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11 days ago

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Find answers to your Docusign Docusign Connect (Webhooks) questions.

29 Topics
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Fusion06Newcomer

asked in Docusign Connect

How to use multiple "FROM" address for a single envelope.

We are currently leveraging DocuSign keys within Oracle Integration Cloud (OIC) for a KYC process. In our current setup, the email notifications accompanying envelopes sent to customers display a single "From" address corresponding to the account configured for this process.The challenge arises when we involve multiple departments in our workflows. We have developed separate processes for various stakeholders, including Sales, HR, and others. Each department would like their envelopes to display a unique "From" address specific to their role or function.Could you please confirm if it is possible to configure multiple "From" addresses for envelopes based on the process or department? If so, we would appreciate guidance on the best approach to implement this functionality.

4 hours ago

Office_Tech732Newcomer

asked in Docusign Connect

How to Provide DocuSign field names integrating DocuSign connect with Laserfiche?

I'm working on integrating DocuSign connect with Laserfiche I need to Provide DocuSign field names however, these fields, don't exist on my templates for the following data points: Document Name:Document Date:Document Worker:How would I provide field names to collect this data?Do these fields need to be added to each template? If so, is there an automated way to populate these fields and have them hidden?

3 days ago

mshaikhNewcomer

asked in Docusign Connect

Docusign Integration with Dynamics 365

Hello,I am trying to implement a change in the docusign process. Our docusign is registered with a service account and all templates are created using that service account. When a user in Dynamics CE generates a docusign letter it sends out the document from the service account email address. So the receiver of the email when returns the document it goes back to the service account. This is creating a bit of confusion as we have multiple people on the team who send out documents from docusign. I tried to change the email address on the docusign user entity in MS dynamics and created the user with the same email in docusign. It send out the email from the users email address XXX-username@email.com but it is not working for all users. Thanks in advance.!

181

11 days ago

Fusion06Newcomer

asked in Docusign Connect

Using Multiple Integration Keys in OIC

We are currently using DocuSign keys in Oracle Integration Cloud (OIC) for a KYC process that is live and functioning well. Now, we have a new requirement to implement DocuSign for a separate employee onboarding process. I have a few questions regarding this: Since we already have a DocuSign key in the production environment for the KYC process, can we reuse the same key for the employee onboarding process? The flow for both processes is similar: Define a template in DocuSign (the templates differ for each process). Use these templates in our integration. Once an envelope is signed (by a customer or employee), the information is processed via a "Connect" configuration. For these two separate processes, can we set up two independent "Connect" configurations in DocuSign? If having two "Connect" configurations is possible, how can we ensure they do not overlap and that each configuration only handles the relevant process?

221

11 days ago

YantingNewcomer

asked in Docusign Connect

Only upload option available is Use a Template.

One of my users can't upload any documents sending an envelope. Only option available is Use a Template. The user applied these steps: Logged into DocuSign Click on "Drop documents to get started or click the 'Start' button." Click "Send an envelope" On the Add document section click "Upload" The only option that appears in the dropdown is "Use a template" Typically, we would have the following options:Browse Use a template Box Dropbox Google Drive OneDriveWhat is the reason that the user is unable to see the other options?

222

29 days ago

saloniNewcomer

asked in Docusign Connect

Could not find a Docusign User entity for the current user - transaction creation failed

We have a client setup Docusign Integration and suddenly they started getting error “Could not find a Docusign User entity for the current user - transaction creation failed”. I have confirmed that the user has “Docusign User” role in the system. I have also tried clicking on “Go to Docusign” to re establish the connection. I have also confirmed that the user who installed the Docusign integration is a system admin and the account has an account name. Still not able to get through this error.

693

1 month ago

glasfundsDevelopersNewcomer

asked in Docusign Connect

DocuSign Connect Event by App

Hello DocuSign community, I have an account with two apps, one for each business application in the company I work on. I also have several templates, which currently are all used in one of my apps to generate envelopes to clients to sign. Also, I have a few webhooks configured on DocuSign Connect to inform my application about events on the envelopes.Now, I want to add a few templates to be used by my second app. I would like, as well, to configure webhooks to inform my second app about envelope events. As far as I understand, if I configure a new webhook and provide an URL for my second app, it will receive events related to all envelopes, created from templates associated with the first and with the second app. Is there a way to have a more separated configuration, so I could have templates and webhooks associated with one app (and integration key) only?Thanks in advance

543

2 months ago

Shrenik DeepNewcomer

asked in Docusign Connect

How to Integrate DocuSign Webhook with Node.js for Post-Signature Database Updates

I’m building a contract management system using Node.js that integrates with DocuSign. When a contract is created from the frontend, an email is sent to the customer with a document to be signed. I’ve successfully set up a trigger event using DocuSign Connect, so that once the customer signs the document, DocuSign sends a payload to a specified URL (currently pointing to a test URL from WebHook.site).Now, I need to configure my Node.js application to receive this webhook payload, allowing me to process it and perform certain database updates after a successful customer signature. What’s the best way to achieve this integration?

