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

1 month ago

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Have Docusign integration questions? Look no further.

499 Topics

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

409

10 days ago

TheLegacyNewcomer

asked in Salesforce

Document Custom Field Checkbox Group

I am wondering if it is possible to group custom document checkbox fields in a DocuGen template using xml. I am creating the individual checkboxes as document custom fields with the autoplace text to insert in the word template and need to be able to group these checkboxes.

10 days ago

ReedieNewcomer

asked in Other

Unable to open word attachments embedded word file in the signed document

I have completed an agreement via docusign. I have uploaded a file with word files embedded in the document. Once the agreement signed, the attachments or the embedded files are unable to open in the signed docusign file. I tried to check the envelope and see if I could find the original file in word file or try to open the attachment I'm the file, but all I see is the signed pdf file in my dashboard. Anyone knows what to do to let the parties has the access to the attachment? Thanks.

10 days ago

grablairNewcomer

asked in Google

Google Workspace App Broken

When I follow the instructions / link on the Google Workspace integration page (https://www.docusign.com/integrations/google), which links to the Google Workspace appstore, the appstore link is broken and just returns a 400 Error:https://workspace.google.com/u/0/marketplace/app/docusign_esignature_for_google_workspace/469176070494Is the Google Workspace integration discontinued?

762

11 days ago

mridhaNewcomer

asked in Microsoft

Contact custom field on order entity

We have the Docusign Dynamics 365 Customer Engagement integration installed. When working with both the Quote and Order table, we have a custom Contact field that we use. We would like the value in this field to be a choice for the Docusign recipient. Is there any way to configure our custom field as a recipient for Docusign?

144

11 days ago

SFEWNewcomer

asked in Other

Email Description and wording

Hello Please can you advise me if we are able to set up an email description and wording that we can select each time we send an agreement to our customers, to make sure we maintain continuity each time. Kind Regards Sarah

11 days 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.

182

12 days ago

BriannaFormsNewcomer

asked in Other

FormAssembly and Docusign PDF

Hi - I’m looking to send data that was captured in FormAssembly to docusign. I would like the output to be a PDF that is then sent to BoxI do not want to use Docusign’s data collection, just its PDF capabilities. How can I do this? Thx!

152

12 days ago

StaceyUhranNewcomer

asked in Other

DocuSign Completed attachments integration with Applied Epic

I noticed that when we send a document from our BMS, Applied Epic, after all signatures are completed, the signed documents automatically attach to the client file but the certificate of completion pdf does NOT attach. We require to retain a copy of that certificate with our signed documents on file and now have to manually download it from DocuSign’s portal. I could not find a setting to address this. Can you please advise if this is possible and if so, how do I fix my settings to allow this to happen automatically? Thanks, Stacey

162

12 days ago

kokosConversation Starter

asked in Microsoft

Plaveholder in tabs on power automate

On power automate flows, can I add placeholder values to the tabs the user has to fill in?

122

15 days ago

seanburkardNewcomer

asked in Microsoft

Power Automate: Get template info from a completed document

Is there a way to retrieve the template id or any template info when dealing with a completed document in Power Automate? I am looking to retrieve this info to then filter the documents into specific folders when uploading to SharePoint.

342

15 days ago

pillsnberriesNewcomer

asked in Salesforce

Populate custom field on Content File record when envelope documents are attached in Salesforce

Use Case:We send out “application” forms from our Contact record in Salesforce. The document attached to the envelope is a tagged template, to be completed by the recipient. With Connect we are populating the form fields back into the Contact record in Salesforce, and the completed document is attached to the record as a Content File. We have a custom field on Content File which is used to categorize attachments that is currently maintained manually after the document is attached. Question:Is it possible to populate the custom field on the Content File record that is created when the envelope documents are attached back into Salesforce? Where would we set up the custom field value as it would be different for each document we send out for completion.

142

15 days ago

it_tn20Newcomer

asked in Microsoft

Sharepoint Error : Not Found

Hello ,I had a rule setup in docusign to send all signed documents from a specific user to sharepoing folder, its returning error from last couple of days with error code :not found .I re-mapped the sharepoing site/folder. Is there a way to re run the rule so failed documents can be submitted to the designated folder Thanks,

15 days ago

DougNewcomer

asked in Salesforce

Error: List has no rows for assignment to SObject

I have created Docusign Gen Templates and added a custom button on the Opportunity object. However when I click on it I get this error:List has no rows for assignment to SObjectAn unexpected error has occurred. Your solution provider has been notified. (dfsle)Anyone knows what could be wrong?

