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Find answers to your General Docusign developer questions.

  • 103 Topics
  • 141 Replies
104 Topics
D
Community Admin
Docusign CommunityCommunity Admin
published in General
TrailblazerDX (TDX) Developer Resources

The Docusign Intelligent Agreement Management (IAM) platform gives developers more flexibility in how they integrate Docusign and Salesforce.  Download the Salesforce Extension App on Docusign App CenterEasily build and deploy custom agreement workflows without writing any code, securely pulling in and writing back data from Salesforce with the new extension app. Analyze your agreements with help from AI using the Navigator APINavigator API offers developers access to AI-suggested data from the Navigator smart agreement repository. Integrate Docusign eSignature for Salesforce with the Apex ToolkitSeamlessly send templates, template files and execute merge fields with the Docusign eSignature for Salesforce integration. Discover Developer Center Using the Docusign Salesforce Extension App in a Maestro Workflow Enhancing Sales Success with Strategic Insights from Salesforce and Docusign AI Leveraging Docusign AI and Salesforce for Improved Contract Management Build Docusign eSignatu

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Community Admin
D
Community Admin
Docusign CommunityCommunity Admin
published in General
Developer Resources

Hey Docusign developers! Here are resources we cover in our developer webinars to help start building.  Developer Center developer account Quickstart ISVs get started Become a partner Stackoverflow developer support Docusign University developer blog developer YouTube developer webinars developer FAQs Docusign on GitHub Docusign Postman Collections SDKs and tools PowerForms Maestro API Navigator API Navigator API overview Use cases How to guides ​​​​​​​Join the beta for access to Postman extension apps Connect Webhooks, 2.0, OAuth Connect Templates and partner composite templates Docusign Connect Guide Best Practices Connect 2.0 New Event Based System JSON Postman Collection Developer Community/Connect Happy coding! 

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Community Admin
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Newcomer
PeterOBNewcomer
asked in General
How do I change the color of my signature box to be the same every time?

Every time I create a document DocuSign chooses the color of the signature box.  It is different every single time.  Sometimes it is yellow, sometimes blue, purple, and now they have added pink.  I do not want my signers to see pink boxes on their documents; it is very unprofessional.  I would like the signature box to be the same colors every time.  But I cannot figure out how to change this setting.  All the instructions provided by DocuSign do not help with this and not being able to call a DocuSign rep but have to do15 steps just to ask a question through this silly forum is ridiculous and frustrating.  HOW DO I change the color settings for the signature boxes to be the same every time?

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P
Newcomer
J
Newcomer
JacobusNNewcomer
asked in General
Pulling Checkbox tab group value from Power Automate

I am trying to pull the values of check boxes when checked using the built-in Power Automate connectors. I can see the name of each checkbox but I can’t tell whether or not the box is checked. {"tabLabel": "","documentId": "","recipientId": "","tabId": "","tabType": "checkboxTabs","prefill": false},

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J
Newcomer
L
Newcomer
liuanjiaoyuNewcomer
asked in General
Unable to create developer account

I can't create a developer account now. I clicked the button to create a developer account, but nothing happened.I tried various methods based on existing posts, but I couldn't create a developer account.Is there any solution?

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Community Moderator
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Docusign ACH Payments

Hi! I just published a new YouTube video on how to collect ACH payments directly through Docusign at the time of signing.You’ll learn how to:Connect Stripe, Authorize.net or Elavon as your payment gateway for ACH transactions. Embed payment fields into Docusign templates and web forms. Use conditional logic to collect different payment amounts based on the product or service clients choose on forms.Ensure payments are collected instantly at the time of signing! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
M
Newcomer
mlpameerNewcomer
asked in General
I can’t create a Docusign developer account

I can’t create a Docusign developer account - when filling out the form and submitting, the subsequent “clock” just spins and spins forever.  Have tried two computers and two different browsers.    I’ve seen some other mentions of this issue but no resolution. help?The api response like thie  {"id": "abc","done": false,"state": "abc","challenges": ["ActionRuleEngine"],"version": 1}

