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..

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?

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?

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.

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?

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

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

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 ?

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. 

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. 

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?

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?

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

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

Hi,I am creating an envelope with the eSignature API and this includes witnesses.  I am added signature and text tabs to the witness recipients.  The signer is adding the witness name and email when signing, and then the witness will enter their address when signing.   I want the Witness name and address to appear where the text tabs are in the document when they enter their details or sign.  However this is not working.  I’m assuming becuase I havent at any point associated the tabs with this data.  Is there are way of doing this at the point of envelope creation?  I am trying to reduce the amount of admin work done by my team before they send the envelope. Thanks 

I have scenario and I need to automate the process. Assume I have an envelope named checklist and has three signer with the signing order 1,2,3. Each time when the signer is signed I need to download the document in my local machine. For example if signer 1 is signed the document from the checklist envelop should be saved in my local as checklist_v1 and if signer 2 is signed the document from the checklist envelop should be saved in my local as checklist_v1 and so on. I tried the flow with Power automate, we can only download the document only the entire envelope is completed. In this case all 3 signer has to sign then only we can get the document. Is there option that we can get it for each signer in power automate? I am also happy to use DocuSign Signature Rest API to automate this process. Thanks,Nirmal.  

If we are creating an new envelope manually by adding documents we will enable the frequency of reminders using advanced options in DocuSign and send the envelope to the recipient. The below image shows how to enable the frequency of reminders for the envelope.Is there any way can we automate the process using power automate or DocuSign Signature Rest API call?The flow should be:Create an envelope Add the Documents Add all the recipients Enable the frequency of reminders for 7 days. Send to the recipientsNote: I don't want to create a template or use the existing template from DocuSign. For every envelope it should be new documents added. Thanks,Nirmal.  

ListStatusChanges is returning only 1000 envelopes result set as of 2/9/2024.  I'm trying to set the Count and Start_position, but so far only getting 1000 envelopes.  This has been working for over 2 years.  Has something changed?  Is setting the count and start_position a new work-around?  Thanks.

hi,I am trying to send envelope from a template with dynamically populating fields in template document through rest API in PHP but I face a problem. I add a recipient in a template of an envelope and also I provide other recipient information in "templateRoles" in the request from the API and also I add "tabLabel" and "value" for the custom tab fields. Now after sending envelope when I check document which is to be signed in the email of both recipients then i found that recipients that added in the template from my docusign web account got the document with only basic fields (name, email, date signed and sign) and custom field values to be empty text box (no value) and when I check for the recipient that I provide through api got document with basic fields values in left sidebar which has to be manually placed in document and no custom field in sidebar and no custom field values means nothing is populate on documnet only basic fields values set in left s

 How can we send the tabs information to DocuSign? I have already sent the api details and document changes in my previous email? How can we set the reminders for DocuSign document through API? We have a producer signature in our pdf after the applicant and co applicant sign the documents is there any way DocuSign can set the producer signature in the pdf document?

I want to send offer letter with DocuSign.That's why I need to fill some fields before sending the document.How can I do with eSignature Rest API. Currently I am using the developer environment.Please Help

Trying to make this easier for our organization and utilize Mail Merge functionality to send it to a list of client contacts who would then each be the initial signee (or forward to the right signee). Dont' want to have to manually type in a different initial signee each time, which is how this appears to work.

Hello All, I have a question on restricting email notification on the below scenario, can you please help on this Scenario,  1) We create an envelope from an internal application using REST API 2) We are not adding this entry "<embeddedRecipientStartURL>SIGN_AT_DOCUSIGN</embeddedRecipientStartURL>" for selected recipients. Because we would like to give user same experience for electronic signature or hard copy signature process. So user can have a embedded DocuSign signing link in an internal application but not standard DocuSign email notification for signing. 3) After completing the step, user is receving an email notification from DocuSign like below Email Subject : Signed: Please Sign: Your Northern Trust New Account Documents Thank you for signing your documents. If you did not DocuSign with {recipient name}, please contact support. I understand above notification is for security purpose, we receive every status update from DocuSign and feed i