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

1 month ago

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ParthNewcomer

asked in SDKs

{"errorCode":"USER_AUTHENTICATION_FAILED","message":"One or both of Username and Password are invalid. Invalid access token"}'

user_data = { "name": user_smartreq.user_id.first_name, "address": "Your Address", } html_content = render_to_string("offer.html", user_data) pdf_file_path = "/tmp/document.pdf" HTML(string=html_content).write_pdf(pdf_file_path) # Step 2: Set up DocuSign API Client api_client = ApiClient() api_client.set_oauth_host_name("account-d.docusign.com") api_client.set_base_path("https://demo.docusign.net") response = api_client.request_jwt_user_token( client_id=env.DOCUSIGN_INTEGRATION_KEY, user_id=env.DOCUSIGN_USER_ID, oauth_host_name="account-d.docusign.com", private_key_bytes=docusign.PRIVATE_KEY, expires_in=100000, scopes=["signature", "impersonation", "extended", "openid", "cors"], ) # api_client.set_access_token(response) print(response.access_token) api_client.set_default_header( header_name="Author

413

2 days ago

kimbproctor1Newcomer

asked in eSignature

Conditional routing not transferring from Sandbox to production

I created a template and powerform in sandbox. The powerform was tested and works well. When I downloaded the template and uploaded to production and created a powerform, the conditional routing is removed. Shouldn’t this work in production? I have the same groups in TEST and PROD

2 days ago

Rose.ReeserNewcomer

asked in Docusign Maestro

Request signature and documents?

Is there a way utilize DocuSign to request a signature as well as documents from the signer?

2 days ago

Glen.SteinhardtDocusign Employee

published in Tips from Docusign

Trainer Tip: How to Apply Conditional Fields to your Documents in eSignature

Do you feel that your documents might be a bit overwhelming for your recipients because of the number of fields you’ve added? As envelope senders, we want to make the document completion process as simple and efficient as we can for our recipients, so it’s important that we don’t confuse them with fields on the document that aren’t required or necessary to be populated. We want to streamline the process for them and only display fields to be populated that are specific to their use case and keep any other fields that aren’t necessary as hidden.To accomplish this, you can implement Conditional Fields within your documents. Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.Watch this short video on Conditional Fields from our Trainer Tip series with me, Glen Steinhardt to learn

210

2 days ago

DBSNewcomer

asked in eSignature

Email Address at Docusign

Does anyone have an email address at Docusign that I could reach out to regarding a query?Thank you!

313

2 days ago

cournojoNewcomer

asked in Microsoft

Docusign email: cannot access it twice

Hi Everyone, I have an issue with the docusign email I am received for signature.I can only access them once. If I do not sign it right away and had to re-open the email later on, it just all greyed out. I do not have access to the link anymore.Is there any solution to this issue?

152

2 days ago

sjkimNewcomer

asked in eSignature

How to remove the Docusign account?

I want remove the Docusign account and make a new one.How can I withdraw the account?

252

2 days ago

Christian BNewcomer

asked in eSignature

Trigger Agreement Rules on completed packages

Is it possible to trigger agreement rules on already created packages? There are a set of completed packages that I would like to sync to google drive.

192

2 days ago

Sammylau21Newcomer

asked in eSignature

How can I set the signing order ? (Sender at last)

I’m creating an envelop, bulk send to around 50 recipient.And I’m trying to arrange the singing order as below:Recipient first > Sender(myself) But seems like all the envelop must sign by myself first before send it out to the recipient.How can I put myself to the last one of the process?

141

2 days ago

leah.breenCommunity Admin

published in Agreement Insights

Share your reflections on Microsoft Ignite 2024! 💭

If you were at Microsoft Ignite 2024, drop your biggest takeaways and favorite moments in the comments below (photos encouraged, especially if you were at the Docusign Community Chicago River Cruise or After-Hours Hangout at Highline!). What new insights blew your mind? What’s the one thing you can’t wait to share with your team? Which session was unforgettable? What connections did you make at the cruise or Highline party?👇

120

2 days ago

RikkeHeesgaardNewcomer

asked in eSignature

Change of date formate does not change in signature date

I have followed the guide to change the date format to YYYY.MM.DD - but it does not change on the stamp “signed date” field as allocated in the template. Why is that?

6025

2 days ago

erika.reesNewcomer

asked in eSignature

Docusign Signature Options

How do I set the settings in my request for the Docusign to have signing time?

161

2 days ago

Manuel.CherchiDocusign Employee

published in Docusign Partners

Interested in the Partner Program? Learn more here.

Are you interested in taking your business to the next level with Docusign? The Docusign Partner Program (DPP) is your gateway to powerful opportunities that enable companies like yours to integrate, collaborate, and grow within the Docusign ecosystem. Whether you're a potential partner or considering joining our program, this conversation will help you explore the value and benefits of becoming a Docusign partner.What’s in it for you?As part of the Docusign Partner Program, you’ll gain access to a wide range of exclusive benefits designed to help you succeed, including: Docusign University: Complimentary access to self-paced training and discounts for learning services, helping you and your team build expertise. Free Certifications: Showcase your knowledge and hands-on experience by earning official Docusign certifications to signal your expertise to prospects and customers. Partner & Technical Support: Access dedicated support around the Partner Program, enablement, legal iss

Truth2121Newcomer

How can you create a link to send the same doc to multple people? It makes me enter an email and name but I am sending the same doc to multiple people so I dont want to enter the name and emaiil.

