Developer

Here are some of the latest popular questions that developers asked on Docusign Community in the month of May 2025.Thread: Unable to Restrict Editing in Sender View Despite Setting All Configuration Flags (disableDocumentEdit, etc.)https://community.docusign.com/esignature-api-63/unable-to-restrict-editing-in-sender-view-despite-setting-all-configuration-flags-disabledocumentedit-etc-23880Summary: The developer is embedding the Sender view of an envelope into their application. They want the sender to be able to add tabs to the document, but they don’t want to give them permission to edit the document, edit recipients on the envelope, or change the envelope routing. They have tried passing various parameters to the EnvelopeViews: createSender endpoint, but they aren’t able to restrict the sender’s permissions in the way that they want to.Answer: The sender is seeing these options to edit the document and recipients because they are seeing the Prepare page. If you want to bypass the Pre

How to integrate an approval flow through a digital certificate validated by ICP Brasil?

Hello, we implemented a custom method to use a existing envelope template and change the order of the documents;added custom Merge fields and positioned them on the Document.The fields are displayed correctly on the document - signing also works and we get the response of the envelope that the document has been signed.But the data has not been written back to Salesforce. public class docusign_DocuSignEnvelopeService { @future(callout=true) public static void processDocument(Id recordId){ try{ List<dfsle.Envelope> envelopes = new List<dfsle.Envelope>(); SBQQ__Quote__c quote = [SELECT Id, Name, SBQQ__PrimaryContact__r.Name, SBQQ__PrimaryContact__r.Email, cpqde_BankAccountOwner__c, cpqde_BankName__c, cpqde_SEPA_Consent__c FROM SBQQ__Quote__c WHERE Id =: recordId][0]; dfsle.Envelope envelope = createEnvelope(quote); List<dfsle.Document> documents = attachDocuments(quote.Id);

What is the cost incurred for using Workday -DocuSign Connect , especially considering Business Pro plan?

Hi all,I have a use case that involves multiple users signing documents using the CEO's name and signature style.For example, there are about 10 department managers who sometimes need to sign contracts on behalf of the CEO.Instead of having each manager manually set up the CEO's signature in their own account (which would be time-consuming), I’d like to use the API to configure the CEO's name and signature image for all of them in bulk. My goals are:Apply a standardized CEO-style signature to all relevant users.Automate this via the DocuSign API (so no manual configuration per user). My questions:Is it possible to programmatically assign a specific signature (name and image) to multiple users?Is there an API method to do this in bulk?Thanks in advance for your help and suggestions!

Hi,I followed the docusign developer page to implement the identity verification : https://www.docusign.com/blog/developers/using-identity-verification-templatesSteps :1. Created the draft envlope with POST request2. To sent the envelope using the PUT request but it is creating two different recipient with the same name while putting instead of updating the existing recipient.Could you please suggest the solution

Hi, We are using webforms for the first time and I am wondering if there is a way that I can receive an email alert when someone completes a form? Thanks

​​​​Hi all, I am new here and I tried to read the documentation/serach the forum already, but unfortunately I cannot find the solution and that is why I am here :(.Task:I was trying to integrate Docusign with my webapp through RestAPI.Problem:I found that the app sometimes does not allow the user to choose their signature. For case 1, after I click the “signature” button, I am allowed to place a purple box anywhere I want and I can choose the signature I want.For case 2, Once I click the signature button, a default signature is applied and I cannot change it.I assume it is some problems of the envelop configuration through RestAPI (“create envelop”) but I am not sure how to find the correct place to change the configuration.Analysis:Here is the summary of different scenario:If in the “signers” section. I add a “Signhere” tab with “anchorString”, but the string does not appear of the the Document → Case 2, they can sign wherever they want, but they cannot change their signature If all t

Hi,I am using the python quickstart app, with my developer account, to create an account. It fails to do so and that is apparently because there is no plan item associated with the org.  I have attached error screenshot. Could someone please help with how can plan items can be created.

