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478 Topics
theschnack
Newcomer
theschnackNewcomer
asked in Embedded Signing
Send all event emails (review, sign, completed) to signers - even for embedded / integrations

We have built an integration with DocuSign, which essentially shares the envelope with the signer via our (Zingly’s) application.This is good, because it keeps the engagement between sales and service reps and their customers in the workspace. Having said that, in addition to the signer (customer) being notified that they can review and complete signing via Zingly, we would like to ensure the signer continues to get their “An envelope has been shared with you to review and sign” email from DocuSign.HOWEVER -- it appears that with DocuSign integrations (such as embedded signing), the integrations SUPPRESS all but the “completed signing” emails. (See link: https://support.docusign.com/s/articles/Why-aren-t-my-signers-receiving-DocuSign-Notification-emails?language=en_US)Can someone confirm whether embedded / integrations CAN or CAN NOT allow DocuSign’s native email / sms notifications to the signers to continue, in addition to the embedded integration? 

122
theschnack
Newcomer
1 day ago
S
Newcomer
soupy88Newcomer
asked in Embedded Signing
Refused to Connect JS errors

I created an app to prove the Docusign JS embedded signing with Focused View.  I am using C# at the server and JS/jQuery at the client.  I followed all of the steps in the article “How to request a signature using focused view” (https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-focused-view).Everything on the server side is fine, but when the JS code runs to load the document for signing, I get the following permission errors:Refused to frame 'https://apps-d.docusign.com/' because it violates the following Content Security Policy directive: "default-src 'self' https://js-d.docusign.com/". Note that 'frame-src' was not explicitly set, so 'default-src' is used as a fallback. Refused to connect to 'http://localhost:49618/05e7fec…/browserLinkSignalR/…ationData.browserId&browserId=b7e3-320d&clientProtocol=1.3&_=1728595245739' because it violates the following Content Security Policy directive: "default-src 'self 'https://js-d.docusign.com/". Note that

484
S
Newcomer
1 day ago
C
Newcomer
cemwalshNewcomer
asked in Web Forms API
Webforms Disconnected Template Fields

I have a template which I have turned into a webform. During creation of the web form I input a question  as a dropdown question stating “Do you rent or own” with the selection of “Rent” or “Own” as the dropdown options and in the “API value” I included the appropriate labels to connect these answers to the template field once the form is submitted. Because it is set up as a dropdown question the actual “API Reference Name” is automatically labelled as “Select_bfaQ9jlc” but as mentioned the “API Value” is “Renter” and “Owner” to correlate with the template. So, when I go to activate the form is says I have disconnected links. When I try to connect them, it wont let me choose the appropriate field to connect them to, so I move forward and activate it, and then go to test out the form, I fill it in and the information from the Rent or Own question does not get filled into the template. This happens for all my questions displayed in the styles of checkboxes, dropdowns, dates, etc.It seems

40
C
Newcomer
1 day ago
T
Newcomer
TomMilesNewcomer
asked in Salesforce/Apex Toolkit
How to update Merge Fields as Read-Only in DocuSign Using Apex

Hello DocuSign Community,I am currently creating an envelope with multiple merge fields positioned using anchor tags. The client edits these merge fields before completing the document, and the values are then written back to Salesforce. In another process, I want to send this document to another recipient using the Apex Toolkit and a trigger, which works well.However, I need the previously used merge fields to be read-only in this new context. I'm encountering challenges in recognizing these merge fields through anchor tags in Apex and setting them as read-only.Here’s a snippet of my code for context:dfsle.Recipient customer = dfsle.Recipient.fromSource( '*****', '********', null, s.roleName, new dfsle.Entity('*****')).withTabs(new List<dfsle.Tab> { new dfsle.TextTab() .withMergeField(myMergeField2) // Associate this tab with the mergeField .withReadOnly(true) // true = read only or locked .withAnchor(new dfsle.Tab.Anchor('\\test_1_text\\',