442

16 days ago

eduardosfernandezNewcomer

asked in Microsoft

Access to resources is forbidden

Good morning,Recently my flows have stopped working, generating an error "Access to resources is forbidden.", I would like to know how to correct the error if it corresponds to my user's permissions or is a platform error. Greetings!

183

17 days ago

MariBlaObserver

asked in Microsoft

Docusign does not load on SharePoint subsite

Hi, I integrated Docusign with SharePoint on a site and then added the application on the subsite, when I get the signature from the subsite, I authenticate to Docusign but then it doesn't load the documents for the signature, this doesn't happen on the site, only on the subsite. Is there any additional configuration to do on the SharePoint subsite?thank you

223

17 days ago

PropertyangelNewcomer

asked in Other

Using Zapier to link Mailchimp survey response and then Docusign to auto generate NDA

I run a property business in the UK and I ask new investors I work with to complete an investor onboarding form in Mailchimp.I want to set up a Zap (Zapier) to then get a standard NDA/NCA doc in Docusign generated and sent to them automatically.At the moment I am doing this manually and I want to remove the manual operation.Can anyone give guidance on how to do this please? Thanks, Fiona

18 days ago

Sobana.vasudevanNewcomer

asked in Microsoft

sharepoint sites using docusign

Hi Team how can i get share point sites names in my organization which has docsign added

ClaireTunNewcomer

I’ve recently setup DocuSign for SharePoint on a site and turned on the option to “copy metadata”. I have noticed that when the document is signed the metadata is not being copied. What am I doing wrong? I assumed that copy metadata meant that any custom columns in the library that contain metadata on the document would be filled in on the signed version of the document too? I have the option to Store as a new document on.

214

19 days ago

Ana.NeaguNewcomer

asked in Workday

Link account to organization account

Hello,We have a DocuSign account we use for an eSignatures integration in Workday and it is not linked to the organization account. I have been asked to link our HR account to the Organization account and I am not sure whether this will impact the integration we have set up on this account.Does anyone know if linking 2 corporate accounts has any impact on integrations?Thanks,Ana

282

19 days ago

N_NEILNewcomer

asked in Salesforce

Missing Place fields in envelope template workflow

How to I add in the Place Fields option as it’s missing atm:

214

22 days ago

ACCSCNewcomer

asked in Salesforce

Is there a way to bulk generate documents via Salesforce for Docusign?

Hello, I am trying to set up a client so that they can bulk generate donation acknowledgement letters for Opportunities in Salesforce. Is this a possibility with Docusign for Salesforce?

698

22 days ago

aalamour1981Newcomer

asked in Salesforce

Add Access Authentication to the Envelope Template via Docusign Apps Launcher on salesforce

Hello Docusign/Salesforce integration admins, We have salesforce/DocuSign integration and i am a salesforce admin in my org. I set up envelope templates via DocuSign Apps Launcher on Salesforce. We have a requirement now to add Access Authentication on the envelope template level and see the available options are SMS/Phone or Access Code as in the attached screenshot I am looking for a way to make this configuration dynamic by pulling the phone number or access code from a field on the salesforce record, and Docusign sends that code to that client's phone number or email address automatically. Is anybody aware if this is possible or if there is any workaround to do this? I am asking as we are triggering sending the DocuSign envelope immediately based on updating a field on the salesforce record and we don’t like to allow the user to see any configuration or to add documents, specify recipients, and place fields before sending. Thanks.

293

23 days ago

tompastoNewcomer

asked in Microsoft

Rich text in a Docugen field

We want to automate job contract managment with docugen document and using power automate to populate infos from Microsoft Dynamics.Everything work fine except for a rich text fied that contain all the job description in html format. For this field Docugen return "DocGen creation failed. One or more validation errors occurred."how to format properly the data that are send to this field to keep the formated tet ?

6311

23 days ago

SurekhaNewcomer

asked in Salesforce

Unable to access Docusign App Launcher in salesforce

Unable to access Docusign App Launcher in salesforce, getting the following error : [401] Reference ID, not able to view/ access Docusign admin tab.

474

24 days ago

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