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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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Unrecognized base64 character

I am getting the logs (2737691557)|FATAL_ERROR|System.StringException: Unrecognized base64 character: { (System Code) Class.docusignGenAndSendAPI.gen_and_convert: line 68, column 1 (2737703234)|...
TTT's user avatar
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0 answers
106 views

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 "...
mgill's user avatar
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0 votes
0 answers
51 views

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 ...
Rohan Thakur's user avatar
0 votes
1 answer
125 views

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 "...
SWP's user avatar
  • 3
0 votes
1 answer
191 views

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 ...
SFDCLearner's user avatar
-1 votes
1 answer
372 views

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
Krishna Babu's user avatar
0 votes
1 answer
666 views

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....
balinder singh's user avatar
0 votes
0 answers
276 views

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 ...
Soren's user avatar
  • 1
0 votes
1 answer
317 views

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 ...
Crosby Ragnar's user avatar
0 votes
1 answer
581 views

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 ...
HPA's user avatar
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1 vote
1 answer
652 views

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....
Sampada Suryawanshi's user avatar
0 votes
1 answer
254 views

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. ...
Cleverlemming's user avatar
1 vote
1 answer
784 views

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 ...
RedQueries's user avatar
0 votes
3 answers
5k views

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 ...
Jas's user avatar
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0 votes
0 answers
530 views

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 ...
borkya's user avatar
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0 votes
1 answer
290 views

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 ...
Jas's user avatar
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0 votes
1 answer
829 views

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 ...
Krishnamurthy's user avatar
0 votes
1 answer
1k views

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 ...
PHonnold's user avatar
0 votes
1 answer
235 views

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 ...
Andrew's user avatar
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1 vote
1 answer
177 views

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, ...
Amanda's user avatar
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1 vote
1 answer
1k views

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 ...
Shamina's user avatar
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1 vote
0 answers
257 views

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 ...
Avi's user avatar
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1 vote
2 answers
2k views

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 ...
Art S's user avatar
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1 vote
0 answers
1k 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 ...
Nishi's user avatar
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0 votes
1 answer
1k 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 ...
RajDevBsc's user avatar
0 votes
1 answer
578 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 ...
Dahn's user avatar
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1 vote
0 answers
844 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 ...
Lewis Briffa's user avatar
2 votes
1 answer
2k 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 ...
user905's user avatar
  • 261
3 votes
1 answer
2k 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. ...
Jerard Dela Victoria's user avatar
1 vote
1 answer
2k 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 ...
Jerard Dela Victoria's user avatar
1 vote
2 answers
1k 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 ...
Alex Cortes's user avatar
1 vote
1 answer
518 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 &...
Developer Guy's user avatar
2 votes
2 answers
2k 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": "...
user2452483's user avatar
2 votes
0 answers
325 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 ...
paul's user avatar
  • 1,502
0 votes
2 answers
3k 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 ...
user avatar
3 votes
1 answer
891 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 ...
user2809299's user avatar
0 votes
1 answer
2k 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(‘/...
user avatar
0 votes
2 answers
2k 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 ...
Praveen's user avatar
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1 vote
1 answer
108 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 ...
Edward's user avatar
  • 15
-1 votes
1 answer
370 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 ...
Edward's user avatar
  • 15
0 votes
1 answer
152 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 ...
Niknit's user avatar
  • 115
0 votes
1 answer
314 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 ...
Niknit's user avatar
  • 115
0 votes
0 answers
154 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 ...
Niknit's user avatar
  • 115
2 votes
0 answers
375 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 ...
Richard Durrant's user avatar
2 votes
0 answers
1k 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){ ...
Richard Durrant's user avatar
2 votes
1 answer
341 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 ...
Nruisngh's user avatar
1 vote
1 answer
435 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, ...
N. Germeau's user avatar
1 vote
1 answer
771 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 ...
Nilesh Dethe's user avatar
2 votes
1 answer
1k 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 ...
Amol's user avatar
  • 673
0 votes
1 answer
488 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 ...
Anthony Heber's user avatar