Integrate DocuSign eSignature into Salesforce | Developer Education

[@VishalDevarde]

Hey, at the time of merge fields it returns error msg as the account lacks sufficient permissions to use merge fields.

[@Red00022]

Is there away to access a related record when creating merge fields? This fires up from a button on my opportunity. I have data for that opportunity contact that I would like to access, is this at all possible? The merge fields from the opportunity record work as expected.

[@chaithalygowda8653]

Hi , Thanks for the very informative video! Is there a way to automate sending document for e-sign to the record's contact email instead of custom button?

[@rohandhavale2820]

Hello - I am trying to connect SF Dev org and DocuSign Dev account and running into visualforce remoting exceptions. “You have uncommited work pending. Please commit or rollback before calling out”. In short Docusign is not returning any response for the request. Any idea what am I missing OR how to resolve this issue ? Thanks, Rohan

[@SKaabinia]

Thanks! you made it very easy to understand

[@sampadasuryawanshi4848]

Hi, I created a template with data source Quote(CPQ Quote). I added Recipients Sales Rep and Primary Contact. Now I want to add Account Email as recipient in template . This Account Email field is available in Quote(CPQ Quote) object. Is it possible to add custom email field as a recipient in template?

[@lakshmipriyaappiyasurendra3807]

I dont see Enable Experience Cloud Template (Embedded Signing) checkbox when I try to upload the template. Is there a settings to enable this option?

[@DocusignDevs]

The checkbox you're looking for is only in the popup when you create a new template. There isn't a way to edit it on an existing template. Does that help?

[@lakshmipriyaappiyasurendra3807]

@@DocusignDevs Yes,that right,it is only in popup.It is not available in prod org. But i could see it in sandbox.

[@marek1346]

Hello Why i receive this message ? This Account lacks sufficient permissions to use Merge Fields.

[@j.f.dmukengeshayi3352]

Thank you! Great video and very clear to understand!

[@vidyah2202]

I have integrated docusign app launcher with conga lightning component but not able to see the status in salesforce. Do you know why?

[@DocusignDevs]

Hi Vidya! We don't support the Conga use case, because two managed packages created by two different companies were not built to function with one another. If you want to send over more information on your use case, you can submit a ticket to support: bit.ly/3r9bR26

[@vidyah2202]

@@DocusignDevs thank you for your response. Will submit a ticket. Also, if we want to auto populate account or opportunity name on the document, we create custom tags correct? Is it possible to add this custom tags in the document itself so a user don’t have to add custom tag in docusign window while reviewing and sending? Like how we can add /s1/ signature tags so a user who is sending don’t have to do all these steps. Appreciate your input. Thank you!

[@DocusignDevs]

Our support team will more context to help with that as well, so be sure to include that in your ticket.

[@madhujavvaji9865]

Thank you! very well explained.

[@OrangeReads]

Great Video!!!! It was very helpful, thankyou!

[@bluecanvasio]

Great video Lauren, keep it up!

[@TonyMoze]

I am getting a "this URL doesn't exist" from salesforce

[@DocusignDevs]

Hi Tony - thanks for reaching out. Can you please be a bit more specific about this message you are seeing? Where are you receiving this notification? Thanks!

[@TonyMoze]

@@DocusignDevs - I went back to it and logged in again and it worked! But I also noticed I had to long I from App Exchange Market link.

[@DocusignDevs]

Great! Thanks for the heads up.

[@fedayk3860]

Hello, do you already have a "forbidden remote access" on docuSign website administration when docuSign wants to update your salesforce org ? I can't find any informations about this

[@DocusignDevs]

Hi there - Have you ensure that you finished authenticating? It sounds like you may need to make sure you granted consent.

[@Voluntaoliveira]

Hi. How do I create a report in Salesforce to track who hasn't signed the contract yet?

[@DocusignDevs]

Hi Patricia - If you're using the Apex Toolkit, you can use the Recipient.Status field to look at whether the status shows the envelope as completed. You can use the Envelope.withRecipients method to get the recipients on an envelope and then look at each status to determine whether they have completed their role. You can learn about the Recipient.Status field here: developers.docusign.com/docs/salesforce/apex-toolkit-reference/recipient.html You can learn about the Envelope.withRecipients method here: developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelope.html

[@nipunkalal]

How do I pull the document for signature from Notes & attachment? I see it only pulls from the document from File object or if we upload the document manually.

[@DocusignDevs]

Hi Nipun! According to our API reference, you can only create a new document with the fromFile or fromTemplate methods, which includes creating a document from a ContentVersion file in Salesforce or a DocuSign template.

[@ghantajashu7333]

I am getting a eror in merge fields that this account lacks sufficient permission to use merge fields what to do plz reply

[@DocusignDevs]

Hi Ghanta! To enable merge fields, you will need to contact Customer Success or your AE to have them enabled. Sometimes they are not turned on in the account.

[@betterhousebuyers5375]

How can you prepare this if you have a situation where you want to send to potentially multiple sellers to sign and you want the document to comeback to you the buyer after sellers have signed and then you sign? Can you have one template that you can add signors to if needed without having to do multiple templates?

[@DocusignDevs]

Hi there! Yes, you can add many signers in the add recipients tab. Alternatively, you can use the Apex toolkit to send to multiple senders. Check out this KZbin video to learn how: kzbin.info/www/bejne/eJ20YpmujdWSpcU

[@ramprakashdas2492]

Hi, so I can see here that as soon as the document gets signed, it gets attached in the notes and attachment. Is it possible to save the unsigned document too on the object used for generating the document?

[@DocusignDevs]

Hi Ram Prakash! Yes, it is possible. You can configure Connect on DocuSign Apps Launcher to fire an event on Sent envelopes and include the documents. That would write back the unsigned documents.

[@ramprakashdas2631]

Also had another question, there is a standard conditional routing feature in Docusign. Is that feature available in the Docusign esignature for salesforce too?

[@DocusignDevs]

Hi Ramprakash! Yes, that feature is available for DocuSign eSignature for Salesforce as well. When you define a recipient within the default constructor, routing order is a property you can set. You can learn more here: bit.ly/3oPuIx0

[@sanjujangid9891]

Hi, I have created a template with data source as case and now when I click on the add recipients, I am not getting related lists from case object. do you know what could be the issue ?

[@michaelclarke773]

As usual, very poor documentation and explanation from DocuSign. Your user was set as Pending - so they cannot use DocuSign in Salesforce. If they receive an activation email and click Active, the Pending status doesn't change. What do we do next?

[@DocusignDevs]

Hi Michael - Let's see if we can help. First make sure you're on the most up-do-date version. Assuming yes, the admin will need to make sure the user is activated on the DocuSign side. If they are activated they will need to unhide the DocuSign UserName / DSfSProUserName on the user tab and make sure the apiUserName listed for the failing user matches the one on the DocuSign side.