Salesforce

Hi,I am using DocuSign Apps Launcher version 6.4 in Salesforce and CPQ. I have configured the app and users as per the document. In the add document configuration, I have selected “Attach Documents from Salesforce record”. I am selecting a record with files and click the “Send DocuSign” button. I get an error “At least one document is required”. What am I missing? 

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?

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?

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

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!

I need to Send Salesforce CPQ Quote Document for 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?

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

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?

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?

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!

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.

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

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?

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!

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! 

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

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.  

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

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

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?

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

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?

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?

I am trying to similar send with DocuSign button which we have created with DocuSign signature (Older Classic version) where we are composing and merging conga template and passing merged document to DocuSign. I am trying to achieve similar functionality on single click of the button on newer app, Any help is really appreciated.