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Our new Community is LIVE! Ok, so it’s finally here...drumroll please...?You can find a link to our brand spanking new community here, make sure to refer your colleagues as well! https://community.company.com/You should see our new community as a one stop shop to answer all of your most pressing needs. Can’t find an answer? Simply post a question on the community! Of course, if you still want to contact our support team you can do so here! Everyone has their own profile on the community, and can vote on ideas and suggestions. We even have a points leaderboard too, so look out in case your name appears there. We will be giving points to the users who answer the most questions on the community, are the most active and post the most popular requests in the ideation section. We can also reward badges to our users…so keep an eye out for that too. That’s it for now! Any questions...ask the community! - Frank
If you're building agent-driven workflows with Docusign and Salesforce, this is your starting point.This guide brings together the most relevant developer resources to help you connect agreement data to Salesforce, power Agentforce agents with real-time agreement intelligence, and design end-to-end workflows using Docusign IAM.👉 Have questions or want to share what you're building? Drop a comment below. We’d love to hear how you’re using Docusign and Agentforce together.Start with the architectureUnlocking Agreement Intelligence in Salesforce with Docusign IAM and Agentforce New to the Docusign + Agentforce integration? Start here for a clear overview of how everything fits together.This post explains how Docusign IAM integrates with Salesforce and Agentforce, what an end-to-end agreement workflow looks like in practice, and how teams are using agreement data to drive faster, more informed decisions. Read this first to ground yourself in the system design before moving into implementa
Can Agreement Manager - (formerly "Navigator") work with MS Office?
How Navigator has changed the way I work asdgsdg How Navigator has changed the way I work
How do I implement Workflow Builder (formerly Maestro)? How do I implement Workflow Builder (formerly Maestro)
We’re always updating our users on new features we launch via the community. It’s such a great way to communicate on a 1-to-many basis with our customers. Additionally, what’s even better is that we have started to launch beta testing groups on our community where we invite a certain number of customers to test new features before we release them. Not only does this allow us to iron out any bugs before a full roll-out, it also creates a real feeling of collaboration and togetherness between us and our customers. Such a great way to make sure you are building a product that really meets the needs of your end users!
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FixedFixedFix to the IncludeInDownload Flag in Supplemental DocumentsThe IncludeInDownload flag controls whether supplemental documents are included in downloaded envelopes. Due to an API bug, when the API receives document update requests, the flag was getting set true even if that was not a part of the update requests. This fix preserves the current value of the flag unless it’s specified as a part of the API requests.This fix is available in the Demo environment, and will be rolled out to all Production environments by the end of January 2025.Send feedback about this guide
New and Enhanced FeaturesNew and Enhanced FeaturesRelease Note ApplicabilityThis publication applies to the Demo and Production releases for January 2025, version 24.4.01.00. All datacenters have been deployed for this Production release.Important: Feature availability timing may vary. Each month, Release Notes include items from different parts of the Docusign product. Some of these areas have different release cycles, which means availability of the feature may vary. Items are available by the end of the month for which the notes are written, but may appear slightly before or after the release notes are published.Release Note CorrectionsThe following changes have been made to this document since its initial release:Update entry, Envelope Type Required by Default for New TemplatesCountry Code Dropdown for Phone Verification FieldsWith this enhancement, the Data Verification phone field group will provide a dropdown of country calling codes. Signers will now be able to select a country
Revision HistoryRevision History Revision Date Deployment Section Description December 21, 2024 Demo All content. First publication date. January 7, 2025 Demo New and Enhanced Features Update entry, Field Assist on Multi-Recipient Envelopes. January 8, 2025 Demo New and Enhanced Features Add image to entry, Trust Service Provider URL Format and New Branding Updates to Certificate of Completion. January 9, 2025 Demo New and Enhanced Features Remove entry, New Option to Void and Delete an Envelope. January 10, 2025 Production All content First publication date. January 15, 2025 Production New and Enhanced Features Update entry, Envelope Type Required by Default for New Templates Send feedback about this guide
Nouvelles fonctionnalités et améliorationsNouvelles fonctionnalités et améliorationsApplicabilité des notes de publicationThis publication applies to the Demo and Production releases for January 2025, version 24.4.01.00. Tous les centres de données ont été déployés pour cette version Production.Important : Le calendrier de disponibilité des fonctionnalités peut varier. Chaque mois, les notes de publications incluent des éléments de différentes parties du produit Docusign. Certains de ces éléments ont des cycles de publication différents, ce qui signifie que la disponibilité de la fonctionnalité peut varier. Les éléments sont disponibles à la fin du mois pour lequel les notes sont écrites, mais peuvent apparaître un peu avant ou après que les notes de publication sont publiées.Country Code Dropdown for Phone Verification FieldsWith this enhancement, the Data Verification phone field group will provide a dropdown of country calling codes. Signers will now be able to select a country from
APIAPI エンベロープを無効化するときのAPI動作のアップデート 2025年3月から数か月の間にエンベロープを無効化するAPIの動作が変更され、特に指定がない限り、無効化されたエンベロープが自動的に削除されるようになります。このアップデートにより、APIエンドポイントEnvelopes: updateが影響を受けます。 現在、送信済みのエンベロープを無効化すると、単にそのエンベロープの状態がvoided(無効)に変更されます。 このアップデートにより、送信済みのエンベロープを無効化すると、ステータスがvoidedに変更され、デフォルトで[削除済み]フォルダーに移動されます。無効化したエンベロープを削除しないようにするには、要求パスを使用してrecycle_on_voidクエリ文字列パラメーターを追加します。recycle_on_voidをfalseに設定すると、無効化したエンベロープが削除されなくなります。以下の更新されたAPIコール要求パスを参照してください。要求本文に変更は必要ありません。 /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}?recycle_on_void=false このアップデートは、2025年3月以降にデモ環境とすべての実稼働環境に適用される予定です。 このトピックの内容に対する改善点、誤字脱字の指摘など...
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