When i create an envelope using the eSignature REST API, the envelope is created as Draft in Docusign and with no content, as below:
Docusign draft
Envelope details
But, if i copy the body (json) and paste in postman and if i try to create, usign the DocuSign Rest API Collection, the envelope is created properly and docusign start the worflow automatically.
Postman Envelope creation
What i'm doing wrong? There any configuration which i need to setup? Any or suggestion?
Thanks in advance,
Luis Franco
You need to open a support ticket with Docusign https://support.docusign.com/s/?language=en_US
Related
When i create an envelope using the eSignature REST API, the envelope is created as Draft in Docusign and with no content, as below:
Docusign draft
Envelope details
But, if i copy the body (json) and paste in postman and if i try to create, usign the DocuSign Rest API Collection, the envelope is created properly and docusign start the worflow automatically.
Postman Envelope creation
What i'm doing wrong? There any configuration which i need to setup? Any or suggestion?
Thanks in advance,
Best regards,
Luis Franco
What is your envelope ID? Do you see that the envelope is empty after you sign it and download it? or before signing it, when you open the email you find that it's empty?
I want to delete an envelope which was created by mistake. I know we can void it but DocuSign still charges for it. Referring to this I no longer need the envelope. Is there a way we can permanently delete it using DocuSign APIs?
Does DocuSign charge for deleted envelopes as well? Any more information on Envelope Costing would be great.
You can purge the envelope.
Using the DocuSign web app
Using the API
Update the envelope object: set purgeState to documents_queued
See the docs
But my guess is that your account was charged when the envelope was sent. For more info on DocuSign's charges/costs, talk with your DocuSign salesperson.
We are attempting to do a SOAP API call to a DocuSign account using the SOAPUI program and we are wanting the envelope to be created as a draft. Currently we only have access to the "CreateAndSendEnvelope" method so we don't have access to use the "state" xml tag so that we can create the envelope as a "draft" by using the "CreateEnvelope" method. The SOAP API guide from DocuSign is not 100 percent clear when it comes to these two methods because it says they are very similar and it doesn't show the schema for the "CreateEnvelope" method.
Can anyone verify that I am not able to create an envelope as a draft using the "CreateAndSendEnvelope" method and that the only way I would be able to do so would be to use the "CreateEnvelope" method?
Thank you in advance for your help!
CreateAndSendEnvelope cannot be used for Draft Envelopes. CreateEnvelope is used to create a Draft status envelope. But since you are doing a new Integration, it is recommended to use REST API. Sample response for CreateEnvelope call would look like below (check status will always be Created):
<CreateEnvelopeResponse xmlns="http://www.docusign.net/API/3.0">
<CreateEnvelopeResult>
<RecipientStatuses/>
<TimeGenerated>2020-02-18T22:30:33.4707464</TimeGenerated>
<EnvelopeID>033b9ca5-ac56-467a-99c5-63e2a37b9eef</EnvelopeID>
<Subject/>
<UserName>Amit Sender</UserName>
<Email>email#gmail.com</Email>
<Status>Created</Status>
Hi I'm integrating from Developer account to my sandbox salesforce via REST API. The document signing API is working, but how do I associate the envelop to a salesforce record so that it shows up on the DocuSign Envelopes related list? It works if I send the document via a custom button on the custom object in the UI. Is it possible to do so via API calls?
I believe the creation of the DocuSign Envelopes records are controlled by the DocuSign for Salesforce managed package. That would explain why it works when utilizing your custom button, but not your API integration.
Out of the box, "DocuSign Envelope Statuses" are generated regardless of where it is sent from. As long as you pass the Salesforce record ID within a DocuSign Envelope Custom Field within your request, you could configure Connect to relate the envelope to a specific Salesforce record.
I created an envelope via Docusign Web Service in my application now i get an requirement that we have to insert/update or change document from existing envelope.
I have read few articles which stated that we can change document with in template or basically from draft envelope.
Is there any way/functionality through which we can update document from existing/already send or in-process envelope.
Using the DocuSign REST API:
Documents can only be removed from a DRAFT ENVELOPE. Once an envelope has been Sent, Documents cannot be removed.
Documents can only be added to a DRAFT ENVELOPE. Once an envelope has been Sent, Documents cannot be added.
I believe, however, that it IS possible to add/remove documents from an "in-process" Envelope (i.e., an Envelope that's already been sent) by using the DocuSign SOAP API.