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  • 1,025 Topics
  • 10 Replies
998 Topics
M
Newcomer
MuraliSNewcomer
asked in eSignature API
Getting error ENVELOPE_ALLOWANCE_EXCEEDED

Hi Team,I have got a developer account with unlimited envelopes, but I am getting error :: ENVELOPE_ALLOWANCE_EXCEEDEDThe portal shows this which suggests that we have only used 100 envelopes out of Unlimited. :: The limit did not reset in the hour interval. we waited to about 3 hours and made the call again, got same error.Any help, or pointers to help us fix this issue is greatly appreciated.

492
I
Docusign Employee
P
Newcomer
PederziniNewcomer
asked in eSignature API
SMS and Whatsapp delivery for developer accounts

Hello everyoneWe use Docusign in our software to send requests through e-mail and I would like to test sending using SMS and WhatsApp as well so we can implement that in our production envirment.I’m using a developer account and our software connects to Docusing using the external applications only , like the imagge belowIs there any way to use the SMS or Whatsapp delivery method using this kind of integration?Even in our production enviroment it’s not possible to check that boxes: Every time we try to send using the SMS or WhatsApp method, we get a 'This account lacks sufficient permissions. Account lacks permission to send Envelopes over SMS' error. What do we need to do to resolve this issue? If one of our clients has this permission, will we be able to send an envelope using their credentials via SMS or WhatsApp?

1242
R
Newcomer
N
Newcomer
nhugg12Newcomer
asked in eSignature API
AUTHORIZATION_INVALID_TOKEN on envelopesApi.CreateEnvelope

Morning,Hoping someone can help me out.I’m currently getting the below response when making the call “envelopesApi.CreateEnvelope(accountId, envDef)”:{"Error calling CreateEnvelope: {""errorCode"":""AUTHORIZATION_INVALID_TOKEN"",""message"":""The access token provided is expired, revoked or malformed. Authentication for System Application failed.""}"}I’m providing a valid access token to the call, and had previously had this working when using the link https://developers.docusign.com/token-generator/ to generate the Token for me while testing. When moving to automatically generate the token, the token provided is no longer working. Please see my code below for the whole process, I’m storing the the details in an object to access them, if these details are required please let me know:     Private Sub SendToDocuSign(firstName As String, lastName As String, email As String, body As String, docsignAttachment As String)        Dim baseUri As String = String.Format(oSetting.APITokenURL)     

802
H
Newcomer
L
Newcomer
limNewcomer
asked in Embedded Signing
DateSignedTab Timezone Country not accurate

We are currently using the DateSignedTab for the embedded signing. However, we are located in Kuala Lumpur, Malaysia, but the timestamp is showing SGT (Singapore Time. Is there any way to change the timestamp to reflect our current location? 

413
B
Docusign Employee
Karissa.Jacobsen
Docusign Employee
Karissa.JacobsenDocusign Employee
posted in General
Check out our latest blog post: From NIGO to STP: A developer's guide to custom data verification and the Connected Fields API

Sometimes it's the small things—like a missing field or a mismatched value—that end up derailing an entire agreement. In our latest blog post, we show how to build a custom data verification flow using Docusign’s Connected Fields API with extension apps. This solution combines two key components:• A connected fields extension app to verify data against your system of record• A Connected Fields API integration to send envelopes with verifiable fieldsTogether, they help turn NIGO (Not In Good Order) delays into STP (Straight Through Processing) wins.👉 Read the full blog: From NIGO to STP: A developer’s guide to custom data verification and the Connected Fields API. 

150
Karissa.Jacobsen
Docusign Employee
S
Newcomer
skotlyarNewcomer
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

807
S
Newcomer
S
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

291
K
Docusign Employee
R
Newcomer
RingwoodNewcomer
asked in eSignature API
CredentialSoap endpoint

I downloaded the DocuSignSample and put in my developer credentials and it fails with: javax.xml.ws.soap.SOAPFaultException: Response was of unexpected text/html ContentType.  Incoming portion of HTML stream: <html><head><title>Object moved</title></head><body><h2>Object moved to <a href="/API/3.0/Member/Error.aspx?aspxerrorpath=/api/3.0/api.asmx/">here</a>.</h2></body></html> I am using an end point of:  "https://demo.docusign.net/api/3.0/api.asmx/";I am not sure if my issue is the end point or something about my account. I am see help for other APIS, but not the  CredentialSoap used in the code. 