491

2 months ago

RaymondBNewcomer

asked in Docusign Connect

webhook payload in JSON format minified?

I am in the process of building out a Connect webhook call to notify our app when a document is signed. This webhook goes through a proxy for security and resilience reasons and then on to an AWS API Gateway.the JSON payload for our Document is VERY large (38000 lines) due to lots of repeated fields with drop downs that themselves have lots of options.This has proven interesting in that one of the proxy’s scans for malware in the payload is taking 18 seconds. However, if I feed that payload through a json minifier it scans in about 1 secondI dontt have a way to test it as I cannot point the Connect config to our proxy because its not exposed to the internet and (as its a large corp) I cannot just put the proxy into a higher environment without lots of rigor.The payload I am testing with was copied from the Connect logs (UI) so I don’t fully trust that its a faithful representation of the payload formatting….so: Can someone tell me if the Connect payload for a Rest V2.1 webhook for an E

350

3 months ago

akipNewcomer

asked in Docusign Connect

Feasibility of OAuth 2.0 Validation with DocuSign Connect and Salesforce Integration

I am looking to use DocuSign Connect to update the status of processes in Salesforce and, upon completion, save the signed PDF file in Salesforce.While I've been able to update the status using the object mapping feature between DocuSign and Salesforce, I found it difficult to save the PDF file post-signature using this method.To address this, I created a custom REST API in Salesforce and made it public via Salesforce Sites, allowing for public access to the API.Initially, I considered OAuth 2.0 as a way to validate the source of the requests, which brings me to my main question: although DocuSign Connect supports the Client Credentials Grant flow of OAuth 2.0, Salesforce does not. As a result, I abandoned OAuth 2.0 for validation.Instead, I implemented HMAC signature validation using the Connect Key, and Salesforce is now able to receive the requests.Is my understanding correct that OAuth 2.0 validation cannot be used with DocuSign Connect when the recipient is Salesforce?Reference: h

421

3 months ago

akipNewcomer

asked in Docusign Connect

I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect.

Goal:I want to reflect the signing status of an Envelope in Salesforce using DocuSign Connect. The envelope is created using Salesforce Apex, and the signing status is received through a custom Salesforce REST API that is implemented with Apex.Issue:I have completed the DocuSign Connect setup, but no logs appear in the "Logs" tab, and even after completing the signing, no requests are coming to Salesforce.DocuSign Connect Settings:Listener Settings:Status: Active Connection Name: SalesforceStatusUpdate URL to publish: https://[mydomain].my.salesforce.com/services/apexrest/namespace/docusign Enable Logs: Checked Require Acknowledgement: CheckedData Format: REST v2.1 Event Message Delivery Mode: Send individual messagesTrigger Events:All checkboxes under Envelope and Recipient are checkedAssociated User/Group: All UsersIntegration and Security Settings:Include OAuth: CheckedOAuth 2.0 Settings:Enable OAuth: Checked Client ID: Configured Client Secret: Configured Authorization Server URL:

1297

3 months ago

triSaaS_devNewcomer

asked in Docusign Connect

DocuSign Connect Not Sending Events

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?

623

3 months ago

DamanNewcomer

asked in Docusign Connect

Webhook Production/Test

I’ve created a “demo” app under the primary credentials in which I’ve got a new process coded and working in the test environment up until the receiving of the signed document from docusign.Today in production we receive signed documents at a handler hosted by us (the creating/sending of envelopes today is done with a SOAP integration). This new integration is using the REST approach to create/send envelopes (again working in demo). I would like to test receiving these signed documents generated by the REST approach, but haven’t been able to find how to configure or even view our current webhook. It appears from what I’ve gathered that this is done at “https://apps-d.docusign.com/admin/connect”. I believe the reason I don’t see anything here on our production login is that our integration pre-dates much of what is available today.My question is I would like to add a webhook for this demo app under our primary login, is this possible? If so, where? If not, what is the approach Docusign

1132

3 months ago

SaraKNewcomer

asked in Docusign Connect

failed to connect to the remote server docusign connect

I have a listener set up to consume docusign events but it is failing to connect with the lambda sending a message failed to connect to the remote server, any idea why and what could be the solution? Exception in EnvelopeIntegration.RunIntegration::: Error - Unable to connect to the remote server;

631

3 months ago

JMandellNewcomer

asked in Docusign Connect

DocuSign for NetSuite then integrate file to GDrive based on dynamic folder path

I am curious if there is a way to use DocuSign for NetSuite where documents are automatically sent out and then store those files in GDrive to a dynamic folder path (which can be provided for each document)? I know I can customize the folder path in the Rule but it’s not something I can type in, it’s going to be different for each document {customername}/{templatename} kind of a thing.