161
T
Newcomer
1 day ago
S
Newcomer
Sasi007Newcomer
asked in eSignature API
Power Automate - Add tabs for a recipient on an envelope

Hi All,In my document i have an anchor string “I:” in multiple places and the connector is adding at all places where it finds “I:”, but when I try to enter some values in those text boxes, same value is being taken automatically in every text boxes in the document. Sample ImageI entered - Test2 in the first text box and same value is being auto populated in other two text boxes as well. Can anyone help me on the same? RegardsSasikanth

31
S
Newcomer
1 day ago
H
Newcomer
hafsamanan43Newcomer
asked in Embedded Signing
Popup on embedded docusign page

When the user clicks on the finish button after signing the document, I want to show a pop up message while staying on the page. Is it possible to do? 

131
H
Newcomer
1 day ago
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Newcomer
dooveloperNewcomer
asked in eSignature API
Embedding signature does not appear

I’m trying to open a new tab from my application, allowing to an user sign an agreement. I have follow the tutorials, consult the API, test it with the API Explorer, and I’m not getting that the sign appear in the returned URL. I make two requests:https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipients/list/ https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createrecipient/The first one gives me all information I need to make the second one:{userName: “name”,email: “valid@email”,recipientId: “a number”,returnUrl: "http://example.org",authenticationMethod: "None"} This return a response 200 with a URL.When I open the URL in the browser, I can see the document but I cannot sign it. What am I doing wrong?

233
D
Newcomer
1 day ago
N
Newcomer
Nicholas H.Newcomer
asked in eSignature API
How to implement Fixed Signature request with "Focused View"

We are trying to use the “Request a signature using focused view” within our .Net Application (C#) and are having trouble using the Fixed Signature placement in the top right of the document. Note: The PDF’s we are having signed cannot be setup with the anchor because they will be invoices coming from multiple customers.  We have it working using the anchor but when we switch to the fixed XPosition and YPosition, the document gets submitted and we can display it but the signature is not placed on the document. Here is the SignHere tab (comment is the working anchor). I tried width and height to see if it happened to be hidden 1 x 1 pixel, but no luck.   Are we missing something in order to get the fixed signature placement on the document?

272
N
Newcomer
1 day ago
N
Newcomer
NancyWuNewcomer
asked in eSignature API
Is there an API to download a csv file of completed envelope?

In the developer console, I can download a csv file with a  envelope.Is there a rest api that can download the csv?  

61
N
Newcomer
1 day ago
Y
Newcomer
YefanNewcomer
asked in eSignature API
Hello, I need help to integrate Docusign in our Net.Core web application

Hello, We’ve been asked to integrate eSignature in one of our internal web applications (named Talent) so our users can sign electronically during annual assessments.I’m in charge for integrating DocuSign in Talent using Authorization Code Grant flow. I have followed the example provided in GitHub and added another AuthenticationScheme in the client as the default one is already used.However, I met a CORS issue when calling DocuSign as a preflight request was sent before the original request and failed as the header “Access-Control-Allow-Origin” was missing.In my first attempt, I tried to enable CORS in the integration application from DocuSign “My Keys and Apps”, not working, then I implemented a CORS middleware following Microsoft documentation, but it didn’t solve my problem. So I need some guidance to implement the authentication to DocuSign correctly.The architecture of our application is 3-tier architecture: one client-server web application (Net.Core 6) and the database server.

91
Y
Newcomer
1 day ago
D
Newcomer
dbuserNewcomer
asked in eSignature API
Adding envelope custom field with a value upon envelope creation - how is it supposed to work?

