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  • 1,166 Topics
  • 12 Replies
1166 Topics
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New Voice
carlos.torres140New Voice
asked in eSignature API
Want to use a view url from docusign to embed it in a iframe and allow somebody that is not the signer to review the envelope

ok, this is my case. I’m using a template with a text fields that pre filled them using docusing sdk for C#. When i create the signerUrl using CreateRecipientView method, all is ok; but when I use CreateSenderView and the status is “sent” those text fields are empty. So, basically I want to those text fields (like, name, office, phone number) even when the status is sent or completed. Even I get the PDF document using “GetDocument” and it does not shows the text fields. Should I use another field different than a text field?The main idea is to somebody else (different than the signer) to review the document (signed or not)

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New Voice
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Newcomer
sandeepsoni583Newcomer
asked in Salesforce/Apex Toolkit
How to write image on docusign template by apextooltip and change emailsubjectline, write html content using apextooltip.

Hi Team,Requirement: How can i change/replace docusign email subject line text(‘sandeep soni learning env sent you a document to review and sign.’) with required text. I am using salesforce docusign managed package and apex class for accessing and generating envelops. Example:    How to write salesforce notes&attachment images on docusign template using apex tooltip. Example: I have upload an image from salesforce flow and now i want to write that image on docusign template so whenever receive opens document for review, he should see that image. How to print Salesforce Rich text field value with html content like bullet etc on docusign template using apex tooltip. Example: In salesforce, i have richtext area field and i have below html content in this richtext area sf field: <ul><li>Option 1</li><li>Option 2</li></ul><p><br></p>  i want to write this html content on docusign template so whenever receiver opens document he

550
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Newcomer
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Docusign ACH Payments

Hi! I just published a new YouTube video on how to collect ACH payments directly through Docusign at the time of signing.You’ll learn how to:Connect Stripe, Authorize.net or Elavon as your payment gateway for ACH transactions. Embed payment fields into Docusign templates and web forms. Use conditional logic to collect different payment amounts based on the product or service clients choose on forms.Ensure payments are collected instantly at the time of signing! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

650
sofian_solusign
Troubleshooter
J
Newcomer
jzeitounNewcomer
asked in eSignature API
Automating DocuSign from HubSpot Without Sender Signature or Manual Intervention

Hi everyone,I’d like to automate a process between HubSpot and DocuSign where a document is sent out for signature to an external recipient (e.g. a client), without me, as the sender, being required to sign it.Here’s the situation: I’m using HubSpot to trigger workflows. I want HubSpot to automatically trigger a DocuSign envelope when a condition is met (e.g. deal stage changes). The envelope should go only to the external signer. I, the internal sender, do not need to sign the document, and ideally shouldn’t have to interact with the envelope manually. I'm concerned because my user is secured with 2FA, and I want to make sure I can still automate this securely. My questions: Is it possible to use the DocuSign integration (or API via middleware like Zapier/Make/Tray.io) to send a signature request without the sender being a signer? How would you structure the envelope and workflow to make this happen securely? Does the 2FA requirement on my account limit these automations i

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Docusign Employee
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Newcomer
BurhanNewcomer
asked in Salesforce/Apex Toolkit
How to adjust the size of dfsle sign tab in apex tool kit salesforce

How to adjust the size of dfsle signTabs, I want to make it bigger size, as standard size 100 is too small             dfsle.Tab signTabs =  new dfsle.SignHereTab().withAnchor(new dfsle.Tab.Anchor(System.label.Purchaser_Signature, false,false, 'right',  true,  true, 'pixels',  0,  0 )); 

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Community Moderator
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Newcomer
ruchika_jiNewcomer
asked in eSignature API
Mulitple docusign apps and connect within same account

i have docusign production account. can with one app created in it. is there an option to create another app ans use it to send envelopes.but app1 and app 2 callbacks should not overlap with each other

171
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Docusign Employee
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Newcomer
MuraliSNewcomer
asked in eSignature API
Getting error ENVELOPE_ALLOWANCE_EXCEEDED

Hi Team,I have got a developer account with unlimited envelopes, but I am getting error :: ENVELOPE_ALLOWANCE_EXCEEDEDThe portal shows this which suggests that we have only used 100 envelopes out of Unlimited. :: The limit did not reset in the hour interval. we waited to about 3 hours and made the call again, got same error.Any help, or pointers to help us fix this issue is greatly appreciated.

