DocuSign eSignature API Guide - SOAP

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1Information Guide
DocuSign API
Developer Guide

2
DocuSign API Developer Guide
Copyright ©2003-2013 DocuSign, Inc. All rights reserved.
DocuSign, the DocuSign logo, “Close it in the Cloud”, SecureFields, Stick-eTabs, PowerForms, "The fastest way to get a signature", “DocuSign Ink”, The No-
Paper logo, “DocuSign It!”, ForceFields are trademarks or registered trademarks of DocuSign, Inc. in the United States and/or other countries. All other
trademarks and registered trademarks are the property of their respective holders.
No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written
permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the
information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without
notice.
U.S. Patent 6,289,460, U.S. Patent 6,944,648, U.S. Patent 8,239,496 B2 and other patents pending.
DocuSign API Developer Guide May 3, 2013
If you have any comments or feedback on our documentation, please send them to us at: Documentation@DocuSign.com.
Summary of changes for this version:
• Added support for using reading zones by adding the Accessibility node to Envelope section
for CreateEnvelope and CreateAndSendEnvelope, and to the EnvelopeInformation section for
CreateEnvelopeFromTemplate and CreateEnvelopeFromTemplatesAndForms.
• Added support for locking email content (EmailSubject, EmailBlurb and recipient Note) by
adding the MessageLocked node to Envelope section for CreateEnvelope and
CreateAndSendEnvelope, and to the EnvelopeInformation section for
CreateEnvelopeFromTemplate and CreateEnvelopeFromTemplatesAndForms.

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Table of Contents
Introduction........................................................................................................................................16
DocuSign Security Requirements and API Call Limits ....................................................................... 16
Integrator Keys ............................................................................................................................16
Integrator Key Usage .............................................................................................................17
API Call Rate Limits.....................................................................................................................17
Authentication....................................................................................................................................18
HTTP Header Authentication .................................................................................................18
SOAP Header Authentication.................................................................................................19
Optional Authentication Mechanism: XML Signature.................................................................... 20
Send On Behalf Of Functionality..................................................................................................22
Send On Behalf Of SOAP Examples......................................................................................22
Using DocuSign WSDLs....................................................................................................................24
Using DocuSign WSDL’s in the .Net Environment ....................................................................... 24
Creating a Web Reference in Visual Studio 2010 for WSDL files: .......................................... 24
HTTP Header:........................................................................................................................24
Using DocuSign WSDL’s in the Salesforce Environment ............................................................. 25
Providing the Authentication Header ......................................................................................25
DocuSign Service API .......................................................................................................................26
Overview ...........................................................................................................................................26
Commonly Used Terms ...............................................................................................................26
Code Samples .............................................................................................................................27
Basic Process Flow......................................................................................................................29
Example Usage Diagram .............................................................................................................29
Placing DocuSign Tags................................................................................................................30
File Limitations.............................................................................................................................30
Methods Exposed in the DocuSign Service API........................................................................... 30
DocuSign Service API Function Groups ............................................................................................33
Sending Function Group....................................................................................................................35
CreateAndSendEnvelope and CreateEnvelope ........................................................................... 35
Schema..................................................................................................................................35
Request XML Data Structure Outline .....................................................................................39
Document ..............................................................................................................................44
Recipient................................................................................................................................46

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IDCheckInformationInput........................................................................................................51
Tab ........................................................................................................................................53
Anchor Tab ............................................................................................................................58
Notification .............................................................................................................................59
EnvelopeNotification ..............................................................................................................59
EnvelopeStatus......................................................................................................................60
Rules for CreateAndSendEnvelope and CreateEnvelope....................................................... 60
Sample Code .........................................................................................................................62
CreateEnvelopeFromTemplates ..................................................................................................64
Schema..................................................................................................................................65
TemplateReference................................................................................................................66
Schema..................................................................................................................................66
EnvelopeInformation ..............................................................................................................67
Schema..................................................................................................................................68
FieldData ...............................................................................................................................69
Rules for CreateEnvelopeFromTemplates .............................................................................69
Template Execution Rules .....................................................................................................72
Rules for Mapping Data from PDF Forms ..............................................................................72
Error Rules.............................................................................................................................73
Sample Code .........................................................................................................................74
CreateEnvelopeFromTemplatesAndForms.................................................................................. 75
Schema..................................................................................................................................75
Rules for Composite Template Usage....................................................................................76
EnvelopeInformation ..............................................................................................................82
Document ..............................................................................................................................82
Recipient................................................................................................................................82
ServerTemplate .....................................................................................................................83
InlineTemplate .......................................................................................................................83
PDFMetaDataTemplate .........................................................................................................83
Sample Code .........................................................................................................................83
SendEnvelope .............................................................................................................................86
Schema..................................................................................................................................86
Sample Code .........................................................................................................................86
RequestSenderToken..................................................................................................................87
Schema..................................................................................................................................87

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In-Session Sending Events ....................................................................................................87
Rules and Exceptions RequestSenderToken ......................................................................... 88
Anchor Based Tagging ................................................................................................................88
Using Anchor Tabs.................................................................................................................88
Rules for Anchor Tagging.......................................................................................................89
Embedding Function Group...............................................................................................................91
Embedded Signing Functional Process Flow ...............................................................................91
Captive Recipients.......................................................................................................................91
DocuSign Integration ...................................................................................................................92
Pre-DocuSign Operations ......................................................................................................92
Sample Code .........................................................................................................................95
RequestRecipientFaxPDF......................................................................................................97
Sample Request XML ............................................................................................................97
Sample Response XML .........................................................................................................97
DocuSign Operations.............................................................................................................98
Post-DocuSign Landing Pages ..............................................................................................98
Addenda ......................................................................................................................................98
Additional Features and Behaviors.........................................................................................98
Suppressed Features/Behaviors ............................................................................................99
Legal Considerations ...................................................................................................................99
GetAuthenticationToken ..............................................................................................................99
Schema..................................................................................................................................99
GetAuthenticationToken rules and exceptions ..................................................................... 100
Sample Code .......................................................................................................................100
RequestSenderToken................................................................................................................100
Schema................................................................................................................................100
In-session sending events.................................................................................................... 101
Rules and exceptions for RequestSenderToken .................................................................. 101
Sample Code .......................................................................................................................101
RequestEnvelopeHistoryToken.................................................................................................. 102
Schema................................................................................................................................102
Status and Managing Function Group ............................................................................................. 103
CorrectAndResendEnvelope...................................................................................................... 103
Schema................................................................................................................................103
Sample Request XML: ......................................................................................................... 104

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RecipientCorrection..............................................................................................................106
CorrectionStatus ..................................................................................................................108
RecipientCorrectionStatus.................................................................................................... 108
Rules for CorrectAndResendEnvelope................................................................................. 108
Sample Code .......................................................................................................................110
DeleteEnvelopes........................................................................................................................111
Schema:...............................................................................................................................111
EnvelopeAuditEvents................................................................................................................. 112
Schema................................................................................................................................112
Rules for accessing envelope events. .................................................................................. 112
Sample Code .......................................................................................................................113
GetConnectFailures...................................................................................................................113
Schema................................................................................................................................113
Sample Request XML .......................................................................................................... 114
GetStatusInDocuSignConnectFormat........................................................................................ 115
GetRecipientAuthenticationStatusEx ......................................................................................... 115
Schema................................................................................................................................115
MoveEnvelopes .........................................................................................................................117
Schema................................................................................................................................117
Sample Request XML ..........................................................................................................118
PublishConnectFailures ............................................................................................................. 118
Schema................................................................................................................................119
RequestCorrectToken................................................................................................................120
In-Session Sending Events .................................................................................................. 120
Sample Code .......................................................................................................................120
RequestStatus and RequestStatusEx ........................................................................................ 121
Schema................................................................................................................................121
Sample Code .......................................................................................................................121
RequestStatuses and RequestStatusesEx................................................................................. 122
Request Envelope Statuses Notes....................................................................................... 122

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Schema................................................................................................................................124
Sample Code .......................................................................................................................125
EnvelopeStatus..........................................................................................................................127
Schema................................................................................................................................127
RecipientStatus....................................................................................................................131
TabStatus ............................................................................................................................134
AuthenticationStatus ............................................................................................................ 137
FilteredEnvelopeStatuses .......................................................................................................... 139
Schema................................................................................................................................139
Rules for RequestStatus, RequestStatuses, RequestStatusEx, RequestStatusesEx,
EnvelopeStatus and FilteredEnvelopeStatuses.......................................................................... 139
API user specific rules..........................................................................................................139
Rules for Exceptions thrown by the API ............................................................................... 139
GetFolderList and GetFolderItems............................................................................................. 140
GetFolderList .......................................................................................................................140
AvailableFolders ..................................................................................................................140
GetFolderItems ....................................................................................................................141
FolderResults.......................................................................................................................142
Code Samples .....................................................................................................................143
Ping ...........................................................................................................................................144
Schema................................................................................................................................144
Return XML..........................................................................................................................145
PurgeDocuments.......................................................................................................................145
Schema................................................................................................................................145
PurgeDocumentsStatus ....................................................................................................... 145
Rules and Exceptions for PurgeDocuments ......................................................................... 145
Sample Code .......................................................................................................................146
RequestEnvelope ......................................................................................................................146
Additional Errors for RequestEnvelope................................................................................. 146
Schema for RequestEnvelope.............................................................................................. 146
Sample Code .......................................................................................................................147
RequestStatusChanges.............................................................................................................147
Schema................................................................................................................................147
FilteredEnvelopeStatusChanges.......................................................................................... 148
Sample Code .......................................................................................................................148

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RequestStatusCodes.................................................................................................................149
Request Envelope Statuses Notes....................................................................................... 149
Schema................................................................................................................................150
FilteredEnvelopeStatusChanges.......................................................................................... 152
Code Samples .....................................................................................................................152
SynchEnvelope..........................................................................................................................153
Schema................................................................................................................................153
SynchEnvelopeStatus.......................................................................................................... 153
Sample Code .......................................................................................................................153
VoidEnvelope.............................................................................................................................154
Schema................................................................................................................................154
VoidEnvelopeStatus.............................................................................................................155
Rules for VoidEnvelope........................................................................................................ 155
Sample Code .......................................................................................................................155
Post Processing Function Group ..................................................................................................... 157
RequestCertificate .....................................................................................................................157
Schema................................................................................................................................157
RequestDocumentPDFs ............................................................................................................ 157
Schema................................................................................................................................157
Sample Code .......................................................................................................................158
RequestDocumentPDFsEx ........................................................................................................ 158
Schema................................................................................................................................158
Sample Code .......................................................................................................................159
RequestDocumentPDFsRecipientsView .................................................................................... 159
Schema................................................................................................................................159
DocumentPDF ...........................................................................................................................160
Schema................................................................................................................................160
RequestPDF ..............................................................................................................................161
Schema................................................................................................................................161
Sample Code .......................................................................................................................161

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RequestPDFNoWaterMark ........................................................................................................ 162
Schema................................................................................................................................162
Sample Code .......................................................................................................................162
RequestPDFWithCert ................................................................................................................162
Schema................................................................................................................................163
Sample Code .......................................................................................................................163
EnvelopePDF.............................................................................................................................164
Schema................................................................................................................................164
Rules for using RequestDocumentPDFs, RequestDocumentPDFsEx, RequestPDF,
RequestPDFNoWaterMark, RequestPDFWithCert, DocumentPDF and EnvelopePDF.............. 164
RequestPDFWithOptions........................................................................................................... 165
Schema................................................................................................................................165
RequestPDFsWithOptions ......................................................................................................... 166
Schema................................................................................................................................166
TransferEnvelope ......................................................................................................................166
Schema................................................................................................................................167
TransferEnvelopeStatus....................................................................................................... 167
Rules for using TransferEnvelope ........................................................................................ 167
Sample Code .......................................................................................................................168
ExportAuthoritativeCopy ............................................................................................................ 168
Schema................................................................................................................................168
AuthoritativeCopyExportDocuments..................................................................................... 169
AcknowledgeAuthoritativeCopyExport.................................................................................. 169
AuthoritativeCopyExportStatus ............................................................................................ 170
Rules for exporting Authoritative Copy envelopes ................................................................ 170
Administrative Function Group......................................................................................................... 172
CreateAccountBrands................................................................................................................172
Schema................................................................................................................................172

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DeleteAccountBrands ................................................................................................................172
Schema................................................................................................................................172
GetAccountBrands.....................................................................................................................173
Schema................................................................................................................................173
GetAccountBrandsResult..................................................................................................... 174
GetAccountMembershipFeatureList........................................................................................... 174
Schema................................................................................................................................174
AccountMembershipFeatureList........................................................................................... 175
Usage rules for GetAccountMembershipFeatureList and AccountMembershipFeatureList... 175
Sample Code .......................................................................................................................175
GetAccountSettingsList.............................................................................................................. 175
Schema................................................................................................................................176
AccountSettingsList.............................................................................................................. 176
Usage rules for GetAccountSettingsList and AccountSettingsList ........................................ 176
Sample Code .......................................................................................................................177
GetAddressBookItems............................................................................................................... 177
Schema................................................................................................................................177
AddressBookItem.................................................................................................................178
Rules and exceptions for GetAddressBookItems ................................................................. 179
Sample Code .......................................................................................................................179
GetRecipientEsignList................................................................................................................179
Schema................................................................................................................................180
RecipientEsignList................................................................................................................180
Rules for using GetRecipientEsignList and RecipientEsignList............................................. 181
Sample Code .......................................................................................................................181
GetRecipientList ........................................................................................................................181
Schema................................................................................................................................182
RecipientList ........................................................................................................................182
Rules for using GetRecipientList and RecipientList .............................................................. 182

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Sample Code .......................................................................................................................183
RemoveAddressBookItems........................................................................................................ 183
Schema................................................................................................................................183
AddressBookRemoveItem.................................................................................................... 183
Rules and exceptions for RemoveAddressBookItems.......................................................... 184
Sample Code .......................................................................................................................184
RequestTemplate ......................................................................................................................185
Schema................................................................................................................................185
EnvelopeTemplate ...............................................................................................................185
MatchBox.............................................................................................................................185
EnvelopeTemplateDefinition ................................................................................................ 186
Rules and exceptions for RequestTemplate......................................................................... 186
Sample Code .......................................................................................................................187
RequestTemplateList.................................................................................................................187
Schema................................................................................................................................187
RequestTemplates.....................................................................................................................188
Schema................................................................................................................................188
Rules and exceptions for RequestTemplates ....................................................................... 188
Sample Code .......................................................................................................................188
SaveTemplate............................................................................................................................189
Schema................................................................................................................................189
Rules and exceptions for SaveTemplate.............................................................................. 189
Sample Code .......................................................................................................................189
UpdateAddressBookItems ......................................................................................................... 190
Schema................................................................................................................................190
UpdateAddressBookResult .................................................................................................. 190
Rules and exceptions for UpdateAddressBookItems............................................................ 190
UploadTemplate ........................................................................................................................191
Schema................................................................................................................................191
Rules and exceptions for UploadTemplate........................................................................... 191
Sample Code .......................................................................................................................191
Embedded Callback Event Codes.............................................................................................. 192
Asynchronous Document Generation................................................................................... 192
Credential API .................................................................................................................................193
Login..........................................................................................................................................193

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Schema................................................................................................................................193
LoginResult..........................................................................................................................194
Ping ...........................................................................................................................................195
Schema................................................................................................................................195
PingResult ...........................................................................................................................195
Sample Code .......................................................................................................................195
GetAuthenticationToken ............................................................................................................ 195
Schema................................................................................................................................196
RequestSenderToken................................................................................................................ 196
Schema................................................................................................................................196
In-session sending events..........................................................................................................197
Rules and exceptions for RequestSenderToken ........................................................................ 197
Account Management Service API .................................................................................................. 198
Methods Exposed in the DocuSign Account Management Service API...................................... 198
Account Management Service API Methods.................................................................................... 199
ActivateSalesforceInstance........................................................................................................ 199
Schema................................................................................................................................199
Sample Return XML............................................................................................................. 201
Member................................................................................................................................202
MemberSettings...................................................................................................................203
AddMembersToAccount ............................................................................................................ 204
Schema................................................................................................................................204
Sample Response XML ....................................................................................................... 206
MemberResult......................................................................................................................207
AuthenticateMember and AuthenticateMemberEx ..................................................................... 207
Schema................................................................................................................................207
ChangeAccountPricePlan .......................................................................................................... 209
Schema................................................................................................................................209

