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Questions tagged [docusign]

DocuSign for Salesforce to send, sign, and manage important sales documents, from any device and without ever leaving Salesforce. Benefits include faster document turnaround times, increased accuracy, and a more streamlined sales process. The result? Less work for your staff. Easier signing for your customers. And better ROI for your company.

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20 views

DocuSign for Salesforce Managed Package [closed]

I'm trying to expose a signature link in our community for DocuSign. We currently have the DocuSign for Salesforce package utilizing the "dsfs__DocuSign_Status__c" object in production today and ...
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1answer
57 views

How to use Docusign - create envelope with Lightning

I need to open dsfs__DocuSign_CreateEnvelope from Lightning controller. I tried to use e.force:navigateToURL component: var urlEvent = $A.get("e.force:navigateToURL"); urlEvent.setParams({ "url": "...
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0answers
31 views

Add Specific Attachments to Docusign envelope

I have Docusign for Salesforce set up with a Lightning Component custom button the generates the URL reqd to select the correct template, fill in various merge fields and redirect to Docusign. What i ...
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1answer
152 views

Auto populate recipients in DocuSign Envelope using custom button (SFDC Lightning)

We have a custom object called "Legal Contracts" and we have DocuSign linked to it. I need to customize a custom button so that it auto populates the DocuSign Envelope's Recipient section using the ...
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0answers
54 views

Docusign Salesforce integration with webhook listener

We are using Docusign REST integration in our managed package, but right now it is not real time. we send the sign envelope request to Docusign and then do the continous polling for response of the ...
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1answer
194 views

Adding custom button to custom object in lightning

Followed instruction from DocuSign to add custom button to custom layout in lightning. Any idea why it may not be working? I'm in Sandbox environment. Error: Error: Syntax error Code: {!URLFOR(‘/...
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0answers
17 views

DocuSign Trail account provide Salesforce merge field functionality

I can see the Relate to checkbox while creating the custom tags under DocuSign But once I save the custom save it is giving me an error
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0answers
55 views

How to open the particular template based on templateID of docusign within salesforce

public with sharing class EmbedSigningController { public static Contract contract {get;set;} public static String envelopeId {get;set;} public static String tokenURL {get;set;} ...
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2answers
109 views

Authenticate Docusign API using APEX

We have been working on org where there's a one-time manual setup page to authenticate with Docusign API using Oath flow and store the Access token and Refresh token in a custom setting. If any other ...
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1answer
45 views

DocuSign Integrator Key

I have generated Integrator key in demo DocuSign account, i am trying to publish it but due less than 20 successful transaction its failing in review. Is there any way to test 20 + transaction for ...
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1answer
62 views

DocuSign for Salesforce Automatic Reminders

I have "send with docuSign" button on opportunity and need to send opportunity details as PDF with docuSign. Also we have send reminder based on one date field on opportunity. So suppose if i sent ...
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1answer
51 views

How to automate docusign button action when the concerned picklist changes to Pending?

I want to automate the docusign button when the field status is "pending" in object Product. Please note i will put the logic in class and make it right , i just wanted to check if this will work ...
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1answer
37 views

What is the Account Tab under Docusign Admin?

Currently all details in the account tab is set with my user. There is another user in the org who is a system admin as well in the SF org, he is not having access to all the Docusign tabs such as ...
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0answers
41 views

Why is Docusign Showing access Error?

I have enabled the Docusign button from the Layout tab under Docusign admin Tab. When I Click on the "Send to Docusign" button on an account , a new page with the following error loads up Any help ...
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0answers
110 views

Docusign customtags are blank in template from API call

I have a Template created in DS which contains custom tags which are mapped to Salesforce fields. The template works well when used via the JS button example code provided by DS and the fields appear ...
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0answers
320 views

Sending DocuSign Envelope via Apex

I have seen some code example where dsfs objects are added to Salesforce and DocuSign pickup the data change and create envelopes accordingly. public static void sendDoc(id propertyId){ ...
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1answer
270 views

Setting up DocuSign to Salesforce CPQ [closed]

