arrow-left Back to Docusign.com

APIs and SDKs

Find answers to your Docusign API and SDK questions.

  • 131 Topics
  • 245 Replies

131 Topics

J
Newcomer
jay1994Newcomer
asked in APIs and SDKs

Docx file corrupted after signing - This PDF file is encrypted and can't be opened

Attached sample docx seems to be corrupted after signing and trying to open via microsoft work , the docx has been signed via eSignature APIS. 

1
Alexandre.Augusto
Docusign Employee
17 days ago
E
Newcomer
ericwu-bluefleetNewcomer
asked in APIs and SDKs

Can I have multiple production application keys from multiple companies?

I represent an ERP from which my customers (Business) will emit signable documents.Currently, if my customer requires a Docusign integration, we ask them to create an appdemo account so that we (, logging in with their credentials, ) can create and configure the App & Key credentials, security settings, etc. Then, when the tests are finished, they have to provide another (this time, paid) account so we can link it with their previous development account.My intention is to create the App & Keys from my Docusign enterprise account for each of these customers whenever they require a Docusign integration. Then, when I finish the mandated 20 integrated tests, I would send them the OAuth link so they can login and authorize using their subscribed account.By doing that, I intend to keep all integration keys my ERP uses in a single, managed, account.Is there an issue here? Should I not be doing that? Is this behavior expected? And if not, what are the alternatives? 

4
E
Newcomer
19 days ago
J
Newcomer
JohnDeoNewcomer
asked in APIs and SDKs

Is it possible to use the custom fields as a placeholder inside email to fill some data dynamically. So that the creator of envelope just fills in the information in the custom field and it will be used in the email body/subject etc..

Is it possible to use the custom fields as a placeholder inside email to fill some data dynamically. So that the creator of envelope just fills in the information in the custom field and it will be used in the email body/subject etc..

1
Alexandre.Augusto
Docusign Employee
19 days ago
J
Newcomer
jnjnjnjnjnjnjnjnjnNewcomer
asked in APIs and SDKs

adding check boxes

I'm using Power Automate to add checkboxes to a document. The requirement is to include three checkboxes, with only one selectable at a time. How can I achieve this?

3
Michael.Rave
Docusign Employee
20 days ago
M
Newcomer
MJTNewcomer
asked in APIs and SDKs

How to use the genAndConvertEnvelope endpoint with Apex?

We have a request to automatically generate a docusign gen template that contains merge fields from an opportunity then automatically send it.I found this video on YouTube https://youtu.be/cjOFo_j1PS0?si=FG-Sz0Qna9dUbfq5Which uses the genAndConvertEnvelope endpoint and provides a code example in the link but I’m new to Apex and stuck as to how to use the genAndSendEnvelope end point to go one step further and send the generated document via the api.Does anyone have any apex code examples they could share or any advice on how to do it please?I would like to do it with combination of flow and invocable apex where flow passes recordId, docusign templateId (with merge fields), recipient name and email as invocable variables to the apex class then use an at future method to make the callout to generate the document, create envelope, add generated document to envelope, set recipients and then send to recipient.Has anyone done something similar?https://developers.docusign.com/docs/docgensend-

1
C
Docusign Employee
21 days ago
C
Newcomer
ChristinahoffNewcomer
asked in APIs and SDKs

2 Updates in 1 week

There have been 2 updates to this product this week. The first worked best for me because my most recently used template was shown on the main page but now you’ve taken it away, again. Why must your progress always include more clicks for the user? The same happened with the Outlook Add-in, so I stopped using it.  If you are going to continually change the main page, you should include user preferences for defaults so we can see what we need and not have to register multiple, useless clicks to get where we need to go. 

