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Find answers to your Other integration questions.

  • 118 Topics
  • 338 Replies
118 Topics
B
Newcomer
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

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Community Moderator
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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.

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Wendi Barker
Conversation Starter
A
Newcomer
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?

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Community Moderator
J
Newcomer
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 

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Community Moderator
M
New Voice
Munish vedaNew Voice
asked in Other
the grant provided for one time authentication is invalid

How to solve this issue 

282
A
Community Moderator
Pawan Gangwani
Frequent Contributor
Pawan GangwaniFrequent Contributor
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!

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Community Moderator
J
Newcomer
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?

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C
Community Moderator
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Newcomer
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

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A
Community Moderator
W
Newcomer
Work-PlayNewcomer
asked in Other
Integration with ACT softwre

Is there an integration of Docusign with ACT! software?  The only one I could find was this, which is for databases hosted by ACT corporation.  I need one for ACT installations that are mounted on user workstations and servers, i.e. Self-hosted.

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Community Moderator
T
Newcomer
ThingyNewcomer
asked in Other
Connection with CSC platform

Our CSC Entity Management platform claims to connect with Docusign but after uploading docs and selecting signers i get the message ‘envelope creation failed’. Why?

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Community Moderator
J
Newcomer
JimVHNewcomer
asked in Other
DocuSign Automation

Hi,Today is my first day experimenting with DocuSign.  I like what I see but I can’t make it work for my specific situation/use case.  What I mean is, I can use the web interface, generate a template or generate a document.  It sends it out and I can sign it.  However, my sign and date fields would be in the same spot time after time but my documents would be different (so not standard forms) each time as these would be offers containing different products and prices each time.  I tried Zapier & others where you can ‘Send envelope using template’ and ‘Send envelope using document’ but the first does not allow me to specify a document and the second does but it always uses my pdf that was specified in my template.  I also connected my dropbox in the integrations part but don’t know how to use that either.  So I’m a bit clueless to how and if what I need is possible.  So I don’t want the employees to have to open DocuSign.  Instead I want their system to send an offer as a pdf to Doc

2663
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Community Moderator
I
Newcomer
isaac cordovaNewcomer
asked in Other
How to Reauthorize DocuSign Plugin

We have a group who has an integration with Zengine but are receiving an error.  Any idea on to solve it? We have only found job aids that help add a plug in, revoke, or edit but nothing on how to “reauthorize”.   Thank you.   

593
Justin Jiang
Digital Collaborator
K
Newcomer
Kanto003Newcomer
asked in Other
Hubspot and Docusign custom fields

Im trying to pull fields from my deal in Hubspot directly into a docusign envelope. I know there is some integration and trying to create a custom one, but can’t find the missing piece. 

2924
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Community Moderator
C
Newcomer
CRM DevelopNewcomer
asked in Other
Zoho CRM

Hi,I use Zoho CRM and I need to send documents to sign.the processo should be this: automatically the template should be filled w/data that already are in the crm record (let’s say in a contact)then the document should be sent using whatsapp and the sign should be done by SMS OTP  Authentication.I do not understand if this is possibile with Docusign or I need to find another provider.thanks

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Community Moderator
N
Newcomer
NoumaNewcomer
asked in Other
PDF document

Can I use DocuSign to fill out a pdf document within DocuSign and then send it for signature. I have DocuSign integrated with Jobber

513
A
Community Moderator
D
Newcomer
DIDO444Newcomer
asked in Other
Can we integrate docusign with Profile Tax software

I would like to know if we can integrate docusign with profile software in 2023 tax forms ?

432
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Community Moderator
M
Newcomer
md1Newcomer
asked in Other
Third party app integration envelope usage

Hi, I have integrated an application with DocuSign using the Apps and Integration keys in DocuSign, everything is working however when I promoted the app to Production it required an Admin to login and approve it but now the envelopes sent via the app are being allocated to the admin login whereas I had created the app under a service account and had hoped the envelope usage would be allocated to this account.  Is there any way to accomplish this?

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C
Community Moderator
S
Newcomer
samiranNewcomer
asked in Other
Steps to connect DocuSign E-Signature with S4HANA

Can someone provide insights on connecting S4HANA ERP tool with DocuSign E-signature

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C
Community Moderator
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.  

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M
Newcomer
K
New Voice
KennethNew Voice
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

3893
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Community Moderator
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

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Community Moderator
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

6885
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Community Moderator
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.

2742
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Community Moderator
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 

702
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Community Moderator
neethujkp
Troubleshooter
neethujkpTroubleshooter
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.

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C
Community Moderator

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