Developer

Hi,I have successfully setup our app integration in the demo environment using my developer account.I am using JWT Grant authentication with the app using my developer account for impersonation.After testing the app using my account (created envelops, got emails for sigs, etc.), I then created another developer account for our Compliance Manager as ultimately the app and all the created envelopes should be under her account.I successfully revoked my authorization grant of the app and use her account to re-grant authentication to it and also switched the impersonation user ID in the App from my ID to hers. It is her User ID that is now used to obtain the access token in the App. The app does show up under her developer account now.The app is successfully creating envelops and the emails correctly show her name as the sender.However, all the envelops that are been created by the App using her account for impersonation still show up under my ac

Can I make a REST call to check the count of pending envelopes for any particular user?What I want to achieve: I have to get list of all pending envelopes for any user who is belongs to my organization or that user is a part of my account. Envelopes can be send by any senderActually, GET https://demo.docusign.net/restapi/v2.1/accounts/{{accountid}}/folders/ this call is returning me the folder id of my folder, but I want to check for other users folder.for example: I am the admin, and I have 5 users in the dousign, I have my account ID from which I can request folder ID by using (GET https://demo.docusign.net/restapi/v2.1/accounts/{{accountid}}/folders/) method. But if I want to know the folder id details of the remaining 5 users then how can I get that details as I won't be having their accountID's.If I know their account id shall I pass their account id in request ?I have tried to pass different user account Id in request but getting below error:

I’m working on an application development, in that we would like to implement agreement signature using DocuSign. We have a PDF agreement that will be uploaded in the application and it will be vary by users. This PDF has to be signed by 2 parties, we would like to implement with in the application. As per the existing examples are sending an email to the signer to sign the PDF electronically. But in my case the signature to be accepted via our application. Once both parties are signed the completed PDF will be downloaded from our application.Kindly anyone suggest how can I use DocuSign to implement this feature. Thanks in advance.

Hey All, just looking to see if anyone else has had a similar issue which started happening today 22nd of March. Basically events received from DocuSign regarding envelope updates are no longer possible to Parse with .Net 8. Here is an example {    "event": "envelope-completed",    "apiVersion": "v2.1",    "uri": "/restapi/v2.1/accounts/34db86ca-b0f6-4217-b184-5a24775486f8/envelopes/e9dcc0d1-9825-4d8c-92c7-efeaed79e3d6",    "retryCount": 0,    "configurationId": 10406305,    "generatedDateTime": "2024-03-22T12:39:17.8427198Z",    "data": {        "accountId": "xxxxxxx",        "userId": "64a99c27-3cc1-43ba-92df-7f37889e1554",        "envelopeId": "e9dcc0d1-9825-4d8c-92c7-efeaed79e3d6",        "envelopeSummary": {            "status": "completed",            "documentsUri": "/envelopes/e9dcc0d1-9825-4d8c-92c7-efeaed79e3d6/documents",            "recipientsUri": "/envelopes/e9dc

I have below use case :Get users pending envelopes. I have to find all pending envelopes for any user using email Id. Any sender can sent the envelopes to user and I have to find the list of the envelopes user has pending actions.Which endpoint should use to get this information ?

This question is primarily based on using the DocuSign C# SDK.However, pure restapi based answers would be fine as well. I am implementing SMS as an additional delivery option via the SDK. Currently using the Envelope EventNotification property to setup callback/webhooks on a per-envelope basis. The process is working fine and I see where we can subscribe to Recipient events and Envelope events, but I’m not finding a method of capturing the SMS Events. It would be great if we could capture the sms-opt-in and sms-opt-out events as part of the per-envelope webhook/envelope definition. Is there any way to do this, or am I stuck with defining a Connect instance?I was hoping to define a per-envelope handler as it’s trivial to configure the callback url to contain various systems data needed to efficiently process the events without abusing the envelope custom fields, envelope attachments, or persisting a separate da

I would like to use the API to automatically sign a document without the user having to receive an email, go to the site, sign and complete the process there.  I am wondering if it’s possible to sign the document with a previously created signature and prepopulate some of the specific fields on the document.

Hello,Is it possible to do the solution mentioned below through their API in bulk?Our Identity Provider is configured to use the email address as the NameID, for which DocuSign outlines the following solution for only one email at a time:1. Update the user's email address in the Identity Provider.2. In DocuSign, navigate to Org Admin > Users and search for the user by their current email address.3. Navigate to the Profile tab and update the current email to the new email.Note: The new email address must be on a domain managed by your Organization.4. Navigate to the Security tab and reset the user's Federated ID.5. Click Save at the bottom of the page".However, we are not able to change each email account manually.Any help would be appreciated it. Thanks in advance,Marybi    

Hi,I’m currently creating envelops and requesting users to sign the document on our website using Embedded signing and node sdk.I was wondering if I have no pdfs document to sign but still want to show the pdf to the user, is there a tool or any docu sign library that can help me render a simple pdf in the website? (just like Embedded signing can render the document).

I want to use the REST API to get identify the licensed users and their email addresses.  I can get the users by using the Organziation REST API or the accounts REST API. Which one is the correct one to use:/restapi/v2/accounts/<accountID>/users gives me the user in the accountwhile'/Management/v2/organizations/<OrgID>/users?account_id=<accountId> also gives me the users  Since I have to specify the account ID in both cases i don’t really see an advantage to one over the other… Thoughts?One reason i am leaning towards the /restapi/v2/accounts call is that i could also get the bilingPlan information. 

How to acquire a token? 

I am using the API (Python SDK) to get a list of Envelopes.Recently, I noticed that I was not able to retrieve Copy Received Envelopes.They are in my inbox, but I am not able to retrieve them using the list_status_changes method.How can I use the API to get the Copy Received Envelope?

I am trying to integrate with CLM APIs however I am not able to figure out how to setup Authorization and Authentication. DocuSign APIs refer creating a developer account and setting up Integration Keys there but it only seems to work with eSign APIs and not with CLM. Can anyone PLEASE help me figure this out, I am having a hard time finding the solution to this.

I have created one template along with document in that document added custom fields and also added recipient role as signer email and name is empty. Using that template I created one envelope added the template role using sdk method and called the request recipient view using that envelope id and view type as sign.  As a response I received the signing URL.In that URL I’m only able to view the document  there is no customs fields are visible. The user need to sign the document in the URL. 

Team,I wanted to get a head start on setting up a developers account for an API class I am registered for. Set up succesful but know I cannot access my companies demo account. I logged out of the gmail demo. Every time I access it has that info and goes straight to enter your password. Its not letting me change the email. Any help would be appreciated.

I Implemented SSO login for DocuSign from salesforce using connected app and identity providers.Now I want to navigate to draft documents page in DocuSign after successful SSO login. I dont know whether it works or not from connected app in salesforce.Can anyone help me with this concern?Thanks in advance

I am creating a process that gets completed envelopes and then uploads the envelope’s documents, once uploaded I would change a custom field that I wanted to use to filter out the completed envelopes that had their documents uploaded, but since no changes can be done once the envelope is completed, I cant change that custom field value. Is there something else I can do?

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.

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 ?

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?

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.interna

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.

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(

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. 

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