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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16 views

Send docusign on behalf of user

When sending Docusign envelopes to Customers, currently all envelopes and communications sent through Docusign utilise the Docusign Integration user account on Salesforce which is matched with an ...
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Unable to map fields for docusign connect salesforce

I am trying to enable docusign connect for salesforce. When i select my salesforce object, the select where field is blank and I am not able to select any salesforce field. This is the problem for ...
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Error in DOcusign's embedded signing URL [on hold]

We are using DOcusign's REST API to create an embedded signing session using 2 API calls. In the first call we are calling the createEnvelope method which returns the envelope Id. And in the second ...
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Enable responsive signing using dousign SOAP API [closed]

I have implemented docusign's embedded signing API using SOAP. I have used the code in this GIT repo https://github.com/docusign/sfdc-recipe-embedded-signing/blob/master/. The document to be signed is ...
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NeDocusign Salesforce Integration – How to associate a picklist on salesforce with a dropdown button in DocuSign

I have a requirement where I need to show a dropdown field with state values which I need to map back into SF, I tried doing an approach as I have found in this online post: Link In short, I created ...
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1answer
34 views

Add Send With Docusign in Custom lightning component

I am using Docusign V7.0+ in Salesforce. I want to redirect to the docusign page through lightning component while clicking on the button. Below is the javascript which I need to use that in lightning ...
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11 views

Using DocuSign in lightning components

I want to integrate DocuSign and use docuSign embedded within a pdf where user will be able to sign and save the document then and there rather than using send email functionality of docuSign. Is it ...
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9 views

how to set the docusign email body on top of the review document button

how can we display the email message body on top of the review document button in salesforce docusign. I know we have to make changes in the master resource file, but which tags to edit/modify to ...
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14 views

attachments in docusign

I need to implement a functionality with Docusign in Salesforce where we can have multiple attachments being shown as normal gmail attachment and the recipient can open them one at a time. Right now, ...
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47 views

DocuSign for Salesforce CPQ Integration

I'm trying to integrate DocuSign for Salesforce CPQ. I've already installed required packages: DocuSign for Salesforce Salesforce CPQ DocuSign for Salesforce CPQ And configured them. I wanted now ...
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71 views

DocuSign Merge Fields - Apex Toolkit

I'm trying to see all the merge fields on a DocuSign template that I have hooked up to SalesForce. I've installed the Apex Toolkit, and gone through the TemplateService class to print out the custom ...
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1answer
147 views

calling docusign vf url from Lightning component,

My requirement is to have a component which I will be calling from a button which should redirect me to a docusign page. I want to pass the docusign parameters int the vf url. How can a docusign vf ...
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15 views

File source in salesforce

Is there any way from which we can find out the File source. My requirement is to create a case on opportunity only when the opportunity contains a docusign attachment on it which is signed by the ...
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DocuSign Envelope with Salesforce Quote template via REST

From a Salesforce custom Lightning component I send a Salesforce Quote pdf template to a selectable contact by using REST API 2.1. The contact is added to the envelope with { "signers": [{ ...
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100 views

SF Integration unable to add attachment from Docusign

Hi guys i just wanna ask what is this error from Docusign. I've tried to use Salesforce connect for our app in order to save the completed document in notes and attachment. But everytime I complete a ...
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1answer
103 views

Is it possible to retrieve a signed PDF from Docusign and then put it in the Notes & Attachments?

We are currently developing an app in Salesforce for docusign in which when we click on a button called, 'Send to Docusign', an Apex code is run and this will push the pdf to Docusign for signing. ...
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1answer
82 views

Is it possible to generate a PDF with a signature tag for DocuSign?

Is it possible to generate a PDF using Apex and then embed the 'Signature tab' of DocuSign into the PDF? For example: in the Contract Object we have a text area in which the user could add legal ...
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2answers
120 views

How to add the opportunity Owner as a CC Recipient in Docusign for Salesforce V 7.0?

I have created a "Send with Docusign" button in SF using the new "Docusign Envelope Configuration" tool available in Version 7.0. I am tryng to add a the opportunity owner as one of the Recipients ...
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1answer
78 views

How to add Docusign Recipient with Email using Conga Composer [closed]

I'm trying to use Conga and DocuSign parameters to add an email recipient to the DocuSign envelope rather than an Id. Here are the parameters I am using: &templateid=templateId &...
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2answers
203 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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87 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
560 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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96 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
686 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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22 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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148 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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213 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
68 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
85 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
59 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
70 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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47 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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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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402 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
117 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
57 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
318 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
535 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
128 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
125 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
192 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
352 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
169 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
1k 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
296 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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173 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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94 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
234 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
484 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
2k 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 ...