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Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

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Ask questions, share knowledge, and get help from other developers as well as our support team.

573 Topics

Anne shiNewcomer

asked in Embedded Signing

Create embedded signing without name and email

I want create a embedded signing link, and when user click the link.he will fill the name and email.So can I create a signing link without name and email of signer?

241

3 months ago

tahirrazaNewcomer

asked in eSignature API

Is there a way to place two date tabs?

Hello fellow community members,I am trying to have two dates to be filled by the customer in the document during the signing session. One of the date is required and the other is optional. Both of them use different anchor tags i.e., <Cust1_DAT> and <Cust1_DAT_REQ>. The problem I am having is the date fields override each other.Below is the setupWhen I change in the top required one it changes the other and vice versa.I am using below C# code to create these tabs.signer.Tabs.DateTabs.Add(new Date { AnchorString = $"<Cust1_DAT>", Required = "false" });signer.Tabs.DateTabs.Add(new Date { AnchorString = $"<Cust1_DAT_REQ>", Required = "true" });I will appreciate any help in this regard.Thanks.

241

3 months ago

SenNewcomer

asked in eSignature API

AUTHORIZATION_INVALID_TOKEN while reading envelopes

Hi,I am trying to read all completed envelopes from docusign portal. However, I am gettting error messaage like “Error calling ListStatusChanges: {"errorCode":"AUTHORIZATION_INVALID_TOKEN","message":"The access token provided is expired, revoked or malformed."}'I used base url for getting token - “account-d.docusign.com”I used based URL for reading envelopes https://demo.docusign.net/restapi/But still i am getting same error. What could be the reason. any suggestions?

571

3 months ago

ECDCommNewcomer

asked in Docusign Connect

Installing Docusign for Dynamics 365

Hi Community,I have just taken a developer account and am trying to install Docusign in our Dynamics 365 environment, but fail to do so. As per the screenshot, it is not support in the region the environment is in and we need to contact support.This step has been extremely difficult as there is no way to reach out to the support team for installation issues. Any support we need, we need to login first as a customer or partner. I am not able to raise a support ticket. Any help would be greatly appreciated. Thank you,

110

3 months ago

tnagulagamaNewcomer

asked in eSignature API

Any API to extract completed or signed docs from DocuSign?

Hello,We want to build an integration that extracts the completed or signed docs from DocuSign on a daily basis and load it to Workday system. Is there any API in DocuSign that provides functionality to pull the file? Thanks,Tarun

291

3 months ago

auserNewcomer

asked in eSignature API

Tag a document without any recipients

Hello, is there a way to tag a document in sender view without any recipients? I’ve created an envelope without any recipients, but I am unable to drag/drop the tabs on to the document (in the sender view) as the related options seem to be disabled.The goal is to enable a user to create (and save) a tagged document (envelope), that then can be signed by anyone later.

100

3 months ago

auserNewcomer

asked in eSignature API

Generate Self-Signing url

I have an app where I don't have control over the documents. I need the user be able to add tags and sign documents similar to how it can be done on the DocuSign website. I cannot use auto place tagging as the user might want additional tags. So, checking here to see if it is possible to generate self-signing url via API that allows the signer to add tags as below?

903

3 months ago

mohithitsuccessNewcomer

asked in eSignature API

Document Id in REST API Docusign

Hi Team,I have a problem with documentId, if I use any integer it works, if I use something different, with letters or a GUID, it gives bad request. Actually in my case I need to supply documentID, documentIDGUID from client and I need same to be echoed to me. Document Id gets echoed but only if its a positive integer. I am using webhooks and configured envelope complete event but documentIdGUID differs from what is sent in request. I am using composite template. Please assist where in which field I can send some guid which can be sent back to me through event notification if not document IDREQUEST "status": "sent", "compositeTemplates": [ { "document": { "documentId": "1", "documentIdGuid": "68A78AB1-45A5-CC02-8E2D-8EF0F9700000",RESPONSE "documentId": "1", "documentIdGuid": "335a9c65-0122-40f9-95f7-05a81207ca96",

621

3 months ago

atorralboNewcomer

asked in eSignature API

Bulk sign

I am using embedded signing with my API and every day I send documents to sign to many recipients. All the documents I send need to be signed again by our company but it is not viable to do it one by one so I would like to know if there is any way to sign several documents easily. The way it would be done it is that we put our company the last in the recipients order to sign of each document, and then, instead of signing all one by one, sign all at once (of the ones alredy signed by the previous recipients to sign). Thank you.

