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We are using the apex toolkit in Salesforce to generate documents and then create an envelope. However, once the envelope has been created, we would like to allow the user to view the envelope and make adjustments before actually sending. Is there any way to provide the user with (or redirect the user to) the Send with Docusign view after creating an envelope with the apex toolkit? A screenshot of what I’m talking about is below.
Hi, I have developed a Screen Flow for sending contract documents, utilizing the 'Send With DocuSign' action (apex-dfsle__EnvelopeConfigurationBulkRequest). Below is the screenshot for reference.(2- Flow element) The envelope is sent immediately when the flow reaches this element step. I want to allow the user to preview the template before it's sent. The template's options have been set to 'Place Fields'.(1- Options) However, it behaves as if it's set to 'Send Now' when I send it through Flow. Is it possible to preview the envelope before sending, as if we are sending it using a button in the page layout? Thanks. 1- Options 2- Flow element
Here is my scenario:In Salesforce, I have an Opportunity that can be related to multiple Opportunity Documents (custom object). There are three Opportunity Documents: Non-Disclosure Agreement, Contract, and Onboarding Policy Agreement. We created Gen templates for each of these.Each document may have a different person that needs to sign. For example, Bob may need to sign the Non-Disclosure Agreement and Contract while Alice needs to sign the Onboarding Policy Agreement. As such, we have a "Signer" field captured on Onboarding Document.Lastly, there could be multiple of one document on an Opportunity that needs to be signed. For instance, we may have two copies of a Non-Disclosure Agreement that needs signature for one opportunity.Our thinking is that we could create an LWC that leverages the apex toolkit to allow a user to, at any point, select one or more Opportunity Documents and then click a button called Generate Envelope. Using the Bob/Alice example above, the LWC (referencing th
Hi Team,I am working on a Salesforce integration using the DocuSign Apex Toolkit, and I need to achieve the following:Send multiple documents (a Visualforce page converted to a PDF and a DocuSign template) as part of a single envelope. After all recipients sign the envelope, combine these documents into a single merged PDF.Here's a brief outline of my current implementation:I generate a PDF from a Visualforce page and store it in Salesforce. I retrieve a pre-configured DocuSign template using its unique ID. I use the dfsle.Envelope class to attach both documents to an envelope and send it for signing using the dfsle.EnvelopeService.sendEnvelopes method. I retrieve the status of the sent envelopes using dfsle.StatusService.getEnvelopeStatus.Code Excerpt: Apex Code:dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(orderRec.Id)); myEnvelope.withRecipients(new List<dfsle.Recipient> { dfsle.Recipient.fromSource(orderRec.Owner.Name, orderRec.Owner.Emai
hi all,Anyone on this community attempted to use Salesforce flow and flows ability now to make http callouts and use this to make call to DocuSign?CheersBrett
My company uses our DocuSign integration to send varying amounts of documents in each envelope, and we are adding an optional field that needs to be on each page, but will always be the same value throughout the envelope if the recipient does choose to fill it in. I’ve seen that data replication is possible for fields using the API, but haven’t found any references or instructions specifically related to the Apex toolkit.Can the Apex toolkit set multiple fields to replicate the data of any one that is filled in by the recipient?
Hello DocuSign Community,I am currently creating an envelope with multiple merge fields positioned using anchor tags. The client edits these merge fields before completing the document, and the values are then written back to Salesforce. In another process, I want to send this document to another recipient using the Apex Toolkit and a trigger, which works well.However, I need the previously used merge fields to be read-only in this new context. I'm encountering challenges in recognizing these merge fields through anchor tags in Apex and setting them as read-only.Here’s a snippet of my code for context:dfsle.Recipient customer = dfsle.Recipient.fromSource( '*****', '********', null, s.roleName, new dfsle.Entity('*****')).withTabs(new List<dfsle.Tab> { new dfsle.TextTab() .withMergeField(myMergeField2) // Associate this tab with the mergeField .withReadOnly(true) // true = read only or locked .withAnchor(new dfsle.Tab.Anchor('\\test_1_text\\',
When launching a DocuSign signing session from a Salesforce Community site using Lightning Web Components, the signing session initiates correctly as per the guidelines from the DocuSign site with reference of link - https://developers.docusign.com/docs/salesforce/how-to/embedded-sending-signing/. However, I am encountering an issue where the template with prefilled fields is not appearing. I have set up field mapping in the template, but the mappings do not show up on the signing page.How can I achieve this using a Lightning Web Component (LWC) with Apex?
Hi, I am working on setting up an integration with Docusign for Salesforce, the last thing I did was update the token, then I tried to send an envelope and got the error message: The specified Integrator Key was not found or is disabled. Invalid account specified for user” in a demo account.Checked in salesforce that integration key is matching with integration key is matching DocuSign account integration key. The below url I am using is this, please advise. Thank youDocusign Account URL https://account-d.docusign.com/oauth/token
Hi team, I have a Custom button calling screen flow in Salesforce. The flow is setup to “Send with DocuSign” as per below: I have quite extension Screen documentation for errors, and the flow completes successfully:The envelope (related to the ID I’m using above) works when I execute it directly - however, when the flow completes, I don’t get any errors, it completes, but the Envelope is not sent. If I edit the envelope template ID slightly, the flow fails - so I knwo the ID is correct… Similiarly, I know the correct object is being sent through…Is it possible to get any feedback from the APEX action so I can tell if it worked or not. As you can see the flow is designed to create an object to hold all the responses from the docuemnt - but otherwise its pretty straight forward. I can use this object to track a status if one exists!
Hello everyone, We have Salesforce and DocuSign integration, I have a requirement to setup a DocuSign envelope template on custom object and that record is created by a guest user via a form on a cloud experience site. I designed the Record-Trigger flow on creation a record with a condition as in the screenshot below: The flow is running well, but the DocuSign component is not sending the envelope and i can see the following error message in the debug log : Failed to process batch for class 'dfsle.EnvelopeConfigurationBulkSend' for job id '000Ty00000jkmnU' caused by: dfsle.UnauthorizedException: You must have DocuSign sender permissions to perform this operation Class.dfsle.Permissions.verifyIsDocuSignSender: line 414, column 1Class.dfsle.Permissions.verifyIsDocuSignSender: line 408, column 1Class.dfsle.EnvelopeService.sendEnvelopes: line 782, column 1Class.dfsle.EnvelopeConfigurationBulkSend.execute: line 69, column 1 I know this is due to a Docusign limitation that is the Salesforce
I need to send a DocuSign Gen template using the Apex Toolkit within Salesforce. My goal is to automate document generation based on specific Salesforce records and trigger it programmatically. Need to incorporate Gen templates into the process. Are there any best practices, examples, or specific considerations when using Gen templates with Apex? Any guidance or code samples would be appreciated!
I am working in Apex in Salesforce with creating an envelope. Can you set the sending email address that sends the document in Apex? If so can you point me to the documentation or give me an example?
I have a use case, in which I need to generate an envelope with a document to sign, once generated collect the URL of the document to sign and return it in my Apex function (this URL is retrieved by another external service), once the customer has signed the document I need to attach it in Salesforce in the customer file. I need to do all this using the ApexToolkit.
hi eveyone,"Company" field i.e is standard field in the DocuSign template is set to be populated from the API call from salesforce so any configuration required in docusign to get it done any mapping .Please tell.
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