Salesforce

We are leaving Conga Composer and are implementing Docusign Gen in our org.In our current use case, users can upload photos (.jpg , .png, etc) to the Files on the Work Order object. Then we generate a work order using Conga Composer. The document generator grabs the Work Order Line Items and displays them in a table. Below the table, it shows ALL photos that attached to the related record. Conga does this by allowing us to Query the related images and display them in a dynamic table.  I saw in the documentation where you can use XML and a field based URL to display images but we are looking for something that dynamically displays the images without our end users (non-admins) needing to populate any fields with URLs.  There current experience is using Salesforce UI to upload the photos they want on the document. 

Hi All,We have DocuSign E-Signature, used within Salesforce. Are any of you aware of how to suppress certain Opp Line Items from a gen template? They would be removed based on a picklist field on the Opp Line Item. If the picklist had a certain value they should not be included in any of the product tables and should also not be included in the total price at the end. I came across this but I believe this is only for CLM: SuppressTableRow Merge Tag (docusign.com) Thanks,Ella  

Hi All,I’m looking for a way to make the expiration dates dynamic when using DocuSign for Salesforce.  Ideally the expiration date would be a custom date field on an opportunity.  I have found this documentation in regards to setting a RES parameter in the URLFOR() function, but this is related to envelope templates rather than gen templates.  Our Gen document rules are a bit complex so looking for a way to pass the RES parameter to the Gen templates which will then pass to the related envelope template.https://support.docusign.com/s/document-item?language=en_US&bundleId=srl1586134368658&topicId=nxl1649872087756.html&_LANG=enusOur current process uses a custom button which calls a screen flow and at the end of the flow we will generate a DocuSign

It doesn’t look like the “DocuSign eSignature for Salesforce” product supports creating/managing “Signing Groups”, am I right? (In that case, I’m going to have to use the APIs directly to build them, I guess.) Does it at least support selecting a (already created) signing group as a recipient of an envelope?

I am using Apex Toolkit to generate the document and send envelope for signing. Envelope is sent. I need also to save generated document in Salesforce as a File. I fount that I can use dfsle.Document.WriteBack and it is working, but it saves only the File after the signer will sign. How can I save the original generated pdf once envelope is sent?This works to save SIGNED pdf: myEnvelope.withOptions(new dfsle.Envelope.Options( // Whether to populate auto-place tags for default roles false, new dfsle.Document.WriteBackI need the code also to save GENERATED pdf once envelope is sent

Scenario: Creating a self-service contract renewal process. Will use a picklist on the Quote record in Salesforce to opt-in records to the program. Once in, Salesforce Marketing Cloud will ingest the records to a Journey. This journey will email the customer at intervals of 120, 90, 60 30 days before their renewal deadline.Issue / Decision: I need to be able to present the customer with a PDF order form to sign that would be generated from the SF Quote. The order would ideally have Docusign tags included so the customer can sign when they receive it. Having trouble solutioning how to get the order form to work. Looking for ideas.  

Is it possible to hide / remove the preview button on the layout of the page that appears when generating documents with Docusign GEN?The problem is that users click on the preview button to see the document that’s been generated but then they need to go back to the salesforce record linjed to the document in order to continue their business process. Therefore they use the back button of their navigator but when doing that it sends them back to the document generating page and so re-generates documents resulting on document being generated in several copies.To prevent this from happening we’d like to remove the preview button so that users can only see the documents from the salesforce record itself.Thanks for your help!

Hello,Has any used DocuSign Negotiate in that having a back and forth with a customer.i.e. if I send a contract for review. Can 2 users redline at the same time? or is it more of aAssign to user 1 who redlines and then they send to user 2 repeat…. thanks

In Salesforce, I have some DocuSign for people to sign sitting in Sent status. It will not switch to delivered status. I have even tried clicking Resend DocuSign Email and it won’t change. Advice?

what is the latest version of the Docusign eSignature for Salesforce ? How can we tell if we are not on a Legacy Docusign eSignature for Salesforce ? 

