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Find answers to your General Docusign developer questions.

  • 167 Topics
  • 251 Replies
167 Topics
M
Newcomer
MBathgateNewcomer
asked in General
Joining a Group

When I first created my account, I received a pop up stating there was a group that was related to my email. I could either JOIN or SKIP. I kept hitting JOIN and nothing happened, so I refreshed my screen. How do I JOIN a group? I know how to create one and add users, just not join

2630
M
Newcomer
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Use Docusign IAM | Docusign Tutorial For Beginners

Hi! I just published a new YouTube video on how to use Docusign IAM. You will learn how DocuSign IAM streamlines the use of various Docusign products, like eSignature and Maestro, to create integrated workflows.Additionally, you’ll see how Docusign IAM leverages AI to extract valuable insights from signed documents, improving efficiency and identifying opportunities and risks. 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

990
sofian_solusign
Troubleshooter
sofian_solusign
Troubleshooter
sofian_solusignTroubleshooter
posted in General
How To Make Dynamic Templates in Docusign

Hi! I just published a new YouTube video on how to create dynamic templates with Docusign. You will learn how to create dynamic document templates in DocuSign that automatically adjust to different text lengths and ensure proper signature field placement.  You'll see how to set up and configure these templates to save time and streamline your document workflow. 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

11810
sofian_solusign
Troubleshooter
K
Newcomer
Katie StoltNewcomer
asked in General
Saving All Docs in Bulk

Hello! I am wondering if there is a way to save all the docs in our account. I would like to do this in bulk and save them all to a zip. Is this possible?  

852
H
Newcomer
J
Newcomer
JonathanNewcomer
asked in General
[Beginner] : architecture

Hello,We study the possibility to use docusign in our company. But I tried to find some documentation from the support about the architecture. We want to know the standard architecture and specificly about the proxy setting. thank you for your help.Kind regards,Jonathan

981
E
Docusign Employee
A
Newcomer
AliskaNewcomer
asked in General
error recipient email

Hi, I got the error in email id is wrong, could you please help me which expression i need to use to get email from filter array?  

401
Ivan.Dinkov
Docusign Employee
Z
Newcomer
ZeeshanGNewcomer
asked in General
DocuSign Developer Account

Hello there, I hope you are doing well. Whenever I try creating a developer account under docusign, it throws an ‘approval_error’ without sufficient information on the cause of the error.  

1412
C
Community Moderator
A
Newcomer
arjunkishorkumar.govaniNewcomer
asked in General
Why date and time returns in PST timezone?

We have configured the Kuala-Lampur timezone in Settings > Regional Setting. But we are always getting the date and time in PST timezone only in api response after opening/signing the document in docuSign. Is there anything we need to take care for that? Or it will be always in PST timezone?When we open the Certificate of Completion, it displays the time in Kuala-Lampur timezone. Please do the needful.Thanks.   

671
S
Docusign Employee
J
Newcomer
jPVNewcomer
asked in General
Customer support non existent???

Since April cannot get Customer support for former employee accounts that need to be accessed for legal compliance reasons.  The Administrator of the company account resigned and we need to change the Administrator, assign a new one to access our documents.  I can’t imagine there is not a contact or simple solution that it is not a rare situation. Any help appreciated.  Thanks! 

290
J
Newcomer
S
Newcomer
SriniKNewcomer
asked in General
Downloaded Document format

Hi all,I  have some form fields that I send in the document to create an envelope in DocuSign. Once the signers have signed and I download the document via DocuSign connect, I do some post processing on the form fields. I am not receiving the form fields in the downloaded document from DocuSign, how do I get them?

387
JohnSantos
Valued Contributor
J
Newcomer
Joao ColomboNewcomer
asked in General
Envelope Creation dont create Contact and dont send email.

Hi, when I create an envelope using the API, the recipients are not created in contacts and the emails are not sent, even when I try to resend... When I am trying to create an envelope through the UI and it works fine. The contacts are created and theenvelope is sent.https://demo.docusign.net/restapi/v2.1/accounts/{{Account}}/envelopes/{ "Documents": [ { "DocumentBase64": "...", "DocumentId": 1, "FileExtension": "Docx", "Name": "nomedotemplate" } ], "EmailSubject": "SellersFi", "Recipients": { "Signers": [ { "Email": "joao.c@outlook.com", "Name": "new contact", "RecipientId": "312", "RoutingOrder": 1, "ClientUserId": "312", "Tabs": { "SignHereTabs": [ { "AnchorString": "0SFSIGNHERE", "Name": "Please sign here",

971
J
Newcomer
Inbar.Gazit
Docusign Employee
Inbar.GazitDocusign Employee
posted in General
Docusign releases IAM for Developers (beta)!!!

