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559 Topics
S
Newcomer
SabDevNewcomer
asked in Microsoft
Automating Offer Letter Generation and E-signature in Power Automate with DocuSign Integration

What I’ve Built So Far: I have a form in my model-driven app that HR fills out after an interview if they plan to send an offer letter. The form contains the following fields: Candidate Name Start Date Offered Salary Signed Return By Date Position Date of Letter These fields match the placeholders in multiple offer letter templates stored in DocuSign. The correct template should be selected based on the job position. What I Want to Automate: When HR submits the form, Power Automate should: Identify the correct offer letter template based on the position. Populate the template with the candidate's details from Dataverse. Send the offer letter for e-signature using DocuSign. Once the letter is sent, update the "Send Offer Letter" column in Dataverse to "Completed

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Community Moderator
N
Newcomer
nihal ANewcomer
asked in Salesforce
Help urgent helpp!!!

Hello, At my company, we use DocuSign for Salesforce and set up DocuSign integrations for other companies. Our contract (daily, weekly) and disclosure (NY, CA, VA) documents are in separate Gen Templates, each linked to specific rules. For example, if frequency = daily and billing address = NY, then the daily contract and NY disclosure are sent for signature. Issue: Both templates are successfully sent for signature, but while the contract correctly displays the picklist, signature, and date signed fields (configured via the envelope template), the disclosure does not show these fields. As a result, both templates cannot be completed smoothly. I have created multiple support tickets, but due to the complexity of the scenario, I haven’t found a clear solution or resource. At this point, I’m not even sure if DocuSign supports this functionality as expected. Has anyone encountered a similar issue or found a solution? Thank you!

131
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Community Moderator
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Newcomer
BthompsonNewcomer
asked in Microsoft
Docusign Outlook Plugin gives "Something went wrong" for all users in our organization

Good morning I hope all is well! Seeking some assistance with a DocuSign issue in our environment that is impacting all users who are using the classic desktop classic version of Outlook. Once they click on the DocuSign plugin in their outlook, it doesn’t grab the attachments in the email, so you had to manually add the attachments but when you do that and try to proceed with sign now, you are hit with an error and all it says it “Something Went Wrong” with no other context at all. Interestingly enough, if we have the users on “New Outlook” the DocuSign plugin does work but this opens up another can of worms as the experience in this “New Outlook” isn’t the greatest and is missing out on some key features that our end users to rely on with this being needed for Judges and Public Safety personnel. I do know that this year Microsoft is going to be retiring a number of services and i’m wondering if this could be a result one of those like Oauth? Any thoughts/ideas on this would be greatly

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Newcomer
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New Voice
ioSvenNew Voice
asked in Salesforce
Add supplemental document via Envelope Template

Hello Community, I like to add additional documents (supplemantal documents) to an envelope. The situation is as follows: The document is generated in Salesforce I use an Envelope Template, created in Salesforce and available at the Docusign website, to assigne the Roles to the contacts Docusign opens In Docusign I created two additional templates one with supplement document A and one for B Docusign matches the Template for A Expected behaviour: to the uploaded document from Salesforce supplement document A is added and send also to the customer Actual: the template is matched, but the supplement document is not added When I add the documents to the envelope template from Salesforce, file A and B appears. Hope someone can help me. Thanks and have a nice day, Sven

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New Voice
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Newcomer
jchmielakNewcomer
asked in Salesforce
Template generation error when access to field granted by Permission Set

We are using Salesforce Minimum Access and System Administrator profiles for users, where they have basic access to objects and fields. Access to custom fields is granted via the Permission Sets. When I try to generate template I have following error: Could not generate document “Template Name” [103] Please ensure user has access to all the fields in template. 'Activation_Fee__c' Reference ID: f0ee0172-0614-47be-969c-d30eaf2c704d. I have granted access to this field by assigned Permission Set. When I set this field read and edit on Profile, then the problem is gone. It looks that DocuSign checks access only on Profile level, not the Permission Set. Can anyone help with that?

402
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Community Moderator
J
Newcomer
justinporterNewcomer
asked in Salesforce
Envelope Information Sync to Object

We are looking to transition from DocuSign eSignature for Salesforce (7.12.1) to Docusign Apps Launcher 6.12 and I’m trying to get it setup in a lower environment for testing. One of the features we used in the eSignature app was syncing the envelope status and date sent over to the related fields in Contracts. When trying to setup DAL, I don’t see this being able to be configured, where it will update the field of the Date Sent. Am I missing something somewhere?