251

3 months ago

ssilverNewcomer

asked in Docusign Connect

API - returned envelope, optional field NOT signed confirmation

Through DocuSign Connect, can I determine if a specific optional field was not signed within one of the envelope’s documents upon completed eSignature? Is there any indicator in the returned JSON?

241

3 months ago

ECDCommNewcomer

asked in Docusign Connect

Installing Docusign for Dynamics 365

Hi Community,I have just taken a developer account and am trying to install Docusign in our Dynamics 365 environment, but fail to do so. As per the screenshot, it is not support in the region the environment is in and we need to contact support.This step has been extremely difficult as there is no way to reach out to the support team for installation issues. Any support we need, we need to login first as a customer or partner. I am not able to raise a support ticket. Any help would be greatly appreciated. Thank you,

240

4 months ago

Cominu.EuNewcomer

asked in Docusign Connect

Error try login into demo account - salesforce

Hello, I tried to log in to the demo account but received the error: 'You have uncommitted work pending. Please commit or rollback before calling out.'Can someone help?

714

4 months ago

MagnoliaNewcomer

asked in Docusign Connect

UiPath : Token Expire but is not renewed : USER_AUTHENTICATION_FAILED

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

752

5 months ago

OliverbackNewcomer

asked in Docusign Connect

x-docusign-signature headers not included in the eventnotification webhook request

Im using envelope level connect keys and setting the includeHMAC to true in the eventNotification object of the envelope.This works and the x-docusign-signature headers are being sent as part of the call. We are using this with a client and initially the x-docusign-signature headers were coming through. But the x-docusign-signature headers are no longer present. Ive checked with our client and the connect key still exists for that account.Is there any reason or a configuration setting that would stop the headers coming through?

770

5 months ago

DNVNewcomer

asked in Docusign Connect

OAuth token not included when I do a per-envelope callback

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

621

5 months ago

MarkSNewcomer

asked in Docusign Connect

DocuSign Connect Lock Events

Hello DocuSign Connect API experts! We are using DocuSign Connect (webhooks, callbacks, event notifications) to keep our internal application updated with envelope statuses. There are many different types of events such as “Signed/Completed”, “Voided”, “Corrected,” etc. Does anyone know if there’s an event (or any way to tell) when an envelope lock expires? When an envelope is being corrected, it should be “locked” and should have “Correcting” status. If the user never saves or cancels, then that lock should eventually expire (default=15 minutes). Is there any DocuSign Connect Event Notification that can let us know when the lock has expired or that the status has changed back (away from Correcting)? Thank you!

471

6 months ago

FranciscoNewcomer

asked in Docusign Connect

Does expired docusment trigger Envelope-voided event?

When a document gets voided automatically due to the expiration date, does it trigger the 'Envelope Voided' event at the docusign connect?

541

6 months ago

jsilberbergNew Voice

asked in Docusign Connect

URL to publish

Hi Folks,Just wanted to understand how to setup connect portion of DocuSign. We are going to be using connect to establish the sending portion in our Core Banking software. I am having trouble understanding the URL to publish. DocuSign states that we need a webhook to achieve this, but neither our team knows how to create one nor I. Is this something that a programmer needs to do? Do I need to create a DNS request ? Thank you so much

1624

6 months ago

MrLiquidBreadNewcomer

asked in Docusign Connect

Configure Webhook Connection to return envelope status' on only one template

I’ve setup a template that will be used for customers to sign and return for signature by someone on our sales team. I’m automating the distribuation of this document by using Microsoft Power Automate, creating a flow with a webhook listener at the end. The webhook listener is looking for the status of the envelope to change to “completed”, then it will save the completed .pdf to our sharepoint site.I’ve configured a new configuration within Docusign Connect, for the flow. However, I don’t see a way to point this webhook to this specific template and the envelopes created from it. I’ve tested this entire build and it works, except it works too good.My issue is that there are other shared templates being used within our Docusign instance (by other processes and users) so my webhook reports back when ANY envelope status changes to “completed”, rather than just the envolopes I care about with this specific template.Is there any way to have a webhook only report back on specific envelo

2102

6 months ago

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