I am using a demo instance of docusign connect for my development on salesforce platform. I noticed that Docusign Recipient Status record is not getting created. Docusing Status record which is the parent object is getting created thought. Any thoughts on why this is happening?
Thanks,
Related
Since September 30th, we started receiving errors while trying to create DocuSign Status records:
All envelopes must be in 'sent' or 'created' state with a valid DocuSign ID to create associated status records
We are using the EnvelopeService Apex Toolkit, and the exception is thrown after invoking the saveSentEnvelopes or sendEnvelope methods.
Sometimes it fails and sometimes it works, so we could not determine any pattern in terms of the envelope we are sending.
Moreover, the users are receiving the email with the envelope correctly.
This is a known issue for which a patch was released yesterday. Please update your DocuSign Apps Launcher to the latest version to resolve this
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 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
I have DocuSign and Salesforce connected, and am sending a DocuSign document from the standard Contact object. However, the DocuSign Status and the DocuSign Recipient Status are populating on the Account object. I have spoken to DocuSign Customer Support and they do not feel this is related to settings in DocuSign, but rather customization in Salesforce. I need to figure out why it is routing the status' to the Account object. Has anyone encountered this before?
The DocuSign Status will populate on any object related to the record the envelope is sent from. You can get have it not populate at all on the Account object by removing the Update Fields to Account in dsfs__DocuSign_Status__c object in DocuSign Connect, but that defeats the purpose of having the DS Status related list on the Account object at all. Unfortunately, the DocuSign status cannot be related to a single object as those objects have related records in SFDC themselves. The DS Status related list is org wide showing records with any relation to the sent from object.