You might have used the Navigator API on its own, but did you know you can integrate it with other agentic AI tools like Agentforce? By configuring Agentforce to call Navigator, you can provide your AI agents with a rich wealth of AI-powered agreement data so you can get even more out of your agreements. In this blog post, I give you all the Apex code you need to make it happen.https://www.docusign.com/blog/developers/how-to-call-the-navigator-api-from-agentforce-for-smarter-agreements💡 I want to know, what kinds of AI-powered integrations are you building?

Good Evening all Can anyone help with a formatting issue when using checkboxes via the API?This is the layout I’ve used in my editor:ACTION:I/we, having read the Joint Legal Ownership of Property Factsheet, please indicate—by ticking one of the boxes below—which option you wish to take:[radio1|Beneficial Joint Tenants|Action1][radio2|Tenants in Common in equal shares|Action1][radio3|Other – Please Arrange a Call|Action1]And this is how it ends up in the final issued document (formatting appears off and doesn't behave as expected).Any advice would be appreciated!   

Hey there, I’m currently using the composite template feature and combining a template from users docusign account with a generated contract, but that document sends together as a one single merged document. I want to send these 2 documents separately how can I do that? Is there any setting of some sort to handle this?

Hello!I've encountered an issue where the userProfileLastModifiedDate field, retrieved via the DocuSign API's Get Users endpoint, does not appear to update when changes are made to a user's profile through the DocuSign Admin web interface.Problem Description:Scenario: I log into our DocuSign account as an administrator. Action: I navigate to "Users" and select a specific user. I then proceed to make changes to that user's profile settings (e.g., company or job title) and save the changes. Expected Behavior: Subsequently, when I make an API call to the Get Users endpoint (e.g., /restapi/v2.1/accounts/{accountId}/users) to retrieve the details of the modified user, I expect the userProfileLastModifiedDate field in the API response to reflect the recent changes made through the Admin UI. Actual Behavior: The userProfileLastModifiedDate value for the modified user remains unchanged, showing an older timestamp, even though the changes made via the Admin UI are correctly applied and visible

HiI use SDK  model to create an envelope. I do have a scenario in which i have two sets of “Yes” “No” checkboes.. I want one of the mandary in each group. Hence, I created two tabgroups  namely checkboxgroup1 and checkboxgroup2 and have 4 checkboxes as outlined below.. Dim TabGroup1 = New TabGroup() With {.GroupLabel = “CheckBoxGroup1”,                                      .TemplateLocked = "false",                                      .GroupRule = "SelectExactly",                                      .MinimumRequired = "1",                                      .MaximumAllowed = "1",                                      .ValidationMessage = "Please check a box",                                      .TabScope = "Document",                                      .DocumentId = DocumentID,                                      .PageNumber = "1",                                      .XPosition = "0",                                      .YPosition = "0",                                      .R

How Can I use checkbox class for yes or no option to select only one option. I know how to do it with radio and radio group class. Could  anyone suggest how to proceed it with checkkbox class in c# SDK.

We are seeing a new issue with our workflow to manage templates via the API* where the font is changing from Arial to Lucida Console in the final template (the workflow is basically copying a template from the demo environment to the production environment).Per the May release notes, the default font is changing *to* Arial and Lucida Console will no longer be supported. Given that it’s still May and not all announced changes will be deployed by the time the notes are published I wouldn’t normally ask, but these release notes also have “This publication applies to the Demo and Production releases for May 2025 version 25.1.02.00. All datacenters have been deployed for this Production release.” So given that, can I assume that this change *is* live? And that if we’re not specifying the font for a template and/or it’s not recognized, the default *should* be Arial at this point?*This integration is still using API v2.0, upgrading this is a work in progress.