My Question is What are all the packages required to setting up Docusign for Salesforce CPQ? 'DocuSign for Salesforce' App from Appexchange is required for Salesforce CPQ Docusign or not? I have ...
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1answer
100 views

Salesforce to docusign Integration

I am trying to achieve two things here, Assume that I have 3 recipients with me. To notify all the users when a docusign envelope is created. If I am setting the default Recipient.RoutingOrder for ...
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1answer
43 views

Wrong connected user in Salesforce for DocuSign

Here is the situation and my problem : I need to configure a In-Person Signing for multiple users. Here is my problem : When User1 go to the "Salesforce for DocuSign" app or wants to use DocuSign, ...
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1answer
224 views

Not able to see “DocuSign Status” lightning component in Lightning App Builder post upgrade to latest version on DocuSign?

We are preparing for lightning migration of our org and as part of the preparation, we are also evaluating the DocuSign application that we use. We found that the latest version of DocuSign is ...
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1answer
415 views

How to send Envelop to signing group. Rest API integration with Docusign

I'm integrating salesforce with docusign API by using REST API. I've to crate the Envelope to send the template, and Template should be sent to Signing group. How can i send Template to signing group ...
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1answer
119 views

Docusign for Salesforce crashing, Final variable has already been initialized (v 6.8.2)

Updated the Docusign for Salesforce managed package in Salesforce from version 6.2.1 (showing 6.8) up to the current 6.8.2. After doing so I'm now receiving the following when trying to access ...
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1answer
103 views

Map a field from the opportunity to the DocuSign Envelope when sending

We have a date on the opportunity that is "Proposal Valid Until" and the rep adds a date. We need to map that to be the expiration (in days?) to the envelope when the users creates and envelope ...
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1answer
147 views

Docusign Connect setting missing Custom Object, which was there before

We are using Docusign AppExchange installed in one of our sandbox and using this in a custom Object and sending doc for signature using standard Send for signature button (no Custom code for now). Now ...
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2answers
260 views

DocuSign for Salesforce - Signing Order is ignored

I want to integrate Salesforce with Docusign. However, I'm struggling with something as simple as the signing order. For testing purposes, I made my custom button as simple as possible: {!...
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2answers
141 views

I need a custom button to work properly when a field has a certain value, and display a message when field isn't that value

I'm receiving the following error on the below button: "Unexpected token else" The field is a picklist and called Approval_Status__c on the Opportunity. I want my DocuSign button to work when ...
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3answers
895 views

DocuSign Custom Button

I am fighting with a javascript custom button, I would like to add the behavior to auto populate automatically over the DocuSign envelope the documents. I'm not able to find a way to make this work ...
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1answer
261 views

DocuSign Attachments relate to [DocuSign Status object] to my custom object record

I would like to know how I can relate Attachments related to DocuSign Status object to a record on a custom object where I triggered the Docusign. I don't see any way to set that every document that ...
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0answers
160 views

Getting error while setting up Docusign with Salesforce, issues with permission

While setting up Docusign with Salesforce getting this error : "There is an issue with your DocuSign account settings. The following permissions must all be enabled: 'Manage Account', 'Send Envelopes',...
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0answers
84 views

Docusign integration salesforce problem

When I click Docusign Admin tab in my Salesforce Org. this error pops up. Error retrieving DocuSign Console information. Please contact your system administrator for access. Error: The UserID did ...
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1answer
192 views

DocuSign for Salesforce / Updated custom tags not updating on existing templates

As part of a larger release, many existing docusign templates had to be re-created/re-mapped to a new custom object. I copied templates and added custom tag 'shells' in advance of the fields being ...
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1answer
406 views

How to set dynamic default email message in DocuSign

How would setup dynamic default email message in docuSign, I want to control the message through Custom Labels. Screen shot pic: I have the following code {!REQUIRESCRIPT("/apex/...
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1answer
1k views

DocuSign for Salesforce: How to attach completed Documents to parent object to the object that the Document was sent from

I have DocuSign set up to send from Quotes within Salesforce. However, once the document has been completed, I would like the Completed documents to be attached to the Opportunity record that is the ...
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1answer
277 views

