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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DocuSign URL Button in Lightning CRL values not populating
I need help with a Lightning custom "Send to DocuSign" button. I can't get the CRL variable to populate the Candidate's Name or Email address from the record that I am on when I click "...
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DocuSign Envelope Template: Sending to Sender and Multiple Contacts, but Only One Contact Receives It
I am encountering an issue while attempting to send the DocuSign Envelope template from the account record. The intention is to send the envelope to both the sender and multiple contacts listed in the ...
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Creating new DocuSign recipients and assigning recipient Type
I am trying to create a recipient and want the recepient type to be "Receives a Copy (Carbon Copy)" or "Allow to Edit(Editor)" but the receiver still gets assigned the type "...
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135
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CPQ+ License and eSignature
If the org currently has CPQ+ license and is planning to use CPQ for document generation and DocuSign for esignature, will we need to convert CPQ templates to DocuSign templates before we can add the ...
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DocuSign EmbeddedSign for Portal user notworking
I am using this code to call docusign EmbeddedSignature using Screen Flow as a portal user. The issue is in Debug mode I am able to see the docusign popup. When I run as user I am not able to see the ...
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Resend Docusign Envelope Through Apex Code
I am new to Docusign . I have a usecase which we need to resend docusign envelope based on the recipients those who are not signed . Did any one have a sample code means please share here
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Omnistudio Docusign-Integration procedure send Quote PDF document as attachment
In my sf org, in quote object i have the pdf generation button, upon clicking the button it will give the quote data as pdf. this is existing functionality.
My requirment is to send this pdf to ...
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410
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Unit test error where it calls DocusignApi Apex toolkit method: dfsle.DocuSignAPIMock
I am using Docusign Apex toolkit (https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/statusservice.html) to generate a docusign url from following method
dfsle.StatusService....
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Docusign: Ability to correct/VOID and resend documents from Salesforce
When an agent sends a document from Salesforce using 'Send with Docusign', they enter information by tagging or manually typing into the document. If the client can't find the document/something needs ...
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Anchor tags in the new DocuSign Apps Launcher
I've been using DocuSign eSignature (Legacy) and is a frequent user of Custom Tags (anchor tags). The org that I am handling decided to get the new DocuSign Apps Launcher and I've been playing around ...
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Auto populate recipients in DocuSign Envelope using custom Lightning button
We have a standard object Opportunity and we have DocuSign linked to it. I need to customize a custom button so that it auto populates the DocuSign Envelope's Signer 2 using the Email address of ...
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Send With DocSign Button On Generate Document Of CPQ Quote Object
I am trying to send quote document to sales rep using Send With DocuSign button available on Generate Document For that i am using (Legacy)DocSign eSignature for CPQ and created Envelope Configuration....
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How to change FontSize Using Docusign's SOAP API and WSDL2Apex?
Salesforce's WSDL2Apex tool skips big sections of Docusign's WSDL file, including all font information. I confirmed this with Docusign.
I recreated the FontSize enum as follows but it's not working. ...
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CSFR Errors When Accessing VisualForce Page From Lightning Web Component Even With NavigationMixin
I've seen many questions on accessing Visualforce pages from LWC, including the following Is it possible to navigate to a Visualforce page from an LWC with parameters and community compatible however ...
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Apex Error: You have uncommitted work pending. Please commit or rollback before calling out
I'm working with the DocuSign managed package and looking to allow invocable variable input from process builder. Below is the class I have created and it compiles fine but when I go to execute the ...
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DocuSign eSignature for Salesforce Integration :Configuration of CRL parameter with optional Recipients
I am using Docusign eSignature for Salesforce managed package for integration . Use case is to send Docusign envelope using a screen flow, hence I'm using 'Send with Docusign' action provided by the ...
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How to create invocable variables to be used in process builder (with DocuSign API)
Very new to the Apex developer game here and I'm having trouble figuring out how to create invocable variables that can be called from process builder.
The use case here is we are using the docusign ...
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745
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Conga Output File Name Issue populated via Apex
I have a conga pdf generated via the conga composer. The issue is that when the file name contains Sample&Company in the invoice record in Salesforce, it clips the rest of the characters after the ...
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955
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Salesforce / Docusign intagration [closed]
I am working on a setup of sending documents to be signed from Salesforce to Docusign, via their APEX toolkit. At this time I am doing almost a straight copy of the example code they have at the ...
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How to add a second recipient to a DocuSign Button?
I am trying to create a DocuSign button that sends to two recipients. One is the contact and one is the User's manager.
I am able to create the button with the contact, however, I am unable to figure ...
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How to format JSENCODE on a javascript variable retrieved from a query?
I have a javascript button that retrieves a few variables from a query:
var o = sforce.connection.query("SELECT Opportunity_Contact__r.FirstName, Opportunity_Contact__r.LastName, ...
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Questions about DocuSign with Salesforce CPQ [closed]
The relevant apps (DocuSign for Salesforce CPQ and Salesforce CPQ) are already installed in our dev sandbox.
The connection between DocuSign and Salesforce including the setup of template was already ...
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How to automate sending DocuSignenvelope [closed]
In Our Org, DocuSign is being used to send documents for esignature related to an Opportunity. Currently, the users have to manually do the following steps which need to be automated for which I need ...
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Getting an error "frame because it set 'X-Frame-Options' to 'sameorigin'" on my Custom Lighting component
I have a custom component developed for our community. It's purpose: to display DocuSign envelope in a modal for user to sign. User click a button "Complete" >> Modal pops up >> user signs the ...
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987
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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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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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549
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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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780
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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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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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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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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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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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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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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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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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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 ...
user56320
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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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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(‘/...
user56320
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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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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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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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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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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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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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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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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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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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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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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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