I am using IN PERSON feature. I am using docusign for salesforce.
When I select user as Host in person - sign now recipient type and select other user as signer and send the envelop.
Then email is sent to me and all the user which I have selected. When I open my email review document. I can add only my signature not the other user that I have added.
Any idea?
Here is the guide for in-person signing with DocuSign for Salesforce. If it doesn't help then please contact the support group for DocuSign.
StackOverflow is aimed at developers using the API. Thank you.
Related
I'm creating a custom salesforce URL button to launch Conga Composer which generates a document to send through Docusign.
The button is working great with the exception of the Opportunity Contact Roles getting mapped to the correct role i.e. Signer vs Carbon Copy. In the current form, all contacts listed in the contact roles translate to "Signers" in Docusign even though they have a Carbon Copy role in Salesforce.
The code below is formatted with Conga Composer requirements which are slightly different than Docusign's. This isn't the full code but the important pieces for the Contact Roles & Recipients. I currently have 2 contacts listed in SF's Opp Contact Roles - 1 is a signer & 1 is a Carbon Copy. They are both coming across as Signers. In the code below, I also have a person that needs to sign so they are hardcoded as "Signer 2"
/apex/APXTConga4__Conga_Composer
?serverUrl={!API.Partner_Server_URL_370}
&id={!Opportunity.Id}&id={!Opportunity.Id}
&DocuSignRelatedAccountId={!Opportunity.AccountId}
&TemplateId=a1234000004CYiDAAW
&DocuSignVisible=1
&DocuSignIgnoreOCR=0
&DocuSignSendReminders=1
&DocuSignRemindIn=3
&DocuSignRemindAgainIn=3
&DocuSignSendAsUserId=00580000003Jfs3AAC
&DocuSignBrandName=TestCompany
&DocuSignEndpoint=demo
&SelectTemplates=1
&FP0=1
&DocuSignR2Name=Steve+Tester
&DocuSignR2Email=steve#testing.com
&DocuSignR2Role=Signer+2
&DocuSignR2Type=Signer
&DocuSignR2RoutingOrder=2
Are you using a DocuSign template for this?
If you are then you should check the recipient type for each signer in the template is correct.
If the template isn't an issue then you may want to contact conga support for assistance in mapping roles to different signer types
I'm building a static website in Azure and want to use this function:
https://learn.microsoft.com/de-de/azure/static-web-apps/authentication-authorization
When I try to invite a user, it explains that an administrator as to accept this invitation, but where does he have to do this? I cannot see an option for this in portal.azure.com
it also seems not to be possible to "preload" the roleassignments to the users. because on the "acccessmanagement" site for this website in portal.azure.com it grants the access to the complete resource in portal.azure.com, but I just want the user to use the website.
Any ideas?
Thanks,
kind regards
If you are following the invitation instructions in that document, you need to copy the link from the "Invite" link box and actually send it to the person.
Navigate to a Static Web Apps resource in the Azure portal.
Under Settings, click on Role Management.
Click on the Invite button.
Select an Authorization provider from the list of options.
Add either the username or email address of the recipient in the Invitee details box. For GitHub and Twitter, you enter the username. For all others, enter the recipient's email address.
Select the domain of your static site from the Domain drop-down.
The domain you select is the domain that appears in the invitation. If you have a custom domain associated with your site, you probably want to choose the custom domain.
Add a comma-separated list of role names in the Role box.
Enter the maximum number of hours you want the invitation to remain valid.
The maximum possible limit is 168 hours, which is 7 days.
Click the Generate button.
Copy the link from the Invite link box.
Email the invitation link to the person you're granting access to your app.
In Salesforce, I am using the Salesforce Gmail extension tool to associate emails to the user object (not the contact object). But in Salesforce I can only find the email if I search for it specifically; I cannot see emails associated to a user from the user screen/form similar to how you can see related activities under a contact. Question: is there a way to see emails associated to a user object on the user screen/form? Can this feature be enabled somehow? Thanks in advance.
it is not possible in a standard way because the email shows up that subsist in your user object in user object all data like username password exist but I can create logic in custom apex class to do this with some triggers .its sound like integration with Gmail https://help.salesforce.com/articleView?id=app_for_gmail_setup_considerations.htm&type=5
We use Docusign within our Salesforce instance, we have a couple of different options when selecting Recipient ID verification, SMS, Knowledge based, etc..My question is where would I tell Docusign to default on a specific authentication process.
For example. Say I click a Docusign Status button on the opportunity, it automatically brings in the recipient from set as the primary contact of the opportunity, and uses the CEM ,subject etc... from Docusign. Where can I if anyplace, dictate to have an ID verification method on?
Called Docusign Support, Apparently the only parameters you can pass into the button is for the SMS Verification and the Code Verification. The KBA authentication is not supported yet.
We have Salesforce prod/live account, where we needed to add DocuSign.
While clicking the DocuSign tab under Saleforce tab "DocuSign Admin",
we are getting error message like this: "Sorry you do not have access to this page".
Also in the Layout Tab, adding Remote URL is not working.
If i add "Send with DocuSign" with any object like Account and click that button, it giving authentication error message like this:
Can anyone help/guide me to find out the issue and resolve.
Got response from DocuSign Support team about this issue.
Hi Yousuf,
Welcome to the DocuSign Support Community!
It sounds like you have a trial DocuSign account. If that's the case, DocuSign Services that are available for a Free Trial may not include or allow access to all features or functions.
If you have further questions, please let us know.
Thank you.
Donna
DocuSign Support Community Moderator
https://docusigncommunity.force.com/CSP_Answers?question=9061W000000boYb