I seem to be missing some steps adding a Flow (Power Automate) to send document to Docusign, I was successful using the "Send Envelope using Template" but I cant seem to get a non template document to send. i.e adding recipients and envelope ID.
This feature is not currently supported in the DocuSign Flow Connector.
There are lots of workarounds, including creating your own Flow connector.
You can use a template if you want.
Using a document directly is not available at this time and no plans that I know of to add it.
I've done this but created my own connector. Just wondering how to then get the completed documents to sharepoint as I don't have the envelope id in my connector currently.
Related
I am working with existing Word documents that are currently updated in a mail merge. I would like to be able to (on the high-level) just be able to convert these documents in run-time to a Docusign template with signable fields and automatically send them (without having to upload documents to the Docusign site, etc., etc;). I don't want to change our current workflow, just add a "behind-the-scenes" step that automatically creates and sends the DocuSign envelope(s) to the specified signer. The users won't be signing into Word or DocuSign, they'll be literally clicking a "Generate and Send Document" button. Is the Docusign API object exposed in a way that makes this possible?
Chris Fleetwood
Software Developer
N.C. Partnership for Children, Inc.
cfleetwood#smartstart.org
One way you can do that is using the DocuSign Connector for Flow and PowerApps.
This does require you to have an account with Microsoft and potentially pay them extra (I'm not sure about that part, you would have to check with them) but it seems to have the functionality you need, without having to write any code.
DocuSign also has a Word Add-In that does support templates, but only through the template-match feature. If the document you are authoring looks like a document stored in your DocuSign account inside a template - you can use this template form Word with one-click.
I'm trying to achieve some requirements via Docusign APIs. Would like to know if it's possible before I start the project.
I've used Docusign app for Salesforce earlier, but now I'm trying to achieve some functionalities through API calls
Ability for a Signed Document sent to a contact (by clicking on a button on contact record) to be attached to the Contact record it was sent from
Ability to write back to the record from a field tagged on the DocuSign envelope
Vinay, this functionality is available using the DocuSign for Salesforce integration. If you would like to write it yourself using APIs, you can start by looking at our Apex toolkit here - https://developers.docusign.com/salesforce/guides/apex-toolkit
I have a web application integrated with DocuSign API, to pass in recipient details to a DocuSign template and initiate signing process. The template has tags for each recipient to enter relevant information and sign.
Once the document is completed/signed by all recipients, the information available in the document needs to be passed on to another web application bound to a DB. What are the options available in DocuSign to trigger document data(e.g. recipient1 signed date) transferred to a DB/other systems on document completion? Any advice on this is appreciated.
You probably need to provide more specific information but generally, you can use DocuSign Connect and configure your API source to integrate the data. After that, you will be able to use webhooks (or Connect) to send tabs data and signing statuses to your 'other systems'.
Once you get your Connect figured out, you can then have GET request using this
{{baseUrl}}/envelopes/{{envelopeId}}/recipients?include_tabs=true
and then have a wrapper class to export desired tabs (ex. Date Signed or other Text Tabs)
OR you can configure a webhook to sync your data between DocuSign and other systems:
Code Example: Using a Webhook to Track Envelope Status
DocuSign has a Correcting option (to correct an envelope after it has been sent and before it is signed by the recipient) when you are logged into their site - is there a way to utilize this functionality through SFDC through a web service API? Where we send the unique envelope ID and the changed data to DocuSign, and they in turn revise the doc in the background? The recipient will see the updated document when he accesses the document to sign it.
Yes, you could do this from within an Apex class on SFDC. Don't use a trigger for the class, only a Lightening or force page, since triggered classes have too many restrictions on callouts to other services.
Has anyone created a bulk sending button in #Salesforce to use #DocuSignAPI?
I would like to add a custom button on a Contact List View in Salesforce that will allow Bulk Sending of templates/envelopes in DocuSign.
DocuSign for Salesforce (DfS) does not support Bulk Sending, which means you can not use the DfS App to do Bulk Sending. To accommodate this use-case you would need to write your own custom DocuSign API integration. If you're interested in that route check out the DocuSign Developer Center.
You could also export your contact list and data to a csv file to do a bulk send via the Web Application. Connect could then be updated to get envelope updates back to the contacts in Salesforce.