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  • 851 Topics
  • 4 Replies
835 Topics
D
Newcomer
dguerreroNewcomer
asked in SDKs
Can i render simple PDFs using docu sign sdk or similar to Embedded signing?

Hi, I’m currently creating envelops and requesting users to sign the document on our website using Embedded signing and node sdk. I was wondering if I have no pdfs document to sign but still want to show the pdf to the user, is there a tool or any docu sign library that can help me render a simple pdf in the website? (just like Embedded signing can render the document).

441
S
Docusign Employee
C
Newcomer
CarlNewcomer
asked in eSignature API
Integration to REST that will get the # of licensed users.

I want to use the REST API to get identify the licensed users and their email addresses. I can get the users by using the Organziation REST API or the accounts REST API. Which one is the correct one to use: /restapi/v2/accounts/<accountID>/users gives me the user in the account while '/Management/v2/organizations/<OrgID>/users?account_id=<accountId> also gives me the users Since I have to specify the account ID in both cases i don’t really see an advantage to one over the other… Thoughts? One reason i am leaning towards the /restapi/v2/accounts call is that i could also get the bilingPlan information.

351
S
Docusign Employee
Z
Newcomer
Ze Mauricio ContiNewcomer
asked in Authentication
Token

How to acquire a token?

281
Vinicius.Rodrigues
Docusign Employee
O
Newcomer
ogaNewcomer
asked in SDKs
API to obtain the Envelope of Copy Received

I am using the API (Python SDK) to get a list of Envelopes.Recently, I noticed that I was not able to retrieve Copy Received Envelopes.They are in my inbox, but I am not able to retrieve them using the list_status_changes method. How can I use the API to get the Copy Received Envelope?

531
Michael.Rave
Docusign Employee
A
Newcomer
Abhishek.Bansal.Newcomer
asked in General
Unable to setup Auth for CLM APIs

I am trying to integrate with CLM APIs however I am not able to figure out how to setup Authorization and Authentication. DocuSign APIs refer creating a developer account and setting up Integration Keys there but it only seems to work with eSign APIs and not with CLM. Can anyone PLEASE help me figure this out, I am having a hard time finding the solution to this.

481
Vinicius.Rodrigues
Docusign Employee
A
Newcomer
AbinayaAbiNewcomer
asked in eSignature API
Request recipent view

I have created one template along with document in that document added custom fields and also added recipient role as signer email and name is empty. Using that template I created one envelope added the template role using sdk method and called the request recipient view using that envelope id and view type as sign. As a response I received the signing URL.In that URL I’m only able to view the document there is no customs fields are visible. The user need to sign the document in the URL.

431
Alexandre.Augusto
Docusign Employee
C
Newcomer
cswicegoNewcomer
asked in Authentication
Urgent: I am taking an API class on 3/28 I added my gmail.com account in developers demo trouble accessing my company accounts

Team, I wanted to get a head start on setting up a developers account for an API class I am registered for. Set up succesful but know I cannot access my companies demo account. I logged out of the gmail demo. Every time I access it has that info and goes straight to enter your password. Its not letting me change the email. Any help would be appreciated.

352
Michael.Rave
Docusign Employee
P
Newcomer
PraveenNewcomer
asked in Authentication
Redirect to documents tab from SSO login

I Implemented SSO login for DocuSign from salesforce using connected app and identity providers. Now I want to navigate to draft documents page in DocuSign after successful SSO login. I dont know whether it works or not from connected app in salesforce. Can anyone help me with this concern? Thanks in advance

354
P
Newcomer
J
Newcomer
Juan.Carranza8383Newcomer
asked in eSignature API
Is it possible to have a custom field to filter out completed envelopes?

I am creating a process that gets completed envelopes and then uploads the envelope’s documents, once uploaded I would change a custom field that I wanted to use to filter out the completed envelopes that had their documents uploaded, but since no changes can be done once the envelope is completed, I cant change that custom field value. Is there something else I can do?

471
Vinicius.Rodrigues
Docusign Employee
A
Newcomer
AnneNewcomer
asked in Embedded Signing
How to disable the 'Edit Documents' function on DocuSign send view page?

