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  • 12 Replies
1205 Topics
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New Voice
skotlyarNew Voice
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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New Voice
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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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New Voice
RingwoodNew Voice
asked in eSignature API
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New Voice
AkshayNew Voice
asked in eSignature API
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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
New Voice
kumar24sepNew Voice
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.

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Docusign Employee
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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
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New Voice
shehzad1186New Voice
asked in General
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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

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Docusign Employee
sofian_solusign
Frequent Contributor
sofian_solusignFrequent Contributor
posted in General
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New Voice
kathcaresNew Voice
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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Community Moderator
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Newcomer
KanikaNewcomer
asked in eSignature API
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New Voice
jloucksdevNew Voice
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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New Voice
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Newcomer
lemorenoNewcomer
asked in eSignature API
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New Voice
mlpameerNew Voice
asked in eSignature API
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New Voice
Mr.rahulNew Voice
posted in eSignature API
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Newcomer
VamsiNewcomer
asked in Docusign Connect
Trigger for Power Automate Flow - DocuSign - When Envelope Status changes

Create a Power Automate flow that triggers whenever the status of a DocuSign envelope changes (regardless of the specific status), and automatically sends an email notification to the document owner. The email content should vary based on the new envelope status as follows: If the status is "sent", notify the owner that the document was sent. If the status is "completed", notify the owner that the document was completed. If the status is "declined", notify the owner that the document was declined. If the status is "voided", notify the owner that the document was voided. I'm encountering an issue while creating a Power Automate flow with the "When an envelope status changes" trigger from DocuSign. If I select a specific event like "Sent", the flow only triggers for that particular status. However, my requirement is for the flow to trigger on any envelope status change (e.g., Sent, Completed, Declined, Voided), and then send an appropriate email notification based on the new status

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Alexandre.Augusto
Docusign Employee
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Newcomer
Heartly.HarshNewcomer
asked in Salesforce/Apex Toolkit
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Newcomer
CRM DeveloperNewcomer
asked in Docusign Connect
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Newcomer
GeorgiNewcomer
asked in Mobile SDKs
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Newcomer
SneerNewcomer
asked in eSignature API
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Newcomer
jeeagrawalNewcomer
asked in eSignature API
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New Voice
shehzad1186New Voice
asked in eSignature API
sofian_solusign
Frequent Contributor
sofian_solusignFrequent Contributor
posted in General
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Newcomer
Emily1008Newcomer
asked in eSignature API

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