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.
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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.
The current goal is to be able to send multiple files to multiple recipients through the user portal on our website. We want to make this process as efficient as possible because we will have lots of files to sign. Lastly, I would need a way to track and save all the users.
From what I know about docusign, I am able to send a file to multiple recipients in bulk using bulk send using just the website and not having to use the API at all. Is it possible to send multiple files to multiple recipients through the same CSV? Or would it be better to just send each file separately to multiple clients and do that for each file? Also, I'm wondering if it's possible to do that in the API as well. Previously, I achieved sorting clients ID & envelope ID using the docusign api with PHP and connected it to a database. Let me know which method seems optimal for my solution.
Steven, you can use the API to use Bulk Send.
In fact, with the DocuSign eSignature API v2.1 this functionality is much improved and allows you to do all of the above.
See here for more details: https://www.docusign.com/blog/dsdev-deep-dive-discussions-bulk-send-with-esignature-api-v2-1/
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
Currently I'm using a template, creating an Envelope from that template and uploading documents and sending with the Sender View all through the API. What I would like to do is use a power form that when I hit send I can somehow retrieve that url with the API and save it to my DB. How can I get that signing URL with the API ?
That is currently not available through the API, you must use the web UI to perform this action at this time.
This may change at a later date, however I do not have any information on when that may be.
Your best option on getting it in the API is contacting your DocuSign Account Manager to submit an Enhancement Request (DocuSign Customer Support can also help you submit that as well).