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eSignature API

Find answers to your Docusign eSignature API questions.

  • 635 Topics
  • 1,307 Replies
635 Topics
K
Newcomer
KishorJayannaNewcomer
asked in eSignature API
dateSignedTabs

Hello,I'm making an API call to DocuSign to automatically insert the "date signed" into the document.Below is the API request payload:"dateSignedTabs": [    {        "anchorString": "Date",        "anchorYOffset": "-1",        "fontSize": "Size12",        "name": "Date Signed",        "recipientId": "1",        "tabLabel": "date_signed"    }]The issue is that this results in placing the date everywhere it finds the string 'Date' in the document. I want to restrict it to only one place where the actual date is needed. Any suggestions or help? Thanks,Kishor

5351
Michael.Rave
Docusign Employee
K
Newcomer
kiranNewcomer
asked in eSignature API
Envelop creation Failure

Hello Champs,Am trying to create envelope using CreateEnvelope method from EnvelopesApi class and getting error - Error calling CreateEnvelope:. Porject designed in Dotnet core. appreciate your help. thanks.

911
S
Docusign Employee
V
Newcomer
VaughnBNewcomer
asked in eSignature API
Purchase Request Routing - Requester may sometimes be an approver.

I’ve been struggling with the best way to automate one of our form workflows with Docusign and the only way I’ve found to do it is with two separate templates. I’m hoping to get some tips on using conditional routing to simplify my solution.Here is a summary.I have a purchase request form with a possibility of 3 recipients.Requester Approver PurchaserIf the form is filled out by a VP, SVP, CEO, etc. the requester completes and signs the form (In this case, the requester is also the approver). Next, the purchaser places the order, adds notes to the form, and marks it completed.If the form is filled out by an employee who is not a VP, the requester completes the form. The form is then sent to a VP for approval and then the purchaser who places the order adds notes and marks the form complete.My current solution using the DocuSign API is.The requester clicks on a link from a page on our Intranet.If the requester is determined to be a VP or above,generate an envelope from the “VP Purchase

532
V
Newcomer
L
Newcomer
Lincoln BastosNewcomer
asked in eSignature API
API eSignature users

Prezados, Estamos utilizando a API, ainda no ambiente DEV, para download de envelopes. Vamos solicitar A implantação o ambiente de produção, mas estamos com uma dúvida. Na URL para requisição é informado o ID da conta do usuário e com isso eu consigo consultar os envelopes daquela conta, a dúvida é quando essa chave de API estiver no ambiente de produção eu poderei consultar o envelope de qualquer usuário da minha instituição ou apenas os envelopes vinculados ao meu usuário? Ressalto que tenho acesso de Admin. A URL que mencionei é:requests.get('https://demo.docusign.net/restapi/v2.1/accounts/account_id/envelopes

581
JohnSantos
Valued Contributor
S
Newcomer
sachinpowarNewcomer
asked in eSignature API
templateUsageRestriction

Hi docusign community,I'm working on creating some logic to dynamically update my template with different content. When I make a GET call to pull the custom fields I've added in template, I see this:GET Request results : { "textCustomFields": [ { "fieldId": "10351158661", "name": "templateUsageRestriction", "show": "false", "required": "false", "value": "allOptions" } ], "listCustomFields": []}Does anyone know what the 'templateUsageRestriction' means and how to extract the actual fields? Are there any settings needed in my DocuSign template? 

2671
Alexandre.Augusto
Docusign Employee
K
Newcomer
KishorJayannaNewcomer
asked in eSignature API
Multiple recipients - need help on adding the multiple recipients on a envelop

Hello, Below is the request payload for which I’m trying to create an envelope and send it to multiple signers, but the problem is creating the envelope with a single signer.{  "documents": [    {      "documentBase64":"JVwj===" ,      "documentId": "1",      "fileExtension": "pdf",      "name": "EmploymentContractDocuSign.pdf"    }  ],  "emailSubject": "Kindly review and sign the employment contract document for Person: Test 002.2:47",  "recipients": {    "signers": [      {        "email": "test@gmail.com",         "name": " kj",         "recipientId": "22",         "routingOrder": "2",         "isBulkRecipient": true      }    ],    "signers": [      {        "email": "Test002@yopmail.com",         "name": "Test",         "recipientId": "11",         "routingOrder": "1",         "isBulkRecipient": true      }    ]  },  "status": "sent"}

1172
J
Docusign Employee
A
Newcomer
Aymeric.PNewcomer
asked in eSignature API
eSignature API - Envelope templates empty response

Hello,We are calling the eSignature API to retrieve the template ID used in an envelope (/envelopes/xxx/templates). Sometimes these calls return empty responses whereas envelopes were using a template - see below example : Green OK - Red KOCan someone explain why templates are not retrieved correctly ?Thank you !

1065
A
Newcomer
R
Newcomer
RyanTranNewcomer
asked in eSignature API
Create and Send envelope on behalf of another user

How do you create and send an envelope on behalf of another user using the REST API? 

