Developer

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"                        }                    ],                 

(Post) URL:{{baseUrl}}/v2.1/accounts/c****8/envelopes/f****d/views/correct Body:{    "beginOnTagger": "true",    "returnUrl": "https://www.google.com"} Reference:createCorrectView | REST API | Docusign Issue:If we say“beginOnTagger:true” then we get“Login Unsuccessful Access denied . Transaction Id: a*****d RETRY LOGIN” What are we missing here?

I am a developer building an app for financial advisors to manage their clients electronically. To obtain signatures from the clients, I am using DocuSign. Some of the advisors are integrated with Schwab and want to use the Schwab template to create envelopes.My problem is that the Schwab template is not shareable via the GUI, and I was hoping to be able to retrieve this template, specifically 'Schwab Non-Template Envelope To Process,' to use it for creating envelopes. However, this template is not shareable, and I am not able to retrieve it when filtering by template name via the API. On the other hand, when I try this with templates I created myself, everything works fine.What is the best way to get the Schwab template ID so I can use it to create an envelope?

when I updated 3 documents on server template but  public static EnvelopeDefinition MakeEnvelope2(List<string> documents,        string templateId, DsRecipients host, List<string> docIds){    var document64s = Base64Document(documents);    InPersonSigner inPersonSigner = new InPersonSigner    {        HostEmail = host.Host.HostEmail,        HostName = host.Host.HostName,        SignerName = host.Host.SignName,        RecipientId = "1",        RoutingOrder = "1",    };    Signer needToSign = new Signer    {        Email = host.Signerv.ClientEmail,        Name = host.Signerv.ClientName,        RecipientId = "2",        RoutingOrder = "2"    };    Recipients recipientsServerTemplate1 = new Recipients    {        InPersonSigners = new List<InPersonSigner> { inPersonSigner },        Signers = new List<Signer> { needToSign },    };    List<CompositeTemplate> compositeTemplates = new List<CompositeTemplate>();    for (int i = 0; i < document64s.Count; i+

What are DocuSign customers using to report on DocuSign envelope data, and what is the process involved?   Someone out there has to be needing DocuSign data for dashboards and statistics (not found in the delivered reports).Downloading Form data is not an option because there are too many envelopes being processed by a user/area.  Agreement Actions seems to have some flaws when it comes to adding or deleting fields from a previously-created spreadsheet.  Retrieve is an option but the user is then left to their own devices on formatting, saving, sharing, etc. and leaves little room for standardization or automation.We are looking into DataFeed API, but that seems to bring the same effort as other solutions we have discussed (such as building a database or storing in a data warehouse, connecting to PowerBI, etc.)  We have also looked into PowerAutomate (PA), but it seems that whenever changes are made in DocuSign, the same changes have to be reflected in PA as well as other products such

I’m trying to write google appscirpt to get docusign signature using OAuth2 service for Authorization Code Grant flow, i have manually run the URL, but from the code i get the following error “Open the authorization URL to authorize”

Hi all,sorry if I missed this. My goal is to have each customer have a custom embedded document with ID verification and signing feature. To achieve that, I intend to :1/ Create an Envelope template with custom fields.2/ Write the API call to pass information to custom fields and necessary options to make ID verification and other required features. Still need to figure it out.3/ Create the iframe to embed all this.Did I break this down correctly?regarding 1/ I realized I needed to upgrade my standard plan to business pro plan to create custom fields.regarding 2/ I have not found the documentation to map out my variable values to the custom fields variables and test it. Would anyone point me out to the correct direction?

I am sending a a document with form fields for signing. Some form fields are getting filled with xml values. I am assuming that these form fields have rich text formatting enabled. How do I make sure that the form fields dont get filled with xml as shown below 

When I hover over the radio buttons it shows the tooltip along with radiogroup name and radio button’s value. I don’t want user to see the radio group name and radio button value when they hover over radiobuittons. how to hide it using Docusign API

My question is, I implemented the send email in c# code(generated jwttoken and created an envelope, workflowid) and a frontend implementation, I am getting envelopeId and I am able to see the sent email in my developer account, but the mail is not receiving to their respective mails.

Hello,We study the possibility to use docusign in our company. But I tried to find some documentation from the support about the architecture. We want to know the standard architecture and specificly about the proxy setting. thank you for your help.Kind regards,Jonathan