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ChangePassword ......................................................................................................................211
Schema................................................................................................................................211
CheckAccountMember...............................................................................................................213
Schema................................................................................................................................213
CloseMembers...........................................................................................................................214
CloseSignature ..........................................................................................................................216
GetAccountCustomFields ..........................................................................................................217
Schema................................................................................................................................218
GetAccountDistributorCode ....................................................................................................... 219
GetAccountInformation .............................................................................................................. 220
Schema................................................................................................................................220
GetAccountSettings ...................................................................................................................223
Schema................................................................................................................................223
AccountSettings...................................................................................................................223
GetConnectCredentials..............................................................................................................227
Schema................................................................................................................................227
GetEncryptedPassword .............................................................................................................228

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Sample Response XML: ...................................................................................................... 229
Sample Code .......................................................................................................................230
GetMemberSettings...................................................................................................................230
Schema................................................................................................................................230
GetMembershipSummary .......................................................................................................... 231
UserType and UserStatus Combinations ............................................................................. 234
GetPlanGroupInformation ..........................................................................................................234
GetPlanPricingInformation ......................................................................................................... 235
GetPlanType..............................................................................................................................238
GetProvisioningInformation........................................................................................................ 239
GetSuccessorPlanInformation ................................................................................................... 241
GetUserProfile ...........................................................................................................................243
GetUserProfileImage .................................................................................................................246
NewAccount ..............................................................................................................................247
Ping ...........................................................................................................................................251

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ResendAccountActivation .......................................................................................................... 252
SetConnectCredentials..............................................................................................................253
SetUserProfile............................................................................................................................255
SetUserProfileImage..................................................................................................................257
UpdateAccountSettings .............................................................................................................258
UpdateMemberSettings ............................................................................................................. 260
UpgradeRecipientAccount ......................................................................................................... 262

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Introduction
This Developer’s Guide provides information about the DocuSign Service API and Account
Management Service API.
DocuSign Security Requirements and API Call Limits
To ensure our customers continue to trust DocuSign for the fastest, easiest, most secure way to get a
signature, we have put safeguards in place to protect our multi-tenant data centers. The two
safeguards used by DocuSign are Integrator Keys and API Call Limits.
Integrator Keys
DocuSign has introduced Integrator Keys to identify third party applications. The use of Integrator
Keys is mandatory for API calls to our production system (www.docusign.net) and for developer
sandboxes (demo.docusign.net).
The Integrator Key is used to allow you to send requests with the users passed via the
UsernameToken. Users with DocuSign privileges will be allowed to be passed in the UsernameToken
as long as a valid integrator key is provided.
Important: Web service calls made without an Integrator Key will receive an exception for every
call made. The exception message states, “The specified Integrator Key was not found or is
disabled” (error number 3).
Integrator Keys are provided to API developers by DocuSign. If you do not have an Integrator Key,
follow this procedure to obtain one:
1. Log on to your demo account.
2. In the DocuSign Console menu bar, click Preferences. The Account Preferences page
appears.
3. Scroll down and under Account Administration click API.
4. Create a new key:
• Below the Active Integrator Keys table, type a Key Description.
• Click Request Key adjacent to the bolded key information. This key is added to the list of
Active Integrator Keys table.
5. Add the Integrator Key to your code for use as described below in Integrator Key Usage and in
the Authentication section. The API page also has examples of how to use an Integrator Key.
You can test your Integrator Key in the demo environment.
6. When you are ready to certify your code for the production account, return to the API page and
review the Integration and Certification Steps. Click the DocuSign Developer Center link and
find the link to start the DocuSign Certification process. A message with an access code is
sent to your listed email address. Follow the instructions to access the envelope and fill out
the information.
7. After starting the DocuSign Certification process, you will need to request migration of your
Integrator Key to the Production environment. In the Active Integrator Keys table, find the key
you are using in your application. Click the Request Migration to Production link adjacent to
that Integrator Key.

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Integrator Key Usage
The integrator key must be placed in front of the user ID that is in the Username node of the
UsernameToken. The integrator key must be wrapped with brackets, “[ and ]”. Example format:
<wsse:Username>[Integrator Key]2988541c-4ec7-4245-b520-f2d324062ca3</wsse:Username>
Sample SOAP Header:
<soap:Header>
<wsa:Action>http://www.docusign.net/API/3.0/GetRecipientEsignList</wsa:Action>
<wsa:MessageID>uuid:3f9d7626-c088-43b4-b579-2bd5e8026b17</wsa:MessageID>
<wsa:ReplyTo>
<wsa:Address>http://schemas.xmlsoap.org/ws/2004/03/addressing/role/anonymous</wsa:Address
>
</wsa:ReplyTo>
<wsa:To>http://demo.docusign.net/api/3.0/api.asmx</wsa:To>
<wsse:Security soap:mustUnderstand="1">
<wsu:Timestamp wsu:Id="Timestamp-8838aa24-9759-4f85-8bf2-26539e14f750">
<wsu:Created>2006-04-14T14:29:23Z</wsu:Created>
<wsu:Expires>2006-04-14T14:34:23Z</wsu:Expires>
</wsu:Timestamp>
<wsse:UsernameToken xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-
200401-wss-wssecurity-utility-1.0.xsd" wsu:Id="SecurityToken-7c7b695e-cef7-463b-b05a-
9e133ea43c41">
<wsse:Username>[Integrator Key Here]2988541c-4ec7-4245-b520-
f2d324062ca3</wsse:Username>
<wsse:Password Type="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-
username-token-profile-1.0#PasswordText">password</wsse:Password>
<wsse:Nonce>SjlScsL5q3cC1CDWrcMx3A==</wsse:Nonce>
</wsse:UsernameToken>
</wsse:Security>
</soap:Header>
API Call Rate Limits
To maintain reliability and stability within our demo and production environments, DocuSign operates
with certain API call efficiency guidelines. To ensure effective load balance we continually monitor the
API calls to our backend systems and we will contact developers that are putting unnecessary burden
on the system.
DocuSign has implemented the following API Call Rate Limits to balance loads on the system:
• The demo environment (demo.docusign.net) is limited to a call rate of 1,000 API calls per hour
per account.
• The production environment (www.docusign.net) is limited to a call rate of 1,000 API calls per
hour per account.
If the API call rate limit is reached, you will receive an exception for each call until the start of the next
hour (this can be up to 60 minutes). The exception message states, “The maximum number of hourly
API invocations has been exceeded” (error number 207).
Hourly API usage is tracked from the start of one-hour to start of the next hour.
There are a number of ways to minimize API impact, such as:
• using bulk operations for requesting status,
• utilizing DocuSign’s event notification feature,
• and refraining from repeatedly requesting information on envelopes that are in terminal state
(Completed, Declined or Voided).

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If you find your application still requires more than 1,000 calls per hour per account, please contact
service@docusign.com for assistance in working on a solution.
If you have any questions, please check our Developer Forum.
Authentication
All DocuSign API methods require authentication. There are two ways to pass member credentials:
• SOAP Header via WS-Security UsernameToken
• HTTP Header via a custom field “X-DocuSign-Authentication”
The Account Management API only supports the HTTP Header authentication method, while all
others can support either method.
Additionally, the DocuSign API has two API end points: API.asmx and DSAPI.asmx. The API.asmx
end point requires the WS-Security UsernameToken in the SOAP header authentication. The
DSAPI.asmx and AccountManagement.asmx end points require the HTTP Header authentication
method.
HTTP Header Authentication
For the HTTP header, access to the API must be enabled for the member login that is being used.
This is controlled by combinations of user name, password and Integration Key. The valid
authentication combinations are:
• User Name, password, Integrator Key
Note: this is the preferred option since is provides the highest level of protection.
Where the User Name is the API User Name retrieved from the Credential Login() function,
the password is the encrypted password retrieved from the AccountManagement
GetEncryptedPassword() function, and the Integrator Key is the key provided by DocuSign.
Where the User Name is the API User Name retrieved from the Credential Login() function,
the password is in clear text, and the Integrator Key is the key provided by DocuSign.
Where the User Name is the user’s email login, the password is in clear text, and the
Integrator Key is the key provided by DocuSign.
Note that when using the HTTP Header form of authentication, the header variable name is: X-
DocuSign-Authentication.
One way to provide the HTTP authentication header is to create a subclass from the Web Service and
override the GetWebRequest method, as shown in the following example.
Example HTTP Header – C#
namespace DSAPI
{
// override of web service interface is required to insert the HTTP header
authentication.
public class DocuSignAcctMgmtService :
DSAPI_AcctMgmtWebService.AccountManagementService
{

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private string myDSUserId = "";
private string myDSPassword = "";
private string myDSIntegratorKey = "";
public string UserName
{
get { return myDSUserId; }
set { myDSUserId = value; }
}
public string Password
{
get { return myDSPassword; }
set { myDSPassword = value; }
}
public string IntegratorKey
{
get { return myDSIntegratorKey; }
set { myDSIntegratorKey = value; }
}
protected override System.Net.WebRequest GetWebRequest(Uri uri)
{
System.Net.HttpWebRequest r = base.GetWebRequest(uri) as
System.Net.HttpWebRequest;
r.Headers.Add("X-DocuSign-Authentication",
string.Format("<DocuSignCredentials><Username>YOUR USER EMAIL OR ID GOES
HERE</Username><Password>YOUR USER PASSWORD GOES HERE</Password><IntegratorKey>YOUR
INTEGRATION KEY GOES HERE</IntegratorKey></DocuSignCredentials>",
UserName,
Password,
IntegratorKey));
return r;
}
}
SOAP Header Authentication
For the WS-Security UsernameToken, the values for the UsernameToken elements can be the same
as those used for the HTTP header values.
Example UsernameToken
<wsu:Timestamp wsu:Id="Timestamp-0741d0e0-529f-49bc-bf86-653238d2532b">
</wsu:Timestamp>
<wsse:UsernameToken xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-
wssecurity-utility-1.0.xsd" wsu:Id="SecurityToken-8d4e766e-a8a2-4bb3-a327-89c34bc7f85f">
<wsse:Username>caa26663-927b-4800-bfdf-d115d1c72f20</wsse:Username>
<wsse:Nonce>RumCR4p6U4a7hiX9lUlGWA==</wsse:Nonce>
</wsse:Security>

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Example HTTP Header – PHP
$am_api_endpoint = "https://demo.docusign.net/api/3.0/accountmanagement.asmx";
$am_api_wsdl = "api/AccountManagementService.wsdl";
// build credential xml to add to http header
$ds_auth = "<DocuSignCredentials><Username>" . $UserID . "</Username><Password>"
. "$Password</Password><IntegratorKey>" . $IntegratorsKey .
"</IntegratorKey></DocuSignCredentials>";
$ctxStream = stream_context_create(array(
'http' => array(
'method' => "GET",
'header' => "X-DocuSign-Authentication: " . $ds_auth . "rn")));
$am_api_options = array(
'protocol_version' => "1.0",
'trace'=>true,
'stream_context' => $ctxStream);
$am_api = new AccountManagementService($am_api_wsdl, $am_api_options);
Optional Authentication Mechanism: XML Signature
In addition to the UsernameToken, any account may elect to enforce that all API requests be signed
with a valid third-party X.509 certificate 2. For any RequestRecipientToken and
ExportAuthoritativeCopy calls DocuSign requires an XML signature. If enabled, DocuSign Connect
API will validate that the SOAP Body of the message is signed. Please contact your DocuSign
representative to enable this setting. Supported certificate authorities are VeriSign and Thawte.
For more information about OASIS standards, see:
http://www.oasis-open.org/committees/tc_home.php?wg_abbrev=wss.
Example SOAP Envelope with XML Signature:
<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/2004/03/addressing"
xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-
1.0.xsd" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-
utility-1.0.xsd">
<soap:Header>
<wsa:Action>http://www.docusign.net/API/3.0/GetRecipientEsignList</wsa:Action>
<wsa:MessageID>uuid:3f9d7626-c088-43b4-b579-2bd5e8026b17</wsa:MessageID>
<wsa:ReplyTo>
<wsa:Address>http://schemas.xmlsoap.org/ws/2004/03/addressing/role/anonymous</wsa:Address
>
</wsa:ReplyTo>
<wsa:To>http://demo.docusign.net/api/3.0/api.asmx</wsa:To>
<wsu:Timestamp wsu:Id="Timestamp-8838aa24-9759-4f85-8bf2-26539e14f750">
</wsu:Timestamp>
<wsse:UsernameToken xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-
200401-wss-wssecurity-utility-1.0.xsd" wsu:Id="SecurityToken-7c7b695e-cef7-463b-b05a-
9e133ea43c41">
<wsse:Username>2988541c-4ec7-4245-b520-f2d324062ca3</wsse:Username>
<wsse:Nonce>SjlScsL5q3cC1CDWrcMx3A==</wsse:Nonce>

