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.
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?
I am attempting to open a new docusign tab in my salesforce application. I understand I need to construct a url for this, but do not know what are the required parameters to be passed. So the url will look something like /apex/dsfs__DocuSign_CreateEnvelope?
Where can I see the list of parameters and what is minimum required and what is optional? I have envelope Id and Document Id. I need to open a new tab where it shows the envelope populated with all the fields like signers and documents attached.I need to open this page with attachments and everything in the envelope
I found a solution. I am not using javascript but using apex making a post request to get the embedded signing url.
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
We have a situation where some of our DocuSign documents do not get signed within the DocuSign system. We have someone that manages these "paper signatures" and then uploads them to DocuSign which connects to Salesforce.
We need to relate these envelopes to either an Opportunity or a Quote to get them to populate fields on these records.
When creatng the envelope, we have the option to "Relate to Salesforce" objects: Leads, Contracts, Opportunities, etc. We tried to use Opportunities and then use the Search to find the Opportunity to attach it to. However, if the Opportunity is in a Closed status (which it is 99% of the time), it will not show up in the search to select.
We could also attach to a Quote, however, there is no option on Salesforce Connect to relate to this object.
Does anyone know a workaround for this that will still allow our person to upload through DS and connect to the appropriate record?
Thanks,
Shannon
It will not unfortunately work with closed ops or quotes.
The only way I can think to do it would be to add a non-required envelope custom field in your account called ##SFOpportunity and when uploading that wet signed doc into DocuSign add the objectID as that envelope custom field (it's how the manage package relates back to proper objects when sending from SFDC).
It's a bit of manual process, but it should work.
I am using Powerforms as an approach to get signatures using the DocuSign. What I want is to send some part of the data back to Salesforce from the PDF while the user signs it. I created custom fields on the PDF, related them to Salesforce, checked the writeback and allow sender to edit boxes but the data hasn't got back to SF yet. Any help?
When you send from Salesforce, there is information passed to document (such as the SourceID and Source Object Type), that DocuSign Connect will attempt to match to a record to process a request to push the data back into Salesforce.
If you are using a PowerForm, you would have to pass along similiar data and setup DocuSign Connect correctly for it to relate the data back to a Salesforce record.
This is something that is doable with customization, but not functional out of the box.