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Questions tagged [docusignapextoolkit]

57 questions
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Docusign Gen for Salesforce

I am using Salesforce DocuSign gen product. I have a requirement to generate documents systematically in Salesforce and associate it with one of the custom objects (lic_documents__c is a child object for another custom object). I could not find the…
nandu
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OAuth Flow for Sender Using Apex Toolkit

I've developed an invokable Apex method that leverages the DocuSign Apex Toolkit for preparing and sending an envelope via a Salesforce flow. The only issue I'm having is when it is invoked by a Salesforce user, that has been added as a DocuSign…
user3525629
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Enable CFR11 Setting in DocuSign Account

Kindly help how can I get CFR11 settings enabled in my DocuSign Sand Box or Demo Account?
user1430372
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How to use apex toolkit to control sender/signer notifications?

I’m looking to control sender/signer notifications using apex toolkit. How can this be completed?
Brandon Miller
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How to avoid saving document in Salesforce using DocuSign app launcher

I am trying to implement a functionality where document should not be saved in Salesforce after filling and signing the DocuSign form. It should be saved only in DocuSign account in DocuSign app launcher
Rakesh
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DocuSign Apex Toolkit Create Envelope with multiple datasources

I am very new to DocuSign and trying to create a proof-of-concept for integrating DocuSign with our own Managed Package for Salesforce. I understand how I can create an envelope, how to create a document based on a template, how to fill it with the…
afeta96
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Error: "Please verify that you have been granted access to DocuSign"

We are using esignautre app luncher (Apex toolkit) in Salesforce, the user has "DocuSign User" Permission. The user is getting this below error when is retrieving the template using the app launcher. When below page loads, it calls…
Amer Bearat
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adding checkbox to 2 Roles on DocuSign template

I'm creating a docusign template. I have 2 recipients on the template. I want the checkbox be ediable by both recipients. Example, if recipient 1 selected the checkbox, recipient 2 should be able to unselect the checkbox. Im doing the configration…
Amer Bearat
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add custom tabs without recipients to the document DocuSign

We are using docusign apex toolkit. is there a way to add custom tabs without recipients to the document? we want to add all merge field to the envelope and be able to review them before we add the recipients. right now, we create custom tab. Then,…
Amer Bearat
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View document link in salesforce using DocuSign Apex toolkit

We are using Docusign Apex toolkit in Salesforce. We create an envelope in draft Status. Can we view the envelope in draft status in Salesofrce using a link by document id.
Amer Bearat
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Retrieving the Signed Document from Salesforce Files

I'm looking for a way to retrieve the signed document from the Salesforce Files object after the document has been saved back to Salesforce. Right now, I have 2 documents in my files object, one unsigned and one signed. How do I get the signed one…
Aaron Pettitt
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Unable to send record for docusign signature

I am using Docusign for Esignature Salesforce Managed package. Enabled send as System user option with a docusign admin user. but when I am trying to send the record for signature through apex I am facing below error "A Mergefield value for a tab…
Rupesh
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Not Receiving Email Notification for "Skip Payment" Option in DocuSign

I have integrated DocuSign into my application and enabled all the necessary notification events in my developer account. When a payment is made using DocuSign, I am able to receive email notifications to the recipient. However, when I use the "Skip…
Gurinder Singh
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DocuSign optional signing without opening the document

I am using docusign apex toolkit for creation and signing of my Docusign Envelope Template. I have a text field on the basis of which i am deciding whether the signing of the document should be required or optional. I want to achieve i.e when it is…
EhtU
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In Docusign Envelope object Envelope Configuration Field is not populating from apex

I am trying to send my opportunity record for docusign signature through apex, I would like to add some customised apex logic for which i need envelope template id, but its not populating under the object "Docusign Envelope" the value is null, but…
Rupesh
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