 We have a Docusign integration where our backend service ( written in Laravel )returns an embed URL for the frontend to display embedded using the client side library,that all works fine and documents can be signed and viewed in DS portal. We have a requirement where users of the Docusign portal need to be able to filter Agreements by a clientName which we pass as a "custom envelope field" when we programatically create the envelopefor the document, called clientName.it’s something like: private function buildCustomFields(array $fields) { return new CustomFields( array_map(function ($key, $item) { return new TextCustomField([ 'name' => $key, 'value' => $item['value'] ?? $item ]); }, array_keys($fields), $fields) ); } is there any way to1.) verify that the envelope has been created with a value for this custom fieldbecause when I choose to “include envelope custom fiel

70
D
Newcomer
2 days ago
E
Newcomer
Elodie_AngeNewcomer
asked in SDKs
Can't create neither anchor neither fixed positioning for signing

HiI am currently trying to place the SignHere tab.I have tried the anchor but have found out that my document, generated by the FPDF library, is not machine readable. So I have changed my mind and am now trying to place a fixed position to the SignHere tab. But it isn’t working either.It seems like my pdf is treated like a whole and not like pages.Is that possible ? Could this be the reason ?If so, how can I do ?Thank you for your help.

343
E
Newcomer
2 days ago
R
Newcomer
Renato JuvencioNewcomer
asked in Go-live
API Publicada para produção

Recentemente eu criei um APP para realizar algumas integrações e após a finalização do desenvolvimento, realizei o processo de Go Live.Após a aprovação e selecionar a conta para qual deveria ser destinado, nada aconteceu.Meu app na conta de desenvolvimento é apresentando com o Enviroment Production, mas não consigo visualiza-lo na conta de produção.     Primeiro realizei o procedimento em uma conta de desenvolvedor, aguardei 3 dias úteis e não obtive sucesso.Realizei o mesmo procedimento em uma segunda conta de desenvolvedor e também não obtive sucesso.

81
R
Newcomer
2 days ago
L
Observer
lynaleObserver
asked in eSignature API
UI (non scripted) Custom button is hidden

I had a scripted CUstom button, then undeployed this script and disabled it in the Config page.  Now there is only 1 custom button enabled, the UI Custom button.  I am not sure how or what the trigger was added on the UI custom button and now hides it whenever the button is clicked (signing into Docusign).   How do we make the “SS Send Credit App” button not hidden on the Customer form after logging into Docusign?  or which scripts may have been impacted? 

61
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Observer
2 days ago
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Docusign Employee
Alessandro GastaldiDocusign Employee
asked in eSignature API
API integration

Hi team,i have this error:Error:"Error while requesting server, received a non-successful HTTP code [400]"Response Body:O:8:"stdClass":2:{s:5:"error";s:13:"invalid_grant";s:17:"error_description";s:16:"issuer_not_found";}We have created both the public and private keys, using the private key for authentication. We have also used the user ID and Integration Key, and the connection server set to account-d.docusign.com. It seems that we do not have the necessary permissions to connect.Could you please assist in resolving this issue?Thank you!

91
A
Docusign Employee
3 days ago
W
Observer
WenddyObserver
asked in General
Albato integration

Are you planning an integration with Albato?It is a no-code automation platform with a vast library of apps - https://albato.com/apps

91
W
Observer
3 days ago
N
Newcomer
NancyWuNewcomer
asked in SDKs
Where can I find the PowerForms SDK guide?

I saw in this document that PowerForms has an SDK Method,https://developers.docusign.com/docs/esign-rest-api/reference/powerforms/powerforms/createbut I can't find the SDK guide for PowerForms, or the maven dependency.How should I use the SDK Method for PowerForms?

191
N
Newcomer
3 days ago
F
Newcomer
fufufafaNewcomer
asked in eSignature API
Cannot get access token from jwt signature

I tried to follow these page to get the access token from JWT.this is what i dofollow this link https://account-d.docusign.com/oauth/auth?response_type=code&scope=impersonation signature click.manage click.send&client_id=xxxxxxxxxxxxxx&redirect_uri=http://localhost Click allow access Got redirected through http://localhost/?code=JWT_TOKEN_TO_BE_COPIED I copied the code from above query params Then curl by  curl --location 'https://account-d.docusign.com/oauth/token' \ --header 'Content-Type: application/x-www-form-urlencoded' \ --data-urlencode 'grant_type=urn:ietf:params:oauth:grant-type:jwt-bearer' \ --data-urlencode 'assertion=JWT_TOKEN_TO_BE_COPIED' Instead i got this response { "error": "invalid_grant", "error_description": "user_not_found" }  Could you guys help Thank you  

