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131 Topics

A
Newcomer
atr_crmNewcomer
asked in APIs and SDKs

support for multiple signers on multiple (but fewer) signature blocks

I have a document that can be signed by (any) 2 out of 5 possible signers (signers A, B, C, D, E for example.) What i envision is a document with 2 signature blocks that once signer B signs the first block, the second block is only signable by one of signers A, C, D or E) Once that second signature is obtained (from A, C, D or E) the document should be completed.How do I build this envelope?I am actually building and creating envelopes using teh API and not interactively.Note: we already have this working when we have 5 signers but only one is required to sign so we don’t need a solution for that.atr

2
A
Newcomer
2 months ago
A
Newcomer
AnneNewcomer
asked in APIs and SDKs

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.

1
S
Docusign Employee
2 months ago
M
Newcomer
MEA59Newcomer
asked in APIs and SDKs

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 ?

1
S
Docusign Employee
2 months ago
S
Newcomer
SamyD365Newcomer
asked in APIs and SDKs

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?

0
S
Newcomer
2 months ago
S
Newcomer
sarathdivatt9Newcomer
asked in APIs and 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(Delega

2
S
Docusign Employee
2 months ago
J
Newcomer
jekinsNewcomer
asked in APIs and SDKs

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.

1
S
Docusign Employee
2 months ago
T
Newcomer
Test SoftradixNewcomer
asked in APIs and SDKs

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 clientconst apiClient = new docusign.ApiClient();apiClient.setBasePath('https://demo.docusign.net/restapi'); // Use demo environment // Set API credentialslet accessToken = process.env.ACCESS_TOKEN;apiClient.addDefaultHeader('Authorization', 'Bearer ' + accessToken);apiClient.setOAuthBasePath('account-d.docusign.com'); // Create an envelope definitionconst 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 base64const base64EncodedContent = Buffer.from(fileContent).toString('base64'); const document = new docusign.Document();document.documentBase64 = base64Encode

1
S
Docusign Employee
2 months ago
M
Newcomer
MrLiquidBreadNewcomer
asked in APIs and SDKs

Configure Webhook Connection to return envelope status' on only one template

I’ve setup a template that will be used for customers to sign and return for signature by someone on our sales team.  I’m automating the distribuation of this document by using Microsoft Power Automate, creating a flow with a webhook listener at the end.  The webhook listener is looking for the status of the envelope to change to “completed”, then it will save the completed .pdf to our sharepoint site.I’ve configured a new configuration within Docusign Connect, for the flow.  However, I don’t see a way to point this webhook to this specific template and the envelopes created from it.  I’ve tested this entire build and it works, except it works too good.My issue is that there are other shared templates being used within our Docusign instance (by other processes and users) so my webhook reports back when ANY envelope status changes to “completed”, rather than just the envolopes I care about with this specific template.Is there any way to have a webhook only report back on specific envelo

1
S
Docusign Employee
2 months ago
N
Newcomer
NirmalNewcomer
asked in APIs and SDKs

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 | DocuSignAs 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. 

2
S
Docusign Employee
2 months ago
K
Newcomer
KyleNewcomer
asked in APIs and SDKs

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

1
S
Docusign Employee
2 months ago
B
Newcomer
Ben RandallNewcomer
asked in APIs and SDKs

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 

1
S
Docusign Employee
2 months ago
J
Newcomer
jpfNewcomer
asked in APIs and SDKs

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.

1
S
Docusign Employee
2 months ago
John.Kleinhenz
Docusign Employee
John.KleinhenzDocusign Employee
asked in APIs and SDKs

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?  

2
John.Kleinhenz
Docusign Employee
2 months ago
N
Newcomer
NirmalNewcomer
asked in APIs and SDKs

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.  

1
Michael.Rave
Docusign Employee
2 months ago
N
Newcomer
NirmalNewcomer
asked in APIs and SDKs

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 recipientsNote: 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.  

1
Robert Jackson
Active Voice
2 months ago
T
Newcomer
TonyLNewcomer
asked in APIs and SDKs

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.

6
T
Newcomer
2 months ago
D
Newcomer
DeniseNewcomer
asked in APIs and SDKs

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???

