Developer

Dear, when I request a signature by email using a template by below API link 1, I found it doesn’t meation how to assign value to Custom Field in template. So I search info in docusign community as below Website link 2, but I can’t get Custom Field in my test template using below API link 3. It only rely 4 inexistence Custom Field in template as below shortcut_1 show. But it should rely custom field as below shortcut_2 show. API link 1: https://developers.docusign.com/docs/esign-rest-api/how-to/request-signature-template-remote/Website link 2: API link 3: https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatecustomfields/list/ shortcut 1: shorcut 2: 

Hi! I have a question regarding tabs. I have a document template where i have placed some text tabs and i want to reference those tabs inside apex so that i can pre fill a value in those tabs when the envelope is sent. So i do not want to create a text tab in apex and place it on the document but i want to pre fill a tab that already exists in the document template by somehow referencing it in my apex code.Is that possible? Thank you!

May I know below 2 methods. Which one need to pay for extra service or free to use  ?Agreement Action Rule / Agreement Connection to MS Shared Point / One Drive / Drop BoxUsing eSignature API with Apps and Integration Keys – to download documentThe idea what we want to achieve is to sending finished document to keep on other file server location.

I am trying to integrate DocuSign using ABAP, I am able to generate access token,with the generated access I am trying to access below API:  'https://demo.docusign.net/restapi/v2.1/accounts/' lv_account_id '/envelopes'the above API is called immediately after the generated access token, I am not sure why I am getting error message,I have to complete the POC ASAP since we are planning for go-live by month end if everything goes good.Kindly help. 

Got this error while made some changes on the layout like checked the check box for opportunity record type in layout got the below mentioned error how to resolve it  Failed to update layouts. Please try again. Error: In field: relatedList - no CustomField named dsfs__DocuSign_Recipient_Status__c.dsfs__Opportunity__c found

Hello, I've been tasked to build an interface with docuSign. However, my company is using ColdFusion and there isn't a whole lot of references out there for doing this. My goal right now is to send a pdf from a local drive to docuSign and have a user sign a specified location.This is my dev code so far, running this creates an envelope, but no document or recipients are attached to the envelope it creates.Any help would be appreciated. 

I’ve downloaded the DocuSign NuGet package, and also the code examples provided by DocuSign through the quick start for comparing.I have matched my code to the code examples downloaded within my own project. Confirmed my UserId/ImpersonationId, IntegrationKey/ClientId match from what the code examples use to what my login “Apps & Keys” have.After attempting to call the “AuthenticateWithJwt(string api, string clientId, string impersonatedUserId, string authServer, byte[] privateKeyBytes)” I get an ApiException of “Error while requesting server, received a non successful HTTP code with response Body: ”I’ve followed through the documentation on https://developers.docusign.com/platform/auth/jwt/jwt-get-token/ When using POSTMAN I’m able to get an access token. However, so far I’ve been unsuccessful in getting the DocuSign NuGet package code to work. I’ve tried searching around the forums for any reference to the error response I’m getting with no success.Any help in pointing me in the

Hello,We are in the process of integrating an integrated signature flow on our website via your API, and we have some questions.Our project is to allow our customers to sign their contract on our website, without leaving it. They fill out a form that we manage and process in PHP, and when they click on the " signing my contract" button, it should generate a contract from a template that we have set up in our DocuSign account, pre-fill the fields with the elements of our form, and allow the customer to sign their contract, while remaining on our site. If successful, or if there is an error, the customer is redirected to different confirmation pages, still on our site.Our customers do not have a Docusign account and should not be asked to authenticate themselves.From this point on, we wonder about the following point:We have consulted the documentation but we are not sure which type of authentication is suitable for our project: Authorization Code Grant or JWT? The JWT seems to

We have integrated with DocuSign(Java SDK). When downloading signed documents and revoking envelope, most processes are successful, but a few report this error. What could be the reason?{"errorCode": "USER_NOT_ENVELOPE_SENDER_OR_RECIPIENT","message": "This user is not the sender or a recipient of the envelope. Only the sender or a recipient of the envelope may perform the requested operation."}