21
<wsse:BinarySecurityToken ValueType="http://docs.oasis-
open.org/wss/2004/01/oasis-200401-wss-x509-token-profile-1.0#X509v3"
EncodingType="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-soap-message-
security-1.0#Base64Binary" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-
200401-wss-wssecurity-utility-1.0.xsd" wsu:Id="SecurityToken-b7825bf5-1d1c-446c-8f99-
88dff075fab8">MIIEdDCCAlygAwIBAgIDAgIOMA0GCSqGSIb3DQEBBQUAMHkxEDAOBgNVBAoTB1Jvb3QgQ0ExHjA
cBgNVBAsTFWh0dHA6Ly93d3cuY2FjZXJ0Lm9yZzEiMCAGA1UEAxMZQ0EgQ2VydCBTaWduaW5nIEF1dGhvcml0eTEh
MB8GCSqGSIb3DQEJARYSc3VwcG9ydEBjYWNlcnQub3JnMB4XDTA2MDMwNzE3NTU0NVoXDTA2MDkwMzE3NTU0NVowJ
jEkMCIGA1UEAxMbZGVtb3NhbXBsZWNlcnQuZG9jdXNpZ24uY29tMIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQ
DhgGA7HXHcotoKuVTN5+3yqeL1A4M/bYNLKyFFQYYFANVXcb7D+la2Oh8YI2TBHTgNGccJxeCsefZh1LHLguE4/kM
Mvz62mbdohhnjXeJH55O4YqdILxZ3r1EJbOrSZyHEwn1/PvGwj2cDF0QHnvqfgvsuozlJmRYNKXpnD9QzzwIDAQAB
o4HbMIHYMAwGA1UdEwEB/wQCMAAwNAYDVR0lBC0wKwYIKwYBBQUHAwIGCCsGAQUFBwMBBglghkgBhvhCBAEGCisGA
QQBgjcKAwMwCwYDVR0PBAQDAgWgMDIGCCsGAQUFBwEBBCYwJDAiBggrBgEFBQcwAYYWaHR0cDovL29jc3AuY2FjZX
J0Lm9yZzBRBgNVHREESjBIghtkZW1vc2FtcGxlY2VydC5kb2N1c2lnbi5jb22gKQYIKwYBBQUHCAWgHQwbZGVtb3N
hbXBsZWNlcnQuZG9jdXNpZ24uY29tMA0GCSqGSIb3DQEBBQUAA4ICAQBzgTyhXvDMmt6UwB6ZR8qVGa4Jhch68kS0
X5vQjMa0wXdfJjU3C13rnNujX8wefPOrX79vyS4CVVXW3QRTUp+hyaodwi2ed0msz0vo71VUU6KGUNp3GClY5NjMz
mz9y900SjL74shWiDsbhT/yMGDp8cZt6nFSUabhaBM5NFRvguwI1hAjugT6QnLjeUxblVuS2s2b90Kj+jh/w3gw5f
/0XCxgNBdz66jvxFxk0wKl3xLoLs/a2nh4TOvEdUixZEPvsJyQNFY/+5cmlVM6/Nl/T2TjMcEuvhpBvizDvNykluE
di0R5vftkURlE/InmmGt37eH3xB3YeyFDR7uY6qJREBswNWKd8xqK7cb4XXntY1L5XEIdW/5ZNn3JdAg2Vq05lHF5
+i/i+5Uc4GDcQlxmTbiSvt4z0tobnHUsrsrBbLRlcmzruZbX5OKgJ/r1hO3JTEhFzR5KCogDfsCdAqCC+ClKc0GPS
Sgt6Cu36F5ytE04KTXBltU/Ex3kDDIlm7OX/os7kSIZf9IAejr4Cxx1wdenjy//n89qLjbd0u11e038g41/orQiBY
n7opj3wmbPdRZ+gsMpIxhhnmUMFWMIJMIidzZwRa9n3E+l49ZjElCDuBRnUoaGDhmSnEYJrtv/uaQ5UulvMtMge7F
rqiIDzI1A++nBfGRMS0EHLdfBdg==</wsse:BinarySecurityToken>
<Signature xmlns="http://www.w3.org/2000/09/xmldsig#">
<SignedInfo>
<ds:CanonicalizationMethod Algorithm="http://www.w3.org/2001/10/xml-exc-
c14n#" xmlns:ds="http://www.w3.org/2000/09/xmldsig#" />
<SignatureMethod Algorithm="http://www.w3.org/2000/09/xmldsig#rsa-sha1"/>
<Reference URI="#Id-6c2377a1-a116-444c-8c1e-101543d5d721">
<Transforms>
<Transform Algorithm="http://www.w3.org/2001/10/xml-exc-c14n#" />
</Transforms>
<DigestMethod Algorithm="http://www.w3.org/2000/09/xmldsig#sha1" />
<DigestValue>auFLuvdCM5tbsrruRJUY7h0vf9E=</DigestValue>
</Reference>
</SignedInfo>
<SignatureValue>d21v1CT2UxIus64mXbfCxO6xjJ3gbm+cE14HUnlOJmA9QsB5M5L1ric4cvMcOky0hFUDZrhDn
5FVUXtLKJQgV5wqTtmeHi3NT6HNEh1Rrq/VFj/O4/rFGyc4JrzkVxZpqiwRYOee1Empv6iHq3Uf4PIeAv1Tn/qn/b
09P+D7FTo=</SignatureValue>
<KeyInfo>
<wsse:SecurityTokenReference>
<wsse:Reference URI="#SecurityToken-b7825bf5-1d1c-446c-8f99-88dff075fab8"
ValueType="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-x509-token-profile-
1.0#X509v3" />
</wsse:SecurityTokenReference>
</KeyInfo>
</Signature>
</wsse:Security>
</soap:Header>
<soap:Body wsu:Id="Id-6c2377a1-a116-444c-8c1e-101543d5d721">
<GetRecipientEsignList xmlns="http://www.docusign.net/API/2.0">
<UserName>UserName</UserName>
<SenderEmail>username@email.com</SenderEmail>
<RecipientEmail>name@email.com</RecipientEmail>
<AccountId>2184872a-8f6c-4f18-b808-1ec864cec29d</AccountId>
</GetRecipientEsignList>
</soap:Body>
</soap:Envelope>

22
Send On Behalf Of Functionality
The DocuSign Send On Behalf Of functionality permits automated sending through the DocuSign API
by an integrated sender on behalf of another sender. The Send On Behalf Of functionality is only
available to accounts that use the DocuSign API to send envelopes and can be enabled for an
account member by a DocuSign Customer Administrator through the DocuSign console or by
contacting your DocuSign Account Manger.
The DocuSign API Send On Behalf Of function can use the normal email authentication for the
DocuSign API or the email node in the Credential API Login to add a Send On Behalf Of identifier
The Send On Behalf Of identifier can be a properly formatted email address, with an option semicolon
delimited user name, or a User ID (UID), if using the Single Sign On (SSO) environment, that can be
looked up in the DocuSign SSO configuration.
• If the identifier is a properly formatted email address, the system conducts a look-up of the
email address and user name (if provided) to see if that user is a member of the account. If
membership in the account is not found, a Partner Authentication Failed exception is thrown.
The account used for the check is the one associated with the account member’s login
credentials (User Name email address and password).
• If the identifier is not an email address (the identifier fails the regular expression test for an
email), it is assumed that the identifier is a UID. A search is conducted for the UID in the
Single Sign On (SSO) customer system and the email address and user name associated with
the UID are retrieved from the system. Then the system conducts a look-up of the email
address and user name to see if that user is a member of the account. If membership in the
account is not found, a Partner Authentication Failed exception is thrown.
The account used for the Single Sign On check is the one associated with the account
member’s login credentials (User Name email address and password).
Send On Behalf Of SOAP Examples
The examples in this section show the different ways the Send On Behalf Of identifier is used with the
Credential API Login or authentication in a SOAP Header, with a status request for an envelope. The
more common use for Send On Behalf Of is with one of the DocuSign API envelope sending methods
and the RequestStatus method is used here for brevity.
These examples use an Integrator Key and Send On Behalf Of identifier, both included in separate
brackets in the Email or Username objects. The Send On Behalf Of identifier is highlighted in the
examples.
Example: Credential API Login with Email Address
xmlns:xsd="http://www.w3.org/2001/XMLSchema">
<soap:Body>
<Login xmlns="http://www.docusign.net/API/Credential">
<Email>[BILL- 9048-469a-a9e9-
211cef79e5f3][john.doe@docusign.com]test9@docusign.com</Email>
<Password>XXXXXXXX</Password>
</Login>
<RequestStatus xmlns=”http://www.docusign.net/API/3.0”>
<EnvelopeID>YYYYYYYY</EnvelopeID>
</RequestStatus>
</soap:Body>
</soap:Envelope>

23
Example: Authentication in SOAP Header with Email Address
<soap:Header>
<wsse:UsernameToken xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-
wss-wssecurity-utility-1.0.xsd" wsu:Id="SecurityToken-7c7b695e-cef7-463b-b05a-
9e133ea43c41">
<wsse:Username>[BILL- 9048-469a-a9e9-211cef79e5f3][john.doe@docusign.com] 2988541c-
4ec7-4245-b520-f2d324062ca3</wsse:Username>
</soap:Header>
<soap:Body>
</RequestStatus>
</soap:Body>
</soap:Envelope>
Example: Credential API Login with Email Address and optional User Name
<soap:Body>
<Email>[BILL- 9048-469a-a9e9-211cef79e5f3][john.doe@docusign.com;John
Doe]test9@docusign.com</Email>
</Login>
</RequestStatus>
</soap:Body>
</soap:Envelope>
Example: Authentication in SOAP Header with Email Address and optional User Name
<soap:Header>
<wsse:UsernameToken xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-
wss-wssecurity-utility-1.0.xsd" wsu:Id="SecurityToken-7c7b695e-cef7-463b-b05a-
9e133ea43c41">
<wsse:Username>[BILL- 9048-469a-a9e9-211cef79e5f3][john.doe@docusign.com;John Doe]
2988541c-4ec7-4245-b520-f2d324062ca3</wsse:Username>
</soap:Header>
<soap:Body>
</RequestStatus>
</soap:Body>
</soap:Envelope>

24
Example: Credential API Login with SSO UID
<soap:Body>
<Email>[BILL- 9048-469a-a9e9-211cef79e5f3][P134325]test9@docusign.com</Email>
</Login>
</RequestStatus>
</soap:Body>
</soap:Envelope>
Using DocuSign WSDLs
This section provides information on using Web Services Description Language (WSDL) to implement
the DocuSign Service API and Account Management Service API in a .Net or Salesforce
environment.
The URLs for the DocuSign Service API and Account Management Service API WSDLs are:
• Service API - https://www.docusign.net/api/3.0/schema/dsapi.wsdl.
• Account Management Service API - https://www.docusign.net/api/3.0/schema/dsapi-
accountmanagement.wsdl.
The endpoints locations for these are:
• Service API - https://www.docusign.net/api/3.0/dsapi.asmx
• Account Management Service API -
https://www.docusign.net/api/3.0/accountmanagement.asmx
Using DocuSign WSDL’s in the .Net Environment
The WSDL files may be used to generate Web Reference proxy classes for use in the .Net
environment. Authentication is provided in the HTTP header for functions that require it. The
standard method to accomplish this is to create a Web Reference to the WSDL file and wrap the
resulting proxy class to provide the HTTP header.
Creating a Web Reference in Visual Studio 2010 for WSDL files:
1. Create a project.
2. In Solution Explorer, right-click on the project and select Add Service Reference.
3. In the Address, type the URL to the WSDL file (for example
https://demo.docusign.net/api/3.0/dsapi.asmx).
4. Type a Namespace (for example DocuSignDemo) and click OK.
HTTP Header:
When you make a call to DocuSign, you need to add an HTTP header to your code. For example:
String auth = "<DocuSignCredentials><Username>" + userName
+ "</Username><Password>" + password

25
+ "</Password><IntegratorKey>" + integratorKey
+ "</IntegratorKey></DocuSignCredentials>";
DSAPIServiceSoapClient client = new DSAPIServiceSoapClient();
using (OperationContextScope scope = new
System.ServiceModel.OperationContextScope(client.InnerChannel))
{
HttpRequestMessageProperty httpRequestProperty = new
HttpRequestMessageProperty();
httpRequestProperty.Headers.Add("X-DocuSign-Authentication", auth);
OperationContext.Current.OutgoingMessageProperties[HttpRequestMessageProperty.Name] =
httpRequestProperty;
EnvelopeStatus status = client.RequestStatusEx("D3151108-FC4C-4D1A-A168-
86E5233AACDB");
Console.Out.WriteLine("Subject: " + status.Subject);
}
Using DocuSign WSDL’s in the Salesforce Environment
Salesforce provides a mechanism to import WSDL files and create Apex proxy classes. The steps
are:
1. Create local copies of the new WSDL files by opening a web browser to each WSDL file (e.g.
https://www.docusign.net/API/3.0/Schema/dsapi.wsdl and saving them locally.
2. Navigate to DevelopApex Classes and select the “Generate from WSDL” option, the
follow the instructions to create proxy classes.
Providing the Authentication Header
Proxy classes generated from WSDL’s in Apex include a mechanism to add headers. Before making
calls on the API, the DocuSign Authentication header must be added. For example:
DSAPI_Status.APIServiceSoap dsApiStatus = new DSAPI_Status.APIServiceSoap();
//Setting docusign authorization.
dsApiStatus.inputHttpHeaders_x = new Map<String, String>();
dsApiStatus.inputHttpHeaders_x.put('X-DocuSign-Authentication',
'<DocuSignCredentials><Username>578a282b-9263-4fbe-8c2f-
52ab919da96e</Username><Password>1234567</Password><IntegratorKey>TEST_KEY</IntegratorKey
></DocuSignCredentials>');
// Make an API call
DSAPI_Status.EnvelopeStatuses = dsApiStatus.RequestStatus('7BDF80CA-9CA8-4911-9629-
92DC40A1A34A');
Note that although hard-coded here, the user name, password and Integrator Key would normally be
stored as variables.

26
DocuSign Service API
This section of the Developer’s Guide provides information about the DocuSign Service API.
Overview
The DocuSign Service API provides methods that allow partner companies’ servers to integrate the
DocuSign service into their applications. The service allows partners to build solutions that:
• Submit partially specified envelopes for later completion by the customer.
• Submit completely specified envelopes that are immediately processed for delivery.
• Void an envelope that has been submitted but not yet completed.
• Retrieve the status of an envelope.
• Retrieve the completed PDF of every document in an envelope.
• Retrieve the completed PDF for each separate document in an envelope.
• Retrieve the consumer disclosure acceptance status of a recipient.
• Transfer an envelope to another DocuSign user or account.
• Correct recipient information for an existing envelope en route.
• Resend a notification email to an existing recipient.
• Retrieve the Member level permissions for the optional features.
• Purge the envelope contents from the DocuSign system.
• Withdraw an Authoritative Copy of the envelope.
• Retrieve a list of audit events pertaining to a particular envelope.
• Work with address books.
• Upload and download templates.
These methods can be used by themselves or in addition to linking the customer’s experience to the
DocuSign site to complete any partially completed processes.
Commonly Used Terms
Definitions of some commonly used terms are given here to familiarize the API user with their use in
the DocuSign system.
• Envelope - This represents a package used to mail documents to recipients. The envelope
carries information about the sender and timestamps to indicate the progress of the delivery
procedure. It contains collections of Documents, Tabs and Recipients.
• Document - A document that is to be delivered, representing the content to be reviewed
and/or signed. Documents have names and are always base64 encoded while in the system.
• Tab - This represents a DocuSign Tag (also known as a Stick-eTab®
) on a document. It is
used in several ways. First, it is used to indicate to a recipient where a signature or initials are
required. Second, it is used to include various bits of information in a document in a manner
similar to Form Fields or Macros. For example, a tab may automatically fill in the Company

27
Name of a recipient when the document is signed. Third, it is used as editable information
fields where signers can add data to a document.
• Recipient - Someone who receives the envelope and, optionally signs and initials the
documents where indicated by tabs.
Code Samples
Code samples appear throughout this guide to assist API users in implementation. A few notes about
the code samples:
• APIServiceSoapClient is configured and set up correctly. To do this, the API user must
construct credentials as follows:
C# Setup Code Sample
String _userName = "";
String _apiUrl = "https://demo.docusign.net/api/3.0/api.asmx";
String _accountId = "Your API account ID";
String _password = "Your account password";
String _email = "Your login email";
String _integratorKey = "Your integrator key";
if (_integratorKey != null && _integratorKey.Length > 0)
{
_userName += "[" + _integratorKey + "]";
}
_userName += _email;
DocuSignWeb.APIServiceSoapClient _apiClient =
new DocuSignWeb.APIServiceSoapClient("APIServiceSoap", _apiUrl);
_apiClient.ClientCredentials.UserName.UserName = _userName;
_apiClient.ClientCredentials.UserName.Password = _password;
PHP Setup Code Sample
// credential api service proxy classes and soapclient
include("api/CredentialService.php");
// transaction api service proxy classes and soapclient
include("api/APIService.php");
// TODO: Use Integrator's Key from Docusign DevCenter Account Preferences API
$IntegratorsKey = "your integrator key GUID here";
// TODO: Use your Docusign DevCenter Account email
$UserID = "your login email here";
// TODO: Use your Docusign DevCenter Account password
$Password = "your password here";
// TODO: Use API Account ID from Docusign DevCenter Account Preferences API
$AccountID = "your api account GUID here";
// TODO: put in your timezone or make it null
$TimeZone = 'America/Los_Angeles';
//=============================================================================
// Set up the API
//=============================================================================
$api_endpoint = "https://demo.docusign.net/api/3.0/api.asmx";
$api_wsdl = "api/APIService.wsdl";
$api_options = array('location'=>$api_endpoint,'trace'=>true,'features' =>
SOAP_SINGLE_ELEMENT_ARRAYS);
$api = new APIService($api_wsdl, $api_options);
$api->setCredentials("[" . $IntegratorsKey . "]" . $UserID, $Password);

28
• Several of the code samples contain links to previous code samples. The referred code
samples set up variables (such as an envelope or an envelope ID) that are necessary for the
sample to demonstrate a method.
• Similar to the code samples above, the code samples in this document will often contain
placeholder text or variables. Take note of where parameters need correction specific to a
scenario or account.
• PHP Helper Functions: The following functions are used in some of the PHP samples in this
document and are included here to inform the developer what they do.
/**
* Returns xsd format datetime for start of today
* @return string
*/
function todayXsdDate() {
global $TimeZone;
if ($TimeZone != null) {
date_default_timezone_set($TimeZone);
}
return (date("Y") . "-" . date("m") . "-" . date("d") . "T00:00:00.00");
}
/**
* Returns xsd format datetime for now
* @return string
*/
function nowXsdDate() {
global $TimeZone;
if ($TimeZone != null) {
date_default_timezone_set($TimeZone);
}
return (date("Y") . "-" . date("m") . "-" . date("d") . "T" . date("H") . ":" .
date("i") . ":" . date("s"));
}
/**
* A guid maker for all seasons (note that com_create_guid() only works on windows
* @return string
*/
function guid(){
if (function_exists('com_create_guid')){
return com_create_guid();
}else{
mt_srand((double)microtime()*10000);//optional for php 4.2.0 and up.
$charid = strtoupper(md5(uniqid(rand(), true)));
$hyphen = chr(45);// "-"
$uuid = chr(123)// "{"
.substr($charid, 0, 8).$hyphen
.substr($charid, 8, 4).$hyphen
.substr($charid,12, 4).$hyphen
.substr($charid,16, 4).$hyphen
.substr($charid,20,12)
.chr(125);// "}"
return $uuid;
}
}

29
Basic Process Flow
This is a general overview of how the DocuSign system works to familiarize API users with terms and
process. It is not a faithful reproduction of how the process is implemented, either on the website or in
the API.
A sender has a set of documents that they would like to have signed. The sender supplies the name
and email address of each person they want to sign the document, and marks the documents with
tabs to indicate where each party should sign or initial. The sender may also choose to let the
receiving party free-form sign the document. The sender then places the document into the DocuSign
system. The DocuSign system then notifies each recipient, via the supplied email address(es), that
they have been asked to sign a document, and provides a link to the envelope.
When a recipient clicks the link, they will see the documents with DocuSign Tags (Stick-eTabs) in the
locations specified by the sender, representing where they need to click to sign or initial the
document. If the sender chooses to use free-form signing the recipient will see the document with a
note letting them know to click on the document to sign.
When all recipients have clicked on all of their respective DocuSign Tags (Stick-eTabs) or added their
signature via free-form signing, the document is signed.
When this process is initiated via the DocuSign Connect API, the envelope can either be completely
specified, which is to say that all Tags (or free-form signing), documents and recipients have been
either supplied in the request, or partially specified, meaning that at least one document is present,
but recipients and DocuSign Tags may not be. This second case is used to create a ‘draft’ envelope
for the sender and allows him or her to finish sending it online through the web interface.
Example Usage Diagram
The following diagram depicts In-session signing process flow. The diagram shows one of the basic
process and meant only to explain how different systems interact with each other.

