Trending Topics: Latest from our forums (March 2024)

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Summary•3 min read

See how our most popular recent threads on Stack Overflow can help you solve your own development issues.

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Additional resources

Here are some of the latest popular questions that the Docusign developers community asked on Stack Overflow in the month of March 2024. You too can ask questions by using the tag docusignapi in Stack Overflow.

Thread: Adding HTML Documents to Composite Templates in Docusign REST API v2.1

https://stackoverflow.com/questions/78088120/

Summary: The developer is sending envelopes from Salesforce using composite templates and they want to attach an HTML document to the template. They were having trouble figuring out how to do this.

Answer: To send an HTML document, you need to Base64-encode the HTML. Then you can include the encoded document in your composite template definition using the code provided below. It’s also very important to set the fileExtension property to "html".

"document": {
    "name": "Contract",
    "documentId": "1",
    "documentBase64": html_base64_encoded,
    "fileExtension": "html"
},

Thread: Get users pending envelopes which was sent by any sender

https://stackoverflow.com/questions/78207029/

Summary: The developer wants to query all pending envelopes for a recipient with a specific email address, but they aren’t sure how to accomplish this.

Answer: Unfortunately there is not a single query that can accomplish this with the Docusign API. However, it is possible to get this information with the Envelope: listStatusChanges endpoint. You can call this endpoint with the from_to_status query parameter to specify the status of the envelopes that you want to find. Once you have your list of envelope IDs, you can find the recipients of those envelopes with the EnvelopeRecipients: list method. The response body for this call includes the email addresses of the envelope’s recipients.

Thread: Refresh a Document Sent After Changing Template

https://stackoverflow.com/questions/78203347

Summary: The developer has made changes to a template that has already been used to send an envelope, and they are wondering if they can expect to see those changes reflected in the sent envelope.

Answer: Any changes made to a template will only affect envelopes that are sent from that template in the future. If you have already sent an envelope using the template, the envelope will not automatically update with the changes to the template. Unrelated to templates, if you need to correct an envelope that has already been sent, you can do this with the correctView endpoint. See this blog post for more detail on how to accomplish this with the API.

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Paige RossiLead Developer Advocate

Paige has been working for Docusign since 2020. As Lead Developer Advocate on the Developer Advocacy team, she writes content and code to help developers learn how to use Docusign technology, represents Docusign at community events, and supports Docusign developers on community forums.