Developer

I am getting blank document in email when sending through API

Hi! I just published a new YouTube video on how to use Docusign Conditional Routing to automatically send envelopes to the right approvers based on business rules.You’ll learn how to:Route envelopes dynamically to different recipients based on field inputs. Configure conditions to route the envelope to the right recipient. Combine routing with PowerForms or Web Forms for self-serve workflows. Integrate your CRM and other apps to reduce manual workSimplify your approval workflows with automation! 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

Hi everyone,Just want to ask this question that’s been bugging me.We currently have an existing package for Salesforce DocuSign Apps Launcher - DocuSign Negotiate and a DocuSign Plan (which I’m not sure of) cause it was purchased 4 years ago. When I tested the Docu Gen Api , it was working on our demo sandbox. But am not sure if that’s going to work in our current live production. So, my idea is -- can we use the existing apps and integration key that’s in our production right now for our custom api integration build or do we still have to go through the api go-live process where we have to push the integration keys from Developer to Production account? Appreciate all your inputs!

Hi,Recently I’ve been trying to set up an integration between DocuSign and an external system.I completed the setup in a Developer account, finished the 20 test connections and passed the go-live review (on the 2nd attempt).However, the integration still does not appear in our Production account’s “Apps and Keys” page.The Apps and Keys page of the Developer account shows our integration, stating that the Go-Live review has passed with a link to the Production account. When this link is used, I’m taken to the empty Apps and Keys page of our Production account.I submitted a ticket to DocuSign support about 2 weeks ago, and they have so far not been helpful at all.Any assistance that could be provided here would be much appreciated.Thanks.

I am attempting to populate the values in a custom tab (type: list) by making a call to a REST API we host.  The use case is that we are having residents of a senior living facility who are signing lease disclosures in Docusign, and we want them to indicate the name of the facility (from a list) and their resident ID from the electronic health records system they use at the facility.  Both of those lists are ever-changing, so they need to be dynamically updated as each envelope is created and sent.My question is, is there a way to dynamically populate a custom tab list by calling a REST API?

 Need help in SF with Docusign integrationRequirement: Want to prepopulate some custom fields value on template, i have set these custom field values in apex(using apex toolkit) class but i am not seeing these values in pdf. Development approach: I have already installed DocuSign(Docusign Apps Launcher) managed package in salesforce and uploaded DocuSign template(word format) in DocuSign portal. I have set the custom field values in apex code, Receiver is receiving an email with attached doc but he is not seeing custom field values post complete it also. Feel free to ask any doubts/more details.I am using below code:dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope(new dfsle.Entity(mySourceId));List<dfsle.Tab> envelopeTabs = new List<dfsle.Tab>();//Custom fields isResidentialenvelopeTabs.add(new dfsle.TextTab().withValue('ResidentialValue').withDataLabel('isResidential'));dfsle.Recipient myRecipient = dfsle.Recipient.fromSource(contact.Name,contact.Email,nu

We’re excited to announce the brand new connected fields extension, alongside our newest API, the Connected Fields API!With our new connected fields extension, you can go beyond the existing predefined data verification extensions (which verify specific types of values like email addresses and bank account numbers) and verify data in any format against your organization’s system of record. The Connected Fields API makes it easier for you to customize your agreements with data verification and connected fields extension apps by enabling you to perform real-time programmatic custom data verification for values in your eSignature envelopes. The API provides an endpoint, TabInfo:GetConnectedFieldsTabGroups, which returns the full definitions of your connected fields: every field type whose data can be verified using one of your account’s Extension apps. Check out the code example to learn more about how to use the API and see the connected fields reference implementation for an example of

1. After filling in the corresponding template in docusgin, is there a "save" or other status? Can the third-party system - Hesi obtain it? 2. After filling in the template and pushing it to Hesi for approval (non-sending status), is there a way to prevent the business party from modifying the contract template content in docusgin to avoid inconsistency with the approval content? 3. For fixed templates, because they are pushed to the third-party system - Hesi for approval, the system will automatically send the contract to the customer for signing, so can the send button of these templates be canceled or restricted? Prevent the business party from sending manually.

Problem:The redirect after signing url can only set through Account Settings.Current situation:Currently, when an envelope is created in our app, an email is sent to the user via DocuSign (Remote signing).A link is also generated where the user can access the Envelope through our app (Embedded signing). So we combine remote and embedded signing.This method works, but there is a problem regarding the redirect Uri definition when signing remotely.The redirect Uri is only taken from the account settings. A defined uri in the branding is ignored, as is a redirect uri that is specified directly during the API call. Additional Infos:In the envelope definition the embeddedRecipientStartUrl in the signer object is set to “SIGN_AT_DOCUSIGN” and the clientUserId is defined which is later used for the RecipientView link generation.

Hi, We have not specified any FrameAncestors or messageOrigins for displayFormat: “default”I can see a loading icon on the screen Are those required even for Default view??Thank you

How to implement 'Receives a Copy' using apex tool kit salesforce

Hi, I need a consultant to do an integration with a CV CRM. Who can help me?