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

Is there any way to change owner of template with API? Share scenario is not enough as the new owner should be able to edit the template, not only use it. I would like to avoid impersonation with jwt as in my scenario there is no org domain configured, so it’s impossible for me. BRMichailo

The schema for the envelope creation endpoint allows the addition of an envelope attachment. However, adding one at envelope creation time does not work. The envelope is created, but the attachment is not (as confirmed by querying the API for envelope attachments with the envelope ID). If I first create the envelope, then add the attachment with the exact same attachment properties, the attachment gets created as expected. Is this a bug? If not, why put envelope attachments in the envelope creation request schema?Also, some of the fields are very confusing in their behavior and in their descriptions in the documentation. I’m hoping someone may have some insight to a few of them.AttachmentId - If an attachmentId is provided to create the attachment via the envelope attachments create endpoint, a different, unique ID is returned when querying for it. Why give the ability to provide an ID if it changes regardless of what’s provided? Label - What does this field actually do? The documentat

 After changing my development account to a production account, the last step was to get this authorization code. I allowed access (granted permission) and tested it in Postman. I keep receiving this 400 error “Invalid Grant” “ Unauthorized Client”.  Has anyone encountered this error before? 

I am using the Docusign SDK in a .Net web application.  I am creating an envelope and then sending the client a URL.  With this URL it opens a page that uses the envelopeid to generate the signing URL and then using Docusign JS to display within the page.   Everything is working except for the returnURL.  Once signing is completed it just displays a blank page.  The browser is returning this error in the console.Refused to frame 'https://localhost:44377/' because it violates the following Content Security Policy directive: "frame-src 'self' https://docucdn-a.akamaihd.net/ https://apps-d.docusign.com https://demo.docusign.net https://account-d.docusign.com https://proof-d.docusign.net https://identity-d.docusign.net https://content.googleapis.com https://docs.google.com https://players.brightcove.net https://www.youtube.com https://accounts.google.com https://docusign.sjv.io https://docusign.co1.qualtrics.com/ https://apps.usw2.pure.cloud".I am assigning the FrameAncestors and Message O

Hello! I am wondering if there is a way to save all the docs in our account. I would like to do this in bulk and save them all to a zip. Is this possible?  

Hi all, I have a Connect configuration set up with OAuth 2.0 enabled. When I send an envelope request using the API, and I DO NOT include the `eventNotification` section in my envelope definition, everything works as expected - an authorization token is retrieved from my OAuth provider, and then included as a bearer token in the header of the callback request (which just goes to the URL defined in the Connect configuration). However, I would like to have per-envelope control over the callback URL. To do that, I include an `eventNotification` within the envelope definition. As part of that eventNotification, I am setting `includeOAuth` to true, and `integratorManaged` to true, as per the instructions on this page:https://www.docusign.com/blog/developers/introducing-oauth-partners-docusign-connectThat page specifically says:You can use this parameter for account-level and envelope-level configurations.so I think this should work. However, when the event callback is sent to my webhook, th

Hello!I am currently using the Apex Toolkit to send envelopes from Salesforce and i have a question about Tabs. I have a TextTab with an hardcoded value (so i use the withValue() method) that i am attaching to a recipient. This tab is not read-only, so the recipient of the envelope can update the field. My question is: where does this tab value go once the document is completed and saved back to Salesforce? I tried looking on theDocuSign Envelope Document object and the DocuSign Envelope Recipient but i don't seem to find it. My requirement is to save back the value of this tab with a trigger on another object, so i need to  be able to access those tabs and values from somewhere in salesforce.I hope i gave a clear enough explanation.Thank you

I am attempting to obtain all completed envelopes (received, sent, deleted (disappeared from the trash Folder), and shared) that a currently logged-in user has access to, by calling the liststatuschanges API. However, when specifying the following minimum set of parameters, only envelopes that the logged-in user has created are returned with CC'ed files, files received upon signature request, etc. missing.status=completed&include=documents,folders&from_date=2024-01-01 When folder_types=normal,inbox,sentitems was included, I was able to confirm the return of sent and received files, however, deleted files (disappeared from the trash Folder) and shared files were not returned.Is there a way to obtain all files, including deleted files, that a presently logged-in user has access to, in a single API call?