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Docusign Employee
P
Newcomer
PederziniNewcomer
asked in eSignature API
SMS and Whatsapp delivery for developer accounts

Hello everyoneWe use Docusign in our software to send requests through e-mail and I would like to test sending using SMS and WhatsApp as well so we can implement that in our production envirment.I’m using a developer account and our software connects to Docusing using the external applications only , like the imagge belowIs there any way to use the SMS or Whatsapp delivery method using this kind of integration?Even in our production enviroment it’s not possible to check that boxes: Every time we try to send using the SMS or WhatsApp method, we get a 'This account lacks sufficient permissions. Account lacks permission to send Envelopes over SMS' error. What do we need to do to resolve this issue? If one of our clients has this permission, will we be able to send an envelope using their credentials via SMS or WhatsApp?

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Newcomer
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Newcomer
nhugg12Newcomer
asked in eSignature API
AUTHORIZATION_INVALID_TOKEN on envelopesApi.CreateEnvelope

Morning,Hoping someone can help me out.I’m currently getting the below response when making the call “envelopesApi.CreateEnvelope(accountId, envDef)”:{"Error calling CreateEnvelope: {""errorCode"":""AUTHORIZATION_INVALID_TOKEN"",""message"":""The access token provided is expired, revoked or malformed. Authentication for System Application failed.""}"}I’m providing a valid access token to the call, and had previously had this working when using the link https://developers.docusign.com/token-generator/ to generate the Token for me while testing. When moving to automatically generate the token, the token provided is no longer working. Please see my code below for the whole process, I’m storing the the details in an object to access them, if these details are required please let me know:     Private Sub SendToDocuSign(firstName As String, lastName As String, email As String, body As String, docsignAttachment As String)        Dim baseUri As String = String.Format(oSetting.APITokenURL)     

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Newcomer
Karissa.Jacobsen
Docusign Employee
Karissa.JacobsenDocusign Employee
posted in General
Check out our latest blog post: From NIGO to STP: A developer's guide to custom data verification and the Connected Fields API

Sometimes it's the small things—like a missing field or a mismatched value—that end up derailing an entire agreement. In our latest blog post, we show how to build a custom data verification flow using Docusign’s Connected Fields API with extension apps. This solution combines two key components:• A connected fields extension app to verify data against your system of record• A Connected Fields API integration to send envelopes with verifiable fieldsTogether, they help turn NIGO (Not In Good Order) delays into STP (Straight Through Processing) wins.👉 Read the full blog: From NIGO to STP: A developer’s guide to custom data verification and the Connected Fields API. 

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Karissa.Jacobsen
Docusign Employee
S
Newcomer
skotlyarNewcomer
asked in eSignature API
Best way to extract specific document from envelope

Hello all, I am a developer using the eSignature API (specifically the Envelopes API) to construct Envelopes from multiple Composite templates.My goal: I have a use case where I need to download a specific document from a signed Envelope. I want to understand the best / most efficient way to accomplish this. After taking a look at the API documentation, I see that the only way to download a specific document from an Envelope is to use the EnvelopeDocuments:get API, which requires passing in the documentId. I also know that despite specifying unique documentIds in each composite template, the documentId field is not guaranteed to stay the same as the envelope assigns new values to avoid any potential collisions. (See Referencing ID values here). This makes getting the documentId challenging, and I am wondering what is the best way to accomplish this. After reading How to track recipients and documents when IDs change, I can think of three ways to identify a specific document:The article

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Newcomer
S
Newcomer
Sumayya YounasNewcomer
asked in eSignature API
Occasional Timeout Issue with DocuSign Response

We’re facing occasional timeout issues in our Production environment when connecting to the DocuSign API.The issue doesn’t happen every time but occurs randomly, with some DocuSign responses taking 5 to 6 minutes, causing our system to time out.We’ve verified that the issue is not related to our system's overall execution time, but specifically to the time it takes to receive a response from DocuSign. var envelopesOptions = new EnvelopesApi.ListStatusChangesOptions{ fromDate = DateTime.UtcNow.AddDays(-Convert.ToInt32(envelopeRequest.SendDay)).ToString("MM/dd/yyyy"),  folderIds = envelopeRequest.FolderId,  searchText = envelopeRequest.SubjectWord,  include = "recipients"  include = "custom_fields",  status = " completed " };The above-mentioned code is used to filter envelopes within a 1-day period using ListStatusChanges. We are getting more than 30 envelopes. After that, we take only those with loan subjects and use a foreach loop to list recipients based on the envelopes. This is the

