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

1 month ago

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574 Topics

rentaloNewcomer

asked in eSignature API

How to Create a Template with Variables in Curly Braces and Use It with the API

Hello,I would like to know how to create a template in the DocuSign dashboard using variables with curly braces, without using the drag-and-drop fields. Specifically, I want to define variables in the template like `{RecipientName}`, `{SignDate}`, etc., and then use this template with the API to populate these variables dynamically when sending documents for signature.Could you please provide detailed instructions or documentation on how to achieve this?Thank you!

540

6 months ago

vashuNew Voice

asked in eSignature API

Anchor String not populating value from JSON payload

Hello Everyone,I have a quick query regarding the anchor string feature of DocuSign. I have a web app that allows users to select documents to preview them first. If everything looks good, they can proceed with e-Signing.To achieve this, I have set up two templates in my DocuSign account:Preview with Viewer role: This sends the envelope to the current logged-in user for previewing. If everything looks correct, The user can then proceed with the e-Signing process using the second DocuSign template with the Signer role.Everything is working in the flow as expected, except for the part where the user wants to preview the envelope. The user is receiving the envelope, but the documents within the envelope have empty anchor string values. However, when the user actually sends the envelope for e-signing(Signer Role), we can see that the anchor string values are populated correctly in the documents under the envelope.I'm wondering if this is by design, or if there's something I'm missing or do

1622

6 months ago

vashuNew Voice

asked in eSignature API

Anchor strings not populating dynamic data for role Viewer

Hello everyone,I'm encountering an issue with my HTTP request to DocuSign's create envelope function, and I'm unsure if it's by design or if something is broken.In my development DocuSign account, I have two templates: one for preview with just one 'Viewer' role, and another for e-Signature with a 'Signer' role. Sometimes, users want to preview documents before sending them for eSignature. In such cases, they select the preview option, and I make a call to my first template with the 'Viewer' role, and they receive the envelope in their email to preview it.Everything works fine up to this point. However, when users open the documents, they don't see any data corresponding to the anchor strings I've configured in the JSON payload for DocuSign. On the other hand, when users actually send the envelope using the second template, they can see the anchor strings properly populated at the desired locations.So, I'm a little confused. Is it by design that envelopes with 'Viewer' roles can't see

913

6 months ago

TsudaNewcomer

asked in General

API between GWS and DocuSign

I have one question regarding API between GWS and DocuSign.If each account e-mail is different from the other, will the API go smoothly? GWS: Tsuda.akinobu@sagj.co.jpDocuSigne: Tsuda.akinobu@sojitz.com

221

6 months ago

rahulmishra179Newcomer

asked in SDKs

DocuSign integration with springBoot

I want to integrate Docusign with spring boot . i am using java 17 and spring boot 2.4.2 version and Docusign 3.18.0 . when i am creating a object of ApiClient and want to access token from apiClient.requestJWTUserToken . i am getting error and not able get the token . please help me if posiible.thanks in advance.

3601

6 months ago

PrabuNewcomer

asked in eSignature API

Docusign Create

How to create an envelope with allowMarkup enabled using docusign Rest API? I am facing issues while creating an envelope.Docusign error: CANNOT_ALLOW_MARKUP: Account does not have permission to set Allow Markup." This error occurs only for few templates. Can someone help me in fixing the issue.

564

6 months ago

MAFNewcomer

asked in Go-live

Exposing enabled features in developer sandbox vs. production

Our team experienced a critical issue in going live from our developer app to our production app. API calls that worked seamlessly on sandbox failed on production. It appears that a feature, Enable In-Browser Editor, was missing on production, similar to the error reported here. We are incredulous as to why the feature would have been enabled in the sandbox but not in our production instance, if the sandbox was set up by the DocuSign team. An issue like this renders the GoLive instructions useless, if performed in a sandbox that cannot mirror production. In order to prevent a problem like this in the future, is it possible to expose the enabled features in the sandbox in order to cross-reference with production?We are also looking for clarification on which features are enabled for developer environments by default (developer apps) when configured by DocuSign on behalf of customers or if these are specific to each customer’s agreement. Thanks

1133

6 months ago

mcanizalesNewcomer

asked in eSignature API

SMS Authentication Phone Number Validation

Is there any kind of data validation on the DocuSign side for the EnvelopeRecipient smsAuthentication.senderProvidedNumbers array? Does this field assume the values in the senderProvidedNumbers array are valid phone numbers? We are working to support both international and domestic phone numbers, and wanted to know if there was any kind of formatting or other validation logic for this field, i.e. adding a “+” for international numbers, to account for.

