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eSignature API

Find answers to your Docusign eSignature API questions.

  • 607 Topics
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607 Topics
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Newcomer
akankshaNewcomer
asked in eSignature API
Upload a document from your device & add your signature in React Native App

I am developing a React Native application where I need to implement document signing functionality for PDF files. The requirement is to allow users to upload a PDF from their device and sign it using DocuSign. However, I want to achieve this without creating or managing an envelope in DocuSign.Is there a way to directly sign a PDF document within my React Native app without involving the envelope process?

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A
Newcomer
M
Newcomer
mnjNewcomer
asked in eSignature API
Inquiry about hiding "Back" button in Template Edit View

Hello,I'm currently using the DocuSign Java SDK (docusign-esign-java) version 6.0.0 to call the createEditView method from the TemplatesApi class, as shown below:templateViewRequest.setReturnUrl(returnUrl);templateViewRequest.setViewAccess("template");ViewUrl view = templatesApi.createEditView(accountId, templateId, templateViewRequest);I would like to hide the “Back” button on the Template Edit View screen.According to the API documentation, it's possible to customize the embedded view using the settings object (e.g., showBackButton, startingScreen, etc.), but the TemplateViewRequest class in the SDK doesn't seem to support setting this settings field.I would like to ask: Is there a way to set the settings parameter when using createEditView with the Java SDK? If not, is there a workaround or should we call the REST API directly using a custom HTTP request? Do we need to have a specific feature flag enabled on our account to use settings in view requests? Any guidance would be gre

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Docusign Employee
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Newcomer
RingwoodNewcomer
asked in eSignature API
Getting PDF checksum in Java

We are using JavaAfter calling:net.docusign.api_3_0.AuthoritativeCopyExportDocuments authcopy = api.exportAuthoritativeCopy(eid)How do get I a checksum for api.acknowledgeAuthoritativeCopyExport?I’ve tried to use the Javscript example I found and covert to Java, but I am clearly missing something! var CryptoJS = require("crypto-js");var document1 = "<documentpdfbytes>";var coc = "<certificatepdfbytes>";// CryptoJSvar parseB64 = CryptoJS.enc.Base64.parse(document1);parseB64.concat(CryptoJS.enc.Base64.parse(coc));var shaB64 = CryptoJS.SHA1(parseB64);console.log("->", shaB64.toString(CryptoJS.enc.Base64));</certificatepdfbytes></documentpdfbytes>

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Newcomer
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Newcomer
JSchneiderNewcomer
asked in eSignature API
Integration with Ironclad

Our company has two Docusign accounts, one of which is linked to Ironclad. Periodically, at random periods, the integration goes off and any signature process is stopped. We are obliged to log on to Docusign and relink the two apps. This behaviour is not normal, since a link validly affirmed should be permanent. If there is a periodic reset for whatever reason (e.g. security) this should be clearly stated so that the relinking of accoints can be made object of a procedure to ensure uninterrupted functionality. The issue is critical as it interruprs workflows and prevents the signature of contracts. Thank you in advance for your feedback.

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Docusign Employee
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New Voice
carlos.torres140New Voice
asked in eSignature API
When creating a envelope using C# SDK I dont get the docusign email to sign it. Why?

Well, when I create the envelope with status “sent”, usually I got the “create” envelope email, from DocuSign, but never the one to sign it. So I signed the document from the DocuSign page and then I got the “complete” email, but no the email that request the signature.Even from the DocuSign dashboard I select the envelope and hit the “resend” button and still not getting the email. I checked the the email address is correct. Is there a setting that I need to change?

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Docusign Employee
C
Newcomer
Christos MouskosNewcomer
asked in eSignature API
eSignature/M-Files Integration - Move integration to different account

Hello,We are trying to change the Account on which the Docusign eSignature/M-Files integration is running but we cannot.Right now the integration is live on Account A of a specific user and we want to move it to Account B of the same user.Even thought we changed the default account of the user and reauthenticated the user, it seems like the refresh token is still authenticated to Account A.Is there a way to force the expiration of the refresh token? Is the Connected App that we see on the user called “app.docusign.com Version 1.x” related?Thanks in advance,Christos Mouskos

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Docusign Employee
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Newcomer
RingwoodNewcomer
asked in eSignature API
Getting javax.xml.ws.soap.SOAPFaultException: Invalid Message Signature

When trying to download a document with the SOAP API I get: javax.xml.ws.soap.SOAPFaultException: Invalid Message SignatureI do have a signature on my accountThis occurs  using both requestPDF and exportAuthoritativeCopy APIServiceSoap api = Utils.getAPI(request);api.requestPDF(eid);api.exportAuthoritativeCopy(eid); Note: I can get the envelope:api.requestEnvelope(eid, false);  

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Leandro.Reis
Docusign Employee
R
Newcomer
RutujaWNewcomer
asked in eSignature API
DocuSign Webhook

I’m trying to receive webhook notifications from DocuSign on my endpoint but the request fails with the error:"The request was aborted: Could not create SSL/TLS secure channel."My server supports TLS 1.3 minimum. DocuSign webhook requests fail when attempting to connect.Does DocuSign support TLS 1.3 for webhooks? If not, is there a workaround or fix to make this work?

