can be sent together in one envelope, with only one requiring a signature. Is this possible? 

Hi, We are using a custom URL For button when when we go to ‘Send Agreement’  after we generate the documents, it asks us to add the signing groups and users individually. We would like to have a certain set of users already added so our end users will follow the correct process. Would also like to add a custom email message. We have this all set up with our current templates in DocuSign Apps Launcher but we are unsure how to get it to work with DocuSign Gen. Any insight? Here is a video of what I’m seeing: https://share.zight.com/wbuqEXr4This is our Custom Button I have highlighted the URL Scripting that I have working in our DocuSign Apps Launcher button but for some reason it isn’t working in the below. {!URLFOR(IF($Site.Prefix == '/s', $Site.Prefix + '/apex/dfsle__gendocumentgenerator', '/apex/dfsle__gendocumentgenerator'), null, [sId = SB

I am wondering if it is possible to group custom document checkbox fields in a DocuGen template using xml. I am creating the individual checkboxes as document custom fields with the autoplace text to insert in the word template and need to be able to group these checkboxes.

Hi EverybodyI am here to ask information about Make integration. It seems that I need to know a Document ID for my Cloud (I use Google Drive) and any value is correct.Does anybody help to understand where and how to use this parameter ?Thank to anybody will answer !Iberio

When I follow the instructions / link on the Google Workspace integration page (https://www.docusign.com/integrations/google), which links to the Google Workspace appstore, the appstore link is broken and just returns a 400 Error:https://workspace.google.com/u/0/marketplace/app/docusign_esignature_for_google_workspace/469176070494Is the Google Workspace integration discontinued?

Hello Please can you advise me if we are able to set up an email description and wording that we can select each time we send an agreement to our customers, to make sure we maintain  continuity each time. Kind Regards Sarah 

Our client is integrating ServiceNow with Docusign for a form signature flow. Created a docusign template and assigned all the necessary fields to recipients. The template has a table and it needs to be populated with data from ServiceNow and the number of rows in that table is also dynamic and determined by the data from ServiceNow. I need help on how to configure this table in template whether to create each row as custom field and assign it a label or is there a better way to configure it.  

Hello ,I had a rule setup in docusign to send all signed documents from a specific user to sharepoing folder, its returning error from last couple of days with error code :not found .I re-mapped the sharepoing site/folder. Is there a way to re run the rule so failed documents can be submitted to the designated folder Thanks,

DocuSign in Meridian Link not connecting.  Login Unsuccessful error.  Who can I speak with to verify my Account information is correct? 

Can I correct an email address of the last signer after the document has been sent and already signed by other signers? Is not showing the option of "Correct" even when one of the signers never received the email

We suddenly started facing below issues after the trial license changed. Eventhough client has E5 license assigned they are facing below issue while using docusign connector for sending envelope in power automate. Is it mandatory to assign Powerapps Plan2 trial to the users with E5 licenses ?Error from token exchange: Permission denied due to missing connection ACL: Connection https://msmanaged-na.azure-apim.net/@msmanaged-na/logicflows/3708b3d4146a41c8b5a323a7d1a4ad96 version 9223372036854775807, connection=msmanaged-na/new-5fdocusign-2dconnector-2ddev-5f4cbe919022e8feaf/c20ec6d94af846428a319cb5886b7ed6"

We have installed DocuSign for SharePoint on a site collection.  Up until recently we had a custom folder setup and working, for some reason this is no longer working.  I suspect that somebody perhaps changed a setting.  When I go into “Manage DocuSign Administration Settings” and change the option to store signed documents in a custom folder, I am presented with a list of SharePoint sites, but for some strange reason I do not see my site listed.  I’m now unable to select my site, the document library and the custom folder that we were using previously.  Has anyone encountered this issue before?  I see lots of SP sites to select but none of them are the correct site.  

We send a PDF from Dynamics 365 CE to DocuSign. This PDF already contains the labels for the AutoPlace Field. How can I have the “Sign here” set automatically? So that the employee only has to click on send

During testing of DocuSign in our Workday Sandbox environment, I’ve encountered a few issues I need help with: Email Notifications: Emails are being sent to my Outlook when both the hiring manager and candidate are viewing or signing the offer letter, which works as expected. Candidate Portal Issue: However, after the candidate signs and submits the offer letter, the completed application does not appear in the Candidate Portal. Profile Status Issue: Even after the offer letter is signed and submitted, the candidate profile in the sandbox still shows the status as "Awaiting Candidate Signature." I suspect this may be related to the fact that I used a DocuSign developer account to authenticate with the Workday Sandbox environment. I opted for the developer account to avoid impacting the production environment during testing, but I’m unsure if that’s causing these iss