Skip to main content

We have an application the is integrated with DocuSign via the C# SDK.

We allow users of our app to sign into their own DocuSign accounts to create and send envelopes which is then facilitated by the various SDK API calls.

The users can successfully create and send envelopes, however if they are signed into their own accounts Connect is not capturing any events to forward to our webhook.

If we sign in and use the account that is associated with our integration to send and create envelopes Connect forwards the events to our webhook as expected.

Am I missing some settings within our configuration of Connect or are you not able to capture events across accounts?

Is there any solution to this instead polling for envelope / recipient status changes?

 

@triSaaS_dev 

Docusign Connect works only with the Docusign account it was set up. So if all your users are working in the same Docusign account with their individual user accounts, then Docusign Connect should work. You want to check the Docusign Connect settings to be set to “All Users” and not limited to a specific email address.

If they work in a different Docusign account, this will not trigger the Docusign Connect configuration in your Docusign account. 

@Michael.Rave  

Thanks for the reply. 

I’m guessing that would also apply when creating an envelope definition and setting the Event Notification data as described here in the API documentation.

If it is a different DocuSign account Connect does not trigger?

 

@triSaaS_dev 

The envelope event notifications is an alternate option to setting up Docusign Connect. It does the same thing, but on an envelope basis and without setting up Docusign Connect. It is more advanced, as it required the usage of API, while Docusign Connect can be enabled on the account without any API development.

In your scenario, you could add the event notification in the API call when creating the envelope. As the provided URL to send the events to is external to Docusign, it would work in the way you described it. However, this is most likely something you want to review with your legal team, as this could lead into you sending confidential data and documents through your app to your web hook, which is outside of the sending party. Probably you need to inform the users of your app about how their data is processed as part of them consenting to the usage of the app.

Reply


Code of Conduct