docusignapi

DocuSign REST API, easily move envelope from user A to user B? (ie, change the envelope owner)

三世轮回 提交于 2019-12-20 07:21:51
问题 A followup to a question answered here regarding changing the email address of a user via the REST API: DocuSign REST API, change account's email address? (ie, the users login name) If, instead, we created a second docusign user login with a new email address and wanted to move all envelopes from the old user to the new user, what is the most efficient way to do this? Both users would be under the same parent docusign account. Currently, I do not see an endpoint to move an envelope between

Filtering Envelopes based on a type

僤鯓⒐⒋嵵緔 提交于 2019-12-20 06:04:08
问题 I have a situation where I want to be able to differentiate between envelopes based on a 'type'. For example, I'll have quotes and invoices, both of these can be sent to the same person so I'd like to know if there's a way of checking some sort of field that could differentiate the two. Currently I'm rather crudely post processing the API results and checking for 'quote' in the document type and I'd like a rather more reliable solution thanks, Oliver 回答1: You can use Envelope Custom Fields

Docusign for Salesforce CRCL not populating

自闭症网瘾萝莉.ら 提交于 2019-12-20 05:57:29
问题 I have a Docusign Send Now button with the following code: {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} //********* Option Declarations (Do not modify )*********// var RC = ''; var RSL=''; var RSRO=''; var RROS=''; var CCRM=''; var CCTM=''; var CCNM=''; var CRCL=''; var CRL=''; var OCO=''; var DST=''; var LA=''; var CEM=''; var CES=''; var STB=''; var SSB=''; var SES=''; var SEM=''; var SRS=''; var SCS=''; var RES=''; //*************************************************// // Modify

Docusign for Salesforce CRCL not populating

陌路散爱 提交于 2019-12-20 05:57:06
问题 I have a Docusign Send Now button with the following code: {!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")} //********* Option Declarations (Do not modify )*********// var RC = ''; var RSL=''; var RSRO=''; var RROS=''; var CCRM=''; var CCTM=''; var CCNM=''; var CRCL=''; var CRL=''; var OCO=''; var DST=''; var LA=''; var CEM=''; var CES=''; var STB=''; var SSB=''; var SES=''; var SEM=''; var SRS=''; var SCS=''; var RES=''; //*************************************************// // Modify

DocuSign RestApi - Error while uploading document - TAB_REFERS_TO_MISSING_DOCUMENT

∥☆過路亽.° 提交于 2019-12-20 05:40:31
问题 I'm getting the following error when I try to apply a template (created in my web account) to the document I'm trying to upload. "DocumentId specified in the tab element does not refer to a document in this envelope. Tab refers to DocumentId 41791752 which is not present." Any help would be greatly appreciated. Thanks. Here's the code I have: string xmlBody = "<envelopeDefinition xmlns=\"http://www.docusign.com/restapi\">" + "<emailSubject>DocuSign API - Signature Request"</emailSubject>" + "

DocuSign - RestApi v2 - download document using C#

假装没事ソ 提交于 2019-12-20 04:51:20
问题 I'm trying to retrieve a signed document via RestAPI v2 with below code. url = baseURL + "/accounts/" + "3602fbe5-e11c-44de-9e04-a9fc9aa2aad6" + "/envelopes/" + envId + "/documents/combined"; HttpWebRequest request4 = (HttpWebRequest)WebRequest.Create(url); request4.Method = "GET"; request4.Headers.Add("X-DocuSign-Authentication", authHeader); request4.Accept = "application/pdf"; request4.ContentType = "application/json"; request4.ContentLength = 0; HttpWebResponse webResponse4 =

DocuSign error: This Account lacks sufficient permissions. In-Session permission required when specifying a captive recipient

ぃ、小莉子 提交于 2019-12-20 04:37:27
问题 When I send a SOAP request to DocuSign it is showing an error: This Account lacks sufficient permissions. In-Session permission required when specifying a captive recipient. Full response XML is: <?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:wsa="http://schemas.xmlsoap.org/ws/2004/08/addressing" xmlns:wsse="http://docs.oasis

ACCOUNT_LACKS_PERMISSIONS error when creating envelope

谁都会走 提交于 2019-12-20 03:45:15
问题 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 when specifying a captive recipient." } The problem occurs in the CreateEnvelope method when specifying a ClientUserId on the role which according to the Docusign documentation makes the recipient "embedded". Docusign Support was unable to help and

Tab issue on DocuSign, xPosition and yPosition are there any option?

江枫思渺然 提交于 2019-12-20 02:58:06
问题 I'm using DocuSign's REST API and so far so I'm successfully sending signature requests, however positioning the DocuSign tabs in my documents is sometimes a pain and requires trial and error. Is using the xPosition and yPosition properties of the tabs the only option I have for tab placement? 回答1: DocuSign actually provides a nifty features called "Anchor Tagging" which helps solve this problem. With Anchor Tagging you can have DocuSign tabs placed in your documents based on the document

Error creating DocuSign Envelope via DocuSign Rest API (with multiple documents and multiple recipients)

天涯浪子 提交于 2019-12-19 11:25:20
问题 I am trying to create an Envelope in DocuSign with multiple documents using the DocuSign REST API, I'm using a multipart/form-data request, I use JSON to define the attributes of the envelope, I check my JSON and I think it is OK. Below that I define a multipart/mixed section where I set the header and PDF bytes of the documents. I receive a Bad Request error code that said "NO_DOCUMENT_RECEIVED" and have as message "The document element did not contain the encoded document, or there is a