Developer

hi eveyone,"Company" field i.e is standard field in the DocuSign template is set to be populated from the API call from salesforce so any configuration required in docusign to get it done any mapping .Please tell.

Hi, I am using the “Update document generation form fields from enevlop (Preview)” Demo Connector for Docusign While forming the input fields for “Sender Fields” and “Dynamics Table”. I am passing the value to the above action in below format -  The Sender Fields are mapping correctly in the document but the dynamic table sis giving below error:    "docGenErrors": [        {          "tagIdentifier": "{{t:\"TableRow\", e:\"xxxx_xxxxList\"}}",          "errorCode": "InvalidJsonataEvaluation",          "message": "Invalid JSONata evaluation. -- Array expected but received String type from this expression: \"xxxx_xxxxList\""        }

What is the purpose of TemplateDocumentFields (https://developers.docusign.com/docs/esign-rest-api/reference/templates/templatedocumentfields/)?I can't find any scenario for this objects. How to interact with this via UI? Can somebody explain the idea behind this? BRMichailo

How can we set sending schedule for template if it’s supposed to be used in future. I’m referring to this resource https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeworkflowdefinition/updatetemplatescheduledsendingdefinition/.Can someone explain this, please? BRMichailo 

Hey All,I keep getting this error “At least one recipient is missing valid contact information.”  Please let me know for what does it stand for and how to rectify it

I building the App that will connect vie OAuthI need as least permissions as i need so i choose “openid” scope and login with specially created user with only 2 permissionsI want use scope “extended” to prolongate refresh token each time but for some reason when i try to use scope “openid extended” or “extended openid” - access token that i receive is not allowing me access anywhere where i can go with just “openid” scope. In all routes i receive 401 codeIs it something wrong with “extended” scope or with the way that i trying to use it?Currently all actions was performed on Dev env. Maybe Dev env itself is limited somehow?

Hi! I just published a new YouTube video on how to create dynamic templates with Docusign. You will learn how to create dynamic document templates in DocuSign that automatically adjust to different text lengths and ensure proper signature field placement.  You'll see how to set up and configure these templates to save time and streamline your document workflow. 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

I’m trying to create notarizeTabs with Signature API. Can I ask for help? I’m 100% sure I’m providing correct template, recipient and document id’s.

In the numerical tab I want to change the validation message. Currently, if I enter invalid number it says – Invalid number, sample format #,###.##. I want to change it and not show # symbols. How to do it using Docusign Java API?  

I'm currently integrating DocuSign with our application using the OAuth flow for the purpose of conducting access reviews. During this process, I've encountered a challenge in identifying the actual owner of a DocuSign account.Our integration allows for user management, including deletion. However, we want to implement a safeguard to prevent the accidental deletion of the account owner. The API documentation and current endpoints don't seem to provide a clear method for distinguishing the account owner from other administrative users.Is there an API endpoint or a recommended approach to reliably identify the original owner or primary administrator of a DocuSign account? This information is crucial for implementing proper access controls and ensuring the integrity of the account structure.Specifically, I'm looking for:1. An API method to retrieve the account owner's details2. Any flags or identifiers in the user data that might indicate account ownership3. Best practices for handling th

Is there a way for me to download/export the PDFs of all the documents that were sent to me? I can list all envelopes, via API, but when I try to retrieve them, the ones with a URL outside my region fail. My account region is CA, which means that any documents sent by accounts from the EU or the US fail. 

JWT Authentication Flow: Once user consent is obtained, I can generate a new JWT and use it to create an access token. According to the documentation, I can generate a new JWT if the access token expires without needing further user interference. Is this correct? Account Base URI: I need to get data for only one account. The documentation mentions that the base URI contains {server}. Is this base URI fixed or does it change over time for that specific account? Essentially, can I take the base URI directly from the user to avoid making a userInfo call to retrieve it? I mean get it from use and hard code in my code. is it Fine ??? 

By using document generation, I added custom fields into document, set a field without required option and saved, then I requested the `https://{{docusignHost}}/restapi/v2.1/accounts/{{accountId}}/templates/{{templateId}}` but the response of request shows that field is `"required": "True"` I don’t know whether it is right 

Hello everyone,I have a simple task to complete, but since I'm new to this, I'm struggling a lot.I have a contract document with several fields that need to be updated every time I call the API. These fields include contract number, date, client information, etc. My question is: how do I prepopulate these fields?Below is a short preview of my document and how I currently call the API:{    "templateId": "' + @templateId + '",    "templateRoles": [        {            "email": "' + @signerEmail + '",            "name": "' + @signerName + '",            "roleName": "Client"        }    ],    "status": "sent"}How can I modify this to dynamically populate the fields in the document such as the contract number, date, and client details?Thank you in advance for your help! 

Hi,I’m using DocuSign in an RPA process using UiPath.After one hour of processing enveloppes, the connection is lost because of USER_AUTHENTICATION_FAILEDI can’t find a way to renew my TOKEN as no explicit parameters is acessible, and no UiPath documentation talks about it.Please find below all of my settings:All my activities are from the DocuSign Package : UiPath.DocuSign.Activities. Docusign Application Scope is withing my loop (so Connection should be renewed at each iteration, using the ReFramework) Auth Type is : OAuthJwt configured with JSON fileValues of the JSON OAuthJwt file i’m giving to DS_Scope : {  "typ": "JWT",  "alg": "RS256",  "iss": "this_APP_integration_Key",  "sub": "this_User_ID",   "aud": "account.docusign.com",  "scope": "impersonation signature",  "privatekey": "this_super_long_value_on_one_line"  }As well as the API_Key as “account_id” parameter in the “Create_Envelope” activity.Problem is that even whil rebooting the JOB (as it’s a SystemException), the Token

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

I got this issue when trying to get access token. So I don’t know how to get code challenge and its method. I tried to search around them but nothing is suitable for my issue. It also tell me bout CODE_VERIFIER, and I’m stucking with how to get these values and solve my problem. Can anyone help me to resolve this issue?https://{{hostenv}}/oauth/token{ "error": "invalid_request", "error_description": "code challenge and code challenge method required"} 

my app have form with signature field box where he will click for sign with docusign and he should get the ui of the select sign and submit and in response he will get the signature.because form is not yet submitted we cant sent the document to docusign.is ti possible to use the esign as only the signature service ?

HiIs it possible to create and update IDR Zones with? ‘machboxes’ array is returned in GET documents response, but when I try to use PUT for documents with such object it does not workBR

My use case is simple: I have a template where I’ve placed multiple text fields with unique data labels to later be populated. (I’ve also tried using pre-fill text fields) The data for it comes from my database.I am using the nodejs sdk (i.e. docusign-esign npm package).I found the docs extremely confusing and I just haven’t been able to generate envelopes with the populated data from my database.I have created this helper function to send envelopes:import { EnvelopesApi, type EnvelopeDefinition } from 'docusign-esign';export const sendEnvelope = async ({ envelope }: { envelope: EnvelopeDefinition }) => { const dsApiClient = await createClient(); // createClient returns the docusign.ApiClient which I have removed in this post for maintaining simplicity const envelopesApi = new EnvelopesApi(dsApiClient); const { envelopeId } = await envelopesApi.createEnvelope(process.env.ACCOUNT_ID, { envelopeDefinition: envelope });}And now I am trying to populate these fields: The data labels a

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