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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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1answer
862 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 ...
0
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1answer
700 views

DocuSign JavaScrip Button - Hard Code User /Contact

I am using DocuSign on quotes that should create an envelope and add Contact user (associated with Quote record) and a static user (or contact) 'John wilson'. Ie. Signer 1 should be contact on record ...
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1answer
39 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 ...
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3answers
33 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 ...
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0answers
43 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 ...
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1answer
39 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 ...
1
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1answer
578 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 ...
3
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1answer
2k 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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0answers
18 views

How to set login user profile information in DocuSign Gen Template

I have one formula field in salesforce, this field used in the DocuSign GEN-TEMPLATE data field, Salesforce formula syntax is below $profile.name formula field returns login user profile information. ...
1
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1answer
954 views

Child Related List at Parent Level

Does anyone know of a way to display a Child's related list at the Parent record level? I have a custom object with a Master-Detail relationship to the Opportunity object. We utilize DocuSign and ...
0
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0answers
18 views

Is it possible to store a DocuSign document on a contact's account?

I have a few DocuSign buttons on the contact object. Once the document is signed and completed, it is stored on the contact's record. Is it possible to have this store on the contact's related account ...
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2answers
2k views

How to send document as email attachment in DocuSign

We are trying to build a solution where client will get a contract to signed from Docusign which is integrated with salesforce. We are able to achieve it, after signing the documents in Docusign they ...
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2answers
1k 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": "...
1
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1answer
810 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 ...
1
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2answers
584 views

Contact Role in JavaScript Button

I have a JavaScript button that's designed to pull in a value from a custom lookup field to a Contact record from an Opportunity record. Does anyone know how I can modify this button to pull that ...
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0answers
17 views

How to Add Docusign Signature and Date Tags to Dynamic PDF Creation [duplicate]

I'm trying to determine if it is possible to embed the Docusign Signature and Date tags into apex code that dynamically generates a PDF file using XMLStreamWriter. The PDF file is generated from the ...
0
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1answer
146 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 ...
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0answers
25 views

Is there a way to have a DocuSign Button send a document to recipients with one click?

I would like to bypass the various DocuSign screens and just send the document with one (or as few clicks as possible).
0
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1answer
39 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 ...
1
vote
1answer
34 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, ...
3
votes
1answer
459 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 ...
0
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0answers
68 views

How to link a Docusign template with a Salesforce Connect object

I have multiple Docusign Templates and multiple salesforce Connect objects. Now if a particular Completed Docusign Envelope qualifies for more than one Salesforce Connect object, it creates a problem. ...
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1answer
449 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 ...
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3answers
2k 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 ...
1
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0answers
122 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 ...
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2answers
501 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 ...
0
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1answer
333 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 ...
0
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0answers
389 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 ...
0
votes
1answer
1k 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(‘/...
0
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1answer
637 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 ...
9
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2answers
2k views

Attaching a visualforce page rendered as PDF to Docusign email

I'm trying to send an email that needs an eSignature using Docusign and Salesforce. My requirement is to send an email that has an attached document that needs the signature. The attached document is ...
1
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0answers
283 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 ...
0
votes
1answer
807 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 ...
1
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2answers
904 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 ...
2
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1answer
1k 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. ...
1
vote
1answer
171 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 ...
1
vote
1answer
896 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 ...
0
votes
2answers
694 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} &...
1
vote
1answer
294 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 &...
7
votes
2answers
2k views

Docusign integration

I am trying to setup Docu Sign for my company and I did all the steps and I got stuck on this. When I press the custom button provided by DocuSign Send with DocuSign that is added to all page layouts. ...
0
votes
2answers
1k views

How to upgrade Docusign to latest?

We are trying to upgrade our existing Docusign app v3.9.5 to latest version. So I went to the appexchange and clicked on the install button but it detected that we already have the old version and ...
2
votes
0answers
213 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 ...
0
votes
1answer
2k 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 ...
0
votes
2answers
614 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 ...
1
vote
1answer
99 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 ...
2
votes
2answers
776 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: {!...
2
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0answers
230 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 ...
1
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0answers
775 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){ ...
-1
votes
1answer
161 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 ...
1
vote
1answer
519 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 ...