Hi,I have a scenaio, which I found little weird when I was testing reassignments. Below is the scenario.I have 3 signers A (signing order 1), B (signing Order 2) and C (signing Order 3).Signer A has signed the envelope. Now envelope is corrected, Signer B is changed to Signer A. Signer A is the 2nd order signer now. Signer A reasigned it again back to Signer B. Signer B is now the 2nd order signer again. But I see Signer A is not added as a CC recipient after reassignment. Question 1. Why Signer A is not in the CC recipient?Question 2. I get the API response from Docusign after reassignment, why there was no CC recipient in that response?Question 3. As per the API respose we recieve after reassign. How would someone know who has reassigned to whom ?Let me know if there is any question for me.Thanks in advance.

Hello everyone, my name is Nathan, I'm trying to deploy my integration with Docusign to production but I'm getting this error:Error message:The specified Integrator Key was not found or is disabled. Invalid account specified for user.Error code:PARTNER_AUTHENTICATION_FAILEDNote: I have already done Go Live, my app has already been approved and the environment variables have the correct production information.I'm looking for help in support but without success!

Using a rename document step and trying to update but having trouble to capture the month and year I tried like this but no use. Master Services_<%#Variable.vContractRecord%>_<%#Variable.vOpportunityAccountName%>_ <%#System.Date.Format("MMMM")%>~[x] 

Hello everyone, my name is Nathan, I'm trying to deploy my integration with Docusign to production but I'm getting this error:Error message:The specified Integrator Key was not found or is disabled. Invalid account specified for user.Error code:PARTNER_AUTHENTICATION_FAILEDNote: I have already done Go Live, my app has already been approved and the environment variables have the correct production information.

Hello,We are implementing docusign signatures for our product where we will create envelopes and send contract documents to our clients for their signatures.But we are getting “ENVELOPE_ALLOWANCE_EXCEEDED”, we are using a free developer account for this and I believe if we have reached the limit for the developer account tier.Can someone assist in the solution and if we go for paid plan then how much contracts we can send to our clients to sign? As per my knowledge, an envelope can have multiple documents.We plan to send multiple contracts which might have many documents in them so the number of envelopes our business would require could exceed 400-500 (a mere ballpark figure).The plans I have seen allow like less than 100 envelopes We will be implementing webhooks and APIs for all this envelope creation and sync the statuses of the envelopes (signed or not)Would really appreciate the feedbackRegards

Hi! I just published a new YouTube tutorial showing how Docusign AI helps accelerate contract reviews, identify risky terms, and even suggest clause edits—all directly inside Word. You’ll learn how to:Run AI-powered playbook checks on contracts using Docusign AI assisted review for Docusign CLM Search contracts for clauses using AI in Docusign eSignature How to use Docusign Navigator to resurface agreement information using AI in Docusign eSignatureWatch the full video 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

Hi,We're attempting to use DocuSign within an iframe, but it occasionally fails to load properly. Has anyone experienced this issue before or know why it happens intermittently? I read this article but wanted to know why it happens intermittently?https://www.docusign.com/blog/developers/new-browser-security-settings-and-iframes

Team, Did this years ago and it was much simpler.  I am trying to connect my ERP (Oracle Cloud) to DocuSign (DS). I created a dev account of DS.  I added the following as required by Oracle CloudUser ID Account ID Endpoint URL The above are available in settings. However, the last thing Oracle Cloud asks for is an Oauth URL.  I cannot find this.  I searched help and looked in connected apps...only github.  Sounds like I am suppose to create a connected app for Oracle Cloud and add the URLs (so DS knows who is connecting), but I am just guessing here. I have no idea what to do next, would be great if someone could help me out.  There is only one close response in the help docs and the helpee could not get it to work… TIA to anyone who can help here.  

Obtaining or errorHello everyone, my name is Nathan, I'm trying to deploy my integration with Docusign to production but I'm getting this error:Error message:The specified Integrator Key was not found or is disabled. Invalid account specified for user.Error code:PARTNER_AUTHENTICATION_FAILEDNote: I have already done Go Live, my app has already been approved and the environment variables have the correct production information.