Questions tagged [docusignapi]

This tag can be used for programming related questions which may involve implementation of DocuSign technologies. Questions that do not involve programming are not on-topic. DocuSign System of Agreement products include eSignature, Click, Notary, CLM (contract lifecycle management), Rooms, and more.

This tag is for questions and knowledge sharing surrounding the use of DocuSign's REST or SOAP APIs. DocuSign's APIs can be integrated into any website, app, or embedded system that can make HTTP requests.

Main Resource: DocuSign Developer Center

Language-specific libraries: DocuSign GitHub Repository

Common tasks you can accomplish with the DocuSign APIs:

  • Request legally binding signatures on virtually any type of document
  • Embed document signing into your app or website
  • Collect form-data from recipients
  • Track documents in real-time
  • Enable multi-factor recipient authentication
  • Much more...

See the DocuSign DevCenter page for code samples showing common API workflows like sending documents for signature, embedded signing, polling for status; API reference documentation and more.


Tag usage

The tag is used for programming related questions with DocuSign technologies.

For non-programming DocuSign questions, please visit the DocuSign Community


5986 questions
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I am not able to see "Connect" option in Production in Docusign.com, while it is available in Demo/Sand box account

I am not able to see "Connect" option in Production in Docusign.com, while it is available in Demo/Sandbox accountProduction DocuSign Sandbox DocuSign How should I configure connect/webhook in Prod?
pranavd
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1 answer

Docusign REST API: Downloading document to string

I am building an app using the docusign API and PHP. I have most of this working except I cannot figure out how to download the document. I have been searching on this site and on the Docusign site. Docusign has an example here, that shows how to…
thom
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3 answers

How to define a conditional field for checkbox in DocuSign using REST APIs in Java?

I am trying to set conditional rule for checkbox, such that when the checkbox is "Checked", the document can be signed. I am able to do in the template in DocuSign(see pic - Setting the conditional rule on checkbox) When the checkbox is checked,…
viveknaskar
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3
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2 answers

Unable to add/implement DocuSign Drop Down Box using Java?

I am trying to implement DocuSign's drop-down feature in my application by using its APIs in Java. I didn't find any class to add DocuSign to the template. For checkbox, we have this: Checkbox checkbox = new Checkbox(); …
viveknaskar
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3
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3 answers

Get envelope URL

Is there a way to use the API to get the URL for a user to view a particular envelope on the DocuSign web site? I'm not trying to use the embedded signing experience, so the various envelope "views" provided by the API are not the desired URLs. The…
Tim K
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3
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1 answer

Disable In-Person Signer email notification to the host

I'd like to know if it's possible to disable the email notification to a host when using In-Person signing. ( sent you a document to host for an in-person signing session.) Repro: 1 - Envelope is created using API containing 3 recipients: One…
3
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1 answer

Breaking out of Iframe in Docusign

I am using Iframes to render the embedded Docusign document. I was successfully able to sign the document in the Iframe and get redirected to my specified URL after signing. But the Redirect URL is displayed inside the IFrame. I need to breakout of…
3
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2 answers

Can't find documentation about the DocuSign advanced signature feature

I'm trying to create a recipient with an advanced signature. It means that the recipient must receive an OTP by SMS in order to sign. It's different from the access authentification, which required an authentification to see the document. Here is…
Marine
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1 answer

DocuSign API: Email body (blurb) defaults with account name and email at the top, how do I remove?

I'm using the PHP DocuSign library to create a document via an existing PDF, setting the signature and text fields, and setting the email subject and body. However, when setting the body of the email, I can't get rid of my name and email address…
Oscar A Garcia
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3
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1 answer

How to disable DocuSign ID Check during signing

We are using basic api plan for production. Just received our production key. when a doc loads for signing, we see the ID check page. Can it be skipped? We want to see our doc without this step
Annet
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3
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1 answer

Prefill docusign template fields

Using the Docusign node.js sample I'm able to send a template, however I'm having trouble pre-setting the field values. I've looked around on stack overflow and found 3 different versions of the setTemplateRoles JSON format. I've tried them all and…
Josh
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3
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1 answer

Recipient View - ID Check Authentication disable

I have been facing this issue in production API, when the user receives the document to sign and when he opens the link it redirects to ID Check. Please refer the attached screenshot. In my C# I haven't enabled any authentication method. Signer…
Shane
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3
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1 answer

Using DocuSign REST APIs to Get/Set Template Fields

I've created a test template within the DocuSign sandbox in preparation for some automation with another system. I'm trying to populate these custom fields as there will be dynamically entered data that will need to be included. So far, I've had no…
Michael McCauley
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3
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1 answer

DocuSign - data validation with tags

I need to create DocuSign envelopes using custom tags with data validation. The value that the recipient enters in the custom tag needs to be validated so that the recipient does not enter the value more than certain value. I tried using regular…
Juiced Tech
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3
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4 answers

ACCOUNT_LACKS_PERMISSIONS error when creating envelope

I am getting this error when creating an envelope DocuSign.eSign.Client.ApiException: Error calling CreateEnvelope: { "errorCode": "ACCOUNT_LACKS_PERMISSIONS", "message": "This Account lacks sufficient permissions. In-Session permission required…
ericdc
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