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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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Find answers to your Salesforce integration questions.

213 Topics
741 Replies

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213 Topics

Darin OhdeNewcomer

asked in Salesforce

Can Docusign Gen template allow for protected and unprotected form fields in the SAME document?

Consider a use case where a bank/finance company is automatically generating a lease agreement for a car dealership to be signed by the purchaser of the car. We (bank) want to autofill the “car price” which could editable by the dealership, but we want to autofill the “term” at 36 months but that’s locked down and uneditable. We can make this work on a basic word document but in our current docgen platform, the protected word doc basically blows up the doc gen template because it can’t read the template. Does DOcusign Gen support this use case? If so how? Can it inherit the protection attributes of the word doc, or would we set up the protection attributes in the DS Gen platform itself and they live on the template?

234

5 months ago

JadeGNewcomer

asked in Salesforce

Salesforce flow not sending document for other users

Hi, I have set up a flow in salesforce which sends out Docusign envelopes based on a triggered flow. The trigger works perfectly fine for me as the Admin, however, when I log in as one of my end users the envelope is not sent. I have checked to make sure the user is active, added permission sets (Docusign Login, Docusign Sender, Docusign User), and enabled the system sender setting for eSignature in Salesforce. What am I missing here?

1657

5 months ago

PallaviNewcomer

asked in Salesforce

Docusign Integration with Salesforce and Sharepoint for document storage

Hello All, I am looking for integration between salesforce and docusign and Sharepoint for Document storage.Document generation will be initiated from salesforce using Docusign, once document is signed I need another integration which store signed document into sharepoint. I wanted to understand feasibility of this integration via docusign

1795

5 months ago

NS24Newcomer

asked in Salesforce

DocuSign Gen Template- Document is not displaying the picklist value from salesforce

I added the XML path of the picklist field from salesforce DocuSign document generator in the word template, but when the document is generated, it is not displaying the value.Is there a reason behind it? Do we have to use some different tags to display picklist values?Appreciate any help!Thank you!

How can we send Salesforce CPQ Quote Document for eSignature

I need to Send Salesforce CPQ Quote Document for eSignature

552

6 months ago

gburns9Newcomer

asked in Salesforce

Field Updates not working in Salesforce Esignature

The Field Updates I have set up in an envelope template in Salesforce are not working as I expect. I have them set to update the Status of the record when the envelope is sent, and then when it is completed (per the first screenshot). I have a custom button for the envelope template set up on the record, but when I send the envelope through that button, the Status remains in “New” (per the second screenshot). Is there something I am missing in regards to something else that needs to be set up in the envelope template?

2237

6 months ago

Yash260195Newcomer

asked in Salesforce

Is there a way to automate inputting a recipient's name as merge field in envelope template in DocuSign?

1921

6 months ago

KathyF2112Newcomer

asked in Salesforce

SQL Server Error with DocuSign/Salesforce

When trying to send a document via DocuSign within Salesforce, the following error appears:“A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: TCP Provider, error:0 - The remote computer refused the network connection.)”Followed by: “Argument is undefined.”Any thoughts on the source/cause of this error?

thaggeNewcomer

Hello, when generating a document via DocuSign Gen, is there a way to improve word wrapping within a table? The content of the table is generated via TableRow repeat merge tags.ExampleSolutionsWrap as Application- consultant Dynamic table to extend column width Else?

1105

6 months ago

CoriMNewcomer

asked in Salesforce

Connect for Salesforce - Limiting upload of envelopes created directly in Docusign into SFDC

Hiya! Is there a way to configure this integration/connector so that when a user initiates an envelope (or template) directly from Docusign, that it DOESN”T also feed into salesforce, or alternatively, to set it up so that it feeds into salesforce only if you could somehow include an opportunity ID in the envelope? We have users who work on both revenue transactions as well as vendor transactions, and we don’t want the vendor transactions to upload into SFDC. Thanks in advance for any ideas!

374

6 months ago

AndréCunhaCarvalhoNewcomer

asked in Salesforce

Bulk send envelopes with dynamic table from Template Assistant

Is it possible to bulk send an envelope with dynamic table from a template built with template assistant for Word?I created an template without the dynamic table, and it worked fine, but when i create with the dynamic table, the “bulk send” option disapear.

302

6 months ago

Paul.StahlNewcomer

asked in Salesforce

Salesforce Field Text in Generated File Name

I am shocked that DocuSign Gen Templates for Salesforce does not have the functionality to use text from Salesforce Fields in the Generated File Name + File Suffix. That feature is basic functionality in competitors like Conga Composer, PandaDoc, and SDocs. Current functionality mandates that all generated file names be [Static Text Typed in the Upload Documents Stage of Gen Template Flow] + File Suffix [limited to Data Source Name and/or Date] Other Competitors give us the ability to dynamically change our file names in the doc gen such as “Custom_Field__c Purchase Order” Other threads similar to this subject say the work around is for the user to manually edit the file name. This sucks on many levels. A: The user needs Salesforce permission to edit files (we generate files automatically in our current use case with Conga and the owner of the record is not the owner of the file). B: This is time consuming. Our doc gen automation kicks off purchase orders and work orders for all Close

1853

6 months ago

JacquealineMayoNewcomer

asked in Salesforce

Map Salesorce Amount field to Payment Tag on Gen Template

We have a gen template that automatically generates a document once the user click on the custom button from the account. we are now trying to map the amount field on the Account to the payment tab. This should auto populate the same way all other fields are populated but for some reason I’m not sure how to map the field to the payment tag in docusign. Can someone help?

