Trending Topics: Latest from our forums (June 2024)

Here are some of the latest popular questions that developers asked on Docusign Community and Stack Overflow in the month of June 2024. To make sure we see your questions on Stack Overflow, use the tag docusignapi.

Thread: Docusign email subject contains “***Test Document***”

https://community.docusign.com/esignature-api-63/docusign-email-subject-is-having-test-document-5150

Summary: This developer has promoted their integration key to production through the Go-Live process, but when they send envelopes with that IK, the email subject still contains “***Test Document***”, which usually indicates that an envelope was sent from a developer account.

Answer: The developer’s app is likely still pointing to the demo environment, even though they have gone through the Go-Live process. After promoting an IK to production, you need to update your app to point to the production endpoints and ensure that your app is authenticating in the production environment. See After Go-Live for more details on the steps you need to take to promote your app to production.

Thread: I want to change checkbox custom field size and color with REST API

https://community.docusign.com/esignature-api-63/i-want-to-change-checkbox-custom-field-size-and-color-with-rest-api-5157

Summary: The developer wants to edit the size and color of their checkbox tabs using the API.

Answer: There actually isn’t an option to change the size of a checkbox, but you can adjust the size and color of the final text in the checkbox by using the fontColor and fontSize attributes when you call the EnvelopeRecipientTabs: create method. You won’t see the effect of these attributes until the recipient has completed signing. For example, if you change the color and size on two checkboxes, the following screenshot shows how those checkboxes will appear while signing.

Custom checkbox appearance while signing

Although it doesn’t appear that these checkboxes have any custom font color or size, the final completed document will reflect those changes as shown in the screenshot below.

Custom checkboxes in the final document

Thread: Can no longer edit/remove documents for envelopes created through Docusign API

https://stackoverflow.com/questions/78641291/can-no-longer-add-remove-documents-for-envelopes-created-through-docusignapi

Summary: This developer has built an app that creates envelopes using the Docusign eSignature REST API and, as of early this year, customers are reporting that they can no longer edit or delete documents that were created through the app.

Answer: There actually was a recent update that affected embedded sending. Now, if you want users to be able to edit or delete documents when sending the envelope, you will need to set the ShowEditDocuments property to "true" in the DocumentSettings object of the EnvelopeViewSettings object when creating the envelope view request. The snippet below demonstrates how to do this with our C# SDK.

private static EnvelopeViewRequest PrepareViewRequest(string startingView, string returnUrl)
    {
        EnvelopeViewSettings viewSettings = new EnvelopeViewSettings
        {
            StartingScreen = startingView,
            SendButtonAction = "send",
            ShowBackButton = "false",
            BackButtonAction = "previousPage",
            ShowHeaderActions = "false",
            ShowDiscardAction = "false",
            LockToken = string.Empty,
            RecipientSettings = new EnvelopeViewRecipientSettings
            {
                ShowEditRecipients = "false",
                ShowContactsList = "false",
            },
            DocumentSettings = new EnvelopeViewDocumentSettings
            {
                ShowEditDocuments = "true",
                ShowEditDocumentVisibility = "false",
                ShowEditPages = "false",
            },
            TaggerSettings = new EnvelopeViewTaggerSettings
            {
                PaletteSections = "default",
                PaletteDefault = "custom",
            },
            TemplateSettings = new EnvelopeViewTemplateSettings
            {
                ShowMatchingTemplatesPrompt = "true",
            },
        };

        EnvelopeViewRequest viewRequest = new EnvelopeViewRequest
        {
            ReturnUrl = returnUrl,
            ViewAccess = "envelope",
            Settings = viewSettings,
        };
        return viewRequest;
    }

Additional resources

Paige Rossi
Author
Paige Rossi
Sr. Programmer Writer
Published