1
S
Docusign Employee
23 days ago
T
Newcomer
thomas_mrNewcomer
asked in APIs and SDKs

CSP error for SMS validation in iframe

HelloI'm trying to integrate the signature process directly into my application.On the server side, I'm using the PHP SDK, and on the front, I'm using Docusign JS.I manage to create an envelope, retrieve the URL and initialize my HTML element (following this documentation: https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/#docusign-js).The signature process works correctly.However, I'd like to add a verification of the signer's identity by sending him an SMS.So I added the "RecipientIdentityVerification" object in my PHP.Now I have an error in my console: Content-Security-Policy: The page parameters have prevented the loading of a resource at https://verify-d.docusign.net/App/Callback ("frame-src").I've tried modifying the content security policy by adding frame-src 'self' *.docusign.net but it doesn't change anything.However, when I open the URL returned by Docusign in a new tab of my browser, I'm redirected to https://verify-d.docusign.net/App/Callback t

1
C
Docusign Employee
23 days ago
M
Newcomer
MJTNewcomer
asked in APIs and SDKs

Use invokable Apex and Flow to automatically generate a gen template, add it to an envelope and send it.

​I want to use invocable apex and flow to automatically generate a gen template, add it to an envelope and send it.Does anyone have any code snippets/examples they can share on how to achieve this? 

1
A
Docusign Employee
23 days ago
M
Newcomer
MaxNewcomer
asked in APIs and SDKs

How to populate the fields values from my database into a document template and send it to different email addresses?

I have a requirement to populate values from my database into the attached document in the template while sending to different users dynamically via API. Any insights?

1
Alexandre.Augusto
Docusign Employee
23 days ago
J
Newcomer
Joel LopesNewcomer
asked in APIs and SDKs

Phone Authentication with editable phone number and country code with PropertyMetadata ?

Hello,We are DocuSign C# SDK.We are configuring recipient identity verification through phone authentication with IdentityVerification < Signers < Recipient < EnvelopeDefinition We have IdentityVerification = new RecipientIdentityVerification{                WorkflowId = _signatureSettings.PhoneAuthenticationWorkflowId,                InputOptions = new List<RecipientIdentityInputOption>                {                    new RecipientIdentityInputOption                    {                        Name = "phone_number_list",                        ValueType = "PhoneNumberList",                        PhoneNumberList = new List<RecipientIdentityPhoneNumber>                        {                            new RecipientIdentityPhoneNumber                            {                                Number = signer.Phone.Number,                                CountryCode = signer.Phone.CountryCode,                            }                        }              

1
T
Docusign Employee
23 days ago
E
Newcomer
Ejaz AshrafNewcomer
asked in APIs and SDKs

DocuSign Redirect Url

we have embebed DocuSign with our web application for signing documents. we are facing an issue that when someone first time sign a document using embebed DocuSign : after signing DocuSign is not redirecting to the url that is specified as redirect url in DocuSign developer account. but after first signing it is redirecting to the correct url.

1
Alexandre.Augusto
Docusign Employee
24 days ago
J
Newcomer
JeffKaufmanNewcomer
asked in APIs and SDKs

Template fields in API

I have a template that I would like to pass data into before sending for signature. i see some fields in the template now but can’t update them. I would also like to add new fields. I’ve looked everywhere but can’t figure out how to do that. Can someone point me in the right direction?I am using laravel php, and have built a service to the template in an envelop as well as a webhook that is updated when the document is signed, so I know I am close. I would say I was tearing my hair out about this but I am bald.

1
Alexandre.Augusto
Docusign Employee
24 days ago
S
Newcomer
Saragadam BhanuNewcomer
asked in APIs and SDKs

How DocuSign manages the data of different customers in  Multi-tenant developer account for ISV . 

Hi TeamHow DocuSign manages the data of different customers in  Multi-tenant developer account for ISV . 

2
Jeff.Daviscourt
Docusign Employee
24 days ago
R
Newcomer
RyanTranNewcomer
asked in APIs and SDKs

Error: Access token with Authorization Code Grant

I’m trying to get the access token.URI: https://account-d.docusign.com/oauth/tokenheaderAuthorization: base64 encoded of integration and secret.bodygrant_type: authorization_codecode: Code from the auth response. But I got the reply {    "error": "invalid_grant",    "error_description": "unsupported_grant_type"} Any idea what I’ve done wrong?

