I'm using a DocuSign custom button. I have the document Id of the document I want added into docusign, on my object. Is there a way to automatically add the document using that Id?
The use case is, I'd like my user to hit the send via docusign button, and already have the document and the docusign envelop configured. If the document isn't there, they have to search for it.
On the object you are having you dosign functionality,if that object has any attachments then it will take automatically those attachments and move in to the envelope page.I think you need a custom button to add attachment to the related object than that attachment will get added automatucally.After cilcking send with docusign button you will able to see those attachments.
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We got a DOCUSIGN button to generate a PDF document and send it to the clients for the e-signature but we need the one-click button to preview the document without having to go through all the steps (Selecting template -> selecting recipients --> then clicking on preview button). Really appreciate it if someone could provide guidance here.
With DAL/Apex toolkit, there is no API function allowing to preview a document inside a template. However if an envelope was already sent in draft state, built based on this template, you can preview the envelope with the API function "getSenderViewUrl".
If you're interested, please refer to the documentation: https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/envelopeservice.html
I am trying to use Logic Apps to create a new page in my OneNote book whenever a new email comes from some particular DL. Now my query is how do I name my new page automatically as the OneNote connector in LogicApps doesn't provide that option?
I have tried changing the logic app json code but not able to find the correct logic where it needs to be changed.
The Page Content is just HTML. You basically need to set the head > title for the title of the page.
In Salesforce lightning I see a bell icon in the top right corner which displays notifications. I have a custom object and I would like to know if it is possible to create a notification inside Salesforce when the record value changes.
Yes, you can create a task whenever a record is getting changed on the desired object. Task will help you to get notified whenever a record is changed
Creating task based on record change can be done using apex triggers.
https://help.salesforce.com/articleView?id=tasks_enable_task_notifications.htm&type=5
I know this feature is available for the old Salesforce UI, but couldn't find anywhere how to pre-populate recipients using Docusign Lightning component.
Has anybody been able to solve it?
With SalesForce "classic" you could use a JavaScript button to prepopulate recipient info when the DocuSign Envelope is created. However, it appears that SalesForce Lightening does not support JavaScript buttons.
To customize "Send with DocuSign" behavior in SalesForce Lightening, you might try the following approach:
Create a Visualforce page that launches an APEX class controller that opens a URL.
Create a class to define that controller.
Create a new action on the opportunity and associate the Visualforce page to the action.
Add the Action to the appropriate area on the Opportunity page layout.
You can find a code sample for this type of implementation on this thread in the SalesForce Developer forum: https://developer.salesforce.com/forums/?id=906F0000000BWr4IAG. And, this other SO post shows an attempt to implement this approach to customize the Send with Docusign behavior: Customize "Send With Docusign" in Salesforce Lightning.
Note: I'm not a SalesForce developer and this answer is simply recommending an approach that others seem to have used in the scenario you've described.
I am sending contracts from Sf using Docusign apis. There is information table in the document. I need to add editable form fields to document, so that the recipient can edit them to correct the information. Also I need to sense the changes made by recipient. Is this possible? If so, how to do it?
The functionality exists and it's called Merge Fields:
https://www.docusign.com/support/salesforce/documentation/dfs-user-guide/user-guide/create-merge-fields-user
Hope this helps