553

6 months ago

L.LawsonNewcomer

asked in Salesforce

How do I find the Folder ID of folder connected to DocuSign CLM from inside of Salesforce on the object?

I there a way to see the Folder ID that is connected to a Salesforce Object for DocuSign CLM?

1081

6 months ago

patil kkNewcomer

asked in Salesforce

Alternative Approaches to Integrating Docusign E-signature with Salesforce with managed package

Hello DocuSign Community,I am currently utilizing Salesforce within my organization and I am interested in integrating DocuSign for the purpose of E-signatures. The standard approach appears to be utilizing the Salesforce-managed package, "DocuSign E-signature for Salesforce". However, I am exploring options beyond this package.Could anyone guide me on alternative methods to send documents for signature from Salesforce without necessarily using the "Docusign E-signature for Salesforce" managed package?Any suggestions or pointers would be immensely appreciated. Thank you in advance for your assistance!

653

6 months ago

etemkinNew Voice

asked in Salesforce

With DocuSign Apps Launcher can you move templates between enviroments?

Hi, We are working on setting up DocuSign Apps Launcher - right now we are still in the planning phase and I want to know if I am able to move DocuSign Envelope Templates from Salesforce Sandbox to Production through a change set? I could not find the answer in help docs. Thanks!

This Account lacks sufficient permissions to use Merge Fields.' in Salesforce DocuSign Apps Launcher?

Is there way to resolve this without raising case.I am unable to raise case with the trial version.

623

6 months ago

etemkinNew Voice

asked in Salesforce

Definition of Load Default Contacts

Hi, In the envelope configuration in Salesforce. What does ‘Load Default Contacts’ mean specifically?I am using Legacy DocuSign and I would like auto send an envelope from a Custom Object through a flow.. Trying to understand how I can tell the system where to pull the signers from and I hoping that Load Default Contacts might be it. But I can’t find much documentation on how that checkbox works.

222

6 months ago

CSSNewcomer

asked in Salesforce

Getting out of sync error when adding merge field

Hi, we have added a document and when we go to add merge fields we get a, ‘Attempt to de-reference a null object’. The message disappears and then we can add merge fields. We then go to add the merge fields fields into the document and receive a ‘Save Error: Some Fields may be out of Sync Error’. We have disconnected as suggested in related articles but that did not solve the issue. Any other suggestions?Thanks

4582

6 months ago

Guillermo.CNewcomer

asked in Salesforce

Sending documents created in OmniStudio using DocuSign doesn't repect anchor text

We're having issues with automatically applying a template to an envelope, in order to anchor the signature, initials and date fields in the signed document. We're using Docusign with Salesforce integration to send documents for signature; however these documents are generated by OmniStudio in Salesforce, not by DocuSign. When defining a DocuSign Envelope Template in Salesforce, the first step is to select or upload documents. Here we're not uploading any document, and we're selecting instead "Attach documents from Salesforce instead", with document selected as "Latest Document". The rest of the envelope is configured with recipients (roles, signing order, etc), reminder options, no merge fields. etc. In DocuSign, I found the template that matches my Envelope Template in salesforce (I confirmed by looking at the template Id in Docusing, and it matches the one in my SF envelope), and uploaded a document to it. I included white text containing 25 unique words in header and footer (to ens

2663

6 months ago

jzabagloNewcomer

asked in Salesforce

Salesforce for eSignature end of life date

I am looking for the end date for Salesforce for eSignature so i can plan the upgrade to app launcher appropriately. thank you

562

6 months ago

cfcampbelNewcomer

asked in Salesforce

Unable to upload a pdf to docusign in Saleforce

I previously uploaded a couple pdfs, I dont receive an error message. I tried to upload it on our docusign site and I received “Invalid file format”.. why?

362

6 months ago

Dinesh BaskaranNewcomer

asked in Salesforce

Can we recall the envelope that we sent to the customer for e-Sign in 7.12.3 version?

1173

6 months ago

SaltClickNewcomer

asked in Salesforce

Imbedded Signing in Salesforce Experience Cloud Site

Has anyone imbedded the Docusign envelop signing experience into a Salesforce Experience Cloud site- without forcing the user outside of the site- no new window pop but a seamless signing experience in the portal?

1473

6 months ago

MonikaNewcomer

asked in Salesforce

Limit Salesforce picklist alues in docusign dropdown

We have a Salesforce object with a few record types. The object has a picklist with just few values available per record type. When have configures a template per the object record type in Docusign. I created a merge field that would write back to the salesforce picklist. I provided values I wanted to see in the list value yet I always see all possible values for the picklist.Is there a way to narrow them down just to the one I have configured on the template?

541

6 months ago

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