Javascript - DocuSign for Salesforce Custom Button

Getting the following error when clicking a custom button I created: A problem with the OnClick JavaScript for this button or link was encountered: Invalid or unexpected token My code: {!...
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1answer
243 views

Automate to initiate DocuSign documents

I'm familiar with how DocuSign (still learning) sends document but I'm not sure how docuSign can be initiated automatically to send the documents when certain Opportunity gets to a certain stage, is ...
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1answer
1k views

Invalid or unexpected token error in custom button DocuSign

What is wrong with this javascript code, I have copy the code from DocuSign website and added to my custom button, I could not able to figured out what is the cause of this error, anybody? Follow ...
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1answer
360 views

DocuSign error when Integrated with Conga button's parameter DS7=17?

I am trying to integrate Conga with DocuSign in Salesforce. While doing that, I have entered certain parameters into Conga button like &DocuSignVisible=1 &DocuSignR1ID={!Opportunity.OwnerId} &...
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1answer
436 views

DocuSign Integration Java Script Button

I have a button that when fired sends the document to ALL recipients at once. The Roles on the Template match the DuS Admin Setup Roles in SF. The email addresses shown are just for testing. Below ...
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1answer
955 views

how to customize the Email sent to the user from docusign salesforce

how can i customize the email sent to the customer with my company logo and my own custom text to the customer to view. Javascript button : {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} var ...
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1answer
249 views

How to upload/Create new Template to Docusign from Salesforce by code?

Is it possible to create Docusign template creation from Salesforce via code. I didn't get any steps/documentations of this. I want to create declrative way, so i can create template to Docusign ...
2
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1answer
240 views

Docusign Trigger is not firing

I have Docusign plugin integrated to the Salesforce account. The requirement is to make a callout to external website to send some SMS etc when Docusign Recipient Status has its status either "...
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0answers
437 views

Docusign Recipient contact list

does anyone know if there is a way to edit the Contacts that populate on the Recipient contact list ? I'm using a custom button and messed around with the CRCL function but it's not working. Basically ...
3
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1answer
941 views

DocuSign for SF - Send & Attach to Custom Object

I was wondering if it's possible to have DocuSign "live" on a custom object, instead of the predefined standard objects? I've attempted to 'Connect' the object, as well as created the JS button to ...
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2answers
918 views

Update Opportunity Stage when DocuSign Envelope Status is 'Signed'

I am very new to triggers but would like to set up a simple trigger. Any help is greatly appreciated! Pseudo code below. on insert or update if (Docusign Envelope Status is equal to 'Signed' AND ...
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1answer
631 views

How do you link a custom object to docusign created through Conga Composer

I am having all sorts of fun with Conga Composer and Docusign in Salesforce. I have a template populating fine and a docusign document being delivered perfectly. The one last piece I am trying to ...
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1answer
89 views

Error while login to docusign

I am getting the attached error so please give the steps how to resolve it. I have purchased the docusign product but still receiving the error. Thanks ]1
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1answer
309 views

Salesforce Validation in Docusign Custom Button

I have a Salesforce Docusign Custom Button in a custom object that I would like to add a simple validation. This will prevent the user from starting a new Docusign envelope if the validation is met. ...
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1answer
443 views

How to increase the width of the text fields in docusign

I'm creating custom anchor tabs dynamically, I have the below properties for a anchor tab. DocusignAPI_Util.Tab anchorTab = new DocusignAPI_Util.Tab(); anchorTab.AnchorTabString = '_'+setting....
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0answers
104 views

Docusign Formula field use via SOAP: Formula disappear after sending to the recipient

I have a docusign formula field in my template, If I generate the envelope direcly with docusign console and send to the recipient, I can see the formula is working fine, If I generate the envelope ...
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1answer
374 views

Docusign: radio buttons selection doesn't work as expected

I am generating anchor tabs via salesfore (for radio button group of 2 radio buttons), and I have two anchor tabs named; /candidate_amccb1/ /candidate_amccb2/ Once I click on the particular button ...