I still can not get these fields to map correctly, I will attach my config.xml file here in case someone can see what is wrong. The Docusign integration works until I add in the custom fields. If I put the custom fields in there, and submit something, nothing comes in and all I get is a server error 500, if I comment out the custom fields section it works again.

I recently applied KB1013564 update to the Docusign integration and am still not able to map custom fields. I have uploaded the current config file for Docusign / Laserfiche integration. Can anyone see what is wrong? I'm trying to set a custom field for the "On Signed" event.

<FieldValue name="Contact">%(CustomFields.FullName)

                                </FieldValue>

Also uploading the Docusign log file

Looking at the envelope data you provided, there aren't any CustomFields in there.  I'm guessing, though, that what you want is to map a tab, which your envelope does have some of.  Per the KB article, you should try

%(RecipientStatuses.0.TabStatuses.Full Name.Value)

or

%(RecipientStatuses.0.TabStatuses.FullNameCustom.Value)

(those being the two most relevant tab labels in the envelope you provided).

It seems like there might be confusion around what a "custom field" is. DocuSign terminology for signature tabs/tags/fields has changed a lot since the initial release of the DocuSign integration, so it is difficult to keep our documentation in line with their terminology. I will file a request to have it updated to the current DocuSign terminology.

For clarification: at the time of release, the term "custom fields" referred exclusively to what is now called "Envelope Custom Fields". I don't recall what exact terminology was in use for what is now called Custom Fields, but I believe they had just changed from Signature Tabs to calling them Signature Tags. They are now just called fields.

An Envelope Custom Field is an account-wide setting for a field to be sent with all envelopes found under preferences:

When configured, Envelope Custom Field show up here:

These envelope custom fields have been supported since the initial release.

A custom tab/tag/field is configured while creating or editing a document or template:

The new functionality in the KB Andrew mentioned is accessing the "TabStatuses" for an envelope, which allows you to pass information signers input on the actual document (such as filling out an email address) to Laserfiche. I do not believe this new functionality distinguishes between the "standard" and "custom" fields that you can add to a document.

Hi all,

I've just been trying to configure the DocuSign/Laserfiche integration to pull back a PowerForm in DocuSign to Laserfiche. To do this I've set up a user account called "API User" in DocuSIgn and set this account as the sender for the PowerForm. In the connect settings, it then pulls back any enveloped completed by "API User".

The document is pulled back into Laserfiche and all is working well, however I can't get any of the custom tab values to be mapped to LF fields, using Andrew's suggestion above. Here is what's set in the config file:

<FieldValue name="Client Name">%(RecipientStatuses.0.TabStatuses.Test.Value)</FieldValue>
<FieldValue name="Client Email">%(RecipientStatuses.0.TabStatuses.ClientEmail.Value)</FieldValue>
<FieldValue name="Date Signed">%(Completed)</FieldValue>
<FieldValue name="Job Title">%(RecipientStatuses.0.TabStatuses.JobTitle.Value)</FieldValue>
<FieldValue name="Description">%(RecipientStatuses.0.TabStatuses.DescriptionOfWork.Value)</FieldValue>

When the document is saved to Laserfiche only the "Date Signed" field is set, the others don't even appear on the document. I can only assume this is something wrong with the way I've configured it but I'm struggling to work out what....

If anyone has any suggestions please let me know!

Cheers, Dan