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Michael.Rave
Docusign Employee
B
Newcomer
bbeardNewcomer
asked in eSignature API
Multiple documents with Auto-Place not using DocumentId

I am creating an envelope using the API and adding multiple documents and using Auto-Place to add the “Sign Here” tabs. The anchor string is the same on both documents but I would like the tabs to only place on the document specified by the “DocumentId” on the tab. This does not seem to work.Here is example code using the C# SDK:Is it expected that the SignHere would be added to both documents? If so, how would I prevent that? var envelope = new EnvelopeDefinition(); Document doc1 = new Document { DocumentBase64 = doc1DocxBytesBase64, Name = "docusign-test", FileExtension = "docx", DocumentId = "1", }; Document doc2 = new Document { DocumentBase64 = doc2DocxBytesBase64, Name = "docusign-test2", FileExtension = "docx", DocumentId = "2", }; envelope.Documents = new List<Document> { doc1, doc2 }; var signer = new Signer(); signer.Name = "Test Name"; signer.Email = "test@test.com"; signer.RecipientId = "1"; SignHere signHere1 = new SignHere { AnchorString = "\\s1\\", Docume

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Docusign Employee
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Newcomer
jlucas01Newcomer
asked in eSignature API
Get the error This User lacks sufficient permissions when execute ExportAuthoritiveCopy SOAP call

Unable to execute ExportAuthoritiveCopy SOAP call.Get the error This User lacks sufficient permission when execute ExportAuthorativeCopy SOAP call in Java Attempting to use JAVA SOAP API in the development environment.My user account is:lucas@vsac.org I am able to perform other actions without issue but when I try to runt eh following code for ExportAuthorativeCopyAuthoritativeCopyExportDocuments authoritativeCopyExportDocuments = api.exportAuthoritativeCopy(envelopeId); I get an exception.javax.xml.ws.soap.SOAPFaultException: This User lacks sufficient permissions. Envelope:a3cd69ed-b1d8-4528-a919-0f207fb9ac92, User:9002d798-6e25-4350-b873-37f01801f058 My account appears to most all permissions needed but when I look in the development user admin screen and I'm not find anything for Authoritative Copy. The on-line Documentation says. eSignature SOAP API:Authoritative Copy in SOAP requires two features to be enabled for your account.The first is called Auto Authoritative Copy.This feat

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Docusign Employee
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Newcomer
thoveyNewcomer
asked in eSignature API
Unable to Sign DocuSign Document while Testing in Free Developer API Account

Hi. We have a free developer API account and are using our API calls prior to going live. When sending a document to sign via DocuSign, the signer isn't able to sign from her own DocuSign account. When document is sent, there is nowhere for her to log in to her own DocuSign account to sign the document. She is only able to sign the document with a generic signature. Is this because we are only testing in the free developer API account? Once we go live, will the signer be able to log in to her DocuSign account to sign the document using her uploaded signature? Thank you. 

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Docusign Employee
C
New Voice
carlos.torres140New Voice
asked in eSignature API
Want to use a view url from docusign to embed it in a iframe and allow somebody that is not the signer to review the envelope

ok, this is my case. I’m using a template with a text fields that pre filled them using docusing sdk for C#. When i create the signerUrl using CreateRecipientView method, all is ok; but when I use CreateSenderView and the status is “sent” those text fields are empty. So, basically I want to those text fields (like, name, office, phone number) even when the status is sent or completed. Even I get the PDF document using “GetDocument” and it does not shows the text fields. Should I use another field different than a text field?The main idea is to somebody else (different than the signer) to review the document (signed or not)

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New Voice
J
Newcomer
jzeitounNewcomer
asked in eSignature API
Automating DocuSign from HubSpot Without Sender Signature or Manual Intervention

Hi everyone,I’d like to automate a process between HubSpot and DocuSign where a document is sent out for signature to an external recipient (e.g. a client), without me, as the sender, being required to sign it.Here’s the situation: I’m using HubSpot to trigger workflows. I want HubSpot to automatically trigger a DocuSign envelope when a condition is met (e.g. deal stage changes). The envelope should go only to the external signer. I, the internal sender, do not need to sign the document, and ideally shouldn’t have to interact with the envelope manually. I'm concerned because my user is secured with 2FA, and I want to make sure I can still automate this securely. My questions: Is it possible to use the DocuSign integration (or API via middleware like Zapier/Make/Tray.io) to send a signature request without the sender being a signer? How would you structure the envelope and workflow to make this happen securely? Does the 2FA requirement on my account limit these automations i