30
Placing DocuSign Tags
The location of DocuSign Tags, also known as Stick-eTabs or Tabs, can be specified in one of two
ways:
• Passing the explicit x/y coordinates of each tab in the xml when creating the Envelope. This is
appropriate for documents with a standard format, where the signature lines and/or other data
items collected by DocuSign tabs are always located in the same place on the document. In
this scenario, the xml request describes where to locate DocuSign tabs.
• Specifying “anchor” strings that exist in the document, against which the tabs should be
placed. This is appropriate for documents that have variable content/format, where the tab
locations must similarly vary. In this scenario, the xml request describes how to locate
DocuSign tabs.
File Limitations
DocuSign has the following limitations on files used in envelopes and as attachments:
• DocuSign recommends that you do not add files larger than 25MB to an envelope. Note that,
depending on the recipient’s internet connection, large files might affect signing performance.
• DocuSign has not imposed a limit on the number of files that can be added to an envelope.
However, as with file size, envelopes with a large number of files might affect signing
performance.
• There is a file size limit of 5 MB for signer-uploaded attachments.
Methods Exposed in the DocuSign Service API
The DocuSign API exposes the following major methods (listed alphabetically):
• AcknowledgeAuthoritativeCopyExport – Returns the key to decrypt the documents
returned in the ExportAuthoritativeCopy method. Removes the Authoritative Copy from
DocuSign. Available only in the 3.0 API.
• CorrectAndResendEnvelope - Correct the specified recipients of the envelope, along with
envelope reminders and expirations. Allows a sender to modify the name and/or email
address of a recipient, change the envelope access authentication information for a recipient,
or resend the envelope notification email to a recipient. Supports multiple corrections within
an envelope. The return value has a Boolean CorrectionSucceeded for each correction, which
indicates the success of the recipient correction.
• CreateAccountBrands – Used to upload one or more brand profile files to the account. The
Account Branding feature must be enabled for the account to use this.
• CreateAndSendEnvelope - Creates the envelope and initiates the delivery process. This
method requires an envelope that includes all necessary information; no sender interaction via
the DocuSign website is required.
• CreateEnvelope – Creates the envelope without sending it. These envelopes do not contain
all of the information necessary for immediate processing. Instead, the sender can be directed
to the DocuSign web site to complete the preparation of the envelope.
• CreateEnvelopeFromTemplates – Creates and sends envelope based on DocuSign Pro
templates and envelope information. Available only in the 3.0 API.

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• CreateEnvelopeFromTemplatesAndForms – Creates envelopes from a combination of a
PDF form and a DocuSign Template. Once all the data from the form is overlaid on the
template the envelope is passed to the CreateAndSendEnvelope or CreateEnvelope method.
• DeleteAccountBrands – Used to delete one or more brand profiles from an account. The
Account Branding feature must be enabled for the account to use this.
• DeleteEnvelopes - Deletes the specified envelopes from the DocuSign System.
• EnvelopeAuditEvents - Returns a XML document of the current envelope events. Available
only in the 3.0 API.
• ExportAuthoritativeCopy – Export an Authoritative Copy envelope from DocuSign. Returns
an encrypted collection for all the documents and an export transaction ID for a given
envelope. To decrypt the documents and remove the actual Authoritative Copy from
DocuSign the method AcknowledgeAuthoritativeCopyExport must be called. Available only in
the 3.0 API.
• GetAccountBrands – Used to retrieve a list of brand profiles associated with the account and
the default brand profile. The Account Branding feature must be enabled for the account to
use this.
• GetAccountMembershipFeaturesList – Returns the member level permissions for the
optional features. The optional features include DocuSign Professional, eOriginal Vaulting,
SequentialSigningAPI, SequentialSigningUI and TransactionPoint.
• GetAccountSettingsList – Returns the settings for an account.
• GetAddressBookItems – These methods are used to manage your server side address book
in the DocuSign system.
• GetAuthenticationToken – This method is used to get a onetime use URL with an
authentication token to launch the DocuSign member system.
• GetConnectFailures – This method retrieves a list of Connect post failures for the account
and date range specified.
• GetFolderList and GetFolderItems – The GetFolderList and GetFolderItem methods are
used to retrieve the list of folders, including shared folders, and envelopes in the folders. Using
these calls is a more efficient way to get a list of envelopes than using RequestStatuses to
request individual envelope statuses.
• GetRecipientAuthenticationStatusEx – Returns the authentication status of a recipient for
the specified envelope. The response returns the applicable authentication results with the
authentication status, a date time stamp and authentication failure details (if provided).
• GetRecipientEsignList – Return a collection of RecipientEsignRecords for the supplied
Sender UserName, Email address and the recipient Email address. The purpose of this
function is to allow a sender to determine if an Esign agreement already exists between the
sender (as identified by the UserName and Email address) and the recipient (identified by
email address only). Each RecipientEsignRecord returned (there may be more than one if
there are several recipients at the same email address) has the Recipient’s UserName, Email
address and a Boolean indicating whether or not an Esign Agreement exists for that recipient.
• GetRecipientList – Return a collection of RecipientRecords for the supplied recipient email
address. The purpose of this function is to allow a sender to determine what recipients are
available in the system at the given email address.
• GetStatusInDocuSignConnectFormat – This method is reserved for future use.

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• MoveEnvelopes – This method is used to move envelopes between folders.
• Ping - Returns true if this method can be reached. Use this method for testing availability.
Available only in the 3.0 API.
• PublishConnectFailures – This method requests a list of Connect post failures for the set of
envelopes included in the request.
• PurgeDocuments – Allows a sender to purge the documents from an envelope. Only
completed documents can be purged.
• RemoveAddressBookItems – This method is used to remove specified items passed from
your address book. This method returns an UpdateAddressBookResult object.
• RequestCertificate – Returns the signing certificate, which details the specific attributes of the
participants and landmark events of the signing transaction, for an envelope.
• RequestCorrectToken – This call returns a token to place a user in a web session in
Advanced Correct mode on an envelope.
• RequestDocumentPDFs - Returns a collection of all of the documents in an envelope. This
method differs from RequestPDF in that this method returns individual documents, while
RequestPDF returns all of the documents combined into a single, contiguous PDF.
Additionally, the RequestDocumentPDFs method returns the Signing Certificate pdf document,
which details the specific attributes of the participants and landmark events of the signing
transaction.
• RequestDocumentPDFsEx - Returns an extended collection of all of the documents from
RequestDocumentPDFs. Extensions include originating document ID and document type.
Available only in the 3.0 API.
• RequestDocumentPDFsRecipientsView – This method requests the recipient’s view of the
document PDFs in an envelope.
• RequestEnvelope – Returns an API Envelope object containing all the data of an envelope.
The envelope must be owned by the API user.
• RequestEnvelopeHistoryToken – Allows allows the caller to get a view of the history dialog
for an envelope. The return URL is the url that the caller wants to return to when the close
button is pressed after the history dialog is displayed.
• RequestPDF – Query the envelope and return the PDF.
• RequestPDFNoWaterMark – Query the envelope and return the PDF without showing the
watermark.
• RequestPDFWithCert – Query the envelope and return the PDF with the signing certificate.
• RequestPDFWithOptions – Returns all of the documents combined into a single, contiguous
PDF. It includes the ability to set display options for the PDFs.
• RequestPDFsWithOptions – Returns all of the documents in an envelope as an array of
DocumentPDF (see DocumentPDF for more about the returned information). If the account
has the Highlight Data Changes feature enabled and the ShowChanges option is set to true,
any changes one the documents are highlighted.
• RequestRecipientFaxToken - Specific to InSession Signing implementations. This token
returns a URL to invoke a DocuSign signing session where the signer is required to print out
and sign documents. The documents are then returned to DocuSign by fax or upload.

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• RequestRecipientToken - Specific to InSession Signing implementations. This token returns
a URL to invoke a DocuSign signing session where the signer completes the signing process
online.
• RequestSenderToken – This method is used to get a onetime use login token that allows the
user to be placed into the DocuSign sending wizard. Upon sending completion the user is
returned to the return URL provided by the API application.
• RequestStatus – Query the envelope and return its current status.
• RequestStatusChanges – This method requests the envelope status changes for the
envelopes for account on or after the specified date/time.
• RequestStatusCodes – This method requests the current state (Delivered, Complete,
Voided, etc.) of the specified envelopes.
• RequestStatusEx - Query the envelope and return its extended status. Available only in the
3.0 API.
• RequestStatuses - Query DocuSign for a collection of EnvelopeStatuses. The request can
be filtered by date range, StatusCode, sending user or EnvelopeID.
• RequestStatusesEx - Query DocuSign for a collection of extended EnvelopeStatuses. The
request can be filtered by date range, StatusCode, sending user or EnvelopeID. Available
only in the 3.0 API.
• RequestTemplate – This method retrieves a specific template from the server by returning an
EnvelopeTemplate upon execution completion.
• RequestTemplateList - This method requests a list of templates and returns an
EnvelopeTemplate list.
• #RequestTemplates – This method returns a list of server side templates available for this
account.
• SaveTemplate – This method returns the SaveTemplateResult.
• SendEnvelope – Send an envelope that is in draft status. Upon sending all the validations
that are made with the CreateAndSendEnvelope method apply.
• SynchEnvelope – This method is only useful when the ‘Asynchronous’ flag is set to true on a
CreateAndSendEnvelope call. It will determine when the queued envelope has been
processed by the system.
• TransferEnvelope - Transfers ownership of the specified envelope to the specified User in the
specified Account. Returns Boolean to indicate success of the operation.
• UpdateAddressBookItems – This method updates and inserts the specified items passed to
your address book and returns an UpdateAddressBookResult object.
• UploadTemplates – This method returns SaveTemplateResult. This method currently only
supports DocuSign Professional Template XML.
• VoidEnvelope - Voids the envelope. Returns Boolean to indicate success of the operation.
DocuSign Service API Function Groups
There are five basic function groups in the DocuSign API:

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• Sending
• Embedding
• Status and Managing
• Post Processing
• Administrative
Additionally, there is a Credential API group that covers the methods involved in implementing a
DocuSign Credential API. The exposed methods are associated with the different function groups.

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Sending Function Group
This section outlines the usage rules and behaviors of the methods associated with sending. The
functions are presented in alphabetical order.
CreateAndSendEnvelope and CreateEnvelope
This section outlines the usage rules and behaviors of the CreateEnvelope and
CreateAndSendEnvelope call, which is used to create envelopes, specify recipients, documents and
actions on those documents within that envelope.
Note: The CreateAndSendEnvelope and CreateEnvelope schemas, which are used to create
envelopes, specify recipients, documents and actions on those documents within that envelope,
are similar and only one method is detailed.
Schema

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Name Schema Type Description
TransactionID LongString External ID of this transaction to be used
when calling SynchEnvelope. This ID must
be unique for a 24-hour period.
Asynchronous Boolean If true, will queue the envelope for processing
and EnvelopeStatus will have a value of
‘Processing’. Use SynchEnvelope to
determine when the queued envelope has
been processed. Additionally, RequestStatus
calls will return ‘Processing’ until completed.
AccountId DSXId Account Id of the user who created the
envelope.
Documents Document Complex element contains the details on the
documents in the envelope. See the
Document section below for more information.
Recipients Recipient Specifies the envelope recipients. See the
Recipient section below for more information.
Tabs Tab Specifies information of the tabs affixed on
the documents. Please refer the Tab section
below for details.
Subject String The subject of the email that will be sent to
the recipient. This can be a maximum of 100
characters.
EmailBlurb String Optional element, if specified is included in
email notifications to the envelope recipients.
This can be a maximum of 2000 characters.
SigningLocation SigningLocationCode Specifies the physical location where the
signing takes place. It can have two
enumeration values; InPerson and Online.
CustomFields CustomField Complex element contains a list of names
and values. Element can specify if the name
value pair needs to be entered before sending
the envelope. It can also specify if the name
value pair needs to be shown to user who is
sending the envelope.
Reserved CustomField names:
##SFAccount
##SFContract
##SFOpportunity
##SFCase
Reserved field names can be used to link
data from DocuSign Connect to Salesforce.

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VaultingOptions VaultingOptions Specifies that, on document completion, this
document is to be sent to an electronic
vaulting solution. You MUST have an
established relationship with the electronic
vault and explicitly have vaulting permissions
enabled to use this feature. Contact your
DocuSign representative for more
information.
AutoNavigation Boolean Specifies the Auto Navigation feature. If the
Boolean is set to true the auto navigation is
enabled.
EnvelopeIDStamping Boolean Specifies the Envelope Stamping feature. If
the Boolean is set to true the Envelope
Stamping is enabled.
AuthoritativeCopy Boolean Specifies the Authoritative copy feature. If the
Boolean is set to true the Authoritative copy
feature is enabled.
EnvelopeAttachment Attachment It would be possible to send attachments with
envelope. This complex element contains
data in base64Binary. It also contains label
and type for the attachment.
Notification Notification Specifies information of the notification
options for the envelope. Please refer the
Notification section below for details.
EnforceSignerVisibility Boolean When true requires that a Signer have a
signature or initial on the document or that the
document has no signers in order to view it.
EnableWetSign Boolean When true, allows the signer to print the
document and sign it on paper.
AllowMarkup Boolean When true, enable Document Markup for
envelope.
EventNotification EventNotification This optional complex element allows a
message to be sent a specified URL when the
envelope changes status. It is similar to
DocuSign Connect, but only applies to the
envelope. For example, from "Sent" to
"Delivered", the URL is sent a message
containing the updated envelope status and
optionally the documents.
When an EventNotification is attached to an
envelope using the API, it only applies to the
envelope (treating the envelope as the
sender). This is different from envelopes
created through the console user interface,
where the user is treated as the sender.
EventNotification consists of:
• URL – The endpoint where envelope
updates are sent. This will accept XML

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unless “useSoapInterface” is set to true.
• LoggingEnabled – When set to true,
logging is turned on for envelope events
on the Web Console Connect page.
• RequireAcknowledgment – When set to
true, the DocuSign Connect service
checks that the message was received
and retries on failures.
• UseSoapInterface – When set to true, this
tells the Connect service that the user’s
endpoint has implemented a SOAP
interface.
• SoapNameSpace – This lists the
namespace in the SOAP listener
provided.
• IncludeCertificateWithSoap – When set to
true, this tells the Connect service to send
the DocuSign signedby certificate as part
of the outgoing SOAP xml. This appears
in the XML as wsse:BinarySecurityToken.
• SignMessageWithX509Cert – When set
to true, messages are signed with an
X509 certificate.
• IncludeDocuments – When set to true,
the PDF documents are included in the
message along with the update XML.
• IncludeTimeZone – When set to true, the
envelope time zone information is
included in the message.
• IncludeSenderAccountAsCustomField –
When set to true, the sender account ID
is included as a envelope custom field in
the data.
• EnvelopeEvents – The list of envelope-
level events statuses that will trigger
Connect to send updates to the url. It can
be a two-part list with:
o EnvelopeEventStatus – The
envelope status, this can be Sent,
Delivered, Signed, Completed,
Declined, or Voided.
AllowReassign Boolean If true, the recipient can redirect an envelope
to a more appropriate recipient.
BrandId String This sets the brand profile format used for the
envelope. The value in the string is the
BrandId for the profile. Account branding
must be enabled for the account to use this
option.
BrandLock Boolean When true, the brand profile associated with
the envelope cannot be changed.