2
R
Newcomer
25 days ago
M
Newcomer
MJTNewcomer
asked in APIs and SDKs

Unrecognized base64 character

I am trying make a http callout to the genAndConvertEnvelopes Api to generate a document and save it back to Salesforce and it is failing to due to the below error:System.StringException: Unrecognized base64 character:Apex code below can anyone help?public class docusignGen_And_API {       @InvocableMethod(label='docusignGen_And_API')    public static List<String> sendEnvelope(List<String> record) {        System.debug(record);          Id recordId = record[0];        System.debug(recordId);        gen_and_convert(recordId);        return Null;    }        @future(callout = true)      public static void gen_and_convert(Id recordId){                       String jsonBody = bodyJSON(recordId);          System.debug(jsonBody);         HttpRequest req = new HttpRequest();        req.setEndpoint('callout:{namedCredential/restapi/v2.1/accounts/{accountId}/envelopes/generate_and_convert');        req.setHeader('Content-Type', 'application/json');        req.setMethod('POST');     

1
JohnSantos
Digital Collaborator
26 days ago
D
Newcomer
doronWNewcomer
asked in APIs and SDKs

focused view fails in safari

Hey,I have implemented focused view in my application and it works when i use chrome,but when i use safari it fails and I get’s stuck in an endless loop of loading.this is the message i’m getting: ```Refused to load https://demo.docusign.net/Signing-*********insession=1&ti=3c31d6822d2******fc4 because it does not appear in the frame-ancestors directive of the Content Security Policy.```important to note that: the frame-ancestors directive also includes the domain from which i’m running the code.in addition i get this errors too:1:```Error while parsing the 'sandbox' attribute: 'allow-downloads' is an invalid sandbox flag.```2:```https://apps.dev.docusign.net/cdn/integration/1ds/widgets/@embedded/signing-ui/*****/js/1ds-bundle.js.map[Error] Failed to load resource: the server responded with a status of 403 () (1ds-bundle.js.map, line 0)```and a few more...will appreciate any data about why it happened and how to solve it. 

1
Renan Araujo
Docusign Employee
26 days ago
B
Newcomer
bjones8888Newcomer
asked in APIs and SDKs

Security setting to disallow saving notification email as MSG

I have an Outlook add-in that saves an email from a mail folder to a .MSG file and moves it to a case management system.  Some messages are not exporting. One common factor is DocuSign.  I’ve tested this successfully with my own DocuSign notifications (as a recipient). I’m wondering if DocuSign has a security setting that might be blocking the saving of the email as MSG.Is anyone aware of such a setting within DocuSign?

1
Derrick.Tran
Docusign Employee
26 days ago
E
Newcomer
etemkinNewcomer
asked in APIs and SDKs

Trouble with Send with DocuSign Apex action with Salesforce Flow

We have a record triggered flow that no user will be involved in. A web form will be coming in from our website and trigger the flow and if it meets certain criteria we want a DocuSign envelope to be sent to the two email addresses we have gathered in the process.  Again, we will not have a user clicking a button or interacting with the template/envelope at all.When I test my flow, I get no errors but I also cannot find the DocuSign envelope that was created. We are using the standard ‘Send with DocuSign’ apex action within the flow. Is there a way to troubleshoot the standard apex action?  