1221

6 months ago

ssiegelNewcomer

asked in SDKs

Docusign (PHP SDK) Envelope Creation: RECIPIENTS_NOT_PROVIDED

I'm attempting to create a Docusign envelope from a template using the PHP sdk e-sign client:$apiClient = new ApiClient($config);// Create an Envelope from a template$templateId = env('TEMPLATE_ID');$accountId = env('API_ACCOUNT_ID');$envelopeApi = new EnvelopesApi($apiClient);$templateRole = new TemplateRole([ 'email' => 'john@example.com', // recipient's email 'name' => 'John Doe', // recipient's name 'roleName' => 'User', // The role name as defined in the template]);$envelopeDefinition = new EnvelopeDefinition([ 'status' => 'sent', 'templateId' => $templateId, 'templateRoles' => [$templateRole]]);$envelopeSummary = $envelopeApi->createEnvelope($accountId, $envelopeDefinition);Produces: Error while requesting server, received a non successful HTTP code [400] with response: RECIPIENTS_NOT_PROVIDED - No recipients were found in the requestFrom the logs I can see this uses the endpoint POST /restapi/v2.1/accounts/{accountId}/envelopes

2382

6 months ago

VygeekNewcomer

asked in SDKs

EnvelopesResults from docusign_esign.models

Hello everyone,I’m making a little python app to gather envelopes reports.But now I’m stuck with:ImportError: cannot import name 'EnvelopesResults' from 'docusign_esign.models' (/home/paul_smartelia/webhook/paul/lib/python3.8/site-packages/docusign_esign/models/__init__.py) Did someone already had this is issue and know how to get out of this?Kind regards

241

6 months ago

what_kind_of_mickey_mouse_operNewcomer

asked in General

When I log in I am stuck, tons of javascript errors and a modal that says contact CS, but enable to.

I can log in, but there is an error modal that blocks the page. (https://apps.docusign.com/)I see tons of javascript errors that say:“[OPTIMIZELY] - ERROR 2024-05-09T22:53:59.227Z ATTRIBUTES_VALIDATOR: Provided attribute: accountPlan has an undefined value.”I hit “contact support”, and I can’t because it says:Unable to log in.If this is your first login attempt after purchasing a DocuSign plan, allow 15 minutes for account creation before accessing your account.For all other log in scenarios, contact DocuSign Support for assistance. going back to this page:I have to inspect the js console, remove the error message modal from the HTML.After I do that, i can click on the manage button and everything is usable, but still see thousands of JS errors.Seriously, this is some mickey mouse web development, with comments and unobfuscated JS, and really bad error handling. I wouldn’t even be surprised if these errors were not logged anywhere and they went into a void.Now I am questioning docus

810

6 months ago

sgray128Newcomer

asked in SDKs

Retrieve a document and signature

I’m currently successfully sending and retrieving documents. What I need to do is retrieve the document and its signature. How would I do that?Here’s what I currently have coded: Function GetPageImagesAPI(strEnvelopeID As String) As Byte() Try Dim oApiClient As ApiClient = NewConfigureApiClient() Dim oEnvelopesApi As EnvelopesApi = New EnvelopesApi(oApiClient) Dim ms As MemoryStream = oEnvelopesApi.GetDocumentPageImage(mcreds.accountId, strEnvelopeID, 1, 1) Dim b As Byte() = ms.ToArray Return b Catch ex As ApiException Throw ex Catch ex As Exception Throw ex End Try End Function

691

6 months ago

SandhyaNewcomer

asked in Authentication

Invalid Grant - "no_valid_keys_or_signatures"

