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Hi, 

We are trying to move to DocuSign Apps Launcher. I have used the migration tool to move our old DocuSign Status’ to the new DocuSign Status object. We have done this for a Custom object called Partner/Client. You can see in the attached screenshot I have the Envelope Status as a component - which is the only way it will show on Custom objects. But I am unable to get to the documents in that envelope. When I click the little drop down and say ‘view envelope’ I am not taken to the actual DSX record where the documents are typically found in the notes and attachments. How do I get to these historical documents? 

It should be noted that I am working in a Salesforce Sandbox connected to a DocuSign Dev account - could this be the issue? If this is supposed to work a certain way could some please point me in the direction of how this would look in production? 

Thanks! 

 

Hello @etemkin,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that you cannot find files after using the Migration Tool on a custom object.

 

To better assist you, can you provide the current version of the Docusign Apps Launcher that you are using?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

We are using version 6.5.1 of DocuSign Apps Launcher. Does that support seeing historical documents? 

Hey there,

I did not set this integration up on the Salesforce side, so I can’t tell you how it works there.  We have ours set up to grab the completed documents (.pdf versions) and attach them to both a case and the person record in Salesforce.  They show up in our “Files” section in Salesforce once they’re complete.  I don’t know if this is helpful or not, I just thought I’d share.

Thanks,

Lindsay

Hi @etemkin,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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