3
N
Community Moderator
2 months ago
K
Newcomer
Kathleen.HNewcomer
asked in APIs and SDKs

Checkbox Tab Group

I’m attempting to make one of two checkboxes required.  This is my json:  "checkboxTabs": [    {      "anchorIgnoreIfNotPresent": "true",      "anchorString": "InsurerRequired_CKYes",      "anchorUnits": "pixels",      "anchorXOffset": "0",      "anchorYOffset": "0",      "tabId": "InsurerRequired_CKYes",      "tabLabel": "Insurer Required",      "tabGroupLabels": [        "checkboxgroup1"      ]    },    {      "anchorIgnoreIfNotPresent": "true",      "anchorString": "InsurerRequired_CKNo",      "anchorUnits": "pixels",      "anchorXOffset": "0",      "anchorYOffset": "0",      "tabId": "InsurerRequired_CKNo",      "tabLabel": "Insurer Not Required",      "tabGroupLabels": [        "checkboxgroup1"      ]    }  ],  "tabGroups": [    {      "groupLabel": "checkboxgroup1",      "minimumRequired": "1",      "maximumAllowed": "1",      "tabType": "tabgroup"    }  ] The behavior is not changing with the tabGroups definition.  Both checkboxes are still optional, and both checkboxes can be s

2
K
Newcomer
2 months ago
A
Newcomer
adamNewcomer
asked in APIs and SDKs

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 .

1
Michael.Rave
Docusign Employee
2 months ago
C
Docusign Employee
Community UserLegacy User
asked in APIs and SDKs

sending envelope from a template with dynamically populating fields in a template document

hi,I am trying to send envelope from a template with dynamically populating fields in template document through rest API in PHP but I face a problem. I add a recipient in a template of an envelope and also I provide other recipient information in "templateRoles" in the request from the API and also I add "tabLabel" and "value" for the custom tab fields. Now after sending envelope when I check document which is to be signed in the email of both recipients then i found that recipients that added in the template from my docusign web account got the document with only basic fields (name, email, date signed and sign) and custom field values to be empty text box (no value) and when I check for the recipient that I provide through api got document with basic fields values in left sidebar which has to be manually placed in document and no custom field in sidebar and no custom field values means nothing is populate on documnet only basic fields values set in left s

2
M
Newcomer
2 months ago
C
Newcomer
cswicegoNewcomer
asked in APIs and SDKs

Client ID

I am trying to understand how to create a JWT Grant for Monitor.I have limited knowledge of API’s.Using the documentation from DocuSign I have all requirements except the last.PrerequisitesDepending on your SIEM, make sure you have:Integration key RSA key JWT token and access token as described in the How to get an access token with JWT Grant authentication page.How do I find my DocuSign client ID, Scopes, redirect for the moment, I am using http://www.localhost.com & I have an Integration Key  

1
C
Newcomer
3 months ago
A
Newcomer
awkinneyNewcomer
asked in APIs and SDKs

Produciton enviroment App Go Live

HIWe have built out and tested an app integration in the dev docusign environment  and are looking to move it into production. Is there a go live process or workflow required by docusign for new apps that doesn’t exist in dev? Or is launching a new app in production the same as in dev?thanks

3
J
Docusign Employee
3 months ago
O
Newcomer
OODLNewcomer
asked in APIs and SDKs

User Management from our App

Hi all, I had a quick look through the forum and I couldn't really find an answer for this, so apologies if it's already been addressed..We are developing our B2C platform and wish to integrate with Docusign to allow two users on the platform interact and sign a contract. Our platform manages its own user base (JWT authentication), and we would like to integrate into Docusign to post and sign documents.The challenge that I have is, from what I can see we need to create a user on Docusign for each user within our platform, meaning they would need to sign up and create an account, please note our users are customers do not have an internal email address within our domain, so any sort of SSO isn't really an option for us.Possibly I'm looking at this wrong or Docusign simply doesn't support our approach but any insight would be appreciated.  Thanks 

2
O
Newcomer
3 months ago
V
Newcomer
vpc5011Newcomer
asked in APIs and SDKs

Tabs Questions

 How can we send the tabs information to DocuSign? I have already sent the api details and document changes in my previous email? How can we set the reminders for DocuSign document through API? We have a producer signature in our pdf after the applicant and co applicant sign the documents is there any way DocuSign can set the producer signature in the pdf document?

1
V
Newcomer
3 months ago
A
Newcomer
amyNewcomer
asked in APIs and SDKs

Couldn't recognize fields from Base64

Hi,I set Base64 document to EnvelopeDefinition, but it return null when calling getEnvelopeDocGenFormFields. byte[] fileBytes = Files.readAllBytes(Paths.get("/Users/.../Document_Template.docx"));Document document = new Document();document.setDocumentBase64(Base64.getEncoder().encodeToString(fileBytes));document.setName("SampleDocument.docx");document.setFileExtension("docx");document.setDocumentId("1");ArrayList<Document> documents = new ArrayList<>();documents.add(document);envelopeDefinition.setDocuments(documents);final EnvelopeSummary envelopeSummary = envelopesApi.createEnvelope(accountId, envelopeDefinition);final String envelopeId = envelopeSummary.getEnvelopeId();// Get Fields from document that need to be merged with custom datafinal DocGenFormFieldResponse formFieldResponse =envelopesApi.getEnvelopeDocGenFormFields(accountId, envelopeId);

1
A
Newcomer
3 months ago

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