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  • 56 Topics
  • 136 Replies

56 Topics

M
Newcomer
mhunchuckNewcomer
asked in Other

Monday.com / Docusign App - Cannot Select Templates In Docusign

Within Monday.com, I am clicking the Item and then choosing to create the envelope for Docusign. This opens the Docusign window with my account signed in. Based on the tutorial on how to use the Monday.com Docusign app, I should be able to select from a Template or Upload a new document file. These are options I have if I log in to the native Docusign website under my account, but I don’t see when creating the envelope from Monday.com. Has anyone else had this issue before? My workaround currently is to discard the envelope temporarily created and then I can see the option to create a new envelope from a Template.  

2
M
Newcomer
1 month ago
K
Newcomer
KennethNewcomer
asked in Other

iManage Work 10 and DocuSign

Afternoon allWe currently use iManage Work 10 as our document management system, and wondered if anyone using similar has integrated with DocuSign?Thanks in advance.Kenneth

3
C
Community Moderator
1 month ago
B
Newcomer
bkleppenNewcomer
asked in Other

DocuSign Retrieve Custom File Name Tokens

I’m trying to find a date token that is date only and doesn’t include the time.Is there a list of additional Custom File Name tokens somewhere or are the ones listed on the Custom File Name edit menu all that exist?My version of Retrieve has an email address (retrievefeedback@docusign.com) at the bottom to contact if I’m “looking for more naming options,” but my attempt to contact it bounced back

2
N
Community Moderator
1 month ago
S
New Voice
srleeNew Voice
asked in Other

Reporting Options

We are looking for a more streamlined/consistent way to report off of DocuSign data.  We are aware of Agreement Actions and we have the Retrieve reporting product.  We are looking at potentially creating a data set with Retrieve and sending it to a “shared” location where our PowerBI (or other reporting tools) will connect to the file/data.  At that point, we can use PowerBI or other tool to manipulate the data, add charts/graphs, tables, create dashboards, etc.Does anyone use a specific other product that would allow us to be more consistent with accessing data from other systems, or from DocuSign, and for collecting real-time data such as status in order to create user dashboards?  Maybe I’m asking if there are specific products that utilize APIs for DocuSign as well as with other higher ed systems such as Banner, Concur, Contract Mgmt systems, Time keeping systems, etc.Thank you!Susan

5
A
Community Moderator
1 month ago
J
Newcomer
JohnRNewcomer
asked in Other

I get this error: "User does not have the permision to the RequestTemplates method"

Hello everyone,I'm using TeamTailor to trigger/get a template from DocuSign. However, I'm encountering an error message: "Failed to fetch config from partner: 'This User lacks sufficient permissions. User does not have the permission to the RequestTemplates method'." I've tried troubleshooting on my own, but I'm unable to resolve this issue. Any assistance would be greatly appreciated.

2
A
Community Moderator
2 months ago
N
Newcomer
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
N
Community Moderator
2 months ago
1
Newcomer
1233fdsNewcomer
asked in Other

Account wiped

When logging into my account this morning all documents are missing and mu signature at the top is gone. Has anyone experienced this before? thank you 

2
N
Community Moderator
2 months ago
neethujkp
Active Voice
neethujkpActive Voice
asked in Other

DocuSign for SAP

Hello Folks,I'm reaching out to inquire if anyone has experience with DocuSign SAP Integration for Ariba and SuccessFactors.Before kicking off the integration process, the SAP team needs insights into the prerequisites, dependencies, and efforts required from the SAP side. If anyone has worked on similar projects, your input would be greatly appreciated.I have the setup guide from SAP on hand, but as I'm new to SAP integration with DocuSign, I'm eager to learn from those with prior experience. Any insights you can provide would be invaluable.

4
C
Community Moderator
2 months ago
C
Newcomer
charlescactNewcomer
asked in Other

Can I assign an Azure group as a Docusign Viewer when using SAML SSO from the Azure marketplace?

I have recently set up an Azure enterprise app for SAML SSO, and it is working fine. However the only option in 'role assigned' is DocuSign Sender.We have in-company controls on who can send contracts, so i want that security group to be a sender but any new user across the business (in response to them signing a contract from another DocuSign using business) to be assigned as a DocuSign Viewer.Can i change this on the Azure Portal's enterprise app, or does this not matter? Inside DocuSign i have enabled soft account creation in response to an external signing request.thanks in advanceCharles

3
C
Community Moderator
2 months ago
John.Kleinhenz
Docusign Employee
John.KleinhenzDocusign Employee
asked in Other

Jaggaer integration?

Anyone here integrated DocuSign with Jaggaer ? Curious on any  integration issues

2
A
Community Moderator
2 months ago
R
Newcomer
Rikke BrondstedNewcomer
asked in Other

DocuSign Retrieve Installation Package - O-00717096

A couple of weeks ago I received an email with a link to retrieve Installation Package -  O-00717096. However, this link is no longer working - can you please provide me with a new one.Thanks.

3
N
Community Moderator
2 months ago
V
Newcomer
VinothNewcomer
asked in Other

Need to integrate DocuSign in React Native App

We are planning to create react native app and integrate DocuSign into the app to get documents signed by our customers.Where i need to start?Any help?

