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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

29 days ago

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MaxSFNewcomer

asked in eSignature

Automation of DocuSign with Salesforce and Sharepoint

Hi all, For a client who is using Salesforce we are looking at DocuSign. But they have some specific requirements and we are wondering if this is able with DocuSign. They want to start the process with DocGen. So, with the push off a button in Salesforce a template should be generated and stored in Sharepoint. Then they want to adjust the template in Sharepoint with Word. When the document is ready they want it to be sent to the right persons for singing. This process should be fully automated with a push of a button. So when they push on a button in Salesforce it will sent the document for singing directly from Sharepoint, so no screens will open where they have to verify the signees or they have to add the signing box. This will all be done automatically. The signees will be internal users and external. Is this possible with DocuSign and if yes how?

162

1 month ago

IberioNewcomer

asked in Google

What is a Document ID in Make integration

Hi EverybodyI am here to ask information about Make integration. It seems that I need to know a Document ID for my Cloud (I use Google Drive) and any value is correct.Does anybody help to understand where and how to use this parameter ?Thank to anybody will answer !Iberio

8810

1 month ago

Kurt OberhausenNewcomer

asked in eSignature

How to remove "Enter your email to receive a copy" for in person signing?

Hello,I am trying to determine how to remove the optional setting for users when they sign in-person to remove the option to enter their email to receive a copy. We have looked into the Resource File and changed the "DocuSign_InPersonSuppressEmailCopy" setting to True, and this seems to have stopped the emails from being sent in these cases. However, we cannot seem to find how to remove the HTML text (see attached). We have tried changing the "DocuSign_HeaderStepGetCopy", "DocuSign_InPersonEmailDesc", and "DocuSign_InPersonEmail" in the resource file to blank without any success. Any advice or input is greatly appreciated!-Kurt Oberhausen

767

1 month ago

tokbokki297Newcomer

asked in eSignature API

Will the app creator pay the fees, or will the linked user pay them

I grant consent to an app that has gone live on Production. When I send an envelope using the access token of my account, will the app creator pay the fees, or will I?

243

1 month ago

Community UserLegacy User

asked in Docusign Maestro

How do we close users freemium or trial accounts?

We have a number of users who have used their corporate email for freemium or trial accounts. We have turned on SSO but how can we go about closing these accounts (obviously after they remove any documents)? Can we contact DocuSign support to do this for us or is there another method?Thanks.

2834

1 month ago

Tomasz SzostekNew Voice

asked in CLM

Workflow Combine Documents step

Hi all,I have spent hours trying to use “combine documents” workflow step without any success.The scenario:Document generation triggers the workflow.Document generation form contains attachment field. The user can add multiple attachments. I would like to combine atached documents with the main generated letter to make it as one file (.docx).Looking into variables of the worflow connected to doc gen I can see all my document data points/fields and the main document (generated) ID in the path:Params.Params.Documents.Document.Id and the attachments ID in the paths: Params.Params.TemplateFieldData.Attachments_Attachments.Attachments_SingleValue.X.Document.Uid where X is the number of the attachment starting from 0.Searching community I have found the theread: and going after I have created variable (named Combined_doc_holder) and trying to update this variable using “update variable” step with the expression:GetVariableValue("Params.Params.Documents.Document.Id")+"|"+GetVariableValue("Par

893

1 month ago

CDJNew Voice

asked in eSignature

Preparing an envelope for another person to send

I have a workflow requirement where a small group (Team A) must prepare agreements for others on Team B to send at a time of the B Team member’s choosing. The preparers are the wizards behind the curtain, and the signers must see the envelopes originating from a B Team member. I’m familiar with custody transfer rules, but since this is a one-to-many relationship (one preparer, many possible senders) I don’t see how custody transfer rules are a possibility. These agreements are unique and won’t be using templates, so template-based rules are not an option. And the fact that the A Team member won’t know when the envelope should be sent really closes the door.So I think I’m down to two possibilities. The obvious one is Shared Access with sending rights. I know how this works but it might be too much to ask of the A Team. And B Team members might chafe at that level of access to their accounts. The option I prefer is only available to administrators: transferring ownership of the envelope.

363

1 month ago

SbhuvanNewcomer

asked in Other

How to populate a table in docusign template

Our client is integrating ServiceNow with Docusign for a form signature flow. Created a docusign template and assigned all the necessary fields to recipients. The template has a table and it needs to be populated with data from ServiceNow and the number of rows in that table is also dynamic and determined by the data from ServiceNow. I need help on how to configure this table in template whether to create each row as custom field and assign it a label or is there a better way to configure it.

463

1 month ago

Community UserLegacy User

asked in eSignature

How can a 3rd-party auditor verify DocuSign-signed documents printed on paper?

Is it possible for a 3rd-party to simply verify the authenticity/legitimacy of the DocuSign-signed documents by looking up the "Envelop ID" or other alphanumerical identifiers that appear on the printed document?Can an auditor go to a website or a DocuSign portal to type-in the alphanumerical "Envelop ID" or other identifiers that appear below the DocuSign signatures to see that these are indeed real? The auditor simply wants to select some random samples to check and make sure that the printed pages of the PDFs are not some elaborate graphic creations by an artist.