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Docusign Employee
R
Newcomer
ruchika_jiNewcomer
asked in eSignature API
Mulitple docusign apps and connect within same account

i have docusign production account. can with one app created in it. is there an option to create another app ans use it to send envelopes.but app1 and app 2 callbacks should not overlap with each other

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Docusign Employee
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Newcomer
MuraliSNewcomer
asked in eSignature API
Getting error ENVELOPE_ALLOWANCE_EXCEEDED

Hi Team,I have got a developer account with unlimited envelopes, but I am getting error :: ENVELOPE_ALLOWANCE_EXCEEDEDThe portal shows this which suggests that we have only used 100 envelopes out of Unlimited. :: The limit did not reset in the hour interval. we waited to about 3 hours and made the call again, got same error.Any help, or pointers to help us fix this issue is greatly appreciated.

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Docusign Employee
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Newcomer
PederziniNewcomer
asked in eSignature API
SMS and Whatsapp delivery for developer accounts

Hello everyoneWe use Docusign in our software to send requests through e-mail and I would like to test sending using SMS and WhatsApp as well so we can implement that in our production envirment.I’m using a developer account and our software connects to Docusing using the external applications only , like the imagge belowIs there any way to use the SMS or Whatsapp delivery method using this kind of integration?Even in our production enviroment it’s not possible to check that boxes: Every time we try to send using the SMS or WhatsApp method, we get a 'This account lacks sufficient permissions. Account lacks permission to send Envelopes over SMS' error. What do we need to do to resolve this issue? If one of our clients has this permission, will we be able to send an envelope using their credentials via SMS or WhatsApp?

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Newcomer
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Newcomer
nhugg12Newcomer
asked in eSignature API
AUTHORIZATION_INVALID_TOKEN on envelopesApi.CreateEnvelope

Morning,Hoping someone can help me out.I’m currently getting the below response when making the call “envelopesApi.CreateEnvelope(accountId, envDef)”:{"Error calling CreateEnvelope: {""errorCode"":""AUTHORIZATION_INVALID_TOKEN"",""message"":""The access token provided is expired, revoked or malformed. Authentication for System Application failed.""}"}I’m providing a valid access token to the call, and had previously had this working when using the link https://developers.docusign.com/token-generator/ to generate the Token for me while testing. When moving to automatically generate the token, the token provided is no longer working. Please see my code below for the whole process, I’m storing the the details in an object to access them, if these details are required please let me know:     Private Sub SendToDocuSign(firstName As String, lastName As String, email As String, body As String, docsignAttachment As String)        Dim baseUri As String = String.Format(oSetting.APITokenURL)     

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Newcomer
S
Newcomer
skotlyarNewcomer
asked in eSignature API
Best way to extract specific document from envelope

Hello all, I am a developer using the eSignature API (specifically the Envelopes API) to construct Envelopes from multiple Composite templates.My goal: I have a use case where I need to download a specific document from a signed Envelope. I want to understand the best / most efficient way to accomplish this. After taking a look at the API documentation, I see that the only way to download a specific document from an Envelope is to use the EnvelopeDocuments:get API, which requires passing in the documentId. I also know that despite specifying unique documentIds in each composite template, the documentId field is not guaranteed to stay the same as the envelope assigns new values to avoid any potential collisions. (See Referencing ID values here). This makes getting the documentId challenging, and I am wondering what is the best way to accomplish this. After reading How to track recipients and documents when IDs change, I can think of three ways to identify a specific document:The article

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Newcomer
S
Newcomer
Sumayya YounasNewcomer
asked in eSignature API
Occasional Timeout Issue with DocuSign Response

We’re facing occasional timeout issues in our Production environment when connecting to the DocuSign API.The issue doesn’t happen every time but occurs randomly, with some DocuSign responses taking 5 to 6 minutes, causing our system to time out.We’ve verified that the issue is not related to our system's overall execution time, but specifically to the time it takes to receive a response from DocuSign. var envelopesOptions = new EnvelopesApi.ListStatusChangesOptions{ fromDate = DateTime.UtcNow.AddDays(-Convert.ToInt32(envelopeRequest.SendDay)).ToString("MM/dd/yyyy"),  folderIds = envelopeRequest.FolderId,  searchText = envelopeRequest.SubjectWord,  include = "recipients"  include = "custom_fields",  status = " completed " };The above-mentioned code is used to filter envelopes within a 1-day period using ListStatusChanges. We are getting more than 30 envelopes. After that, we take only those with loan subjects and use a foreach loop to list recipients based on the envelopes. This is the