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Docusign Employee
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Newcomer
RingwoodNewcomer
asked in eSignature API
CredentialSoap endpoint

I downloaded the DocuSignSample and put in my developer credentials and it fails with: javax.xml.ws.soap.SOAPFaultException: Response was of unexpected text/html ContentType.  Incoming portion of HTML stream: <html><head><title>Object moved</title></head><body><h2>Object moved to <a href="/API/3.0/Member/Error.aspx?aspxerrorpath=/api/3.0/api.asmx/">here</a>.</h2></body></html> I am using an end point of:  "https://demo.docusign.net/api/3.0/api.asmx/";I am not sure if my issue is the end point or something about my account. I am see help for other APIS, but not the  CredentialSoap used in the code. 

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A
Docusign Employee
A
Newcomer
AkshayNewcomer
asked in eSignature API
Security Appliance application Migration from one server to another server

Hello All,  Do you have idea how the URL is setup for migrating security appliance from one server to another? We at our organization are quiet struck to find the way to set this URL. have referred lot’s of guides but of no help.

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A
Newcomer
E
Newcomer
eliot75Newcomer
asked in Salesforce/Apex Toolkit
Generate contract (pdf) from Salesforce Opportunity (Apex)

Hello all,We have a button on our Salesforce Opportunities that redirects us to a standard Docusign page to generate the contract and get it into Salesforce files.Our button calls this url, providing the template id:{!URLFOR('/apex/dfsle__gendocumentgenerator', null, [sId = Opportunity.Id, templateId = 'a1OAZ0000007wXM2AY', recordId = Opportunity.Id, recordName = Opportunity.Name, title = 'Contrat'])} Once clicked, the contract is being generated and when we get back on our Opportunity in Salesforce, we can find the file related (pdf).   Our need is to replace that manual action using apex by calling Docusign API to generate and store it as file on the Opportunity. I have checked on forum, but did not find an easy to integrate solution, what would you recommend please? NB: We dont need to sign the contract, just to generate it   Thanks for your help!  

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Docusign Employee
K
Newcomer
kumar24sepNewcomer
asked in eSignature API
How to Achieve Better Sender Identification and Transparency in DocuSign Emails?

Hi DocuSign Community,I have a requirement where, whenever an envelope is sent through DocuSign, the recipient currently sees "docusign.net" as the sender's email domain (e.g., dse_demo@docusign.net). Instead, I would like the recipient to see the actual email address of the person who sent the envelope (e.g., john.doe@example.com).Here are my questions: Is it possible to achieve this using DocuSign APIs? Specifically: Can we dynamically provide a unique sender email address for every envelope we send through the API? Can this email address replace the docusign.net domain so the recipient sees the actual sender's email in their inbox? If the above requirement is not possible, what are the recommended solutions to achieve better sender identification and transparency? The goal is to provide better transparency and identification for recipients, allowing them to immediately recognize the sender. Let me know if this is achievable and what solutions can take me closer to this requirement.

351
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Docusign Employee
M
Newcomer
MkcharmNewcomer
asked in eSignature API
Subject: Issue with Candidate Signature Disappearing When Forwarding via API in DocuSign Production

Hi,I’m trying to add a digital signature by forwarding a completed contract—i.e., the employee candidate has already completed their signature. I then add HR representatives as recipients in chronological order, with signature and date placeholders, by forwarding the completed contract using the DocuSign APIs.Everything is working perfectly in the development environment. However, in the DocuSign production account, when I forward the contract (which is in a "completed" status with the candidate's signature) to HR reps for additional signatures, the candidate’s signature disappears.This issue does not occur when I perform the same process manually through the DocuSign interface—only when using the API.Could anyone help me resolve this issue?Thanks,Manikandan T

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Newcomer
S
Newcomer
shehzad1186Newcomer
asked in General
get started button not going up

when i entered all details then i clicked on the get started button but its not going up 