Hello, I have used the Apex Toolkit to define the writeback of my envelope.The docs are correctly attached to the case and the status on the case is correctly updated.However, the doc title is not updated as specified in the writeback. It retains the original name. I need to add ‘_completed’ to the initial title when it is signed. Anyone encountered this issue or has an idea how to resolve this? ThanksCode Snippet :             myEnvelope.withOptions(new dfsle.Envelope.Options(                false,                new dfsle.Document.WriteBack(caseRecord.Id,  ‘Signed Contracts’, false, true),                new Map<String, Map<String, Object>> {                    dfsle.Envelope.STATUS_COMPLETED => new Map<String, Object> {                        'Case.Status' => 'Docs received'                    }                },                new Map<String, Map<String, Object>>()            ));

Hi everyone,I'm working with the DocuSign API to track the status of individual documents within a multi-document envelope. My goal is to determine whether each document has been signed separately, but I only see status tracking at the envelope level.I’ve tried the following: Used GET /envelopes/{envelopeId}/documents, but it only retrieves documents, not their status. Checked recipient statuses, but they apply to the whole envelope. Explored webhooks, but I’m unsure if they can provide document-specific updates. Questions: Is there a way to track individual document status separately? Would splitting each document into its own envelope be the best approach? Can DocuSign Connect provide document-specific events? Thanks in advance for your help!

I was wondering if anyone is using DocuSign within their Online Banking Portals. If you do, how are you doing this? What kind of forms are you using? It seems our online banking vendor is not on DocuSign’s list of vendors. Thanks, 

Here are some of the latest popular questions that developers asked on Docusign Community and Stack Overflow in the month of March 2025. Thread: Error when downloading the envelopehttps://community.docusign.com/esignature-api-63/error-when-downloading-the-envelope-23190Summary: The developer is trying to programmatically download envelopes that have already been completed using the EnvelopeDocuments: get endpoint. However, when they download the documents, they find that the fields and signatures completed by the envelope’s recipients are not appearing in the downloaded files.Answer: Any values of completed tabs will only appear in the downloaded documents if the eSignature sending settings are configured in a way that allows this. Under Sending Settings in the Fields and Properties section, be sure to select the checkbox labeled to When an envelope is sent, write the initial value of the field for all recipients. See the blog post Tabs deep dive: eSignature settings for more informati

After a client signs the sent envelope, it is forwarding them to an outdated website. How do i remove the forward link after clients executes their envelope? Thank you

Hi,We have implemented Embedded Signing - FOCUSED View in our PWA (Progressive Web Application)In Browser its working fineIn Native app, its throwing cors error, and also I found out from the documentation that Docusign doesn't support localhost in prod.Host_Origin forAndroid: http://localhostIOS: capacitor://localhostSo, what are the options we have??Thank you

I am using eSignature API with the C# SDK, working in developer/test mode. I have everything working really well, except for my Connect webhook isn’t getting event notifications. I have a working endpoint which tests well using CURL and a mock SIM payload. And the Admin Connect logs show ‘Success’ for every event. But my callback listener nor the server register any incoming requests. In my code I create a list of Envelope events and later add them to the Envelope object’s EventNotifications list object.List<EnvelopeEvent> envelopeEvents = new List<EnvelopeEvent> {    new(){ EnvelopeEventStatusCode = "Sent"},    new(){ EnvelopeEventStatusCode = "Delivered"},    new(){ EnvelopeEventStatusCode = "Completed", IncludeDocuments="true"},    new(){ EnvelopeEventStatusCode = "Declined"}};envDef.EventNotifications = new List<EventNotification> {    new EventNotification("SIM", EnvelopeEvents: envelopeEvents, RecipientEvents: recipientEvents )};I am able to sign my PDF forms an

Once signing the is complete the embedded event returned back in the callback url is coming as "viewing_complete" instead of "signing_complete"

Our B2B software has an embedded e-Signature integration with DocuSign where we allow our software users to create envelopes and tag recipient fields for other software users.  Our integration utilizes a “system user” who authenticates to the customer’s DocuSign account and all subsequent envelopes are created and signed on behalf of that system user. For the error message: Account lacks sufficient permissions.  In-session permission required when specifying a captive recipient.the customer’s system user has the “DS Admin” permissions profile.  I welcome any ideas where the client’s DocuSign Admin can go to enable a “in-session permission”?

I have created a application in developer account and verified it after making 20 API calls. I am using JWT authentication. After that I logged in to my production account and granted access again using https://account.docusign.com/oauth/auth?response_type=code&scope=signature%20impersonation&client_id=<YOUR_CLIENT_ID>&redirect_uri=<MY_REDIRECT_URL>.I also updated the UserId and API Account ID. Now when I am trying to send document to sign using my application, I get error {"Error while requesting server, received a non successful HTTP code with response Body: {\"error\":\"consent_required\"}"}How can I resolve this issue? Will I get this error of I don’t have plan with API Access?

Hi Community,Does anyone use DocuSign with Lone Wolf here? I need help with my first e-signing and sending docs out for e-signing. According to Lone Wolf, my DocuSign account is already integrated with Lone Wolf. Lone Wolf reps are not trained for DocuSign support. I’ve put in a support request to DocuSign. If you’re so inclined, Help!   

Is there any way to set the localhost in the “URL to Publish” section? I need to test my localhost url and looks like its not possible. Do you recommend any tool to create a fix url  temporary while I’m running my test ? I read about ngrok for example but I’m not sure if its secure.

I am currently trying to set up my DocuSign account so I have on App & key for each of our pre prod environments (Dev,test,staging) I would like to have three different keys, one for each environment. In turn these three different environments will have a connect for each one, how do I specify that a certain app should only use a certain connect, I can add them all into each one, but it gives me tonnes of failed messages