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eSignature API

Find answers to your Docusign eSignature API questions.

206 Topics
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206 Topics

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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"}

4 months ago

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 !

4 months ago

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?

4 months ago

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.

4 months ago

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..

4 months ago

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?

4 months ago

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?

4 months ago

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.

4 months ago

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?

5 months ago

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

5 months ago

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

5 months ago

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 ?

5 months ago

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.

5 months ago

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.

6 months ago

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?

6 months ago

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 ?

6 months ago

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?

6 months ago

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

6 months ago

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.

6 months ago

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

6 months ago

Ben RandallNewcomer

asked in eSignature API

Filling out tabs with Witness details

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

6 months ago

NirmalNewcomer

asked in eSignature API

Can we download the DocuSign Documents everything when the recipient is signed?

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.

6 months ago

NirmalNewcomer

asked in eSignature API

How do I set up the frequency of the reminder for the envelope that is created using import document instead of existing templates.

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.

6 months ago

TonyLNewcomer

asked in eSignature API

ListStatusChanges is returning only 1000 envelopes result set as of 2/9/2024.

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.

6 months ago

Kathleen.HNewcomer

asked in eSignature API

Checkbox Tab Group

I’m attempting to make one of two checkboxes required. This is my json: "checkboxTabs": [ { "anchorIgnoreIfNotPresent": "true", "anchorString": "InsurerRequired_CKYes", "anchorUnits": "pixels", "anchorXOffset": "0", "anchorYOffset": "0", "tabId": "InsurerRequired_CKYes", "tabLabel": "Insurer Required", "tabGroupLabels": [ "checkboxgroup1" ] }, { "anchorIgnoreIfNotPresent": "true", "anchorString": "InsurerRequired_CKNo", "anchorUnits": "pixels", "anchorXOffset": "0", "anchorYOffset": "0", "tabId": "InsurerRequired_CKNo", "tabLabel": "Insurer Not Required", "tabGroupLabels": [ "checkboxgroup1" ] } ], "tabGroups": [ { "groupLabel": "checkboxgroup1", "minimumRequired": "1", "maximumAllowed": "1", "tabType": "tabgroup" } ] The behavior is not changing with the tabGroups definition. Both checkboxes are still optional, and both checkboxes can be s

6 months ago

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