87013

1 month ago

Community UserLegacy User

asked in Payments

How do i cancel a subscription and request a refund?

3057

1 month ago

NickAllanNewcomer

asked in Docusign Admin

Setting Up JIT Provisiong with Azure AD

Hi all,We have successfully set up SSO between Azure AD and DocuSign, and have started work on implementing JITP.We have setup AAD Groups which we would like to use to dynamically assign users to different accounts within DocuSign e.g. Group Dep1 will have the user add to Dep1 account in DocuSign.We are thinking we could use extension attributes in the AAD group to send the SAML Assertions but have not had much luck.Hoping that someone has been able to successfully set theirs up in a similar way or can provide some insight to assist us in setting up these dynamic groups to map the accounts. Thank you

583

1 month ago

love tingtingNewcomer

asked in eSignature

custom fields's validation in envelop

hello everyoneI need your help.I didn't see any custom field validation method in the official documentation. Is there a good way to set validation? Or can I write code on docusign for validation?

293

1 month ago

MiguelNewcomer

asked in eSignature

Customer Service Number ???

Is there a phone number available for me to call to discuss a billing matter? And where can I find said number, I’ve navigated your entire website and have not been able to locate it. For a company as sizable as yours this should not be an issue. And I should be able to speak with a customer rep at a moment's notice and not take 45mins trying to locate a number to call.

10024

1 month ago

EventVenueNewcomer

asked in eSignature

5 Sends in 30 days but starting over for the month WHEN?

Where in my account can I find out when the next date occurs that I can send an envelope? I am on the most basic of sending 5 envelopes a month. But not the beginning of the month. Where do I find out what my window of time or billing date is? I pay annually so don’t see a monthly notification or I’d deduct the date.Thanks for ANY help. I was embarrassed with a customer this morning when I couldn’t tell them WHEN they’d be receiving their contract.

102

1 month ago

NYDebtAwayNewcomer

asked in eSignature

Adding the Day of the month to a docusign but NOT the entire date.

Some of our letters need only the day of the month and not the entire date. When I try to access the settings, it does not allow me to modify.For Example it will say On this day _____, of March 2024. But Docusign wont allow me to change the settings.

3154

1 month ago

Christos MouskosNewcomer

asked in eSignature

Can you transfer Envelopes across Sites?

Hello,Is there a way to transfer envelopes between Accounts in different Sites?e.g. from an Account in NA1 to an Account in NA2Thanks in advance!

363

1 month ago

Riko OnoderaNewcomer

asked in Japan User Group

アカウント管理者がエンベロープを手動で消去キューに移動した場合、メール等で通知はされますか？

下記URLの操作を実施した場合、エンベロープの作成者等にメール通知はされますでしょうか？される場合の対象も教えていただければ助かります。https://support.docusign.com/s/document-item?language=ja&rsc_301&bundleId=pik1583277475390&topicId=yph1583277445642.html&_LANG=jajp

422

1 month ago

Peach379Newcomer

asked in Docusign Admin

SAML Map Profile Info

Is there any way to map additional info for user profiles through SAML mapping? Job title, Company, Address, that kind of info. If I can pass the info from our IdP, is there a way for DocuSign to map and apply it to our user profiles?

1638

1 month ago

JayZNewcomer

asked in Salesforce

Resources referenced in demo org aren't available

The following module references resources that aren’t available either in the demo org or prod. https://dsucustomers.docusign.com/docusign-for-salesforce-administration/1735298/scorm/1dio1x91attca

171

1 month ago

FerdinandoCMNewcomer

asked in eSignature

Authorities accepting docusigned documents for medical device registrations - Overview

Hi All,is there an overview of authorities accepting docusigned documents for medical device registrations?I am interested in the European Region but also a global perspective would be useful.Many thanks!Ferdinando

348

1 month ago

Community UserLegacy User

asked in Navigator API

What does the Navigator API beta consist of?

I have never participated in a Docusign API beta. How will this Navigator API beta work and what limitations should I expect?

291

1 month ago

Community UserLegacy User

asked in Navigator API

Can apps in my production environment use the Navigator API during beta?

I need to know whether I will be able to utilize Navigator API with the apps in my production environment during the beta phase.

141

1 month ago

Community UserLegacy User

asked in Navigator API

What tools can I use to try out the Navigator API?

In order to run some preliminary tests with this new API, I would like to know more about which tools I can expect to be able to currently use it with.

201

1 month ago

Community UserLegacy User

asked in Navigator API

How do you get an access token to use the Navigator API?

What authentication method is used for the Navigator API? I need to understand if it will be similar to other Docusign APIs I have used before or if it will be different.

261

1 month ago

Community UserLegacy User

asked in Navigator API

What can you do using the Navigator API?

I would like to understand more about the functionality of the Navigator API and what I can expect to be able to do with it. Someone please fill me in!

181

1 month ago

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