I have embedded signing configured in a Salesforce community. The whole signing process works(i.e. envelope is sent and signed), but there are some field updates that I configured within the Envelope Template that are not working. I noticed new DocuSign log entries with the following error message - Cannot perform data updates because source ID is undefined for envelope
I'm not sure how the source ID is missing because my envelope gets sent to the right SF contact and the signed document is attached to the contact record.
I followed the instructions here to create a Lightning Component to launch the embedded signing session - https://developers.docusign.com/docs/salesforce/how-to/embedded-sending-signing/
I thought the problem might due to this line of code because mySourceId is not being set anywhere.
new dfsle.Entity(mySourceId)
I modified the code so that mySourceId is set to the Id of the contact. Unfortunately that did not solve the problem. What am I missing here?
Related
I have a Powerform that people sign online. I want users to be able to send that same Powerform from SFDC account object. How do I pass account id to the Powerform. I have added merge field, but it is throwing error saying subject doesn't exist.
Using the PowerForm URL, you can set tab values in the document and meta-data (Envelope Custom Fields) in the envelope.
Example: You have a tab in the template's document with the data name "accountID". The role name for the signer is signer.
Set the tab to be locked. This prevents any of the signers from changing it. (Makes it read-only.)
Create a PowerForm from the template. Receive back the PowerForm URL.
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2
Program Salesforce to send the PowerForm with the accountID set to "123":
Example: https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8883&env=demo&acct=7a9312b8&v=2&signer_UserName=Larry%20Kluger&signer_Email=larry.kluger#example.com&signer_accountID=123
In step 3, you are programming Salesforce to dynamically create a URL that includes data from the current Account object. If you don't know how to do that, ask a new question in the Salesforce stackOverflow channel.
More information
See the Programming PowerForms video.
This previous question seems similar:
Can we use merge fields(populate data from SFDC) using DocuSign Powerforms?
Does that help?
In Salesforce, we are initiating an outbound DocuSign envelope from the Opportunity object. On that Opportunity object, I've got some files that I've already uploaded (example: Signed Proposal), that I want to include as an addendum to the DocuSign envelope that I'm getting ready to send out.
When I initiate the DocuSign from the Opportunity record, and attempt to attach my Salesforce File (see screenshot below), I am unable to find my documents...keep in mind, these are documents that I've uploaded myself, so I DO have access to view and modify them.
Any idea what I'm doing wrong? How to resolve this?
Yes, I'm a System Admin in Salesforce and DocuSign Admin in DocuSign.
Thanks in advance!
Screenshot showing where to search for existing Salesforce files within DocuSign
I have DocuSign set which sends PDF to docuSign for Signing. My requirement is to Update the Document of a particular envelop so that it will save cost of generating new envelope every time user make changes to actual document that has to be signed.
I am looking for some code reference if anyone has.
If no signers have actually signed the particular document in the envelope, then you can replace that specific document using the API.
In REST, this would be a PUT /documents or PUT /{documents/documentId}. See "EnvelopeDocuments -> update" or "EnvelopeDocuments -> updateList".
You will need to add the tabs as well.
I am suing Docusign Tool Kit to send the Documents for getting the esignature from Salesforce Oppurtunity Object. The documents are sent and are getting signed and goes to completed state in DocuSign but it is not getting attached back to Salesforce after the signing is done/Docusign status is completed.
Below is the settings for Salesforce connect object
I dont see anything getting attached
The Document shows completed status in DocuSign
Am I missing something why it doesnt attach the signed document to Salesforce Object
You'll likely want to open a case with DocuSign Support for troubleshooting. If you do, be sure to include an Envelope ID of a test send.
Things to check:
Is the DocuSign Status record being updated in Salesforce? If not, you'll first want to check the link from DS back to SF. Log in to DocuSign > Go to Admin > Connect > Reconfigure Login
are you sending from the same Opportunity the attachment should be writing back to?
Do you have Use Content Files checked in your DocuSign Connect configuration page? If so, check the Reconfigure Login panel and confirm that Salesforce SOAP Web Services API Version is 39
I have integrated Conga with Docusign in Salesforce. I ran the process of generating and sending the document to the user for signing. This has worked very well without using the background mode Conga parameter(&DS7=17) with docusign status updated in salesforce(with signed date and time) but, when I use background mode enabled, docusign status of that object(Contact or Opportunity) in salesforce doesn’t gets updated(no record gets added).I'm very much new to all these tools. Sorry, if i'm asking a silly question over here. Button url used:
https://composer.congamerge.com
?sessionId={!API.Session_ID}
&serverUrl={!API.Partner_Server_URL_290}
&id={!Contact.Id}
&TemplateId=a3X6F000000R4ue
&DocuSignVisible=1
&DocuSignR1ID={!Contact.Id}
&DocuSignR1Type=Signer
&DocuSignR1Role=Signer+1
&DocuSignEndpoint=demo
&DS7=17
Sign into DocuSign admin
Click connect
Click salesforce
Scroll to the connected objects section
Edit dsfs_DocuSign_status
Add a new field
If it is the Account object use the Account reference Id and map it to the Envelope External Source Id
Try that the rest of the settings are located there. It took me forever to figure it out too!
Here is my example of setting it up to the Order object
enter image description here