324
A
Docusign Employee
A
Newcomer
AkshayNewcomer
asked in eSignature API
Security Appliance application Migration from one server to another server

Hello All,  Do you have idea how the URL is setup for migrating security appliance from one server to another? We at our organization are quiet struck to find the way to set this URL. have referred lot’s of guides but of no help.

162
A
Newcomer
E
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!  

271
M
Docusign Employee
K
Newcomer
kumar24sepNewcomer
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.

151
M
Docusign Employee
M
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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M
Newcomer
S
Newcomer
shehzad1186Newcomer
asked in General
get started button not going up

when i entered all details then i clicked on the get started button but its not going up 

512
M
Community Moderator
S
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

241
K
Docusign Employee
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Collect Payments In Docusign Using PayPal

Hi! I just published a new YouTube video on how to collect payments in Docusign using PayPal through Braintree.You’ll learn how to:Set up and link your PayPal and Braintree accounts Add a payment gateway to your Docusign templates Collect fixed or dynamic payments during signing Ensure full PCI compliance and securely save card data for subscriptionsStreamline your contracts and payment collection in one flow! 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

300
sofian_solusign
Troubleshooter
K
Newcomer
kathcaresNewcomer
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!

212
M
Community Moderator
K
Newcomer
KanikaNewcomer
asked in eSignature API
Docusign JWT Grant - Not Returning code as typ : JWT

Created App and Key with Redirect URI and RSA Key Pair. Sent request in format https://account-d.docusign.com/oauth/auth?    response_type=code    &scope=YOUR_REQUESTED_SCOPES    &client_id=YOUR_INTEGRATION_KEY    &redirect_uri=YOUR_REDIRECT_URI. Replacing with my value. Code returned is of typ:MT and Payload is not JSON format. Instead it is in binary format

191
R
Docusign Employee
J
Newcomer
jloucksdevNewcomer
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.

1441
S
Newcomer
L
Newcomer
lemorenoNewcomer
asked in eSignature API
Docusign vs Ariba integration

We have an issue connecting SAP Ariba with docusign, the error specifies that the id from airba doesn´t match the id from docusign during the consent phase. Although both users are equal (matching also the lower and upper cases, no blank spaces also). See attached info with screenshotsThis integration works fine in our sandbox.Any clue?

130
L
Newcomer
M
Newcomer
mlpameerNewcomer
asked in eSignature API
Use API with out developer Account.

I’m using a regular DocuSign (production) account, but I don’t have a developer account. I’d like to retrieve all completed envelope emails using the API. How can I achieve this?

271
R
Docusign Employee
M
Newcomer
Mr.rahulNewcomer
posted in eSignature API
how to retrive signed document through api

As a developer using DocuSign's iFrame embedding for signatures, the system automatically emails signed documents - how can I additionally retrieve signed documents via API immediately after signing completes?

291
Hengfeng Ge
Frequent Contributor
V
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

431
Alexandre.Augusto
Docusign Employee
H
Newcomer
Heartly.HarshNewcomer
asked in Salesforce/Apex Toolkit
Next button on the Send with Docusign Action page is not working

After refresh my sandbox with production. Again user is added in the “Docusign Setup”> “User Managemenet”. User has necessary permission set assigned for generates and send document.Now after generate the document, when I hit “Send with Docusign” Action Button. It shows an error toast notification with “Not Found”.After that nothing happens. and Send with Docusign page stays on that page only.What would be the issue

693
H
Newcomer
C
Newcomer
CRM DeveloperNewcomer
asked in Docusign Connect
The API returns "500 Internal Server Error"

We have created one webhook and in that, we call an API on change of document signed.The API triggers but it returns an error of 500 Internal Server Error.And when we debug the api call then we do not get the document pdf bytes in it and it returns null.

231
T
Docusign Employee
G
Newcomer
GeorgiNewcomer
asked in Mobile SDKs
Enterprise Mobility Management with intune for IOS

Hello Everybody,I am trying to configure with Intune App configuration policies for iOS, but for some reason the corresponding configuration is not applied on the phone. Has anyone managed to configure the appropriate settings for iOS as they work for Android. 

5104
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Newcomer

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