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We have tried integrating Icertis and DocuSign in demo. We have configured the service account /SVC-Docusign-ICTS-XL@bat.com with required DocuSign access for creation of envelopes in Icertis. While testing the integration we come across that when icertis user who creates and sends the agreement for e-sign don’t have account in DocuSign – SVC Docusign account/ Docusign-ICTS-XL@bat.com will be used for envelope creation and icertis user who have access to DocuSign their respective account will be used to send envelope . Can you help us to get all request to use SVC account irrespective of Icertis user access in DocuSign.

Received this email with subject line:Important Update - Docusign Transactions Moving to Microsoft Azure, Action May be Required We currently have our Docusign integrated with Oracle NetSuite (SuitePeople) for our HR Onboarding. Is any action required on my end?

We implemented an SAP Ariba integration successfully in 2022 using OAuth 2.0. Today, we have doubts as to the request to close the account for the person who was the SAP Ariba Admin when we configured this integration.  It is our understanding that we needed this individual to have a DS Admin account active in DocuSign to get the admin-user consent for OAuth working in SAP Ariba. What I am less clear on is if that was a one-time consent or we need to keep this named account active ongoing while using this integration. I am seeking advice on maintaining the SAP Ariba Integration without having to reconfigure it when someone on the SAP Ariba Admin team leaves. Does anyone have working knowledge of the SAP Ariba DocuSign integration that could provide some advice?  Thank you.

I have a Smartsheet, and what is needed is for the row for Monday to go into the Docusign column for Monday. The row for Tuesday needs to go into the Docusign column for Tuesday.Every time I run the workflow, Tuesday copies over Monday.I set up a workflow below in SmartsheetSmartsheet mapDoes anyone have any idea how I can create this document so the data for the next day does not copy over the previous day?

I have completed an agreement via docusign. I have uploaded a file with word files embedded in the document. Once the agreement signed, the attachments or the embedded files are unable to open in the signed docusign file. I tried to check the envelope and see if I could find the original file in word file or try to open the attachment I'm the file, but all I see is the signed pdf file in my dashboard. Anyone knows what to do to let the parties has the access to the attachment?  Thanks. 

We are MatterSphere users, does anyone have any experience integrating with MatterSphere that could offer any guidance please ?

Hi DocuSign Heroes, I have question about DocuSign eSignature integrate with SAP Success Factor.Do we need docusign connector to do it? Or we can just connect via API?Do we have any guidance how to do it?Thank you.

Hi Team, Currently we have a scenario , where we need to have a digital signature on the invoice copies which we would like do Bulk processing . We are using SAP as our ERP system . Invoices will be stored in SAP which need to be printed after signing them. . Request you to share your recommendations on the same .

Hello,We want to store automatically documents in completed envelopes from DocuSign to FileNet. how can I do that? 

Hello,I am reaching out on regarding our integration with DocuSign. We are currently testing the Qualified Electronic Signature feature, which we intend to offer to our clients.According to the documentation, our account must support one of the following signature types: DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified. Our account does not support this.For your reference, here is the relevant documentation: [DocuSign Support Documentation](https://support.docusign.com/s/document-item?language=en_US&bundleId=xcm1643837555908&topicId=wjg1635415874371.html&_LANG=enus).Could you please let me know whom I should contact to enable our account to support DS EU Qualified with in-person ID check, IDnow - EU Qualified, or Signer Held EU Qualified?Thank you for your assistance.

Hi team, I’d like to integrate our DocuSign with Okta for SSO & provisioning/de-provisioning. I’ve gone through this docx: https://help.okta.com/en-us/content/topics/provisioning/docusign/docu-integrate.htm and I’d like to double-check with you again on this docx to be sure it is the correct & the latest one.  Thank you !!!

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 ?

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 PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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.  

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

I have a docusign account, i want to add a default process were seal should be add default in all envelope before sending for Signature. I have seen the process where seal and signature process can be done through eMudra from DocuSign account. https://support.docusign.com/s/document-item?language=en_US&bundleId=xww1594245808169&topicId=acl1688555915412.html&_LANG=enusI want to automate the seal process should be implement default before sending for any Signature for all the envelope created in DocuSign.

Hi - I’m looking to send data that was captured in FormAssembly to docusign.  I would like the output to be a PDF that is then sent to BoxI do not want to use Docusign’s data collection, just its PDF capabilities. How can I do this? Thx!

I noticed that when we send a document from our BMS, Applied Epic, after all signatures are completed, the signed documents automatically attach to the client file but the certificate of completion pdf does NOT attach.  We require to retain a copy of that certificate with our signed documents on file and now have to manually download it from DocuSign’s portal.  I could not find a setting to address this.  Can you please advise if this is possible and if so, how do I fix my settings to allow this to happen automatically? Thanks, Stacey

I run a property business in the UK and I ask new investors I work with to complete an investor onboarding form in Mailchimp.I want to set up a Zap (Zapier) to then get a standard NDA/NCA doc in Docusign generated and sent to them automatically.At the moment I am doing this manually and I want to remove the manual operation.Can anyone give guidance on how to do this please? Thanks, Fiona

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!!

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