Hi, I am new to Docusign and facing an issue with access token being generated. The previous developer had integrated Appian with Docusign to send envelopes and the integration was working successfully till some time ago. Strangely, the integration is working well in both TEST and PROD. environments but failing in DEV. I am getting the error as “invalid grant”. The code and the keys are the same across all three environments except for the userId which is environment specific. I am using an Appian function to return the JWT token. Can anyone advice how to resolve this issue? TIA createdocusignrsajwttoken( /*externalSystemKey:*/ cons!DSC_SCS_KEY_DOCUSING_RSA_PRIVATE_KEY, /*iss:*/ cons!DSC_INTEGRATION_KEY, /*alg:*/ cons!DSC_ENCRYPTION_TYPE_RS256, /*typ:*/ cons!DSC_HEADER_TYPE_JWT, /*aud:*/ cons!DSC_AUTH_AUD_URI, /*scope:*/ joinarray({cons!DSC_SCOPE_SIGNATURE,cons!DSC_SCOPE_IMPERSONATION},cons!DSC_REQUEST_SCOPE_SEPARATOR), /*exp:*/ 60000, /*sub:*/ ri!userId)

954

6 months ago

M A ButtNewcomer

asked in Go-live

How to make 20 Successfull API calls before review to Go Live?

Hi Learned Docusign Commuinty🙂 May I know how do we get those 20 successful calls before applying to review an app for Go Live to production environment?I mean I have tried API calls through Postman using the integration key and secret key created for the app but these 20 calls were not counted for the review!Will be grateful if any expert shares a solution to this issue.Thanks & regards,

3513

6 months ago

21DeeptiNewcomer

asked in Authentication

Not getting consent page for Authorization Code Grant

Not getting consent page for Authorization Code Grant sample, trying with console sample java application. getting com.docusign.click.client.ApiException: Error while requesting server, received a non successful HTTP code 400 with response Body: '{"error":"consent_required"}'

433

6 months ago

KishorJayannaNewcomer

asked in eSignature API

dateSignedTabs

Hello,I'm making an API call to DocuSign to automatically insert the "date signed" into the document.Below is the API request payload:"dateSignedTabs": [ { "anchorString": "Date", "anchorYOffset": "-1", "fontSize": "Size12", "name": "Date Signed", "recipientId": "1", "tabLabel": "date_signed" }]The issue is that this results in placing the date everywhere it finds the string 'Date' in the document. I want to restrict it to only one place where the actual date is needed. Any suggestions or help? Thanks,Kishor

2121

6 months ago

kiranNewcomer

asked in eSignature API

Envelop creation Failure

Hello Champs,Am trying to create envelope using CreateEnvelope method from EnvelopesApi class and getting error - Error calling CreateEnvelope:. Porject designed in Dotnet core. appreciate your help. thanks.

631

6 months ago

yuriNewcomer

posted in SDKs

about integration issues

I am going to integrate eSignature into my application, but I found that it requires JDK 11 or later, while my application is running on JDK 8. However, I can't upgrade because it might lead to uncontrollable issues in production. What should I do?

230

6 months ago

VaughnBNewcomer

asked in eSignature API

Purchase Request Routing - Requester may sometimes be an approver.

I’ve been struggling with the best way to automate one of our form workflows with Docusign and the only way I’ve found to do it is with two separate templates. I’m hoping to get some tips on using conditional routing to simplify my solution.Here is a summary.I have a purchase request form with a possibility of 3 recipients.Requester Approver PurchaserIf the form is filled out by a VP, SVP, CEO, etc. the requester completes and signs the form (In this case, the requester is also the approver). Next, the purchaser places the order, adds notes to the form, and marks it completed.If the form is filled out by an employee who is not a VP, the requester completes the form. The form is then sent to a VP for approval and then the purchaser who places the order adds notes and marks the form complete.My current solution using the DocuSign API is.The requester clicks on a link from a page on our Intranet.If the requester is determined to be a VP or above,generate an envelope from the “VP Purchase