RFrandsenNewcomer

I received a new (revised) contract from a vendor stating that it had been renewed (without our knowledge) and signed. When I compare the original, which we do remember signing, and the new one, which we do not remember signing I noticed that the signature looks to have been copied. The original and new contracts have different “DocuSign Envelope IDs” as would be expected, but when I compare the signatures they are absolutely identical, with the same frame number and everything. Would this be evidence of tampering with the document and possibly pasting a signature from the original contract onto the new one? Is there another logical explanation that could possibly explain this?

2 days ago

Zoe BeeNewcomer

asked in eSignature

delegated signer question

I see that you can’t retroactively set up a Delegated Signer - a person can only set that up from today forward. What happens if a person sets up Delegated Signer after the envelope has been sent, but before it’s been signed? Will the Delegated Signer option kick in and the Delegated Signer be notified when the next Reminder to sign is sent?

101

2 days ago

Christopher.parrishNewcomer

asked in eSignature

Allow recipients to create a Docusign account setting

When “Allow recipients to create a Docusign account” is set to TRUE, and a recipient creates a DocuSign account, does it use my licenses or create a free DocuSign account for the recipient?

174

2 days ago

alchu99Newcomer

asked in eSignature

Getting requests to sign a document that is not mine

I keep getting requests from docusign to sign a document that was not meant for me. I cannot decline to sign it since it asks for SMS verification that I am the correct person trying to sign the document. Does anyone have any advice for me to stop getting these notifications? I use docusign so I don’t want to report these emails as spam.

207

3 days ago

ZeigoNewcomer

asked in Embedded Signing

Clickjacking configuration options for EnvelopeViews:createSender

Unlike with EnvelopeViews:createRecipient, which has options to configure clickjacking protections via x-frame-options or csp frame-ancestors, there are no such options for the createSender view.Due to this when displaying the sender view within an iframe element the browser blocks the request.How can we add Clickjacking protection to the embedded sender view to avoid this and add security.Here’s an example of the error on Firefox:

353

3 days ago

nirmana_dNewcomer

Request to Include Ballerina DocuSign Packages in DocuSign Client APIs ListingNew

Hi all,This is to check the possibility of including the Ballerina DocuSign packages in the DocuSign client SDKs listing on your official site: https://developers.docusign.com/docs/esign-rest-api/sdks/Ballerina is a modern, cloud-native programming language designed specifically for integration, offering built-in support for seamless interaction with various services and protocols. More information about Ballerina can be found on its official website: https://ballerina.io.The Ballerina DocuSign packages enable developers to integrate with DocuSign's APIs (eSignature, Click, Admin) within the Ballerina ecosystem, providing a better experience for implementing e-signature related solutions. Detailed information about these packages is available at the following links.Ballerina DocuSign eSignature Package: https://central.ballerina.io/ballerinax/docusign.dsesign/1.0.0 Ballerina DocuSign Admin Package: https://central.ballerina.io/ballerinax/docusign.dsadmin/2.0.0 Ballerina DocuSign Click

180

3 days ago

JayZNewcomer

asked in Salesforce

Directing emails into Salesforce

Newbie here, What course should I take to learn how to direct documents that come back to us through Salesforce instead of going to email? Sorry, I’m not familiar with the lingo. Thanks!

3 days ago

King SimonNewcomer

asked in CLM

How can i Bulk import of all Attributes fields into a newly created Group with Dynamic Drop Down from a Previous group that had some configuration error.

How can i Bulk import of all Attributes fields into a newly created Group with Dynamic Drop Down from a Previous group that had some configuration error. Keep in mind i work around by export the attributes first in CSV then import them to a newly created group but i need all the attributes and fields same. All this is in CLM. Any help would be Appreciated.

3 days ago

DZKNewcomer

asked in Salesforce

DocuGen Error When Trying to save a template

I am getting the following error in SF when attempting to save a template from DocuGenUnexpected character ('<' (code 60)): expected a valid value (number, String, array, object, 'true', 'false' or 'null') at input location [1,2] I have tried a very simple template with just some text and a Text field and I receive this error when I click on the Next button to save the template. Anyone have this issue and how can it be resolved?Thank you in advance for any suggestions.

686

3 days ago

Ashok_MovementNewcomer

asked in Salesforce/Apex Toolkit

Combining Multiple Documents into a Single PDF in DocuSign Apex Toolkit After Signing on Salesforce record

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

rostwalNewcomer

Need help on how to use docusign js, for a seamless experience on frontend and not use iframe embed as it doesnt helps in UX. I tried examples given on github but they are too old . Can someone help me how to use docusign e sign feature with next js app to render forms using docusign js instead of iframe embed.

191

4 days ago

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