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Accessibility String Optional element that can only be used if
Document Accessibility is enabled for the
account.
This sets the document reading zones for
screen reader applications.
Note: This information is currently generated
from the DocuSign web console by setting the
reading zones when creating a template,
exporting the reading zone string information,
and adding it here.
MessageLocked Boolean If true, prevents senders from changing the
emailBlurb and emailSubject for the envelope.
Additionally, this prevents users from making
changes to the emailBlurb and emailSubject
when correcting envelopes However, if the
messageLocked node is set to True and the
emailSubject is empty, senders and
correctors are able to add a subject to the
envelope.
Request XML Data Structure Outline
SOAPAction: "http://www.docusign.net/API/3.0/CreateAndSendEnvelope"
<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
<soap:Body>
<CreateAndSendEnvelope xmlns="http://www.docusign.net/API/3.0">
<Envelope>
<TransactionID>string</TransactionID>
<Asynchronous>boolean</Asynchronous>
<AccountId>string</AccountId>
<Documents>
<Document>
<ID>positiveInteger</ID>
<Name>string</Name>
<PDFBytes>base64Binary</PDFBytes>
<Password>string</Password>
<TransformPdfFields>boolean</TransformPdfFields>
<FileExtension>string</FileExtension>
<MatchBoxes xsi:nil="true" />
<AttachmentDescription>string</AttachmentDescription>
</Document>
<Document>
<Name>string</Name>
<TransformPdfFields>boolean</TransformPdfFields>
<FileExtension>string</FileExtension>
<MatchBoxes xsi:nil="true" />
<AttachmentDescription>string</AttachmentDescription>
</Document>
</Documents>
<Recipients>

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<Recipient>
<UserName>string</UserName>
<SignerName>string</SignerName>
<Email>string</Email>
<Type>Signer or Agent or Editor or CarbonCopy or CertifiedDelivery or
InPersonSigner</Type>
<AccessCode>string</AccessCode>
<AddAccessCodeToEmail>boolean</AddAccessCodeToEmail>
<RequireIDLookup>boolean</RequireIDLookup>
<IDCheckConfigurationName>string</IDCheckConfigurationName>
<LiveIDRecipientAuthentication>boolean</LiveIDRecipientAuthentication>
<FacebookRecipientAuthentication>boolean</FacebookRecipientAuthentication>
<LinkedinRecipientAuthentication>boolean</LinkedinRecipientAuthentication>
<GoogleRecipientAuthentication>boolean</GoogleRecipientAuthentication>
<SalesforceRecipientAuthentication>boolean</SalesforceRecipientAuthentication>
<TwitterRecipientAuthentication>boolean</TwitterRecipientAuthentication>
<YahooRecipientAuthentication>boolean</YahooRecipientAuthentication>
<OpenIDRecipientAuthentication>boolean</OpenIDRecipientAuthentication>
<AnySocialIDRecipientAuthentication>boolean</AnySocialIDRecipientAuthentication>
<PhoneAuthentication xsi:nil="true" />
<SignatureInfo xsi:nil="true" />
<CaptiveInfo xsi:nil="true" />
<CustomFields xsi:nil="true" />
<RoutingOrder>unsignedShort</RoutingOrder>
<IDCheckInformationInput xsi:nil="true" />
<AutoNavigation>boolean</AutoNavigation>
<RecipientAttachment xsi:nil="true" />
<Note>string</Note>
<RoleName>string</RoleName>
<TemplateLocked>boolean</TemplateLocked>
<TemplateRequired>boolean</TemplateRequired>
<TemplateAccessCodeRequired>boolean</TemplateAccessCodeRequired>
<DefaultRecipient>boolean</DefaultRecipient>
<EmailNotification xsi:nil="true" />
<AgentCanEditEmail>boolean</AgentCanEditEmail>
<AgentCanEditName>boolean</AgentCanEditName>
<SignInEachLocation>boolean</SignInEachLocation>
<InheritEmailNotificationConfiguration>boolean</InheritEmailNotificationConfiguration>
</Recipient>
<Recipient>
<SignerName>string</SignerName>
<Type>Signer or Agent or Editor or CarbonCopy or CertifiedDelivery or
InPersonSigner</Type>
<AccessCode>string</AccessCode>
<AddAccessCodeToEmail>boolean</AddAccessCodeToEmail>
<RequireIDLookup>boolean</RequireIDLookup>
<IDCheckConfigurationName>string</IDCheckConfigurationName>
<LiveIDRecipientAuthentication>boolean</LiveIDRecipientAuthentication>
<FacebookRecipientAuthentication>boolean</FacebookRecipientAuthentication>
<LinkedinRecipientAuthentication>boolean</LinkedinRecipientAuthentication>
<GoogleRecipientAuthentication>boolean</GoogleRecipientAuthentication>
<SalesforceRecipientAuthentication>boolean</SalesforceRecipientAuthentication>
<TwitterRecipientAuthentication>boolean</TwitterRecipientAuthentication>
<YahooRecipientAuthentication>boolean</YahooRecipientAuthentication>
<OpenIDRecipientAuthentication>boolean</OpenIDRecipientAuthentication>

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<AnySocialIDRecipientAuthentication>boolean</AnySocialIDRecipientAuthentication>
<PhoneAuthentication xsi:nil="true" />
<SignatureInfo xsi:nil="true" />
<CaptiveInfo xsi:nil="true" />
<CustomFields xsi:nil="true" />
<RoutingOrder>unsignedShort</RoutingOrder>
<IDCheckInformationInput xsi:nil="true" />
<RecipientAttachment xsi:nil="true" />
<Note>string</Note>
<RoleName>string</RoleName>
<TemplateAccessCodeRequired>boolean</TemplateAccessCodeRequired>
<DefaultRecipient>boolean</DefaultRecipient>
<EmailNotification xsi:nil="true" />
<AgentCanEditEmail>boolean</AgentCanEditEmail>
<AgentCanEditName>boolean</AgentCanEditName>
<SignInEachLocation>boolean</SignInEachLocation>
<InheritEmailNotificationConfiguration>boolean</InheritEmailNotificationConfiguration>
</Recipient>
<Tabs>
<Tab>
<DocumentID>positiveInteger</DocumentID>
<RecipientID>positiveInteger</RecipientID>
<PageNumber>nonNegativeInteger</PageNumber>
<XPosition>nonNegativeInteger</XPosition>
<YPosition>nonNegativeInteger</YPosition>
<ScaleValue>decimal</ScaleValue>
<AnchorTabItem xsi:nil="true" />
<Type>InitialHere or SignHere or FullName or Company or Title or DateSigned
or InitialHereOptional or EnvelopeID or Custom or SignerAttachment or SignHereOptional or
Approve or Decline</Type>
<Name>string</Name>
<TabLabel>string</TabLabel>
<Value>string</Value>
<CustomTabType>Text or Checkbox or Radio or List or Date or Number or SSN or
ZIP5 or ZIP5DASH4 or Email or Note</CustomTabType>
<CustomTabWidth>int</CustomTabWidth>
<CustomTabHeight>int</CustomTabHeight>
<CustomTabRequired>boolean</CustomTabRequired>
<CustomTabLocked>boolean</CustomTabLocked>
<CustomTabDisableAutoSize>boolean</CustomTabDisableAutoSize>
<CustomTabListItems>string</CustomTabListItems>
<CustomTabListValues>string</CustomTabListValues>
<CustomTabListSelectedValue>string</CustomTabListSelectedValue>
<CustomTabRadioGroupName>string</CustomTabRadioGroupName>
<CustomTabValidationPattern>string</CustomTabValidationPattern>
<CustomTabValidationMessage>string</CustomTabValidationMessage>
<ConditionalParentLabel>string</ConditionalParentLabel>
<ConditionalParentValue>string</ConditionalParentValue>
<SharedTab>boolean</SharedTab>
<RequireInitialOnSharedTabChange>boolean</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>boolean</ConcealValueOnDocument>
<Font>Arial or ArialNarrow or Calibri or CourierNew or Garamond or Georgia or
Helvetica or LucidaConsole or Tahoma or TimesNewRoman or Trebuchet or Verdana</Font>
<Bold>boolean</Bold>
<Italic>boolean</Italic>
<Underline>boolean</Underline>

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<FontColor>Black or BrightBlue or BrightRed or DarkRed or DarkGreen or Gold
or Green or NavyBlue or Purple or White</FontColor>
<FontSize>Size7 or Size8 or Size9 or Size10 or Size11 or Size12 or Size14 or
Size16 or Size18 or Size20 or Size22 or Size24 or Size26 or Size28 or Size36 or Size48 or
Size72</FontSize>
<MergeFieldXml>string</MergeFieldXml>
<IncludeNoteInEmail>boolean</IncludeNoteInEmail>
</Tab>
<Tab>
<DocumentID>positiveInteger</DocumentID>
<RecipientID>positiveInteger</RecipientID>
<PageNumber>nonNegativeInteger</PageNumber>
<XPosition>nonNegativeInteger</XPosition>
<YPosition>nonNegativeInteger</YPosition>
<ScaleValue>decimal</ScaleValue>
<AnchorTabItem xsi:nil="true" />
<Type>InitialHere or SignHere or FullName or Company or Title or DateSigned
or InitialHereOptional or EnvelopeID or Custom or SignerAttachment or
SignHereOptional</Type>
<Name>string</Name>
<TabLabel>string</TabLabel>
<CustomTabType>Text or Checkbox or Radio or List or Date or Number or SSN or
ZIP5 or ZIP5DASH4 or Email</CustomTabType>
<CustomTabWidth>int</CustomTabWidth>
<CustomTabHeight>int</CustomTabHeight>
<CustomTabRequired>boolean</CustomTabRequired>
<CustomTabLocked>boolean</CustomTabLocked>
<CustomTabDisableAutoSize>boolean</CustomTabDisableAutoSize>
<CustomTabListItems>string</CustomTabListItems>
<CustomTabListValues>string</CustomTabListValues>
<CustomTabListSelectedValue>string</CustomTabListSelectedValue>
<CustomTabRadioGroupName>string</CustomTabRadioGroupName>
<CustomTabValidationPattern>string</CustomTabValidationPattern>
<CustomTabValidationMessage>string</CustomTabValidationMessage>
<ConditionalParentLabel>string</ConditionalParentLabel>
<ConditionalParentValue>string</ConditionalParentValue>
<SharedTab>boolean</SharedTab>
<RequireInitialOnSharedTabChange>boolean</RequireInitialOnSharedTabChange>
<ConcealValueOnDocument>boolean</ConcealValueOnDocument>
<Font>Arial or ArialNarrow or Calibri or CourierNew or Garamond or Georgia or
Helvetica or LucidaConsole or Tahoma or TimesNewRoman or Trebuchet or Verdana</Font>
<Bold>boolean</Bold>
<Italic>boolean</Italic>
<Underline>boolean</Underline>
<FontColor>Black or BrightBlue or BrightRed or DarkRed or DarkGreen or Gold
or Green or NavyBlue or Purple or White</FontColor>
<FontSize>Size7 or Size8 or Size9 or Size10 or Size11 or Size12 or Size14 or
Size16 or Size18 or Size20 or Size22 or Size24 or Size26 or Size28 or Size36 or Size48 or
Size72</FontSize>
<MergeFieldXml>string</MergeFieldXml>
<IncludeNoteInEmail>boolean</IncludeNoteInEmail>
</Tab>
</Tabs>
<Subject>string</Subject>
<EmailBlurb>string</EmailBlurb>
<SigningLocation>InPerson or Online</SigningLocation>
<CustomFields>
<CustomField>
<Name>string</Name>
<Show>string</Show>
<Required>string</Required>

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<CustomFieldType>Text or List</CustomFieldType>
<ListItems>string</ListItems>
</CustomField>
<CustomField>
<Name>string</Name>
<Show>string</Show>
<Required>string</Required>
<ListItems>string</ListItems>
</CustomField>
</CustomFields>
<VaultingOptions>
<VaultingMode>None or EODeStore or EODAuthoritativeCopy</VaultingMode>
<EODTransactionName>string</EODTransactionName>
<EODDocumentName>string</EODDocumentName>
<EODDocumentDescription>string</EODDocumentDescription>
</VaultingOptions>
<EnvelopeIdStamping>boolean</EnvelopeIdStamping>
<AuthoritativeCopy>boolean</AuthoritativeCopy>
<Notification>
<UseAccountDefaults>boolean</UseAccountDefaults>
<Reminders>
<ReminderEnabled>boolean</ReminderEnabled>
<ReminderDelay>nonNegativeInteger</ReminderDelay>
<ReminderFrequency>nonNegativeInteger</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>boolean</ExpireEnabled>
<ExpireAfter>nonNegativeInteger</ExpireAfter>
<ExpireWarn>nonNegativeInteger</ExpireWarn>
</Expirations>
</Notification>
<EnvelopeAttachment>
<Attachment>
<Data>base64Binary</Data>
<Label>string</Label>
<Type>string</Type>
</Attachment>
<Attachment>
<Data>base64Binary</Data>
<Label>string</Label>
<Type>string</Type>
</Attachment>
</EnvelopeAttachment>
<EnforceSignerVisibility>boolean</EnforceSignerVisibility>
<EnableWetSign>boolean</EnableWetSign>
<AllowMarkup>boolean</AllowMarkup>
<EventNotification>
<URL>string</URL>
<LoggingEnabled>boolean</LoggingEnabled>
<RequireAcknowledgment>boolean</RequireAcknowledgment>
<UseSoapInterface>boolean</UseSoapInterface>
<SoapNameSpace>string</SoapNameSpace>
<IncludeCertificateWithSoap>boolean</IncludeCertificateWithSoap>
<SignMessageWithX509Cert>boolean</SignMessageWithX509Cert>
<IncludeDocuments>boolean</IncludeDocuments>
<IncludeTimeZone>boolean</IncludeTimeZone>
<IncludeSenderAccountAsCustomField>boolean</IncludeSenderAccountAsCustomField>
<EnvelopeEvents>
<EnvelopeEvent xsi:nil="true" />
<EnvelopeEvent xsi:nil="true" />

44
</EnvelopeEvents>
</EventNotification>
<AllowReassign>boolean</AllowReassign>
<BrandId>string</BrandId>
<BrandLock>boolean</BrandLock>
<BrandLock>boolean</BrandLock>
<Accessibility>boolean</Accessibility>
<MessageLocked>boolean</MessageLocked>
</Envelope>
</CreateAndSendEnvelope>
</soap:Body>
</soap:Envelope>
Document
This element contains the details of the documents in the envelope.
ID LocalId The unique Id for the document in the specific
envelope.
Name LongString The name of the document. This can be a
maximum of 100 characters.
PDFBytes base64Binary The document byte stream
Password Password This is a legacy field and no longer used.