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K
Docusign Employee
R
Newcomer
RingwoodNewcomer
asked in eSignature API
CredentialSoap endpoint

I downloaded the DocuSignSample and put in my developer credentials and it fails with: javax.xml.ws.soap.SOAPFaultException: Response was of unexpected text/html ContentType.  Incoming portion of HTML stream: <html><head><title>Object moved</title></head><body><h2>Object moved to <a href="/API/3.0/Member/Error.aspx?aspxerrorpath=/api/3.0/api.asmx/">here</a>.</h2></body></html> I am using an end point of:  "https://demo.docusign.net/api/3.0/api.asmx/";I am not sure if my issue is the end point or something about my account. I am see help for other APIS, but not the  CredentialSoap used in the code. 

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A
Docusign Employee
A
Newcomer
AkshayNewcomer
asked in eSignature API
Security Appliance application Migration from one server to another server

Hello All,  Do you have idea how the URL is setup for migrating security appliance from one server to another? We at our organization are quiet struck to find the way to set this URL. have referred lot’s of guides but of no help.

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A
Newcomer
K
Newcomer
kumar24sepNewcomer
asked in eSignature API
How to Achieve Better Sender Identification and Transparency in DocuSign Emails?

Hi DocuSign Community,I have a requirement where, whenever an envelope is sent through DocuSign, the recipient currently sees "docusign.net" as the sender's email domain (e.g., dse_demo@docusign.net). Instead, I would like the recipient to see the actual email address of the person who sent the envelope (e.g., john.doe@example.com).Here are my questions: Is it possible to achieve this using DocuSign APIs? Specifically: Can we dynamically provide a unique sender email address for every envelope we send through the API? Can this email address replace the docusign.net domain so the recipient sees the actual sender's email in their inbox? If the above requirement is not possible, what are the recommended solutions to achieve better sender identification and transparency? The goal is to provide better transparency and identification for recipients, allowing them to immediately recognize the sender. Let me know if this is achievable and what solutions can take me closer to this requirement.

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Docusign Employee
M
Newcomer
MkcharmNewcomer
asked in eSignature API
Subject: Issue with Candidate Signature Disappearing When Forwarding via API in DocuSign Production

Hi,I’m trying to add a digital signature by forwarding a completed contract—i.e., the employee candidate has already completed their signature. I then add HR representatives as recipients in chronological order, with signature and date placeholders, by forwarding the completed contract using the DocuSign APIs.Everything is working perfectly in the development environment. However, in the DocuSign production account, when I forward the contract (which is in a "completed" status with the candidate's signature) to HR reps for additional signatures, the candidate’s signature disappears.This issue does not occur when I perform the same process manually through the DocuSign interface—only when using the API.Could anyone help me resolve this issue?Thanks,Manikandan T

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Newcomer
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Newcomer
s2s_josefbrtNewcomer
asked in eSignature API
Focused view is loading infinit trying to display identity verification

Background:We provide a onboarding portal as SaaS solution in a B2B environment. The onboarding portal allows our customers to manage the collaboration with their distributor, clients and so on. So basically every of their external partners need to go through the onboarding portal, that we provide. A part of this onboarding portal is the signing of business related documents (e.g. NDA, GDPR, ...). To fit our customers needs, we want to integrate DocuSign as a possible method to sign documents. Our customers have access to a configuration portal where they can customize their onboarding portal and invite new externals to process the onboarding portal.Process:Our customers can connect their DocuSign account to our app. With this connection they can choose which DocuSign account they want to use. In the configuration of the onboarding portal they can add a new DocuSign element and choose a DocuSign template which is connected with this element. Our flow intends that the customers have the

261
K
Docusign Employee
K
Newcomer
kathcaresNewcomer
posted in eSignature API
Check If Current DocuSign Plan Qualifies for API Calls e.g. DocGen API

Hi Everyone, Does anyone know how I can check if my subscription allows use of specific API calls? We’re targeting for DocGen API, and I find this list Docusign Developer API | Plans & Pricing pretty vague.My current idea of checking is/are:via Account > Plan and Billing then checking for APIs in the plans and pricing. Or using Postman with existing apps and keys in our production account to check if it’ll pass (havent tried this yet)This is our first time to use APIs with docusign. Our apps and keys are automatically generated via the DocuSign Negotiate package that we have on Salesforce. I’m having a hard time contacting support and creating a case (as I do not have direct access to prod). Any suggestions how I can check it? Appreciate all your responses. Thank you!

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