I need to create a GET Request to get the status of a sent document. Can someone help me without to set this up? 

I have two recipients defined  - R1 and R2I have a text tab “Last Name” on the docusign form and it is set up as Collaborative.When I hit the restAPI /accountId/envelopes, and send the nodes as below - The R1 user cannot view the field value: {    "status":"sent",    "templateId":"<ID>",    "templateRoles":[        {            "roleName":"R1",            "email":"email@email.com",            "name":"name",            "tabs":{                "textTabs":[                    {                    "tabLabel":"patient.email",                    "value":"test@test.com",                    "shared":"true"                    }                ]}}]} But when I send the envelope to both the recipients R1 and R2, then it works fine. Both of them can view and edit the field value {    "status":"sent",    "templateId":"<ID>",    "templateRoles":[        {            "roleName":"R1",            "email":"email@email.com",            "name":"name",            "tabs":{                "textTa

Hello,I would like to go live with developer account. Then I would delete that developer account (as its from different company than final integration). Is there any impact on prod integration after deleting developer account?

I’m testing the API call to add an envelope to be purged.  I have a completed envelope ID from one of our Dev environment.  I’ve been able to successfully change the purgeState from “documents_and_metadata_and_redact_queued” to “documents_dequeued” using the API Explorer from developers.docusign.com  When I try the same API call from Postman, I’m getting the following error:     "errorCode": "DOCUMENT_PURGE_FAILED",    "message": "Error adding documents to the purge queue. Only the sender may remove the envelope documents"I can make other successful calls using Postman.  I’m the same user; that sent the envelope.Any idea what the issue is in Postman?

Hello,On one of our accounts, I have the ability to see the data label. On our other account, it does not appear. This is strange because I have the same subscription.In order to program my automations on Zapier (automation tool), I need the information that is written on the data label. Do you know how to make it appear?See image: In the image, you will see the data label field that I need to make appear on my other account. 

Bonjour,J’ai sur un de nos comptes la possibilité de voir l’étiquette de données. Sur notre autre compte, elle n’apparaît pas. Cela est étrange car j’ai le même abonnement.Afin de programmer mes automatisations sur Zapier (outil d’automatisation), j’ai besoin de l’information qui est inscrite sur l’étiquette de données. Savez-vous comment faire pour la faire apparaître ?Voir image : Sur l’image, vous verrez le champ d’étiquette de données que j’ai besoin de faire apparaître sur mon autre compte._________________________________ Hello,On one of our accounts, I have the ability to see the data label. On our other account, it does not appear. This is strange because I have the same subscription.In order to program my automations on Zapier (automation tool), I need the information that is written on the data label. Do you know how to make it appear?See image: In the image, you will see the data label field that I need to make appear on my other account. 

Estou tentando implementar a parte de ancoragem das assinaturas no documento, porem, ao subir o envelope ele ignora as posições enviadas. Podem me auxiliar. Payload:{    "documentos": [        {            "documentBase64": "BASE64",            "documentId": "188777",            "fileExtension": "doc",            "name": "PRESTAÇÃO DE SERVIÇOS.doc"        }    ],    "emailSubject": "Assinatura de Documentos",    "destinatários": {        "signatários": [            {                "e-mail": "arthur.santos@elaw.com.br",                "nome": "Artur Santos",                "recipientId": "58883",                "routingOrdem": "1",                "guias": {                    "initialHereTabs": [                        {                            "anchorString": "/ih1/",                            "anchorYOffset": "601",                            "anchorUnits": "pixels",                            "anchorXOffset": "416"                        }                    ],