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Hengfeng Ge
Frequent Contributor
S
Newcomer
shehzad1186Newcomer
asked in General
get started button not going up

when i entered all details then i clicked on the get started button but its not going up 

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M
Community Moderator
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Collect Payments In Docusign Using PayPal

Hi! I just published a new YouTube video on how to collect payments in Docusign using PayPal through Braintree.You’ll learn how to:Set up and link your PayPal and Braintree accounts Add a payment gateway to your Docusign templates Collect fixed or dynamic payments during signing Ensure full PCI compliance and securely save card data for subscriptionsStreamline your contracts and payment collection in one flow! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Docusign Stripe Payments

Hi! I just published a new YouTube video on how to integrate Stripe with Docusign to collect payments during signing.You’ll learn how to:Add Stripe as a payment gateway inside your templates. Set up one-time payments and save payment methods for future use. Use conditional logic and formulas to calculate dynamic pricing. Handle limitations for subscriptions using automation tools like Zapier or Make.Streamline your contracts and payment collection in one flow! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Automate Approval Workflows with Docusign Conditional Routing (2025 Update)

Hi! I just published a new YouTube video on how to use Docusign Conditional Routing to automatically send envelopes to the right approvers based on business rules.You’ll learn how to:Route envelopes dynamically to different recipients based on field inputs. Configure conditions to route the envelope to the right recipient. Combine routing with PowerForms or Web Forms for self-serve workflows. Integrate your CRM and other apps to reduce manual workSimplify your approval workflows with automation! Watch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.Solusigncom | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How to Prefill Documents in Docusign

Hi! I just published a new YouTube video on how to prefill Docusign documents before sending them, ensuring accuracy and saving time.You’ll learn how to:Prefill documents manually without sending them to yourself first. Use recipient fields vs. pre-filled fields for different scenarios. Automate pre-filling using CRM or spreadsheets. Track document status and auto-store completed files.Eliminate repetitive data entry and streamline your document workflows! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
U
Newcomer
UniqueUser1Newcomer
asked in General
Reassignment from One Contact to Another

My Salesforce org has DocuSign Package integrated in it and I have a contact who is the recipient of email that is sent. That recipient changes the signer from himself to another contact that is available in the org as another contact. My question is, which object, field shows these changes? Tried with dfsle__Recipient__c object and no changes in fields value were shown before and after the reassignment. Further no new dfsle__Recipient__c record were created other than the one initially created.

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M
Community Moderator
H
Newcomer
HoneymicNewcomer
asked in General
Need to request a phone call

I’m trying to request a phone call and it’s not working. I need to talk to support! I will not be renewing if it’s this hard to get support.

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M
Community Moderator
S
Newcomer
steffcNewcomer
asked in General
Cannot update billing info

Good morningMy card has expired and I have been trying to update the billing details, however after i click ‘update’ the account still gives me the warning that I need too update billing information. when I go to check billing details they never change to the new ones even after I update.. please help thankssteff

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K
Newcomer
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Create a Docusign Self Checkout for Tiered Pricing

Hi! I just published a new YouTube video on how to create a Docusign-powered self-checkout for products with tiered pricing—letting your customers choose a package, sign a contract, and pay, all without manual intervention.You’ll learn how to:Build a Docusign Web Form with dynamic tiered pricing. Auto-fill contracts based on selected products. Process payments directly through Docusign. Automate post-signing actions like storing documents and triggering workflows.Create a seamless self-service checkout experience today! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Collecting Payments with Docusign (Apple Pay, Stripe, Google Pay, etc.)