2
N
Community Moderator
2 months ago
N
Newcomer
Niels.NotelaersNewcomer
asked in Other

DocuWare integration > "Request for signature" - displayed user name

We have set up an integration between DocuWare and DocuSign.When having finalized a document in DocuWare, the document is automatically send to a receiver for esignature via DocuSign. However, the integration token between DocuWare en DocuSign has been created/requested on my personal admin account (which is tied to my company email address), this means that every envelope that is sent out via the integration, displays my own name/personal email in the received email to the requested signator.E.g. “John Doe via DocuSign” I would like to make sure that the integration between DocuWare and DocuSign stays “generic” and does not display an admin name. Does anyone have an idea on the best approach for this? We can try to register with a different email address to re-create the token - but does this mean we need to manually create a “generic” user within DocuSign for this? As we are also integrated with an SSO Identity provider, we would like to stay away from generic users as much as possib

2
C
Community Moderator
2 months ago
D
Newcomer
Daniela MNewcomer
asked in Other

Oracle HCM - DocuSign Integration

Hi there, I am testing now for a client using a trail account an Oracle HCM (Journeys) - DocuSign Integration.Things should be pretty easy according to Oracle documentation Configure Electronic Signature Using DocuSign in Journeys (oracle.com) however I can’t male these 2 custom fields work.They say in the link above quoting ‘6. Enter the custom fields for Company and Title (mapped to Legal Employer and Assignment Name respectively in HCM) as ORA_LEGAL_ENTITY and ORA_JOB_TITLE respectively. Optionally, you can add a text box with custom text or checkbox and other standard fields that DocuSign offers in the document. However, note that there aren’t any delivered mapping to fields in HCM.’My questions are:given this is a standard integration should I expect to find in search these 2 custom fields ORA_LEGAL_ENTITY and ORA_JOB_TITLE when I search in the custom fields area? or should I create these 2 custom fields? if i am to create them is there a way I can make them to pull the details re

2
C
Community Moderator
2 months ago
K
Newcomer
KULDIP WIRACHNewcomer
asked in Other

I would like to know if I can download all client's emails??

Hi, Please let me know the process, if I can download email for all those clients whom I sent documents.ThanksKuldip

2
N
Community Moderator
3 months ago
mmm-peanut-brittle
Newcomer
mmm-peanut-brittleNewcomer
posted in Other

Thoughts on the new Gavel / DocuSign integration?

Has anyone tried out Gavel’s new DocuSign integration? Thoughts? Seems easy enough to link the accounts together and connect the HMAC Key. I was testing it with a Gavel workflow I created for an Anti-Coercion Insurance Disclosure for a mortgage. I like that I can use the variables I create in the workflow for the singatory's info (name and email). I haven't tried having the docs sent back into Gavel upon execution yet but I like that I can see the status of the signatures in the Data Manager.

0
mmm-peanut-brittle
Newcomer
3 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

Can you place tags using Doc Gen?

While using document generation, you can create the word document with the "{{studentemail}} " but that requires the sender to type the email out. If the student is in the routing path, can you place the tag within the word document so Doc Gen will pick it up inside the paragraph?

5
C
Docusign Employee
7 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

How can users post a product improvement suggestion?

When adding recipients to e-signature There are 3 options for Types of Recipients. If you don't need the default recipient the user has to click three times to use ne of the other recipient options. This UI workflow could be simplified by adding a button for each "Add Recipient" option. Still provide the option drop down to change the type of recipient.

1
C
Docusign Employee
8 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

I have a rule set up to export a specific user's envelopes to DropBox. How can I execute that rule on all existing envelopes?

I have a rule set up to export a specific user's envelopes to DropBox. How can I execute that rule on all existing envelopes?

3
C
Docusign Employee
9 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

Where do I find the HMAC Key in my Docusign account for mapping to Hubspot?

I'm trying to get my HMAC key for my Hubspot mapping. The guide said there should be a "connect" button underneath Integrations but I don't see one. What am I missing?

1
C
Docusign Employee
10 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

Is it possible to define the positions of the checkboxes on the document with the workflow in DocuWare?

It is possible to define the places of one or more signatures on the document. But i didnt found any variables for checkboxes

1
C
Docusign Employee
10 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

Hi All, About the new version to Integration with M-Files, I have a problem with authenticate the user ID on M-Files Admin, I added the correct user and password, but appears an error with password or ID. Somebody know if is a API problem ?

Hi All, About the new version to Integration with M-Files, I have a problem with authenticate the user ID on M-Files Admin, I added the correct user and password, but appears an error with password or ID. Somebody know if is a API problem ?

3
C
Docusign Employee
10 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

Enable System Sender not working in production

We have set up Enable System Sender to use a placeholder user as the sender for DocuSign envelopes. The envelopes are sent via Apex Toolkit. This feature was working fine in sandboxes but when we deployed to production, DocuSign is using the name and address of a different DocuSign user in the email. This user is configured in the sandbox but not in production. If we change the permission of this user to DocuSign viewer in DocuSign, then Salesforce throws error citing 'You are unauthorized to use this envelope'. Even if we send the envelope using an existing DocuSign user in Salesforce, it throws the error/uses the above mentioned DocuSign user's email.

1
C
Docusign Employee
10 months ago
C
Docusign Employee
Community UserLegacy User
asked in Other

Using the eSignature API is it possible to resize the signature on a pdf?

Using the eSignature API is it possible to resize the signature on a pdf?

1
C
Docusign Employee
1 year ago
C
Docusign Employee
Community UserLegacy User
asked in Other

I've recently had DocuSign access granted, but whether I access it via web or through the linked Teams app, it won't work.

On the landing page for the website, I don't have the "Upload a document" (or whatever the wording is) window pop up despite being logged in via my company landing page. And if I try to assign something for signing using the "Approvals" app on Teams, every time I add a file and press "prepare" it just says "Something went wrong. Wait a bit, then try again."Is this one I should be picking up with our IT team - perhaps a permissions thing? Just thought I'd ask here first in case it jumps out at someone as a known issue.many thanksMatt

2
C
Docusign Employee
1 year ago

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