321

3 months ago

kensevNew Voice

asked in eSignature API

Python Docusign Automation: Composite template not working

I am trying to apply a template to my envelope using composite templates.However, the document sent seems to not have any fields in it.Envelope: d6f594c9-1626-46a8-b744-bea47c8e72abCan someone please check why the template is not correctly applied? I tried doing it manually and it was successful.Envelope: 8063789b-ac37-4df7-a611-2d51f545d2e5

345

3 months ago

SelvalakshmiNewcomer

asked in eSignature API

Can DocuSign APIs Send Documents Offline?

I'm currently exploring the capabilities of DocuSign for a project, and I was wondering if it's possible to use DocuSign APIs to send documents in an offline mode without an active internet connection.If this is possible, could someone please explain how it can be achieved?

221

3 months ago

kensevNew Voice

asked in eSignature API

Python API with Template

I’m trying to send an envelope via api with template in it. This is how it looks.As you can see, there’s the “Fields” in the left side which is not expected and I’m not sure why it’s showing. When I do this manually in Docusign, this is how it looks and what I’m expecting.It’s asking to fill in the fields and there are no “Fields” in the left side.Anyone knows what’s missing or the issue to my api? Thanks.

steve51523Newcomer

is there a way to test bulk import without it counting towards my envelopes? Every test ive sent to myself but it is counting towards my monthly total

131

3 months ago

pa8KDNewcomer

asked in eSignature API

Trouble Setting Field Values in ServiceNow Spoke

Hey all, I am running into some issues with the ServiceNow Spoke. I have connected the DocuSign spoke and can pull templates. I am trying to fill a few fields on the Document via data collected in a Catalog Item.My current Flow is:Look Up Templates on Account Create Draft Envelope from Template Set Field Values Add Recipient to Envelope Send EnvelopeThe issues that I am seeing are in step 3 where I try to set the field values. I keep getting an error that the Recipient ID is “Provided recipient ID is invalid or does not exist.” as well as “Provided field category does not exist.”I am confused how I keep erroring on these. I added a user and used the User ID as the Recipient ID, then tried an email - but still no success. How do I find the Recipient ID? Do I need to Create a new user each time?How do I find the “category” for the field?Thanks in advance!

570

3 months ago

coltranepadawanNewcomer

asked in eSignature API

Auto Respond

Is there a way to have DocuSign send an email to a specific email address if a submission fails to be delivered using the DocuSign API?

211

3 months ago

Mounika GangalaNew Voice

asked in eSignature API

API Integration with DocuSign Account

Hi, I’d like to check regarding our Salesforce API integration with one of our DocuSign accounts. Are we able to view the APIs that have been used within the DocuSign Portal, or is this information accessible from the API side? Thanks,Mounika

411

3 months ago

Pablo PultzNewcomer

asked in eSignature API

Docusign API in Power BI,

Hello community, good morning.In the case of coupling the Docusign API in Power BI, which APIs are eligible to check document status?Is there any free way to do this reading on an intelligence panel?

773

3 months ago

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?

