Here are some of the latest popular questions that developers asked on Docusign Community in the month of May 2025.
Thread: Unable to Restrict Editing in Sender View Despite Setting All Configuration Flags (disableDocumentEdit, etc.)
Summary: The developer is embedding the Sender view of an envelope into their application. They want the sender to be able to add tabs to the document, but they don’t want to give them permission to edit the document, edit recipients on the envelope, or change the envelope routing. They have tried passing various parameters to the EnvelopeViews: createSender endpoint, but they aren’t able to restrict the sender’s permissions in the way that they want to.
Answer: The sender is seeing these options to edit the document and recipients because they are seeing the Prepare page. If you want to bypass the Prepare page and instead only show the sender the Tagger page, you can do that by setting the following properties in the settings object of your request body:
"startingScreen": "Tagger"
"showBackButton": "false"
"showEditRecipients": "false"
Thread: How to set the envelope expire values eSignature
Summary: The developer is trying to set the expiration date on an envelope using the C# SDK. They’re trying to accomplish this using the ExpireEnabled
, ExpireAfter
, and ExpireDateTime
properties, but they aren’t seeing the expected results.
Answer: To set the expiration date on an envelope, you need to use the ExpireEnabled
, ExpireAfter
, and ExpireWarn
properties inside the Notification object in the envelope definition. Setting these properties outside of that object will have no effect. The following C# snippet demonstrates how to do this.
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition();
var notification = new Notification();
notification.UseAccountDefaults = "false"; // customize the notification for this envelope
notification.Reminders = new Reminders
{
ReminderEnabled = "true",
ReminderDelay = "3", // first reminder to be sent three days after envelope was sent
ReminderFrequency = "2" // keep sending reminders every two days
};
notification.Expirations = new Expirations
{
ExpireEnabled = "true",
ExpireAfter = "30", // envelope will expire after 30 days
ExpireWarn = "2" // expiration reminder would be sent two days before expiration
};
envelopeDefinition.Notification = notification;
Thread: How to customize the senders name and email id
Summary: The developer wants to send envelopes through the eSignature REST API on behalf of another sender so that the envelope comes from a different name and email address than the account they are using to make the API calls.
Answer: To accomplish this, you would need to use JSON Web Token (JWT) Grant authentication to impersonate the user on whose behalf you want to send envelopes. You can use JWT to receive an OAuth token for the specified user and, when you use that token in your header to call the Envelopes: create endpoint, the envelope is sent by that user; so any recipients will see that user’s name and email address as the sender.