I am trying to setup a template using Docusign for Salesforce. My template is 20 page long and has about 50 merge fields to be populated from Saleforce. These merge fields are read only. We have multiple signer roles - 6 signer roles to be specific. In the template, all 6 signer roles should see all the merge fields.
Problem is when these merge fields are added to template by drag and drop, you have to select a single role and then drag and drop a field on template.
Is there a way to prepare a template so that merge field display on the template can be added for all roles in a single go?
Docusign support was able to resolve the question.
We need to edit the tags after they are added to the template. Click on each tag and go to Collaboration and check the box to "Recipients Can Collaborate.
Related
Our DocuSign templates appear to have hardcoded custom Metadata fields, for example when i create a new template it has "Patch number and Region" under a "Add envelope custom fields" section.
Is there a way to bulk update this for a large number of templates or remove it for those specific ones.
I would like to do this via PowerShell and have already used a script that bulk creates templates however when I added 'CustomField' section it did freeze the bulk import so now that i have those i would now like to update that section of the template to N/A under Patch and South under Region for all.
Kind Regards
This is probably happening because you have account custom fields set up.
You can read more about them from here:
Envelope Custom fields
Track your envelopes with custom fields Article
EnvelopeCustomFields API Resource
Create and Manage DocuSign Custom Fields
We are trying to use DocuSign Pwerforms from Salesforce. Previously we tested DocuSign Templates and are able to populate the merge fields data from SFDC. Is there any way to populate Powerforms fields the way templates merge fields are populated.
That depends if you know their value when the user click the powerform link. Powerforms are creating the envelope from a template after the user click the link and fills a few fields. You can modify the url (see here - https://support.docusign.com/en/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform) and if you can provide the information at that point - you can do it.
I have the Docusign template with 3 document in that template. I have three button and on each button click i need to access the different of the template. How it can be accessed.
We consider an envelope a single unit. So we don't provide ways to just see 1 document in the envelope. You can create 3 different envelopes for your scenario if you want buttons in your app that goes to each of them separately.
I have a DocuSign template template-1 with multiple recipient roles say signerrole-1 and signerrole-2.
Template-1 has multiple signature tabs, viz, signtab-1 & signtab-2.
Using REST API, I am trying to create the envelope so signerrole-1 signs signtab-1 and signerrole-2 signs signtab-2.
I am not clear on how to associate signerrole-1 role and signerrole-2 role to signtab-1 and signtab-2 respectively using api java.
The template associates roles with tabs (fields) in the document(s).
When you create the template, you create signature tabs for the specific roles. It is easiest to do this by using the Web interface to DocuSign but you can also do this using the Create Template API call.
Later, when you submit a new envelope using the template, you associate specific people or signing groups with the roles defined by the template. See this recipe for an example.
When you create the envelope to be sent, you do not create or reference the signing tabs. They are defined by the template.
I created a basic registration form using a SharePoint 2007 custom list where users complete fields on the form. I created an 'Approver' field that I'm trying to hide from customers so that only the form's approver will edit that field (approve the request - Customers tend to approve their own request). How can I hide this approval field so it can be edited by the approver only?
Attempted Solutions:
1. I set the content type for that approval column to 'hidden'. How would I access the URL to the hidden approval field so the approver can access the field and update it for that specific item? The hidden field is not visible if I click 'Edit Item'. Did I miss something with the hidden content type so that I would see the column on the edit page?
2. I customized newform.aspx in designer by removing the hidden approval field and it worked. But 'Attach File' doesn't work when the new form is customized. It spews out an errors.
Any suggestions?
Have a look at the SPListDisplaySettings component from codeplex. Adding this solution will allow you to specify how to show the fields in display, new and edit mode based on SharePoint users and groups.
May be create a custom field control (how?) that will check the current users role agains the site before choosing to display the field.
This is pretty hard core customisation compared to creating lists though.
Why not just use the Approval workflow with this list? Users would be able to create approval requests, which would automatically trigger the Approval workflow, which would create a task and send an e-mail for the approver to approve the request. Once it's approved - the status of the request would change to approved. The approver can also add a comment on the approval form, if needed.