Hi everyone, it’s really exciting to let you all know that starting today every developer can build on the new Docusign IAM platform! Learn more about IAM for developers The two main new technologies for developers include:Extension apps - Extension apps enable you to build custom third-party functionality into Docusign and publish your solutions in the App Center, giving your customers easy, automated ways to enhance their Docusign experience and use your app in Maestro workflows. Ask any question or post any comment about it and read other community member’s questions in our dedicated community area for extension apps. Maestro API - Leverage the power of Docusign workflows. Ask any question or post any comment about it and read other community member’s questions in our dedicated community area for Maestro API.  

510
Inbar.Gazit
Docusign Employee
D
Community Admin
Docusign CommunityCommunity Admin
published in General
Beta FAQS | IAM for DevelopersF.A.Q.

Table of Contents:General IAM FAQ Extension Apps FAQ Maestro API FAQGeneral IAM FAQHow do I gain access to the new Docusign IAM developer services?To gain access to the new Docusign IAM developer services, you can use your Docusign Developer Account. If you already have an account, you can start using these platform services for development and testing immediately. If you still need a Docusign Developer Account, please create one here.Which Docusign IAM developer services are available during the Beta phase?During the Beta phase, several key Docusign IAM developer services are available for you to use and integrate into your applications and/or services. Currently, these include the development of Extension Apps for publishing on our App Center, Maestro APIs for managing workflows, and Web Forms APIs for handling form-based interactions. Additionally, we are planning to release more incremental IAM developer services through the Beta phase. Stay tuned for updates on these upcoming serv

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D
Community Admin
R
Newcomer
RkumbharNewcomer
asked in General
whether there is API in DocuSign part 11 or not?

Hi Team,Can you please check whether there is API in DocuSign part 11 or not?If yes, then how to check?Regards,Rupali K

531
A
Docusign Employee
T
Newcomer
TsudaNewcomer
asked in General
API between GWS and DocuSign

I have one question regarding API between GWS and DocuSign.If each account e-mail is different from the other, will the API go smoothly?  GWS: Tsuda.akinobu@sagj.co.jpDocuSigne: Tsuda.akinobu@sojitz.com 

291
B
Docusign Employee
W
Newcomer
what_kind_of_mickey_mouse_operNewcomer
asked in General
When I log in I am stuck, tons of javascript errors and a modal that says contact CS, but enable to.

I can log in, but there is an error modal that blocks the page. (https://apps.docusign.com/)I see tons of javascript errors that say:“[OPTIMIZELY] - ERROR 2024-05-09T22:53:59.227Z ATTRIBUTES_VALIDATOR: Provided attribute: accountPlan has an undefined value.”I hit “contact support”, and I can’t because it says:Unable to log in.If this is your first login attempt after purchasing a DocuSign plan, allow 15 minutes for account creation before accessing your account.For all other log in scenarios,  contact DocuSign Support  for assistance.  going back to this page:I have to inspect the js console, remove the error message modal from the HTML.After I do that, i can click on the manage button and everything is usable, but still see thousands of JS errors.Seriously, this is some mickey mouse web development, with comments and unobfuscated JS, and really bad error handling. I wouldn’t even be surprised if these errors were not logged anywhere and they went into a void.Now I am questioning docus

1670
W
Newcomer
D
Newcomer
danny.schumannNewcomer
asked in General
Right and Role - Signatures

Hello everyone.I would like to setup a meaningful rights role concept.I would like to have users who are “only” allowed to send simple signatures, but cannot make any other settings.There should be 3 users who can also send qualified electronic signatures, while others cannot. I would also like users to be able to send letters exclusively via API.Can this be done with the setting?Thanks - and have nice weekend

442
D
Newcomer
M
Newcomer
MinalNewcomer
asked in General
How do I turn on features for my DocuSign developer account?

I have a DocuSign developer/sandbox account and a production account. I want to explore web forms and SMS delivery with my sandbox account. How can I get these features enabled in my sandbox account?

