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  • 1,161 Topics
  • 12 Replies
1161 Topics
P
Newcomer
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!

1740
P
Newcomer
A
Newcomer
Ari239Newcomer
asked in General
Updating DocuSign Email Resource Template to Display User's Title and Company

I am trying to modify the eSignature resource template and update it to include the user’s title and company. I noticed that the merge tags for Sender Name and email are “[[Data:SenderName]]” and “[[Data:SenderEmail]]”. Where can I find the tags for the user’s “Company” and “Title” from their profile? 

541
Michael.Rave
Docusign Employee
C
Newcomer
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?

531
Michael.Rave
Docusign Employee
M
New Voice
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

761
B
Docusign Employee
P
Newcomer
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?

2773
T
Docusign Employee
P
Newcomer
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

4172
P
Newcomer
V
New Voice
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.  

898
V
New Voice
D
New Voice
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?

3706
B
Docusign Employee
C
Newcomer
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? 

1914
C
Community Moderator
R
Newcomer
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.

392
E
Docusign Employee
P
Newcomer
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?

1111
Michael.Rave
Docusign Employee
A
Newcomer
Autodesk ESENewcomer
asked in eSignature API
API Details to track license usage

Hi Community, Can you please share API details to track license(Envelope usage). Want to export license usage automatically to a dashboard to know the usage. Any leads to API reference would be helpful. Thank you

572
A
Newcomer
S
New Voice
singhanubhavNew Voice
asked in eSignature API
Invalid mail id status name

Hi folks,I have scripted a custom integration for Salesforce to Docusign and have a custom object in salesforce with name ‘DocuSign Document’ when the envelope is sent , declined or created i poll for status in Docusign and accordingly switch the status.My question is somebody use the invalid mail id then what status does DocuSign returns? so that i can catch that status include in my status picklist and flip when i need.

251
Michael.Rave
Docusign Employee
V
New Voice
VasNew Voice
asked in eSignature API
HOW TO FIX 'UNSPECIFIED_ERROR' DURING TABS CREATION?

Hii I'm trying to recreate template including tabs. I'm receiving such error for some attempts: {"errorCode":"UNSPECIFIED_ERROR","message":"Could not put blob in BlobBaseModule.Put"}I'm using: https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipienttabs/create/endpoint.This behaviour is random. How to fix this?

901
Ivan.Dinkov
Docusign Employee
Lindsay.Rothfeld
Docusign Employee
Lindsay.RothfeldDocusign Employee
posted in General
Recording: Maestro API Webinar

If you missed the recent Developer Webinar, here’s a recording 😀  Developer Webinar: Maestro API (July 23) Additionally, make sure to check out the API Office Hours Resources over in the Developer Discussion Area:The next Office Hours will take place Tues, August 6th! 

220
Lindsay.Rothfeld
Docusign Employee
K
Newcomer
kapuNewcomer
asked in eSignature API
Standard text field: After setting a tooltip, the entered value cannot be automatically populated.

Standard text field: After setting a tooltip, the entered value cannot be automatically populated.The size of the text cannot be adjusted either

1143
Michael.Rave
Docusign Employee
F
Newcomer
FilahadNewcomer
asked in eSignature API
Digital Signature for word and pdf

Hello Team,I am new to the community and I have a spring boot web application, I need to apply digital signature while uploading either word document or PDF via API. Is it possible with docusign?Thanks in advance 

972
E
Docusign Employee
M
Newcomer
MBathgateNewcomer
asked in General
Joining a Group

When I first created my account, I received a pop up stating there was a group that was related to my email. I could either JOIN or SKIP. I kept hitting JOIN and nothing happened, so I refreshed my screen. How do I JOIN a group? I know how to create one and add users, just not join

2630
M
Newcomer
abartimmo
Newcomer
abartimmoNewcomer
asked in eSignature API
Add a Dropdown that all Senders need to select from.

I would like to add a drop down that is required by all senders to select from before sending an envelop.  Use Case:Sender attaches Document(s), adds signers and recipients and note. Sender assigns where Signers need to sign Sender selects which Organization the client is associated with from a Drop Down (new) API reads Drop Down selection as an objects  This will allow us to create an integration with our PM and CRM platforms and link sent Envelops to the appropriate companies in both systems. 

310
abartimmo
Newcomer
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Use Docusign IAM | Docusign Tutorial For Beginners

Hi! I just published a new YouTube video on how to use Docusign IAM. You will learn how DocuSign IAM streamlines the use of various Docusign products, like eSignature and Maestro, to create integrated workflows.Additionally, you’ll see how Docusign IAM leverages AI to extract valuable insights from signed documents, improving efficiency and identifying opportunities and risks. You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

1000
sofian_solusign
Troubleshooter
D
Newcomer
Dileep_123Newcomer
asked in Embedded Signing
Policy Violation Error

Hello Everyone, I’m trying to do Embedded Signing. I’m facing an issue while integrating DocuSign with our angular Api using focusView it is giving Violation Error like [violation] permission policy violation: “Geolocation access has been blocked because of permission policy applied to the current document”

2203
J
Newcomer
M
Newcomer
mohithitsuccessNewcomer
asked in eSignature API
Issue with base 64 document

Hello Team,I’m getting below error while calling create envelop API from DocuSign“Invalid length for a Base-64 char array or string”Can anyone please suggest how we can troubleshoot this on DocuSign, I’m using DocuSign developer account for demo.

1791
E
Docusign Employee
S
Newcomer
Sarah-jingNewcomer
asked in eSignature API
cannot find certification

https://support.docusign.com/s/document-item?language=zh_TW&rsc_301=&langSet=1&bundleId=yca1573855023892&topicId=lpb1607560293943.html&_LANG=zhtw I make sign contact like this website, but we just can see the step from 1 to 6. always cannt go to step 7, I already download all docusign kpi, but still not work. could you help me to solve this problem ?Thank you

781
S
Newcomer
M
New Voice
mlopezchinaNew Voice
asked in SDKs
Adding a hyperlink on PDF to sign

Hi everyoneI want to add a hyperlink on a PDF to signI am creating the envelope via SDK using node by passing the tabs definition via params  I have ran into this article https://support.docusign.com/s/articles/How-to-create-a-hyperlink-in-DocuSign?language=en_US&rsc_301but I can not figure out a way to tell DocuSign SDK to use the custom field that I have created manually following the guide.is there a way to add the hyperlink using DocuSign SDK or calling the rest API when creating the envelope? Thanks in advance.

1814
M
New Voice
K
Newcomer
kurtNewcomer
asked in eSignature API
Itsme - eSignature with C# sdk

Hi,I’m using the C# SDK from DocuSign.I’m trying to find an option to enable ITSME using the c# SDK from docusignI did found some documentation about setting up QES:https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/standards-based-signatures/#:~:text=QES%20signatures&text=verify%20the%20identity%20of%20the,held%20or%20cloud%2Dbased%20certificates            RecipientSignatureProviders = new List<RecipientSignatureProvider>            {                new RecipientSignatureProvider {SignatureProviderName = "docusign_eu_qualified_idnow_tsp"}            } However, using this won’t allow me to sign using itsme.How can i integrate ItsMe within the SDK?Or is this only possible by changing the settings within the portal?Thank you in advance!​​​​​​​Kind regards,Kurt

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E
Docusign Employee

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