362

6 months ago

Lincoln BastosNewcomer

asked in eSignature API

API eSignature users

Prezados, Estamos utilizando a API, ainda no ambiente DEV, para download de envelopes. Vamos solicitar A implantação o ambiente de produção, mas estamos com uma dúvida. Na URL para requisição é informado o ID da conta do usuário e com isso eu consigo consultar os envelopes daquela conta, a dúvida é quando essa chave de API estiver no ambiente de produção eu poderei consultar o envelope de qualquer usuário da minha instituição ou apenas os envelopes vinculados ao meu usuário? Ressalto que tenho acesso de Admin. A URL que mencionei é:requests.get('https://demo.docusign.net/restapi/v2.1/accounts/account_id/envelopes

491

6 months ago

sachinpowarNewcomer

asked in eSignature API

templateUsageRestriction

Hi docusign community,I'm working on creating some logic to dynamically update my template with different content. When I make a GET call to pull the custom fields I've added in template, I see this:GET Request results : { "textCustomFields": [ { "fieldId": "10351158661", "name": "templateUsageRestriction", "show": "false", "required": "false", "value": "allOptions" } ], "listCustomFields": []}Does anyone know what the 'templateUsageRestriction' means and how to extract the actual fields? Are there any settings needed in my DocuSign template?

1261

6 months ago

KishorJayannaNewcomer

asked in eSignature API

Multiple recipients - need help on adding the multiple recipients on a envelop

Hello, Below is the request payload for which I’m trying to create an envelope and send it to multiple signers, but the problem is creating the envelope with a single signer.{ "documents": [ { "documentBase64":"JVwj===" , "documentId": "1", "fileExtension": "pdf", "name": "EmploymentContractDocuSign.pdf" } ], "emailSubject": "Kindly review and sign the employment contract document for Person: Test 002.2:47", "recipients": { "signers": [ { "email": "test@gmail.com", "name": " kj", "recipientId": "22", "routingOrder": "2", "isBulkRecipient": true } ], "signers": [ { "email": "Test002@yopmail.com", "name": "Test", "recipientId": "11", "routingOrder": "1", "isBulkRecipient": true } ] }, "status": "sent"}

632

6 months ago

kensevNew Voice

asked in SDKs

Python Docusign Automation: Sending Multiple Documents

I’m trying to automate sending an envelope with multiple documents attached to it. However, when the email is sent, only the 1st document is seen.documents = []index = 1for pdf in listdir(flattenedFolder): if isfile(join(flattenedFolder, pdf)) and pdf[len(pdf)-4 : len(pdf)] == '.pdf': with open(join(flattenedFolder, pdf), "rb") as file: doc_docx_bytes = file.read() doc_b64 = base64.b64encode(doc_docx_bytes).decode("ascii") document = Document( # create the DocuSign document object document_base64=doc_b64, name = pdf[0 : len(pdf)-4], file_extension="pdf", document_id = index, order=index ) index += 1 documents.append(document)envelope_definition.documents = documents

969

6 months ago

Theresa JonesNewcomer

asked in Salesforce/Apex Toolkit

Apex: Field Update not happening based on envelope status in salesforce

I am sending document using apex. Sending and signing is happening properly also, document is attaching back to salesforce record once signing is completed by all parties.I also want to update field in salesforce record based on envelope status. Like this:Envelope status ='Sent' then Document__c.Envelope_Status__c='Sent'Envelope status ='Completed' then Document__c.Envelope_Status__c='Completed'.I am giving these conditions in code like below: myEnvelope = myEnvelope.withOptions( new dfsle.Envelope.Options( null, new dfsle.Document.WriteBack( recordId, dfsle.Document.WRITE_BACK_NAME_ENVELOPE_STATUS_PDF, true, false ), new Map<String, Map<String, Object>>{ dfsle.Envelope.STATUS_SENT => new Map<String, Object>{

2381

6 months ago

Aymeric.PNewcomer

asked in eSignature API

eSignature API - Envelope templates empty response

Hello,We are calling the eSignature API to retrieve the template ID used in an envelope (/envelopes/xxx/templates). Sometimes these calls return empty responses whereas envelopes were using a template - see below example : Green OK - Red KOCan someone explain why templates are not retrieved correctly ?Thank you !

705

6 months ago

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