131
F
Newcomer
3 days ago
C
Newcomer
chenryNewcomer
asked in eSignature API
Unable to render focused view

Refused to connect to 'https://telemetry-d.docusign.net/api/v1/TelemetryWrapper' because it violates the following Content Security Policy directive: "connect-src 'self'Is preventing render and im using v2 of the api $recipient_view_request = new RecipientViewRequest([ 'assertion_id' => $assertion, 'authentication_method' => 'none', 'client_user_id' => $userId, // must match with clientUserId set on the signer 'return_url' => $_SERVER['HTTP_ORIGIN'] . '/coeus/?tab=success&signed=1', // Where to redirect after signing 'user_name' => $name, 'email' => $email,]);

352
C
Newcomer
3 days ago
T
Newcomer
test_authentication_code_grantNewcomer
asked in General
Error: "javax/ws/rs/core/Configurable"

Hi everyone,I have created a DocuSign microservice using JHipster. When I make a POST request, I get a 500 error, and it requires javax.ws.rs.core.Configurable (see attached image for the error).  In the pom.xml, I am using the jakarta.ws.rs-api dependency to avoid conflicts with Eureka, which otherwise fails.Does anyone know how to solve this issue or have any suggestions on how to manage the dependency correctly?Thanks a lot for your help!POM: 

272
T
Newcomer
3 days ago
T
Newcomer
Test AppNewcomer
asked in eSignature API
Do i need a signer to create an envelope via API

Product - ESignature.On the API, can i create an envelope with out having a signer. I want to build a feature for secured file drop.

131
T
Newcomer
3 days ago
H
Newcomer
hrtNewcomer
asked in eSignature API
Different notification emails per recipient with email resource file

I want to use the DocuSign API to send different custom emails to different recipients of the same envelope. I gather this can be done in normal cases using the emailNotification parameter when creating a signer recipient, but I’m sending custom-branded HTML emails using an email resource file. When I try sending a test envelope with the parameter - "signers":[{..."emailNotification":{"emailBody":"TEST EMAIL BODY","emailSubject":"TEST EMAIL SUBJECT"}}] - it’s ignored and I get the regular branded email from my resource file.Is there a way to create separate emails for different recipients of the same envelope while using an email resource file? Should I be able to insert custom text within EnvelopeActivation_HtmlBody in the resource file using [[Data:emailnotification.emailbody]], or else an Envelope Custom Field or something?

262
H
Newcomer
3 days ago
C
Newcomer
chris-SWAYPCNewcomer
asked in eSignature API
Insert Signature at the End of Pages Dynamically

Hey there,I’m looking to create documents dynamically using the DocuSign API. Since the content of these documents is generated dynamically, the number of pages can vary significantly. I would like to know if there is a solution that allows for automatically placing a signature field at the end of each page, regardless of the total page count.Is there a method or feature within the API that enables this functionality? Thank you in advance

202
C
Newcomer
4 days ago
H
Observer
HighlandsObserver
asked in General
The payment amount you entered is less than the minimum allowed

I keep getting this error: The payment amount you entered is less than the minimum allowed

112
H
Observer
4 days ago
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How to Create a Mail Merge in Docusign

Hi! I just published a new YouTube video on how to create mail merge documents in Docusign without using third-party tools.You will learn how to set up document templates, merge fields, and even automate document generation directly in Docusign to save time and eliminate manual errors. You can find it here: PS: join me every Wednesday at 9 AM PST during a free Q&A session. Click here to register! Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

130
sofian_solusign
Troubleshooter
5 days ago

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