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Community Moderator
J
Newcomer
jett987Newcomer
asked in Salesforce
Salesforce DocuSign Apps Launcher

Hello, When using the DocuSign Apps Launcher in Salesforce, I’m unable to see anything related to CLM despite having downloaded the CLM app through the app exchange. I can see various CLM components and permission sets through the managed package, but I can’t see a CLM app, or a config page through DocuSign setup. I can only see eSignature and DocuSign Gen. Any suggestions on how I can remedy this issue? Thank you!

448
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Community Moderator
Z
New Voice
zgoldbergNew Voice
asked in Salesforce
Unchecking multiple doc templates in Docusign Gen for Salesforce

My org uses Docusign Gen for Salesforce to generate contracts and send them for esignature. Most of these contracts originate from the “Contract” object in Salesforce, but the documents themselves can vary greatly depending on the details of the contract in question. Our current solution has been to upload many, many different formatted Word docs into the same Docusign Gen Template. This way, there’s only a single button on the record page, and the end user is able to select which specific template(s) to use. The issue is, of course, the number of templates has started to balloon and is now a bit of a concern. Below is an example of what our end users are seeing: All of these options always default as checked, so every time someone wants to generate a doc, they must uncheck each template they don’t want to use. This has ended up being very time-consuming, especially when working with hundreds of contracts. My question is this: is there (or could there be?) any setting that defaults the

272
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Community Moderator
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Newcomer
Thor1908Newcomer
posted in Salesforce
Could you please provide proper guidance on creating an embedded signature in an LWC component?

Hello, I am looking for proper guidance on creating an embedded signature in an LWC component?

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Newcomer
A
Newcomer
ArunNewcomer
asked in Microsoft
How to change the Size of Signature through PowerAutomate

I am sending envelope for signature through PowerAutomate. By default signature size is 100%. How to increase the size of signature to 150% through Powerautomate. As I checked I didnt get any option to increase the size in Power automate.

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Community Moderator
S
Newcomer
Sai CheedepudiNewcomer
asked in Microsoft
Unexpected Behavior of "List Envelopes" Action in Power Automate (DocuSign)

I am experiencing unexpected behavior when using the List Envelopes action in Power Automate with specific subject filters. There are 400+ envelopes with the subject "ABC DEF - IJ", and the user has full access to all envelopes. When filtering with subject = "ABC", the action returns only 13 records and sets hasMoreRecords = false. When filtering with subject = "DEF", it returns only 14 records and hasMoreRecords = false. The skip parameter does not work as expected, and I still receive only the top 13 records. However, when filtering for envelopes with subject = "XYZ" and using top = 50, the action correctly returns 50 records and hasMoreRecords = true, which is expected. The user is on a Business Pro plan with full access to all envelopes. Given these inconsistencies, I would like to understand: Why does filtering by "ABC" or "DEF" return only a limited number of records despite more envelopes existing? Why does the skip parameter not function correctly? Are there any known limitatio

172
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Community Moderator
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Newcomer
Benjamin.Olsen1Newcomer
asked in Salesforce
Add commission to currency field in word doc (docusign Gen)

I have a table in my Gen Word Doc, It has a price in the table ( lets say $100), i have a field in Salesforce that holds the commission, (lets say its $25), how can i add the $25 ( from merge field) to the $100 that is already in the Table in my Gen Doc? The $100 is not a merge field coming from SF.

492
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Community Moderator
S
Newcomer
SimonGNewcomer
asked in Salesforce
PoC - issue connecting Salesforce Sandbox with docusign Dev account

Everything looked to be going OK, except whenever i put a merge field on my document I got an ‘unable to connect to service’ message. I found a post that said disconnect and reconnect the docusign account which I did but it made no difference. I then tried uninstalling and reinstalling the package from the AppExchange. It claims to be installed successfully but I now just get a grey screen on the DocuSign setup tab and a ‘refused to connect’ message. Any thoughts on how I can fix this please.

140
S
Newcomer
N
Newcomer
NathanMNewcomer
asked in Salesforce
Conditional Field rules not saving in salesforce

I am attempting to create a conditional field rule in my gen template. I need to set this up and save the configuration to prevent my users from having to do it manually each time. If i send the document, then generate another quote, the conditional field rules are missing. I do not seem to be able to store them permanently. I am using word templates if it makes a difference. Any help is appreciated. related links: https://support.docusign.com/s/document-item?language=en_US&rsc_301&_gl=1*kyq8xy*_gcl_au*MTcwNzQyMDgwNy4xNzQwNDIzMDQ0&bundleId=gbo1643332197980&topicId=iqw1578456520131.html&_LANG=enus

333
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Community Moderator
E
Newcomer
EBCCTONewcomer
asked in Salesforce
Connect for Salesforce Configuration - I can add object but it won't let me save

I’m trying to replicate our Connect for Salesforce Configuration in our Docusign Demo account. When I try to add an Object, it lets me select the object and activate it but I cannot save it.