My app is useing the DocuSign API to integrate DocuSign. Our users are forwarded to the DocuSign sender view URL to place the signature tabs. On the sender view page, users can edit the Documents(Delete the documents and upload new document). Our requirement is that once the document has been uploaded on our app, when forward to DocuSign sender view page, the sender should not able to edit the document. We didn’t find any API properties or configurations on DocuSign part can disable the ‘Edit Documents’ function. Who can help with this issue? Many Thanks.

1861
S
Docusign Employee
M
Newcomer
MEA59Newcomer
asked in eSignature API
create draft with make

hello, i would want to create a draft using the connection with make, but when i try to use the function send a document to sign, i need to fill a document ID which i don’t have, any one know how to do that ?

281
S
Docusign Employee
S
Newcomer
SamyD365Newcomer
asked in eSignature API
Automating Quote Processing in D365 CE with Docusign and Power Automate: A Custom Email Workflow

I'm integrating D365 CE with the Docusign Power Automate Connector and aim to automate a sequence of actions triggered by the creation of a quote in D365 CE. Specifically, the workflow should: generate a PDF version of the quote, produce a link for signing the PDF document, and send this link via an email through Exchange rather than using Docusign's default email service. Is this process feasible?

350
S
Newcomer
S
Newcomer
sarathdivatt9Newcomer
asked in SDKs
Error while calling createHasAgreedWithHttpInfo() API.

I am trying to call an API createHasAgreedWithHttpInfo(..) which responds a unique URL for the elastic signing agreement that can be embedded in my web application. However I am getting a response with error message: error and it does not provide what is exactly wrong with my code. I am using java click client. This is the response body: com.docusign.click.client.ApiException: error at com.docusign.click.client.ApiClient.invokeAPI(ApiClient.java:1495) at com.docusign.click.api.AccountsApi.createHasAgreedWithHttpInfo(AccountsApi.java:321) at com.divatt.designer.services.DocusignService.getClickUrl(DocusignService.java:85) at com.divatt.designer.controller.DocusignController.getClickUrl(DocusignController.java:52) at java.base/jdk.internal.reflect.NativeMethodAccessorImpl.invoke0(Native Method) at java.base/jdk.internal.reflect.NativeMethodAccessorImpl.invoke(NativeMethodAccessorImpl.java:77) at java.base/jdk.internal.reflect.DelegatingMethodAccessorImpl.invoke(DelegatingMethodAccessorIm

292
S
Docusign Employee
J
Newcomer
jekinsNewcomer
asked in Authentication
Authenticator App - Recovery Codes

So, I’ve enabled a 2FA authentication app for my DocuSign account, but I’m not getting any recovery code or one time use codes in the event I lose my phone or get locked out of my authenticator. How do I get these codes for my DocuSign account? I have one time use codes for all other sites and keep them locked in a safe for security. Thanks.

371
S
Docusign Employee
T
Newcomer
Test SoftradixNewcomer
asked in eSignature API
Create Envelop Api Used

Hello, I have used this code to send document via docuSign. What i am not getting email on signer email which i have added. Please sugeest any solution. I am sending you a code. Code:- const accountId = process.env.ACCOUNTID; // Create an API client const apiClient = new docusign.ApiClient(); apiClient.setBasePath('https://demo.docusign.net/restapi'); // Use demo environment // Set API credentials let accessToken = process.env.ACCESS_TOKEN; apiClient.addDefaultHeader('Authorization', 'Bearer ' + accessToken); apiClient.setOAuthBasePath('account-d.docusign.com'); // Create an envelope definition const envelopeDefinition = new docusign.EnvelopeDefinition(); envelopeDefinition.emailSubject = 'Please sign this document'; // Add a document to the envelope const fileContent = fs.readFileSync('Untitled Document'); // Encode the file content to base64 const base64EncodedContent = Buffer.from(fileContent).toString('base64'); const document = new docusign.Document(); document.documentBase64 = ba

612
S
Docusign Employee
N
Newcomer
NirmalNewcomer
asked in eSignature API
Getting an 401 Unauthorized error for DocuSign API call

I am new to DocuSign’s eSignature REST API. I am using postman to connect with DocuSign Rest API. I followed the step mentioned in the below link and connected with DocuSign demo account. Postman collections | DocuSign As mentioned in the above link , I got the access token and I could able to get my using information from DocuSign but When I try to create an envelope or do any API calls with DocuSign I am getting 401 unauthorized error response. Could any one please help me to understand what I am doing wrong here. Please find below error screenshot.