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TransformPdfFields Boolean Optional element. When set to true PDF form
field data will be transformed into document
tab values when the PDF form field name
matches the DocuSign custom tab TabLabel.
The resulting PDF form data will also be
returned in the PDF meta data when
requesting the document PDF.
Note: DocuSign will not transform PDF form
fields that have the text
"DocuSignIgnoreTransform" or
"eSignIgnoreTransform" as part of the name
of the PDF form field.
FileExtension String Optional element. File extension of the
document. If the document is non-PDF it will
be converted to PDF.
MatchBoxes String Optional element. Only used when uploading
and editing templates. Matchboxes are used
to define areas in a document for document
matching when creating envelopes. The
Matchbox schema is defined below in the
Request Template section.
AttachmentDescription LongString Optional element. If present, indicates signer
will be attaching a document here.

46
Recipient
The Recipient element is used to specify envelope recipients.
ID LocalId Unique for the recipient. It is used by the
tab element to indicate which recipient is
to sign the Document.

47
UserName UserName Full legal name of the recipient.
If the recipient Type is InPersonSigner,
this is the signing host for the envelope.
This can be a maximum of 100
characters.
SignerName SignerName The full legal name of a signer for an
InPersonSigner recipient Type. This can
be a maximum of 100 characters.
Email Email Email of the recipient. Notification will be
sent to this email id. This can be a
Type RecipientTypeCode Specifies the role of the recipient. The
role can be Signer, CarbonCopy, Editor,
Agent, Intermediary, CertifiedDelivery, or
InPersonSigner.
If InPersonSigner is used, SignerName is
required and is the name of the person
signing the tabs. Also, the UserName is
the name of the signing host for the
envelope.
AccessCode LongString This Optional element specifies the
access code a recipient has to enter to
validate the identity. This can be a
AddAccessCodeToEmail Boolean This Optional attribute indicates that the
access code will be added to the email
sent to the recipient; this nullifies the
Security measure of Access Code on the
recipient.
RequireIDLookup Boolean If set to true, then the recipient is
required to complete an ID Check or
Phone Authentication check.
IDCheckConfigurationName LongString Specify ID check configuration by name.
Overrides the default.
DeliveryMethod Delivery Method This sets the delivery method used for
the recipient. The two enumerations are
Email or Fax. Email is the default value.
FaxNumber String The fax number for the recipient. This is
only active if the DeliveryMethod is Fax.
This can be a maximum of 100
characters.
LiveIDRecipientAuthentication Boolean If true, this is the information used for
recipient authentication.
FacebookRecipientAuthentication Boolean If true, this is the information used for

48
LinkedinRecipientAuthentication Boolean If true, this is the information used for
GoogleRecipientAuthentication Boolean If true, this is the information used for
SalesforceRecipientAuthentication Boolean If true, this is the information used for
TwitterRecipientAuthentication Boolean If true, this is the information used for
YahooRecipientAuthentication Boolean If true, this is the information used for
OpenIDRecipientAuthentication Boolean If true, this is the information used for
AnySocialIDRecipientAuthenticatio
n
Boolean If true, this is the information used for
PhoneAuthentication RecipientPhoneAuthenticatio
n
Optional element. Contains the elements:
RecipMayProvideNumbers – Boolean (if
true then recipient can use whatever
phone number they want)
SenderProvideNumbers – ArrayOfString
(a list of phone numbers the recipient
may use)
RecordVoidPrint – Reserved
ValidateRecipProvideNumber –
Reserved
SignatureInfo SignatureInfo Allows the sender to pre-specify the
signature name, signature initials and
signature font used in the signature
stamp for the recipient.
CaptiveInfo CaptiveInfo
ClientUserId
This specifies if the recipient is
embedded or remote.
If the ClientUserId is not null then the
recipient is embedded.
CustomFields Array of CustomField Allows the sender to send custom data
about the recipient. This information is
returned in the envelope status but
otherwise not used by DocuSign. Each
CustomField can be a maximum of 100
characters.
RountingOrder PositiveShort This element specifies the routing order
of the recipient in the envelope
IDCheckInformationInput IDCheckInformationInput This Complex element contains
information related to recipient ID check.
It comprises of Address, DOB, SS4 and
SS9. Please refer the
IDCheckInformationInput section below
for details.

49
AutoNavigation Boolean Specifies the auto navigation setting for
recipient.
RecipientAttachment Attachment It would be possible to send attachments
with recipients. This complex element
contains data in base64Binary. It also
contains label and type for the
attachment.
Note String A note that will be unique to this
recipient. This note will be sent to the
recipient via the signing email. This note
will display in the signing UI near the
upper left corner of the document on the
signing screen. This can be a maximum
of 1000 characters.
RoleName String Optional element. Used only when
working with template recipients. Role
name for the recipient
TemplateLocked Boolean Optional element. Used only when
working with template recipients. If true,
the sender cannot change any attributes
of the recipient.
TemplateRequired Boolean Optional element. Used only when
working with template recipients. If true,
the sender may not remove the recipient.
TemplateAccessCodeRequired Boolean Optional element. Used only when
working with template recipients. If true
and TemplateLocked = true, the sender
must enter an access code.
DefaultRecipient Boolean If true, this is the default recipient for the
envelope. This option is used with
CreateEnvelopeFromTemplatesAndForm
s method.

50
EmailNotification RecipientEmailNotification An optional complex type that has
information for setting the language for
the recipient’s email information. It is
composed of three elements:
• Subject: a long string with the subject
of the email sent to the recipient.
• EmailBlurb: a string with the email
message sent to the recipient.
• Language: the simple type
SupportedLanguage enumerating the
language used. The supported
languages, with the language value
shown in parenthesis, are: Arabic
(ar), Bahasa Indonesia (id), Bahasa
Melayu (ms) Bulgarian (bg), Czech
(cs), Chinese Simplified (zh-CN),
Chinese Traditional (zh-TW),
Croatian (hr), Danish (da), Dutch (nl),
English US (en), English UK (en-GB),
Estonian (et), Farsi (fa), Finnish (fi),
French (fr), French Canada (fr-CA),
German (de), Greek (el), Hebrew
(he), Hindi (hi), Hungarian (hu),
Italian (it), Japanese (ja), Korean
(ko), Latvian (lv), Lithuanian (lt),
Norwegian (no), Polish (pl),
Portuguese (pt), Portuguese Brazil
(pt-BR), Romanian (ro),Russian (ru),
Serbian (sr), Slovak (sk), Slovenian
(sl), Spanish (es),Spanish Latin
America (es-MX), Swedish (sv), Thai
(th), Turkish (tr), Ukrainian (uk) and
Vietnamese (vi).
IMPORTANT: If this is enabled for one
recipient, it overrides the Envelope
Subject and EmailBlurb. Also, you must
enable EmailNotification for all recipients.
AgentCanEditEmail Boolean Optional element. If true, the Agent or
Editor Recipient associated with this
Recipient can change the Recipient’s
pre-populated Email address. This
element is only active if enabled for the
account.
AgentCanEditName Boolean Optional element. If true, the Agent or
Editor Recipient associated with this
recipient can change the recipient’s pre-
populated name (UserName). This
element is only active if enabled for the
account.

51
SignInEachLocation Boolean Optional element. If true, the signer must
write their signature in each Signature or
initial tab. Can only be used for Signer
and InPersonSigner recipient types.
InheritEmailNotificationConfiguratio
n
Boolean Optional element. If true and the recipient
creates a DocuSign account after
signing, the Manage Account Email
Notification settings are used as the
default settings for the recipient's
account.
ExcludedDocuments Array of positive integers Optional element, can only be used if
Document Visibility is enabled for the
account. Accepts an array of Document
IDs to set the documents in the envelope
that are not visible to the recipient. If a
recipient has a tab on a document, it
cannot be excluded.
IDCheckInformationInput

52
AddressInformationInput AddressInformation This Complex type contains the following
information; Street1, Street2, City, State and
Zip and ZipPlus4. DisplayLevel specifies the
display level for the recipient, which is
controlled by an enumerator. Display level
could be ReadOnly, Editable or
DoNotDisplay. Boolean element
ReceiveInResponse specifies if the
information needs to be returned in the
response.
The maximum characters or each field are:
- Street1 and Street2: 150 characters
- City: 50 characters
- State: 2 characters
- ZIP and ZIP+4: 20 characters
DoBInformationInput DOBInformation Contains DOB information; date, Month and
Year. This complex element also contains
DisplayLevel and ReceiveInResponse
elements.
SSN4InformationInput SSN4Information The last four digits of the social security
number of the recipient. This complex
element also contains DisplayLevel and
ReceiveInResponse elements.
SSN9InformationInput SSN9Information Social security number of the recipient. This
element contains the DisplayLevel. SSN9 is
never returned in the response.

53
Tab

54
DocumentID LocalId This is the document on that the tab is placed
on. Must refer to an existing Document’s ID
attribute.
RecipientID LocalId This specifies the recipient associated with
the tab. Must refer to an existing recipient’s ID
attribute.
PageNumber nonNegativeInteger This specifies the page number where the tab
will be affixed.
XPosition nonNegativeInteger This indicates the horizontal offset of the tab
on the page, in a coordinate space that has
left top corner of the document as origin.
YPosition nonNegativeInteger This indicates the vertical offset of the tab on
the page, in a coordinate space that has left
top corner of the document as origin.
ScaleValue Decimal Represents a decimal value of 0.5 to 1.0
position of the webcontrol scaling slider. A
value of 1.0 represents full size and 0.5 is
50% size.
AnchorTabItem AnchorTab This indicates Anchor tab in the document.
See the Anchor Tab section below for details
Type TabTypeCode TabTypeCode is a simple type enumerating
one of the following possible values:
InitialHere, SignHere, FullName, FirstName,
LastName, EmailAddress, Company, Title,
DateSigned, InitialHereOptional, EnvelopeID,
Custom, SignerAttachment,
SignHereOptional, Approve or Decline.
Name Name This would be the name of the custom tab.
Notes:
For Type of “Custom” and CustomTabType of
“List” the name is a “;” separated list of drop
down list items.
TabLabel TabLabel This would be the name of the custom tab.
Notes:
Making custom tab’s TabLabel the same will
cause the all like fields to update when the
user enters data.
“Radio” make the TabLabels the same for any
radio buttons you want to group together. The
Name value will be what is returned for the
radio selected in a group.

55
Value Value This element specifies the value of the
custom tab.
Notes:
“List” the Value is the default selected item in
the drop down list.
“Radio” or “Checkbox” place a “X” in this field
to check the item by default.
CustomTabType CustomTabType It tells what is represented by the tabs that
have a TabTypeCode of Custom. Available
custom tab types are: Text, Checkbox, Radio,
List, Date, Number, SSN, ZIP5, ZIP5DASH4,
Email Note and Formula.
CustomTabType Notes:
• List will be presented to the signer as a
drop down list on the signing document.
The values for a List are set in the Name
field as “;” separated items.
• Checkbox cannot be set as a required
field.
• Number, Date, SSN, ZIP5, ZIP5DASH4,
and Email fields will be validated for
format before the signer can complete the
signing.
• Text, List, Date, Number, SSN, ZIP5,
ZIP5DASH4, and Email characters will be
limited by the size of the field set with
CustomTabWidth and CustomTabHeight.
CustomTabWidth Integer Width of the custom tab.
CustomTabHeight Integer Height of the custom tab.
CustomTabRequired Boolean Signer is required to fill out the custom tab if
true. If the CustomTabType is Checkbox, this
must be set to false.
ConcealValueOnDocument Boolean Optional element. If true the field appears
normally while the recipient is adding or
modifying the information in the field, but the
data is not visible (the characters are hidden
by asterisks) to any other signer or the
sender.
When an envelope is completed the
information is available to the sender through
the Form Data link in the DocuSign Console.
This setting applies only to text boxes and
does not affect list boxes, radio buttons, or
check boxes.
CustomTabLocked Boolean Signer cannot change the data of the custom
tab if true. If the CustomTabType is
Checkbox, this must be set to false.

56
CustomTabDisableAutoSize Boolean Disables the auto sizing of single line text
boxes in the signing screen when the signer
enters data. If disabled users will only be able
enter as much data as the text box can hold.
By default this is false. This property only
affects single line text boxes.
CustomTabListItems String Semicolon separated items used in the
dropdown list for a CustomTabType of “List”.
These values may also be specified in the
Name node; however, this node will take
precedence. This can be a maximum of 2000
characters.
CustomTabListValues String For Form Field List Box type this is the semi-
colon delimited list of values to go with the
displayed list items set in
CustomTabListItems or Name. These values
are the hidden values of the drop down list
display items. This can be a maximum of
2000 characters.
CustomTabListSelectedValue String Set this to the default selected item based on
the CustomTabListValues. If Value is
specified that will take precedence.
CustomTabRadioGroupName String This is the group name for a set of radio
buttons. The CustomTabType must be
“Radio”. This may also be specified in the
TabLabel node; however, this node will take
precedence.
CustomTabValidationPattern String For all custom tab types except radio buttons,
checkboxes, and list items you may supply a
regular expression that will be validated when
data is entered in the field. This is optional
and if not provided the default DocuSign
validation rules will apply.
Javascript RegEx object is used for regular
expression validation. Regular expressions
must be supported by this object to resolve.
CustomTabValidationMessage String Message to be displayed to the signer if the
validation rule from
CustomTabValidationPattern fails. This is
optional and if not provided the default
DocuSign message will be displayed. This
can be a maximum of 250 characters.
TemplateLocked Boolean Optional element. Used only when working
with template tabs. If true, the attributes of the
tab cannot be changed by the sender.
TemplateRequired Boolean Optional element. Used only when working
with template tabs. If true, the tab cannot be
removed by the sender.

57
ConditionalParentLabel String Optional element. For conditional fields this is
the TabLabel of the parent tab that controls
this tab’s visibility.
ConditionalParentValue String Optional element. For conditional fields this is
the Value of the parent tab that controls this
tab’s visibility.
If the parent tab is a Checkbox, Radio button,
Optional Signature, or Optional Initial use “on”
as the value to show that the parent tab is
active.
SharedTab Boolean Optional element for field markup. When set
to true, enables field markup for the field.
RequireInitialOnSharedTabChange Boolean Optional element for field markup. When set
to true it requires the signer to initial when
they modify a shared field.
Font Font The font type used for the information in the
tab. Possible values are: Arial, ArialNarrow,
Calibri, CourierNew, Garamond, Georgia,
Helvetica, LucidaConsole, Tahoma,
TimesNewRoman, Trebuchet, and Verdana.
Bold Boolean If true, the information in the tab is bold.
Italic Boolean If true, the information in the tab is italic.
Underline Boolean If true, the information in the tab is underlined.
FontColor FontColor The font color used for the information in the
tab. Possible values are: Black, BrightBlue,
BrightRed, DarkGreen, DarkRed, Gold,
Green, NavyBlue, Purple, or White.
FontSize FontSize The font size used for the information in the
tab. Possible values are: Size7, Size8, Size9,
Size10, Size11, Size12, Size14, Size16,
Size18, Size20, Size22, Size24, Size26,
Size28, Size36, Size48, or Size72.
MergeFieldXml String Reserved for future use.
IncludeNoteInEmail Boolean If true, the text in the CustomTabType “Note”
tab is included in the email message
(EmailBlurb) for the recipient.
IsPaymentField Boolean When true, sets this as a payment tab. Can
only be used with CustomTabType Text,
Number, List or Formula. The value of the
tab must be a number.

58
Formula String The Formula string contains the TabLabel for
the reference tabs used in the formula and
calculation operators. Each TabLabel must be
contained in brackets. This can be a
Example: Three tabs (TabLabels: Line1,
Line2, and Tax) need to be added together.
The formula string would be:
<Formula>[Line1]+[Line2]+[Tax]</Formula>
RoundDecimalPlaces Integer Sets the number of digits after the decimal
point in a CustomTabType Formula tab. Can
only have the values of 0 or 2.
MaxLength Integer Sets the maximum number of characters a
signer can enter in the tag. This is only active
if CustomTabType is set to Text, Date,
Number, SSN, ZIP5, ZIP5DASH4, or Email
Anchor Tab
AnchorTabString string Specifies string used as anchor tab in the
document.
XOffset double This specifies tab location as XOffset position
from the anchor tab.
YOffset double This specifies tab location as YOffset position
from the anchor tab.
Unit UnitTypeCode Specifies units of the offset. Unit could be
Pixels, Mms, Cms or Inches.
IgnoreIfNotPresent Boolean Ignore this tab if anchor is not found in the
document.