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Community Moderator
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Newcomer
s2s_josefbrtNewcomer
asked in eSignature API
Focused view is loading infinit trying to display identity verification

Background:We provide a onboarding portal as SaaS solution in a B2B environment. The onboarding portal allows our customers to manage the collaboration with their distributor, clients and so on. So basically every of their external partners need to go through the onboarding portal, that we provide. A part of this onboarding portal is the signing of business related documents (e.g. NDA, GDPR, ...). To fit our customers needs, we want to integrate DocuSign as a possible method to sign documents. Our customers have access to a configuration portal where they can customize their onboarding portal and invite new externals to process the onboarding portal.Process:Our customers can connect their DocuSign account to our app. With this connection they can choose which DocuSign account they want to use. In the configuration of the onboarding portal they can add a new DocuSign element and choose a DocuSign template which is connected with this element. Our flow intends that the customers have the

271
K
Docusign Employee
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Collect Payments In Docusign Using PayPal

Hi! I just published a new YouTube video on how to collect payments in Docusign using PayPal through Braintree.You’ll learn how to:Set up and link your PayPal and Braintree accounts Add a payment gateway to your Docusign templates Collect fixed or dynamic payments during signing Ensure full PCI compliance and securely save card data for subscriptionsStreamline your contracts and payment collection in one flow! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

380
sofian_solusign
Troubleshooter
K
Newcomer
kathcaresNewcomer
posted in eSignature API
Check If Current DocuSign Plan Qualifies for API Calls e.g. DocGen API

Hi Everyone, Does anyone know how I can check if my subscription allows use of specific API calls? We’re targeting for DocGen API, and I find this list Docusign Developer API | Plans & Pricing pretty vague.My current idea of checking is/are:via Account > Plan and Billing then checking for APIs in the plans and pricing. Or using Postman with existing apps and keys in our production account to check if it’ll pass (havent tried this yet)This is our first time to use APIs with docusign. Our apps and keys are automatically generated via the DocuSign Negotiate package that we have on Salesforce. I’m having a hard time contacting support and creating a case (as I do not have direct access to prod). Any suggestions how I can check it? Appreciate all your responses. Thank you!

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M
Community Moderator
K
Newcomer
KanikaNewcomer
asked in eSignature API
Docusign JWT Grant - Not Returning code as typ : JWT

Created App and Key with Redirect URI and RSA Key Pair. Sent request in format https://account-d.docusign.com/oauth/auth?    response_type=code    &scope=YOUR_REQUESTED_SCOPES    &client_id=YOUR_INTEGRATION_KEY    &redirect_uri=YOUR_REDIRECT_URI. Replacing with my value. Code returned is of typ:MT and Payload is not JSON format. Instead it is in binary format

331
R
Docusign Employee
J
Newcomer
jloucksdevNewcomer
asked in Authentication
1Password manager extension causing Application Error

Hello, While doing user testing for a client I came across a bug on the docusign platform, specifically in the Firefox browser when the 1Password extension is enabled. The password manager seems to be blocking users from fully completing their account set up with Docusign.session transaction ID b055adb1-64a6-4592-95f6-868a8f9b8d8f and the steps to reproduce this error.Steps in Firefox browser (regular or private browsing, with browser cache fully cleared): Docusign account activation by following the generated link in email inbox Set password for Docusign Account → when the login button is clicked, 1pass redirects the user to the Application error message rather than the successful Docusign login page. This process works in Chrome with 1password extension installedAny advice on how to get around this bug (without disabling the extension) would be greatly appreciated.

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Newcomer
L
Newcomer
lemorenoNewcomer
asked in eSignature API
Docusign vs Ariba integration

We have an issue connecting SAP Ariba with docusign, the error specifies that the id from airba doesn´t match the id from docusign during the consent phase. Although both users are equal (matching also the lower and upper cases, no blank spaces also). See attached info with screenshotsThis integration works fine in our sandbox.Any clue?

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L
Newcomer
M
Newcomer
mlpameerNewcomer
asked in eSignature API
Use API with out developer Account.

I’m using a regular DocuSign (production) account, but I don’t have a developer account. I’d like to retrieve all completed envelope emails using the API. How can I achieve this?

371
R
Docusign Employee

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