842
A
Community Moderator
JMTest
Newcomer
JMTestNewcomer
posted in General
How to clone an account via REST API

Need to clone a DocuSign account via the API? Here’s an example... POST method to {{Admin Base URL}}/v1/organizations/{{Org ID}}/assetGroups/accountClone Body:{ "sourceAccount": { "id": "624e3e00-xxxx-xxxx-xxxx-43918c520dab" }, "targetAccount": { "name": "My Cloned Account", "admin": { "firstName": "Global", "lastName": "Admin", "email": "admin@asdfasdffdsa.com" }, "region": "NA" }} 

871
Inbar.Gazit
Docusign Employee
C
Newcomer
ChristinahoffNewcomer
asked in General
2 Updates in 1 week

There have been 2 updates to this product this week. The first worked best for me because my most recently used template was shown on the main page but now you’ve taken it away, again. Why must your progress always include more clicks for the user? The same happened with the Outlook Add-in, so I stopped using it.  If you are going to continually change the main page, you should include user preferences for defaults so we can see what we need and not have to register multiple, useless clicks to get where we need to go. 

421
S
Docusign Employee
S
Newcomer
Saragadam BhanuNewcomer
asked in General
How DocuSign manages the data of different customers in  Multi-tenant developer account for ISV . 

Hi TeamHow DocuSign manages the data of different customers in  Multi-tenant developer account for ISV . 

1882
Jeff.Daviscourt
Docusign Employee
M
Newcomer
MJTNewcomer
asked in General
Unrecognized base64 character

I am trying make a http callout to the genAndConvertEnvelopes Api to generate a document and save it back to Salesforce and it is failing to due to the below error:System.StringException: Unrecognized base64 character:Apex code below can anyone help?public class docusignGen_And_API {       @InvocableMethod(label='docusignGen_And_API')    public static List<String> sendEnvelope(List<String> record) {        System.debug(record);          Id recordId = record[0];        System.debug(recordId);        gen_and_convert(recordId);        return Null;    }        @future(callout = true)      public static void gen_and_convert(Id recordId){                       String jsonBody = bodyJSON(recordId);          System.debug(jsonBody);         HttpRequest req = new HttpRequest();        req.setEndpoint('callout:{namedCredential/restapi/v2.1/accounts/{accountId}/envelopes/generate_and_convert');        req.setHeader('Content-Type', 'application/json');        req.setMethod('POST');     

6101
JohnSantos
Valued Contributor
B
Newcomer
bjones8888Newcomer
asked in General
Security setting to disallow saving notification email as MSG

I have an Outlook add-in that saves an email from a mail folder to a .MSG file and moves it to a case management system.  Some messages are not exporting. One common factor is DocuSign.  I’ve tested this successfully with my own DocuSign notifications (as a recipient). I’m wondering if DocuSign has a security setting that might be blocking the saving of the email as MSG.Is anyone aware of such a setting within DocuSign?

281
Derrick.Tran
Docusign Employee
A
Newcomer
arc_ec1Newcomer
asked in General
Sandbox testing

Hi,I have recently signed up to the sandbox version of Docusign as I want to get up to speed with some of the functionality. A colleague of mine is also using the sandbox version as we would like to collaborate on some of tests. Unfortunately, despite numerous attempts to collaborate in the sandbox version e.g. add each other as contacts/users/send emails/share templates, we have not been able to do so. I would like to understand whether the sandbox version of Docusign allows colleagues to collaborate on it? If so, what steps do we need to take to ensure we’re both using / viewing the same version (as none of our attempts so far have worked)? Please note: we already have a Docusign account for our organisation (which we prefer not to run numerous tests on), hence the sandbox version is to try out different tests outside of the account. Thank you,Emma

3144
D
Newcomer
G
Newcomer
gearymarksNewcomer
asked in General
Is it possible to auto-sign a document via API

I would like to use the API to automatically sign a document without the user having to receive an email, go to the site, sign and complete the process there.  I am wondering if it’s possible to sign the document with a previously created signature and prepopulate some of the specific fields on the document.

13891
Brandon.Varela
Docusign Employee

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