3
Derrick.Tran
Docusign Employee
26 days ago
Y
Newcomer
YevheniiBondarenkoNewcomer
asked in APIs and SDKs

Create link for singing template

Hello! I have a node.js application. I need 1 template. At any time I will want to fill out the data in this template, after that create a link for the user to sign in DocuSign. Also I want to receive a call back after successful signing.I don’t understand how to implement it in node.js

1
Renan Araujo
Docusign Employee
27 days ago
V
Newcomer
Varsha PunjabiNewcomer
asked in APIs and SDKs

Unable to populate data on Docusign Template using docusign envelope action element in Omniscript

We have created Docusign template in Docusign Developer account and fetched this template in Salesforce Org via Omnistudio docusign setup. The latest template was fetched in Salesforce org, we have invoked this template for e-signature in Omniscript Using Docusign envelope action element and have also invoked the respective data raptor transform which should ideally dynamically populate the data in Docusign Template when the data label is same as data raptor Transform Docusign Output field. Currently the values from DR Transform are not populated though DR transform is returning the required data.

1
Renan Araujo
Docusign Employee
27 days ago
R
Newcomer
RadhikaNewcomer
asked in APIs and SDKs

Error code : badrequest Response :{"error":"invalid_grant","error_description":"unsupported_grant_type"}

Hello,         I am developing an integration from Workday to DocuSign to pull the completed documents into Workday. I am getting following error when trying to authenticate to the endpoint - https://account-d.docusign.com/oauth/token to get the access tokenError code : badrequestResponse :{"error":"invalid_grant","error_description":"unsupported_grant_type"}I have the following Grant type which works fine in Postman. In addition to grant type, assertion key is generated which is passed along with grant type in Workdayassertion=@{props['jwt.assertion']}&grant_type=urn:ietf:params:oauth:grant-type:jwt-bearerPostman: 

1
Renan Araujo
Docusign Employee
27 days ago
C
Docusign Employee
Community UserLegacy User
asked in APIs and SDKs

We bought an account form docusign. we cant able to create apps or integration key in API and Keys.

We bought an account form docusign. we cant able to create apps or integration key in API and Keys.

5
Renan Araujo
Docusign Employee
27 days ago
S
Newcomer
SaravanaNewcomer
asked in APIs and SDKs

Facing Issues

Hi I am facing these kind of issues  {    "error": "invalid_grant",    "error_description": "no_valid_keys_or_signatures"}in jwt token to get Access tokeni give prpoer integration , secreat and private key but facing same issues so, how can i solve that oneSo any one have a sample application for jwt grant type , please send as the zip format

4
Renan Araujo
Docusign Employee
27 days ago
V
Newcomer
VeerabhadraNewcomer
asked in APIs and SDKs

Error while requesting server, received a non successful HTTP code with response Body: {"error":"invalid_grant","error_description":"user_not_found"}

Error while requesting server, received a non successful HTTP code with response Body: {"error":"invalid_grant","error_description":"user_not_found"} getting in preproduction

1
Renan Araujo
Docusign Employee
1 month ago
A
Newcomer
arc_ec1Newcomer
asked in APIs and SDKs

Sandbox testing

Hi,I have recently signed up to the sandbox version of Docusign as I want to get up to speed with some of the functionality. A colleague of mine is also using the sandbox version as we would like to collaborate on some of tests. Unfortunately, despite numerous attempts to collaborate in the sandbox version e.g. add each other as contacts/users/send emails/share templates, we have not been able to do so. I would like to understand whether the sandbox version of Docusign allows colleagues to collaborate on it? If so, what steps do we need to take to ensure we’re both using / viewing the same version (as none of our attempts so far have worked)? Please note: we already have a Docusign account for our organisation (which we prefer not to run numerous tests on), hence the sandbox version is to try out different tests outside of the account. Thank you,Emma

4
D
Newcomer
1 month ago

Badge winners

  • 1st Reply Posted
    jsilberberghas earned the badge 1st Reply Posted
  • 1st Question Posted
    jsilberberghas earned the badge 1st Question Posted
  • 1st Reply Posted
    Iorgo2has earned the badge 1st Reply Posted
  • 1st Question Posted
    ChelleShas earned the badge 1st Question Posted
  • 1st Question Posted
    ORourkehas earned the badge 1st Question Posted
Show All Badges
Code of Conduct

Docusign Community

Code of Conduct