401

3 months ago

RabGhNewcomer

asked in eSignature API

Next.js App Router, TypeScript, building DocuSign Api

I installed all needed libraries, including the one for ds types. It’s been extremely difficult to use. I haven’t been able to find working examples. I am at a loss. If anyone knows how to use NextResponse app router, typescript, and docusign to get a route.ts file that could send out an e-signature, I would be forever grateful. This is what I have till now ``` import { NextRequest, NextResponse } from 'next/server';import docusign from 'docusign-esign';import fs from 'fs';import path from 'path'; export async function POST(req: NextRequest) { try { const { signerEmail, signerName } = await req.json(); // Initialize the DocuSign API client const dsApiClient = new docusign.ApiClient(); dsApiClient.setBasePath(process.env.NEXT_PUBLIC_DOCUSIGN_BASE_URL || ''); // Load the private key const privateKey = fs.readFileSync( path.join(process.cwd(), process.env.NEXT_PUBLIC_DOCUSIGN_PRIVATE_KEY || '') ); // Request JWT user token const results = await dsApiCli

5067

3 months ago

Paolo BerreraNewcomer

asked in Embedded Signing

Send Completed Email to Embedded Signers

As per subject, I would need a way to have Embedded Signers receiving the Completed e-mail when all signers completes the envelopes. My integration is within an Online Account Opening application and I have a possible scenario with a mixed combination of Embedded Signers (the main owner of the account being opened) and additional Remote Signers (the joint owners of that account).With this scenario the joint owners could complete the envelopes days after the main one completed the embedded signing procedure but only the Joint owners would receive the e-mail notification.I understand e-mail notification is off by default for embedded signers and that can make sense when a single signer is needed for a given envelope… but when multiple signers are involved, especially if mixed like in my case, this default behaviour sounds more like a Defect rather than a desired behaviour. I know I have the possibility to use the “embeddedRecipientStartURL” parameter with "SIGN_AT_DOCUSIGN" to set main o

1172

3 months ago

VasNew Voice

asked in eSignature API

How many concurrent API operations can be executed on one template?

I'm trying to create template with many tabs with API - each of them require separated API call (because of my internal requirements). Some tabs gets positive response but are missing in newly created template.How many API calls can I execute in one moment for one template?I know it's possible to create everything with one call but it's not my case, I need separated calls.

748

3 months ago

Daniel MetcalfeNew Voice

asked in eSignature API

Can't get pre-filled field values to replicate across documents via the API

We need to have a set of dynamic values populate in multiple places across many documents so we’ve chosen to use a template in which the first document is a ‘master sheet’ which contains pre-filled fields which populate across documents.This work great in the UI but not via the API. I eventually discovered this doc which describes a specific method required to enable data replication from the API but I can’t get this to work with either regular text fields or pre-filled text fields.I can’t tell if the docs are saying that the field data label needs to have “\*” in the UI or just in the API when updating but I’ve tried every combination I can think of and it only ever populates the first tab.I’ve made sure the correct setting is enabled as described here and have tried using both the create document tabs and create recipient tabs APIs.Has anyone else been able to get this working? Or can anyone describe a better strategy for what I’m trying to achieve?

1966

3 months ago

Cominu.EuNewcomer

asked in Docusign Connect

Error try login into demo account - salesforce

Hello, I tried to log in to the demo account but received the error: 'You have uncommitted work pending. Please commit or rollback before calling out.'Can someone help?

484

3 months ago

ravimNewcomer

asked in eSignature API

How to use app.docusign credential to Developer.docusign web page to get the access token from docusign

I want to use the template already created in app.docusign web site to our C# application via web API call, for my trails I created a Developer account and used the same account detail for to get the docusign access token as well as i created a template with this account, but in the production I want use the exiting template created in Docusign web portal, in production i have the App account credential not developer account how use the app account credential to Developer account in Docusign application.

232

3 months ago

Pallavi H PNewcomer

asked in eSignature API

Inquiry on Signature type in scope of DocuSign and Icertis integration

We are exploring an integration between DocuSign and Icertis system. I understand DocuSign offers different types of eSignature – Standard Electronic signatures, Advanced Electronic Signatures (AES), Qualified Electronic Signatures (QES). We requires a heightened level of identity assurance through digital certificates. What type / level of digital signature will be delivered by this DocuSign / iCertis integration? Is it limited to SES signature type or includes all signature types?

451

3 months ago

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