Hi! I just published a new YouTube video on how to configure Docusign to collect payments and save customer payment methods during the signing process.You’ll learn how to:Integrate Stripe, PayPal, and other payment gateways into Docusign. Use formulas to calculate dynamic payment amounts. Set up conditional logic for payment methods like credit card vs. wire transfer.Streamline your payment collection process with Docusign! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
W
Newcomer
wendeNewcomer
asked in General
API

COMO ACHAR A API DO DOCUSIGN HOW TO FIND THE DOCUSIGN API  

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JohnSantos
Valued Contributor
T
Newcomer
Tomkay44Newcomer
asked in General
All of a sudden a signer isn't receiving envelopes opes

I include our CFO as a signer/guarantor on all the agreement envelopes I send to new clients. All of a sudden, he no longer receives the envelopes to sign.  Nothing's changed.  I need support 

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M
Community Moderator
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Automate Your Applications with Docusign

Hi! I just published a new YouTube video on how to automate complex application forms using Docusign Web Forms.You’ll learn how to:Build a mobile-friendly credit application form with multiple layers of conditional logic. Capture incomplete submissions in case your signers don’t go through the entire process. Auto-export application form data into your CRM, eliminating manual entry. Implement ID verification to prevent fraud.Transform your credit application process with automation! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
Docusign Web Forms vs. PowerForms: Which one is the best?

Hi! I just published a new YouTube video breaking down the key differences between Docusign Web Forms and PowerForms so you can choose the best option for your workflow.You’ll learn:When to use Web Forms vs Powerforms depending on your use case. A demo of how the same document looks and feels in Web Forms vs Powerforms. Key limitations and advantages of each form type.Find out which solution fits your needs best! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
Inbar.Gazit
Docusign Employee
Inbar.GazitDocusign Employee
posted in General
Resources for JavaScript Developers!

Here are some useful links for JavaScript resources when developing with Docusign:SDKs:The following SDKs are open sources and each of their npm packages can be found on npm.orghttps://github.com/docusign/docusign-esign-node-client https://github.com/docusign/docusign-click-node-client https://github.com/docusign/docusign-webforms-node-client https://github.com/docusign/docusign-rooms-node-client https://github.com/docusign/docusign-monitor-node-client https://github.com/docusign/docusign-admin-node-clientSample appsSample apps showcase full featured working apps that are designed to demonstrate various features and how they can be used in a hypothetical application focused on different industries and use cases. The following sample apps repos are written in JavaScript:https://github.com/docusign/sample-app-maestro-node https://github.com/docusign/sample-app-navigator-node https://github.com/docusign/sample-app-embeddedsending-node https://github.com/docusign/sample-app-telecom-nodejs

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Inbar.Gazit
Docusign Employee
M
Newcomer
Mickael MeneuxNewcomer
asked in General
Docusign Developer Account Creation Error

Hello,I’m encountering an issue while trying to create a developer account for the email xxx@ABC.com (not the actual email). When I visit the DocuSign Developer Sandbox page and click the “Get Started” button, nothing happens — the page doesn't load or display anything.I’ve already successfully created an account for yyy@ABC.com, and it worked fine. Could you clarify if there are any specific requirements for the email address in order to proceed?Additionally, upon inspecting the page (F12), I can see a request being sent, and here is the response Any guidance you can provide would be greatly appreciated.Thank you for your help!Best regards,Mickael

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M
Newcomer
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Use Docusign’s Approve and Decline Fields

Hi! I just published a new YouTube video explaining how to use Docusign approve and decline buttons to create efficient approval workflows.You’ll learn how to:Add approve/decline buttons to templates to create approval processes. Configure signing orders so documents are routed correctly. Workarounds if you don’t want to waste your envelopes with these buttons!Transform your approval processes with these techniques! You can find it here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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sofian_solusign
Troubleshooter
O
Newcomer
Oskar.WojtynekNewcomer
asked in General
Data redaction endpoint does not work at dev environment

Hello,I tried to delete personal data at the development environment. Given account has been closed for few days, using following request:curl --request POST 'https://api-d.docusign.net/management/v2/data_redaction/accounts/8d2d3601-24f5-xxx-xxx-d9acac3d26d2/user' --header 'Authorization:AzMzE3In0....' --header 'Content-Type: application/json' --data-raw '{ "user_id": "91585e2f-xxxx-4a44-bf16-xxxxxxxxxxxxx"}'but i get internal error response:{"error":"internal_server_error","reference_id":"dbb84fb9-3bed-40fd-b708-63112cc15e2b"}Is this functionality temporarily unavailable? Do I need to fulfill any other prerequisites besides closing account?

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I
Docusign Employee

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