13942
T
Docusign Employee
J
Newcomer
jay1994Newcomer
asked in eSignature API
Docx file corrupted after signing - This PDF file is encrypted and can't be opened

Attached sample docx seems to be corrupted after signing and trying to open via microsoft work , the docx has been signed via eSignature APIS. 

2241
Alexandre.Augusto
Docusign Employee
J
Newcomer
JohnDeoNewcomer
asked in eSignature API
Is it possible to use the custom fields as a placeholder inside email to fill some data dynamically. So that the creator of envelope just fills in the information in the custom field and it will be used in the email body/subject etc..

Is it possible to use the custom fields as a placeholder inside email to fill some data dynamically. So that the creator of envelope just fills in the information in the custom field and it will be used in the email body/subject etc..

851
Alexandre.Augusto
Docusign Employee
J
Newcomer
jnjnjnjnjnjnjnjnjnNewcomer
asked in eSignature API
adding check boxes

I'm using Power Automate to add checkboxes to a document. The requirement is to include three checkboxes, with only one selectable at a time. How can I achieve this?

1693
Michael.Rave
Docusign Employee
M
Newcomer
MaxNewcomer
asked in eSignature API
How to populate the fields values from my database into a document template and send it to different email addresses?

I have a requirement to populate values from my database into the attached document in the template while sending to different users dynamically via API. Any insights?

1071
Alexandre.Augusto
Docusign Employee
J
Newcomer
JeffKaufmanNewcomer
asked in eSignature API
Template fields in API

I have a template that I would like to pass data into before sending for signature. i see some fields in the template now but can’t update them. I would also like to add new fields. I’ve looked everywhere but can’t figure out how to do that. Can someone point me in the right direction?I am using laravel php, and have built a service to the template in an envelop as well as a webhook that is updated when the document is signed, so I know I am close. I would say I was tearing my hair out about this but I am bald.

1741
Alexandre.Augusto
Docusign Employee
B
Newcomer
boankuNewcomer
asked in eSignature API
About API price-tier

Hi, I want to use Starter Price-tier but I want to use 100, 200 evelopes/month (starting with 40 in this price-tier). Can I buy more envelopes instead of upgrade price-tier?

1654
C
Community Moderator
V
New Voice
vashuNew Voice
asked in eSignature API
Create envelop using selected documents from a template

I'm curious to find out if it's feasible to achieve a specific requirement.Let's say I have a template containing 30 documents. Now, when creating an envelope via API, I'm interested in sending only selected documents for the e-signature process. I'm looking for a solution that doesn't involve creating separate templates for each of the 30 documents, as that would be cumbersome. Additionally, sending all documents to each recipient is not desirable.I've attempted to implement this using a Postman request, but it seems to include all documents from the template. {  "status": "sent",  "compositeTemplates": [    {         "serverTemplates": [        {          "sequence": "1",          "templateId": "50fcXXXXXXXXXXXXXXXXXXXXXXXXXXX3"        }      ],      "inlineTemplates": [        {          "sequence": 1,                     "recipients": {            "signers": [              {                "email": "abc@abc.com",                "name": "Test Name",                "roleName": "Signe

1224
V
New Voice
A
Newcomer
AnaghaPingaleNewcomer
asked in eSignature API
Get other users pending envelopes

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:{    "errorCode": "USER_DOES_NOT_BELON

1251
Michael.Rave
Docusign Employee
A
Newcomer
AnaghaPingaleNewcomer
asked in eSignature API
Get users pending envelopes

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 ?

2702
I
Newcomer
C
Newcomer
CarlNewcomer
asked in eSignature API
Integration to REST that will get the # of licensed users.

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. 

371
S
Docusign Employee
A
Newcomer
AbinayaAbiNewcomer
asked in eSignature API
Request recipent view

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. 

521
Alexandre.Augusto
Docusign Employee
J
Newcomer
Juan.Carranza8383Newcomer
asked in eSignature API
Is it possible to have a custom field to filter out completed envelopes?

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?

501
Vinicius.Rodrigues
Docusign Employee
M
Newcomer
MEA59Newcomer
asked in eSignature API
create draft with make

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 ?

341
S
Docusign Employee
S
Newcomer
SamyD365Newcomer
asked in eSignature API
Automating Quote Processing in D365 CE with Docusign and Power Automate: A Custom Email Workflow

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?

390
S
Newcomer
T
Newcomer
Test SoftradixNewcomer
asked in eSignature API
Create Envelop Api Used

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('Untitled Document');// Encode the file content to base64const base64EncodedContent = Buffer.from(fileContent).toString('base64'); const document = new docusign.Document();document.documentBase64 = base64Encode

672
S
Docusign Employee
N
Newcomer
NirmalNewcomer
asked in eSignature API
Getting an 401 Unauthorized error for DocuSign API call

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. 

11782
S
Docusign Employee
K
Newcomer
KyleNewcomer
asked in eSignature API
Custom Document Fields

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

1231
S
Docusign Employee

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