59
Notification
UseAccountDefaults Boolean Indicates whether the Account defaults for
notifications should be used on this envelope.
Reminders Reminders ReminderEnabled: Boolean: Whether or not a
reminder email will be sent.
ReminderDelay: Integer: Number of days
AFTER a person receives an envelope, that
they will start receiving reminder emails.
ReminderFrequency: Integer: Number of days
to wait between reminder emails.
Expirations Expirations ExpireEnabled: Boolean: Whether or not this
envelope is set to expire.
ExpireAfter: Integer: Number of days
envelope will be active.
ExpireWarn: Integer: Number of days before
envelope expiration, that a warning email will
be sent. If set to 0 (zero), no warning is sent.
EnvelopeNotification
Note that there is no configuration in the Member or Administrator tools for this feature. It is driven
completely from the API and used in CreateEnvelope, CreateAndSendEnvelope,
CreateFromTemplate, and CreateAndSendFromTemplate.
URL URL URL to the client-supplied listener page that
consumes the status events. The listener
page receives the envelope status XML
messages from DocuSign.
An example URL is:
http://<serverName>/<path>/Listener.aspx

60
LoggingEnabled Boolean If true, the status events are recorded in a log
on the DocuSign site for debugging purposes.
Note that only the 10 latest messages are
kept.
EnvelopeEvents EnvelopeEvents An array that consists of:
EnvelopeStatusCode: The status code on
which to receive event modifications. Values
are Sent, Delivered, Completed, Declined,
and Voided.
IncludeDocuments: Boolean: When set to
true, the documents are delivered to the URL
as part of the EnvelopeStatus XML.
EnvelopeStatus
EnvelopeStatus is the response element for CreateEnvelope and CreateAndSendEnvelope. See
EnvelopeStatus in the Status and Managing Group for more information about this response.
Rules for CreateAndSendEnvelope and CreateEnvelope
API user specific rules
• The length of AccountId, document Name should not exceed 100 characters. Document
password length should not exceed 50 characters.
• UserName, Email and access code of the recipient should not exceed 100 characters.
• SignatureName in SignatureInfo element should at least have one character.
SignatureInitial should have a minimum 1 character and maximum 10 characters.
• Font styles supported for recipient signature are RageItalic, Mistral, BradleyHandITC,
KaufmannBT, Freehand575 and LuciaBT.
• Allowed length for State attribute in address information element will be 2 characters. For
Zip it will be 5 characters and for ZipPlus4 it will be 4 characters.
• Allowed length for SSN4 will be 4 characters and for SSN9 it will be 9 characters.
• The length of Label and Type for attachment element should not exceed 100 characters.
• CaptiveInfo element is used to specify if the recipient is embedded. A non-null ClientUserId
implies that the recipient is embedded.
Rules for determining the brandId used in an envelope:
• If a brandId is specified in the envelope/template and that brandId is available to the
account, that brand is used in the envelope.
• If more than one template is used in an envelope and more than one brandId is specified,
the first brandId specified is used throughout the envelope.
• In cases where no brand is specified and the sender belongs to a Group; if there is only
one brand associated with the Group, then that brand is used in the envelope. Otherwise,
the account’s default signing brand is used.

61
• For envelopes that do not meet any of the previous rules, the account's default signing
brand is used in the envelope.
Rules for Exceptions thrown by the API
• AccountId specified while creating an envelope should exist else an exception with error
message “Account_Does_Not_Exist_In_System” is thrown.
• DocumentID specified in the tab element should refer to a document in the envelope else
exception with error message “Tab_Refers_To_Missing_Document” is thrown.
• RecipientID specified in the tab element should refer to an existing recipients ID attribute.
Else exception is thrown with error message “Tab_Refers_To_Missing_Recipient”.
• Tab is affixed to a specific page number of the document. So the document specified by
DocumentID in the Tab element should have page number specified by PageNumber. Else
exception “Tab_Pagenumber_Is_Not_In_Document” is thrown.
• The document element in the CreateEnvelope and CreateAndSendEnvelope should
contain the encoded document. Else exception “No_Document_Received” is thrown.
• The Email specified in the recipient element should exist else an exception is thrown with
error message “Invalid_Email_Address_For_Recipient”.
• Recipient specified by UserName and Email pair in the recipient element must exist. Else
exception with error message “Unknown_Envelope_Recipient” is thrown.
• If a signer recipient has any tabs available to them in the envelope they will be required to
have at least one signable tab in at least one of the documents. Else exception with error
message “Signer_Recipient_Has_No_Signable_Tabs” is thrown. If the signer recipient has
no tabs available they will be considered a freeform signer and be required to place the
tabs themselves.
• Access code is used to validate recipient identity. User has to enter the access code
specified in the recipient element in the CreateEnvelope/CreateAndSendEnvelope to prove
his/her identity. Recipient will need to validate his/her identity even if access code is not
specified in the recipient element if RequireIDLookup attribute is set to true. But in this
case the identity is verified not by entering access code, but by answering a questionnaire
correctly. If the user fails to validate his/her identity then an exception is thrown with error
message “Recipient_Has_Failed_Security_Check”.
• All recipients in an envelope should have a valid routing order else an exception with error
message “Recipient_Has_Invalid_RoutingOrder” is thrown.
• There is a provision for creating custom tab. But in case of custom tab both the attributes
Name and TabLabel should be specified. If only one of the attribute is specified in the Tab
element then an exception “CustomTab_Is_Incomplete” is thrown.
• Account should have API permission to utilize CreateEnvelope and
CreateAndSendEnvelope methods. Account needs to have “InSession permission” to send
envelopes to InSession recipients. Else an exception with error message
“Account_Lacks_Permissions” is thrown.
• AccountID mentioned should not be suspended by DocuSign Administrator; else exception
will be thrown with message “Account_Has_Been_Suspended”.

62
• If the recipient Email specified in CreateAndSendEnvelope/CreateEnvelope is already
reserved by another then processor throws an exception with error message
“Email_Is_Reserved”.
• In CreateEnvelope and CreateAndSend Envelope, the account Id is validated for pricing
plan, if the account does not have a pricing plan then “Account_Lacks_Pricing_Plan”
exception is thrown
• InSession carbon copy recipients cannot be specified in CreateAndSendEnvelope. If the
recipient Type is CC then ClientUserID has to be null else exception
“Captive_Carbon_Copy_Recipient_Not_Supported” will be thrown.
• When angle brackets are detected in the packet submitted to one of the CreateEnvelope
APIs an exception will be thrown with message “Invalid_characters_detected.”
Sample Code
CreateEnvelope – C#
// Create the recipient
DocuSignWeb.Recipient recipient = new DocuSignWeb.Recipient();
recipient.Email = "Test email";
recipient.UserName = "Testing account";
recipient.Type = DocuSignWeb.RecipientTypeCode.Signer;
recipient.ID = "1";
recipient.RoutingOrder = 1;
// Create the envelope content
DocuSignWeb.Envelope envelope = new DocuSignWeb.Envelope();
envelope.Subject = "Subject";
envelope.EmailBlurb = "Email content";
envelope.Recipients = new DocuSignWeb.Recipient[] { recipient };
envelope.AccountId = accountId;
// Attach the document(s)
envelope.Documents = new DocuSignWeb.Document[1];
DocuSignWeb.Document doc = new DocuSignWeb.Document();
doc.ID = "1";
doc.Name = "Document Name";
doc.PDFBytes = [Location of Document];
envelope.Documents[0] = doc;
// Create a new signature tab
DocuSignWeb.Tab tab = new DocuSignWeb.Tab();
tab.DocumentID = "1";
tab.RecipientID = "1";
tab.Type = DocuSignWeb.TabTypeCode.SignHere;
tab.PageNumber = "1";
tab.XPosition = "100";
tab.YPosition = "100";
envelope.Tabs = new DocuSignWeb.Tab[1];
envelope.Tabs[0] = tab;
// Create the envelope on the account -- it will be a draft
DocuSignWeb.EnvelopeStatus status = _apiClient.CreateEnvelope(envelope);
// An envelope ID indicates that it succeeded
Console.WriteLine("Envelope Id is {0}", status.EnvelopeID);

63
CreateEnvelope - PHP
$rcp1 = new Recipient();// First recipient to put in recipient array
$rcp1->UserName = "John Doe";
$rcp1->Email = $Recipient1Email;
$rcp1->Type = RecipientTypeCode::Signer;
$rcp1->ID = "1";
$rcp1->RoutingOrder = 1;
$rcp1->RequireIDLookup = FALSE;
// Create the envelope contents
$env = new Envelope();
$env->AccountId = $accountID; // Note: GUID should be used here rather than email
$env->Subject = "Subject";
$env->EmailBlurb = "testing docusign creation services";
$env->Recipients = array($rcp1);
// Attach the document
$doc = new Document();
$doc->ID = "1";
$doc->Name = "Picture PDF";
$doc->PDFBytes = file_get_contents("docs/picturePdf.pdf");
$env->Documents = array($doc);
$tab = new Tab();
$tab->DocumentID = "1";
$tab->RecipientID = "1";
$tab->Type = TabTypeCode::SignHere;
$tab->PageNumber = "1";
$tab->XPosition = "100";
$tab->YPosition = "100";
$env->Tabs = array($tab);
// Create a draft envelope on the account
$createEnvelopeparams = new CreateEnvelope();
$createEnvelopeparams->Envelope = $env;
$response = $api->CreateEnvelope($createEnvelopeparams);
CreateAndSendEnvelope – C#
recipient.ID = "1";
// Create the envelope content
DocuSignWeb.Envelope envelope = new DocuSignWeb.Envelope();
envelope.Subject = "Subject";
envelope.EmailBlurb = "Email content";
envelope.Recipients = new DocuSignWeb.Recipient[] { recipient };
envelope.AccountId = accountId;
// Attach the document(s)
envelope.Documents = new DocuSignWeb.Document[1];
DocuSignWeb.Document doc = new DocuSignWeb.Document();
doc.ID = "1";
doc.Name = "Document Name";
doc.PDFBytes = [Location of Document];
envelope.Documents[0] = doc;

64
DocuSignWeb.Tab tab = new DocuSignWeb.Tab();
tab.DocumentID = "1";
tab.RecipientID = "1";
tab.Type = DocuSignWeb.TabTypeCode.SignHere;
tab.PageNumber = "1";
tab.XPosition = "100";
tab.YPosition = "100";
envelope.Tabs = new DocuSignWeb.Tab[1];
envelope.Tabs[0] = tab;
// Create and send the envelope
DocuSignWeb.EnvelopeStatus status = _apiClient.CreateAndSendEnvelope(envelope);
// Examine the return status
Console.WriteLine("Envelope status is {0}", status.Status);
CreateAndSendEnvelope – PHP
$rcp1->ID = "1";
// Create the envelope contents
$env->AccountId = $accountID; // Note: GUID should be used here rather than email
$env->Subject = "Subject";
$env->EmailBlurb = "testing docusign creation services";
$env->Recipients = array($rcp1);
// Attach the document
$doc->ID = "1";
$doc->Name = "Picture PDF";
$doc->PDFBytes = file_get_contents("docs/picturePdf.pdf");
$env->Documents = array($doc);
$tab = new Tab();
$tab->DocumentID = "1";
$tab->RecipientID = "1";
$tab->Type = TabTypeCode::SignHere;
$tab->PageNumber = "1";
$tab->XPosition = "100";
$tab->YPosition = "100";
$env->Tabs = array($tab);
// Create and send the envelope
$createAndSendEnvelopeparams = new CreateEnvelope();
$createAndSendEnvelopeparams->Envelope = $env;
$response = $api->CreateAndSendEnvelope($createAndSendEnvelopeparams);
CreateEnvelopeFromTemplates
CreateEnvelopeFromTemplates uses templates as the basis for the definition of a signing ceremony.
In contrast to the CreateAndSendEnvelope method, where the relationship of Tabs-to-Documents and

65
Tabs-to-Recipients is passed in the request, CreateEnvelopeFromTemplates derives its Tab
assignments from the pre-configured Template; and provides Recipient information to fulfill the Roles
that are specified in the Template.
When provided one or more templates, along with their supplemental Document, Recipient and
Envelope information, DocuSign will merge the various Template references into a single Envelope
and send to the Recipients.
Schema
TemplateReferences TemplateReference Specifies the Templates that are included in
this call. See the TemplateReference section
below for more information.
Recipients Recipient Defines the Recipients that are included in
this Envelope. These will be referenced from
the RoleAssignment elements that are in
each TemplateReference.
The structure of a Recipient in the
CreateEnvelopeFromTemplates method is
similar to Recipients in other methods of the
DocuSign Connect API. However, since
these properties may also be specified in
Templates that are referenced in the request,
override rules are in place to determine the
order of precedence of values that are
specified in multiple places for like fields.
For more information on the override rules of
Recipient data over the roles specifications in
the Template(s), see the override rules below.
For Recipient definition refer to the Recipient
section earlier in this document.
EnvelopeInformation EnvelopeInformation The structure and usage of these Envelope-
level concepts are similar with their
counterparts in other methods of the API.
However, since these properties may also be
specified in Templates that are referenced in
the request, override rules are in place to
determine the order of precedence of values
that are specified in multiple places for like
fields.
For more information on the override rules
see the EnvelopeInformation section below.

66
ActivateEnvelope Boolean Indicates whether the Envelope should be
sent immediately or created as a Draft
Envelope. Defaults to “True”, where the
Envelope will be sent.
TemplateReference
TemplateReferences contains an unbounded array of TemplateReference objects, each a self-
contained structure used to satisfy the business rules of a given template, which will be merged into
the parent Envelope.
Schema
TemplateLocation TemplateLocation Enumerated list of options that describe
where the Template information resides.
Available options include: SOAP (default),
PDFMetaData and Server.
Template String This element will contain different values,
depending on the value of TemplateLocation:
“SOAP”: Template will include the Template
XML in the format created by DocuSign
Professional
“PDFMetaData”: Template can be left blank.
It will be disregarded if provided. In this
scenario, the Template xml is contained
within the xml portion of the PDF document.
In either case, the Document pdfBytes can be
removed from the Template xml to optimize
the payload size.

67
Document Document Refer to Document earlier in this document
for details.
RoleAssignments RoleAssignment Specifies the RoleAssignments that are
included in this call.
RoleName – LongString - The name of the
Role in the Template to which this Recipient
information will be assigned
RecipientID – positiveInteger - The Recipient
identifier from the Recipients object that will
fulfill this Role.
FieldData FieldData Provides the rules and/or data values that are
used with the Template fields.
See the FieldData section below for more
information.
AdditionalTabs Tab Specifies any Tabs that should be added to a
Document.
AdditionalTabs enable the request to apply
additional Tabs that are not configured in the
Template. This would allow for run-time
information to be specified as well as the
template definitions that are specified at
design-time. This could be used with an
“open” Template that lacks pre-considered
configuration in order to include ad hoc
documents to the Envelope.
Refer to Tab earlier in this document for
details.
Sequence NonNegativeInteger Specifies the order that the Document(s)
included in the Template should be presented
in the Envelope. If not provided, the
Documents will be presented in the order of
the TemplateReferences.
TemplateAttachments Attachment A mechanism to provide the Document object
through a SOAP attachment.
EnvelopeInformation
The structure and usage of these Envelope-level concepts are similar with their counterparts in other
methods. However, since these properties may also be specified in Templates that are referenced in
the request, override rules are in place to determine the order of precedence of values that are
specified in multiple places for like fields. Refer to the rules section below for additional information.

68
Schema
All fields in the EnvelopeInformation schema, except for AllowRecipientRecursion, are defined in the
Envelope section earlier in this document. The definition of AllowRecipientRecursion follows.
AllowRecipientRecursion Boolean When set to true, this enables the Recursive
Recipients feature and allows a recipient to
appear more than once in the routing order.