We use the Legacy DocuSign for Salesforce app in conjunction with DocuSign Connect to push data from our signed forms back to our Salesforce org. One of our Users recently realized she was not set up as a DocuSign Connect Associated User, meaning that all the eSignature forms she sent went out with no issues but never wrote any data back to Salesforce.Is there any way to re-process these envelopes so that we don't have to manually go through and enter all the relevant data?

user can't seem to be moved back into the "active docusign users" list when clicking "add users"

 DocuSign Apps Launcher TroubleShooting doesn't help either.

I noticed that to add merge fields in the middle of the document/texts, according to the instructions I need to leave a blank space where the field will be located, is there a way to configure that space to adjust to the text of the merge field? Because I notices that perhaps the Account Name for example is too long, and if the blank space for it is not big enough, it will be written over the document text.

I've tried various things but for whatever reason simply can't get this to work so maybe it's not possible or supported? Thanks in advance!

Hello,We are using Salesforce CPQ+/Billing and DocuSign to generate invoices and every week we have a batch which is going to create invoices from Order (via Invoice Batch) and we update the status to Posted manually.I would like to know if there is a way to send automatically all posted invoices depending of one criteria : if the sending mode is equal to "Email" in Account, then the posted invoice can be send automatically (a king of batch in DocuSign)! The goal is not to use the "Send" button for every single invoice.Do you have an idea ?Thank you and have a nice dayBR 

Today our site is integrated with Salesforce. We use Powerforms to collect data>eSign and send data to Salesforce. The issue we have is Powerforms does NOT support email address uniqueness validations when a customer is filling out multiple email fields (aka: 3 fields for email, each must have a unique email address) which is critical to our process. It appears Acrobat forms will allow this validation process when the user fills out the Acrobat form. We would like to use Acrobat interactive forms to replace Powerforms but cant seem to find anything that outlines that process. We are NOT looking at setting up a PDF and inserting Powerform fields (that is our current issue), we need the Acrobat form to perform the validation, then save the data to SF and have customer eSign using DocuSign

Starting yesterday, we started getting an error with our Salesforce integrations. Please verify that you have been granted access to DocuSign, your account settings are correct and that you have responded to all activation emails.Error is in expression '{!loadEnvelope}' in component <apex:page> in page dsfs:docusign_editenvelope: (dsfs)An unexpected error has occurred. Your solution provider has been notified. (dsfs)The connector is showing active and permissions are correct, I can't figure out why we're getting this error and how to fix it.Does anyone know what would've caused this?Thanks,

Since last few hours "Docusign Gen Templates" stopped generating Documents in SFDC. It showing "It’s taking a little while to generate your file(s). If you’d prefer to check back later, you’ll find the files under the Files tab in Salesforce."

Salesforce DocuSign Status Component does not seem to be working so it is not populating my sent and received signature date fields. How do I get this working again?

Our use case requires team members to be able to send an envelope from a colleagues opportunity without the need of teams / changing owners.The envelopes can be sent without issue, however the field update fails. We are not wanting to grant Opp Teams or complex sharing rules.I am assuming there is a custom setting we can invoke to bypass this? As the package appears to be using user record access rather than a system permission to update the fields.Anyone found a way around this?

I am new to DocuSign admin, but our eSignature solution uses apex toolkit to automate the generation and sending of DocuSign envelopes. To deploy the solution to production, the apex class could be deployed, but would the DocuSign Envelope Template have to be recreated in production manually?

I saw the demo of DocuSign Gen but I cannot find any other demo videos or documentation on it without Salesforce. We do not have Salesforce or any other CLM. Does anyone have DocuSign Gen as a standalone? Or is Salesforce required?

I could see the recipient can edit the title of him on the document received. Likewise, is it possible to edit their names by themselves on the document received. Let say we are sending a document to a contact from Salesforce whose name is given incorrectly. So the recipient needs to change it to correct one. Is it possible in any ways?

I'm trying to make DocuSign Recipient status information viewable in Salesforce. I have DocuSign status on the Quote object, and see a 'tab' for DocuSign Recipient Status but no information is displaying.