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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

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

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

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?

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

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.  

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

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

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

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.

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 

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.

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

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

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.

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?

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

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

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

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.

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.

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'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?

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

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.