9282
S
Docusign Employee
K
Newcomer
KyleNewcomer
asked in eSignature API
Custom Document Fields

Hi all, I am have been asked to create a Docusign Integration from NetSuite and I have some requirements which I am not sure are possible. I am hoping someone will be able to help with this! For my understanding are Tabs and Custom Document Fields the same? Is it possible to create Custom Document Fields via the API?Is it possible to place them on the Document before it is sent to Docusign?Is it possible to retrieve the populated Custom Document Field Values that have been filled out by the client via the API? Regards,Kyle

1061
S
Docusign Employee
B
Newcomer
Ben RandallNewcomer
asked in eSignature API
Filling out tabs with Witness details

Hi, I am creating an envelope with the eSignature API and this includes witnesses. I am added signature and text tabs to the witness recipients. The signer is adding the witness name and email when signing, and then the witness will enter their address when signing. I want the Witness name and address to appear where the text tabs are in the document when they enter their details or sign. However this is not working. I’m assuming becuase I havent at any point associated the tabs with this data. Is there are way of doing this at the point of envelope creation? I am trying to reduce the amount of admin work done by my team before they send the envelope. Thanks

671
S
Docusign Employee
J
Newcomer
jpfNewcomer
asked in Docusign Connect
How to check envelope status with API?

If I have a template that I am sending via API. My template includes two recipients to sign in parallel. I am sending an original and two reminders if document is not signed before envelope expires. How do I check the status for each envelope (recipient) that was sent? Is the status for each envelop or for each email including reminders? Thank you.

1131
S
Docusign Employee
John.Kleinhenz
Docusign Employee
John.KleinhenzDocusign Employee
asked in General
a true Sandbox that stays in synch with Production?

Does DocuSign offer a Sandbox that stays in synch with a Production account ? If yes, where to find that information?

932
John.Kleinhenz
Docusign Employee
N
Newcomer
NirmalNewcomer
asked in eSignature API
Can we download the DocuSign Documents everything when the recipient is signed?

I have scenario and I need to automate the process. Assume I have an envelope named checklist and has three signer with the signing order 1,2,3. Each time when the signer is signed I need to download the document in my local machine. For example if signer 1 is signed the document from the checklist envelop should be saved in my local as checklist_v1 and if signer 2 is signed the document from the checklist envelop should be saved in my local as checklist_v1 and so on. I tried the flow with Power automate, we can only download the document only the entire envelope is completed. In this case all 3 signer has to sign then only we can get the document. Is there option that we can get it for each signer in power automate? I am also happy to use DocuSign Signature Rest API to automate this process. Thanks, Nirmal.

3261
Michael.Rave
Docusign Employee
N
Newcomer
NirmalNewcomer
asked in eSignature API
How do I set up the frequency of the reminder for the envelope that is created using import document instead of existing templates.

If we are creating an new envelope manually by adding documents we will enable the frequency of reminders using advanced options in DocuSign and send the envelope to the recipient. The below image shows how to enable the frequency of reminders for the envelope. Is there any way can we automate the process using power automate or DocuSign Signature Rest API call? The flow should be: Create an envelope Add the Documents Add all the recipients Enable the frequency of reminders for 7 days. Send to the recipients Note: I don't want to create a template or use the existing template from DocuSign. For every envelope it should be new documents added. Thanks, Nirmal.

2331
Robert Jackson
Troubleshooter
T
Newcomer
TonyLNewcomer
asked in eSignature API
ListStatusChanges is returning only 1000 envelopes result set as of 2/9/2024.

ListStatusChanges is returning only 1000 envelopes result set as of 2/9/2024. I'm trying to set the Count and Start_position, but so far only getting 1000 envelopes. This has been working for over 2 years. Has something changed? Is setting the count and start_position a new work-around? Thanks.

1156
T
Newcomer
D
Newcomer
DeniseNewcomer
asked in General
Printing the completed Document

We are a Public School District that receive a ton of PSLF forms that require an electronic signature, I always print the completed form for the employee file when I am done. I cannot seem to do this within Docusign, I get no option to “print” now. I used to get an email of the competed form but now I do not. How can I remedy this issue???

953
N
Community Moderator
A
Newcomer
adamNewcomer
asked in Go-live
I have issue when in docusign Apps and Integration Keys move to production to go live

I have issue in Apps and Integration Keys move to live in production ,i need help to to solve this issue .

1411
Michael.Rave
Docusign Employee

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