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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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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 ...
3
votes
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 ...
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 ...
2
votes
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 ...
2
votes
1answer
187 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 ...
2
votes
1answer
401 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 "...
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, ...
1
vote
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 ...
1
vote
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
vote
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
vote
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
vote
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 ...
1
vote
0answers
232 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',...
1
vote
0answers
604 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 ...
1
vote
0answers
125 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 ...
1
vote
0answers
888 views

Docusign embed signing url via APEX

I am working with an org that has DocuSign enabled. We'd like to send certain emails that contain links to documents to sign. So, for example, if we add John Doe as an account we'll send an email ...
1
vote
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 ...
1
vote
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 ...
1
vote
0answers
1k views

DocuSign Connect Integration - Attachments

I have the DocuSign button configured on 2 Salesforce objects (Accounts and Opportunities). On completion of each DocuSign document/envelope, I would like the signed PDF document attached to its ...
1
vote
0answers
306 views

Associate the DocuSign envelope to opportunity using the API

I'm trying to send envelopes using the API and am receiving a bug where it creates the status and is working with Salesforce, but isn't associating it to the opportunity. I'm getting an error "...
1
vote
0answers
400 views

How to get Integrator Key for docusign

I am having a Demo credentials and Live credentials When I login into my demo account and go to API->Already have an Integrator Key and ready to move to Production? To Start with certification ...
1
vote
0answers
194 views

DocuSign add recipient with Manage Envelope action

So I would like to add a recipient without a role but with Manage Envelope action. This is possible when you add recipients manually but i wanna do it over query string. so far my crl looks like this ...
1
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0answers
278 views

Docusign API - How to Activate “Correction” View of Envelope

Hi I am new to Docusign integration to salesforce. I have to change the status of envelope to "Correction" and I have gone through "POST" method provided in the Docusign RestAPI guide. Doing so, the ...
0
votes
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 ...
0
votes
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 ...
0
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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. ...
0
votes
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 ...
0
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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
votes
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 ...
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. ...
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
94 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 ...
0
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0answers
66 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 ...
0
votes
1answer
205 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 ...
0
votes
0answers
122 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 ...
0
votes
1answer
446 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 ...
0
votes
1answer
291 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 ...
0
votes
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
votes
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 ...
0
votes
1answer
206 views

Resend contract using docusign SOAP API

I have integrated salesforce with doucusign using SOAP API I have to resend contract /*Method to resend Contract from Docusign*/ webService static string resendContractStatusDocusign( Id contractID){...
0
votes
1answer
193 views

DocuSign for Salesforce button logic

We are developing a process where we would need the Salesforce button for DocuSign to make a decision for someone. Trying to determine if a button can be built to look at fields in Salesforce to ...
0
votes
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 ...
0
votes
1answer
218 views

Best practice - for docu-Sign integration

Can some provide best practice on docu-sign integration. like (when to choose docu-sign API & when to use apex code) And lesson learned scenarios.
-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 ...