292
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Community Moderator
C
Newcomer
carmineNewcomer
asked in Microsoft
unable to sign email attachment

Hi All, I am new to docusign and I am just responsible for the end user support for my company. Our docusign admin states that user configuration is correctly done but user is still receiving the below message every time he tries to sign an email attachment. He mentioned user needs local admin rights which I tried without success. Do you know what could be the reason? Thanks

322
M
Community Moderator
N
Newcomer
nihal ANewcomer
asked in Salesforce
Issue with Signature Fields in Multiple Gen Templates

Hello, At my company, we use DocuSign for Salesforce and set up DocuSign integrations for other companies. Our contract (daily, weekly) and disclosure (NY, CA, VA) documents are in separate Gen Templates, each linked to specific rules. For example, if frequency = daily and billing address = NY, then the daily contract and NY disclosure are sent for signature. Issue: Both templates are successfully sent for signature, but while the contract correctly displays the picklist, signature, and date signed fields (configured via the envelope template), the disclosure does not show these fields. As a result, both templates cannot be completed smoothly. I have created multiple support tickets, but due to the complexity of the scenario, I haven’t found a clear solution or resource. At this point, I’m not even sure if DocuSign supports this functionality as expected. Has anyone encountered a similar issue or found a solution? Thank you!

170
N
Newcomer
N
Newcomer
nihal ANewcomer
posted in Salesforce
🇹🇷 Are There Any Turkish Professionals Working with DocuSign for Salesforce?

Hello everyone, I’m a Salesforce Admin&Developer professional based in the U.S., working with DocuSign for Salesforce. Are there any other Turkish professionals here who use or work with DocuSign for Salesforce? If so, let’s connect, share experiences, and support each other. Feel free to introduce yourself in the comments!

140
N
Newcomer
Emad Radwan
Conversation Starter
Emad RadwanConversation Starter
asked in Salesforce
Copy with Field Data

Hello, I’m working on the DocuSign Salesforce integration. My question is: how can I do copy with field data in salesforce?

272
Emad Radwan
Conversation Starter
A
Newcomer
Ada RRNewcomer
asked in Workday
DocuSign - Workday integration

Hi :) We want to connect DocuSign with Workday and are looking for the documentation about the topic. Where can we find it? What needs to be done on our (DocuSign) side? I’ve found an info that there are resources on the Workday community, but we don’t have an access there.

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JohnSantos
Valued Contributor
R
Newcomer
ramya.gopalakrishnaNewcomer
asked in Salesforce
App password and its use

Hi All, I wanted to understand the concept of App password. So normally we create a new account for each sandbox and connect it with salesforce. Later in salesforce we create a named credential and give our username and instead of our password we put in the app password generated in docusign. Should we be using different app password for different sandbox or how does it work. i have 10 accounts in the same login username. so should i use 10 different app password ?

535
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Community Moderator
D
Newcomer
dev99Newcomer
asked in Microsoft
tabs power automate

hi i have a document pdf uploaded thru microsoft forms then gets saved on sharepoint and then goes to docusign. i am stuck at tabs, i want to allow the singature to be placed choice of signator. i choose signature for tab type what else i need? flow is stuck here.

514
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Community Moderator
S
Newcomer
SteveSFGNewcomer
asked in Salesforce
Chatter Notifications

Using Salesforce/ docusign app launcher v 6.12 Is it possible to receive a chatter notification when a doc is signed?

434
M
Community Moderator
R
Newcomer
RonaldVDBNewcomer
asked in Microsoft
Change sender to user who triggert the power automate flow

Dear all, I made a power automate flow who create a envelope in docusign. When a user create a contract in dataverse/dynamics 365 CE an envelope is created in docusign. The sender of the envelope is now the owner of the connection in power automate. Is it possible to change the sender in to the person who triggers the flow? Gr Ronald

39712
S
Newcomer
A
Newcomer
Alexander GrünNewcomer
asked in Microsoft
DocuSign for SharePoint Grant Consent Required

We try to implement DocuSign in our Sharepoint envirenment. According to the knowledgebase the first step is: From a SharePoint document library, select ... > Manage Docusign Administration Settings. The Settings window displays in a new browser tab. But i can’t find this on any document library. Any idea where I can find this? Or where I can do this: To use Docusign for SharePoint, a tenant admin must grant permissions to the app. From a document library, select Manage Administration Settings in the Docusign menu and click Grant consent. Thanks.

613
M
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