69
FieldData
FieldData provides information regarding the field data that will be correlated to the fields of the
Template.
DataValues DataValue Provides explicit TabLabel/Value pairs that
should be used for the field values in the
Envelope.
This value will take precedence over a
similarly named PDF field if both are provided.
Rules for CreateEnvelopeFromTemplates
CreateEnvelopeFromTemplates refers to Templates to establish many of the properties of an
Envelope. However, the CreateEnvelopeFromTemplates schema also overlaps the Template
capabilities, so it is necessary to establish rules of usage and precedence to address incidents of data
collision between the values in the SOAP request and the Template(s); or between the Template(s)
themselves, since they are logically unrelated to each other. The table below describes the data
override rules of the CreateEnvelopeFromTemplates schema.
Section Element Description
Recipient ID RecipientID is an identifier that is used to
correlate the Recipient instance to the
RoleAssignment.
Recipient UserName If allowable per the Template specification(s),
this value will override the corresponding field
for any role that this Recipient is assigned to.
Recipient Email If allowable per the Template specification(s),
Recipient Type This value cannot override the value specified
in the Template(s) for any role that this
Recipient is assigned to.
Recipient AccessCode If allowable per the Template specification(s),
If conflicting, non-null values are provided in
multiple roles to which this Recipient is
assigned, an override value must be provided
in this structure.
Recipient RequireIDLookup If allowable per the Template specifications,
If conflicting values are provided in multiple
roles to which this Recipient is assigned, the
value will resolve to True if it is not specified in
this structure.

70
Recipient IDCheckConfigurationName If allowable per the Template specification(s),
in this structure.
Recipient SignatureInfo
.SignatureName
.SignatureInitials
.FontStyle
If allowable per the Template specification(s),
these values will override the corresponding
fields for any role that this Recipient is
assigned to.
assigned, override values must be provided in
this structures.
Recipient CaptiveInfo
ClientUserId
If allowable per the Template specification(s),
in this structure.
Recipient CustomFields If allowable per the Template specification(s),
this value will override a CustomField of the
same name for any role that this Recipient is
assigned to.
If conflicting, non-null values are provided for
the same CustomField name in multiple roles
to which this Recipient is assigned, an
override value must be provided in this
structure.
Recipient RoutingOrder If allowable per the Template specification(s),
If conflicting, non-zero values are provided in
in this structure.
Recipient IDCheckInformation
Input
This information cannot be pre-specified in a
template, so the data must be provided in this
structure.
Recipient AutoNavigation If allowable per the Template specifications,
If conflicting values are provided in multiple
roles to which this Recipient is assigned, the
value will resolve to True if it is not specified in
this structure.

71
Recipient Attachments If allowable per the Template specification(s),
this value will override an attachment of the
same name for any role that this Recipient is
assigned to.
If values are provided for the same
Attachment name in multiple roles to which
this Recipient is assigned, an override value
must be provided in this structure.
Recipient Note If allowable per the Template specification(s),
in this structure.
EnvelopeInformation EmailBlurb If allowable per the Template specification(s),
if provided in a referenced Template.
multiple referenced Templates, an override
value must be provided in this structure.
EnvelopeInformation Subject If allowable per the Template specification(s),
EnvelopeInformation SigningLocation If allowable per the Template specification(s),
EnvelopeInformation CustomFields If allowable per the Template specification(s),
this value will override a CustomField of the
same name if provided in a referenced
Template.
multiple referenced Templates for the same
CustomField name, an override value must be
provided in this structure.
EnvelopeInformation VaultingOptions If allowable per the Template specification(s),

72
EnvelopeInformation AutoNavigation If allowable per the Template specification(s),
multiple referenced Templates, the value will
resolve to True if it is not specified in this
structure.
EnvelopeInformation EnvelopeIdStamping If allowable per the Template specification(s),
structure.
EnvelopeInformation AuthoritativeCopy If allowable per the Template specification(s),
structure.
Template Execution Rules
The rules below are enforced when sending an Envelope based on a Template specification.
• If a Template role is specified as Optional, remove the signing instructions associated with the
role, including all Tabs, if the role is not assigned in the CreateEnvelopeFromTemplates
request.
• If any of the data override rules are violated (indicated by “must” statements in the Data
Override descriptions), an exception is returned that describes the violation.
Rules for Mapping Data from PDF Forms
Data will be mapped from the incoming PDF form based on a direct correlation between the field
name of the Form and the TabLabel of the DocuSign Tab. Fields will only be mapped if
TransformPDFFields is set to true in the document node.
Note: DocuSign will not transform PDF form fields that have the text "DocuSignIgnoreTransform"
or "eSignIgnoreTransform" as part of the name of the PDF form field.
Mapping must be supported for static XFA-based PDF forms and AcroForms. The order of
preference for establishing the form type is:
1. Derived on DocuSign server (transparent to client)
2. Pre-configured in a DocuSign structure (i.e. design-time configuration in a template)
3. Passed in via API request.

73
Rule # Description
1 When a PDF form is submitted, the DocuSign mapping component will interrogate the form for any
fields and apply the data from those fields to DocuSign Form Fields of the same name.
2 Fields from XFA-based PDF forms will be evaluated by their fully-qualified field name (ex:
“form/customer/address/line1[0]”)
3 The DocuSign component will map any fields that match (per the requirement above). Any fields
that do not have a matching field (i.e. field exists in form but not in Envelope; or field exists in
Envelope but not in form) will be disregarded by the mapping component.
4 DocuSign form fields are limited in scope to the document that they pertain to.
5 Edit rules for the fields must be pre-configured for the DocuSign fields (ex: editable vs. locked,
required vs. optional, edit masks). Edit rules will not be derived by the DocuSign mapping
component.
6 The following field types are supported for data mapping: text boxes, check boxes, radio buttons,
drop-down lists, text areas.
Regarding drop-down lists and radio buttons, the data mapping is for the selected value only. The
list of available values must be pre-configured in the DocuSign fields.
Error Rules
All errors from CreateAndSendEnvelope and CreateEnvelope apply in addition to the following:
• Template_Cannot_Add_Document – error thrown if the template location is set to
PDFMetaData and the PDF bytes within the Document node of the template reference are
invalid.
• Template_Not_Provided – error thrown if the template XML cannot be found in the
PDFMetaData or TemplateReference Template node.
• Template_Unable_To_Load – error thrown if the template provided cannot be loaded.
• Template_Cannot_Add_Document – error thrown if the template and document cannot be
loaded.
• Template_Unable_To_Load_FieldData – error thrown if the PDF form data exists in the PDF
and it cannot be extracted.
• Template_Unable_To_Process_FieldData – error thrown if the PDF form data exists and it
cannot be mapped properly to the recipients DocuSign Tab data.
• Template_Unable_To_Flatten_PDF – error thrown if the PDF form data exists and it cannot be
flattened.
• Template_RoleSpecified_Does_Not_Exist – error thrown if a recipient is mapped to a role that
does not exist in the template.
• Template_RecipientID_For_Role_NotFound – error thrown if a recipient ID is mapped to a role
and the recipient ID does not exist in the template.
• Template_Required_Recip_Not_Satisfied – error thrown if there is a required recipient in the
template and no recipient/role mapping satisfied the recipient.
• Template_To_Envelope_Error – error thrown if the template provided cannot be transformed
to a DocuSign envelope.
• Template_Override_EnvelopeInformation_Error – error thrown if any items in the
EnvelopeInformation data cannot be applied to the envelope.

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• Template_AdditionalTabs_Error – error thrown if an items in the AdditionalTabs data cannot
be applied to the envelope.
• Template_Override_RecipientData_Error – error thrown if an items in the Recipient data that
should override the template data cannot be applied to the envelope.
Sample Code
CreateEnvelopeFromTemplates– C#
// Create the recipient information
recipient.ID = "1";
DocuSignWeb.Recipient[] recipients = new DocuSignWeb.Recipient[] { recipient };
// Create the template reference from a server-side template ID
DocuSignWeb.TemplateReference templateReference = new DocuSignWeb.TemplateReference();
templateReference.Template = "Template ID";
templateReference.TemplateLocation = DocuSignWeb.TemplateLocationCode.Server;
// Construct the envelope information
DocuSignWeb.EnvelopeInformation envelopeInfo = new DocuSignWeb.EnvelopeInformation();
envelopeInfo.AccountId = _accountId;
envelopeInfo.Subject = "Subject";
envelopeInfo.EmailBlurb = "Email content";
// Create draft with all the template information
DocuSignWeb.EnvelopeStatus status = _apiClient.CreateEnvelopeFromTemplates(new
DocuSignWeb.TemplateReference[] { templateReference }, recipients,
envelopeInfo, false);
// Confirm that the envelope has been assigned an ID
Console.WriteLine("Status for envelope {0} is {1}", status.EnvelopeID, status.Status);
CreateEnvelopeFromTemplates– PHP
$rcp1->ID = "1";
// Use a server-side template
$templateRef = new TemplateReference();
$templateRef->TemplateLocation = TemplateLocationCode::Server;
// TODO: Replace string with the GUID of a template already uploaded to your account
$templateRef->Template = "put in a template GUID here";
// Construct the envelope info
$envInfo = new EnvelopeInformation();
$envInfo->AccountId = $AccountID;
$envInfo->Subject = "create envelope from templates test";
$envInfo->EmailBlurb = "testing docusign create services";
// Send creates draft with all the template info

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$createEnvelopeFromTemplatesparams = new CreateEnvelopeFromTemplates();
$createEnvelopeFromTemplatesparams->TemplateReferences = array($templateRef);
$createEnvelopeFromTemplatesparams->Recipients = array($rcp1)
$createEnvelopeFromTemplatesparams->EnvelopeInformation = $envInfo;
$createEnvelopeFromTemplatesparams->ActivateEnvelope = false;
$response = $api->CreateEnvelopeFromTemplates($createEnvelopeFromTemplatesparams);
CreateEnvelopeFromTemplatesAndForms
This method is used to create envelopes from a combination of a PDF form and a DocuSign
Template. Once all the data from the form is overlaid on the template the envelope is passed to the
CreateAndSendEnvelope or CreateEnvelope method. Refer to CreateAndSendEnvelope method for
the sending rules that are applied before the envelope can be sent.
This method has some similarities to the CreateEnvelopeFromTemplates method, in that both merge
documents and templates, with the primary differences to the
CreateEnvelopeFromTemplatesAndForms method being:
• DocuSign Tabs are extrapolated from the form itself. Instead of having to define the fields on
a Template in advance, they can be derived from the form on the fly.
• Templates, which are really just partially-defined Envelopes, can be stacked over each other,
creating a Composite Template.
• Templates do not need to be fully defined. For example, a template can be created to define
only those items that cannot be derived from the form itself.
Schema
EnvelopeInformation EnvelopeInformation The envelope information structure defining
envelope level attributes to be used. This data
will override any data that is supplied in the
templates.
This information is unchanged from the
current schema.

76
CompositeTemplates CompositeTemplate Each CompositeTemplate adds a new
document and template overlays into the
envelope. There can be any number of
CompositeTemplate structures. Each
CompositeTemplate consists of:
ServerTemplates - 0 or more server-side
templates and their position in the overlay. If
supplied they are overlaid into the envelope in
the order of their Sequence value.
InlineTemplates - 0 or more inline templates
and their position in the overlay. If supplied
they are overlaid into the envelope in the
order of their Sequence value.
PDFMetaDataTemplate – 0 or 1 embedded
template in the PDF meta data. If supplied
the PDF meta data template will be overlaid
into the envelope in the order of their
Sequence value.
Document - 0 or 1 document. The document
is used to specify a different document than
the ones in the overlay templates. The PDF
fields from this document will be transformed
to DocuSign Secure Fields if the
TransformPdfFields option is set to true.
Note: DocuSign will not transform PDF form
fields that have the text
"DocuSignIgnoreTransform" or
"eSignIgnoreTransform" as part of the name
of the PDF form field.
If PDFMetaDataTemplate is supplied this is
the document the template is extracted from.
This information is unchanged from the
current schema.
For rules associated with the
CompositeTemplate see the following section.
ActivateEnvelope Boolean Indicates whether the envelope should be
sent immediately after being created or if it is
created as a Draft Envelope.
When set to “True” the envelope will be sent
after being created.
Rules for Composite Template Usage
Each CompositeTemplate adds a new document and templates overlay into the envelope. For each
CompositeTemplate these rules are applied:
• Templates are overlaid in the order of their Sequence value.

77
• If Document is not passed into the system, the first template’s document (based on template’s
Sequence value) is used.
• Last in wins in all cases except for the document (i.e. envelope information, recipient
information, secure field information). This was done to keep things simple. There is no
special casing.
For example, if you want higher security on a tab, then that needs to be specified in the last
template in which the tab is included. If you want higher security on a role recipient it needs to
be in the last template in which that role recipient is specified.
• Recipient matching is based on Recipient Role and Routing Order. If there are matches, the
recipient information is merged together. A final pass is done on all CompositeTemplates,
after all template overlays have been applied, to collapse recipients with the same email,
username and routing order. This prevents having the same recipients at the same routing
order.
• If you specify in a template that a recipient is locked, once that recipient is overlaid the
recipient attributes can no longer be changed. The only items that can be changed for the
recipient in this case are the email, username, access code and IDCheckInformationInput..
• Tab matching is based on Tab Labels, Tab Types and Documents. If a Tab Label matches
but the Document is not supplied, the Tab is overlaid for all the Documents.
For example, if you have a simple inline template with only one tab in it with a label and a
value, the Signature, Initial, Company, Envelope ID, UserName tabs will only be matched and
collapsed if they fall in the exact same X and Y locations.
• RoleName and TabLabel matching is case sensitive.
• A DefaultRecipient node has been introduced so that you can specify which recipient the
generated tabs from the PDF form are mapped to. You can also set PDF form generated tabs
to a recipient other than the DefaultRecipient by specifying the mapping of the tab label that is
created to one of the template recipients (see the following example).
You can also use tab label wild carding to map a series of tabs from the PDF form. To use
this you must end a tab label with “*” and then the system matches tabs that start with the
label (see the following example).
• If no DefaultRecipient is specified, tabs must be explicitly mapped to recipients in order to be
generated from the form. Unmapped form objects will not be generated into their DocuSign
equivalents. (In the case of Signature/Initials, the tabs will be disregarded entirely; in the case
of pdf text fields, the field data will be flattened on the Envelope document, but there will not be
a corresponding DocuSign data tab.)
• Only the FieldTypes and FieldProperties listed below are extrapolated from the forms:
FieldTypes that are extrapolated are: CheckBox, DateTime, ListBox, Numeric, Radio, Text,
Signature, and Password.
Note:
When extrapolating Adobe Digital Signatures, the following Adobe names correspond to
DocuSign names:
Adobe name contains DocuSignSignHere or eSignSignHere = DocuSign Signature
Adobe name contains DocuSignSignHereOptional or eSignSignHereOptional = DocuSign
Optional Signature

78
Adobe name contains DocuSignInitialHere or eSignInitialHere = DocuSign Initials
Adobe name contains DocuSignInitialHereOptional or eSignInitialHereOptional = DocuSign
Optional Initials
Any other Adobe name will default to DocuSign Signature.
When extrapolating Adobe text fields, the following Adobe names correspond to DocuSign
names:
Adobe name contains DocuSignSignHere or eSignSignHere = DocuSign Signature
Adobe name contains DocuSignSignHereOptional or eSignSignHereOptional = DocuSign
Optional Signature
Adobe name contains DocuSignInitialHere or eSignInitialHere = DocuSign Initials
Adobe name contains DocuSignInitialHereOptional or eSignInitialHereOptional = DocuSign
Optional Initials
Adobe name contains DocuSignEnvelopeID or eSignEnvelopeID = DocuSign EnvelopeID
Adobe name contains DocuSignCompany or eSignCompany = DocuSign Company
*Adobe name contains DocuSignDateSigned or eSignDateSigned = DocuSign DateSigned
Adobe name contains DocuSignTitleor eSignTitle = DocuSign Title
Adobe name contains DocuSignFullNameor eSignFullName = DocuSign FullName
Any other name will default to a DocuSign data (text) field
Note: DocuSign will not transform PDF form fields that have the text
"DocuSignIgnoreTransform" or "eSignIgnoreTransform" as part of the name of the PDF form
field.
* Adobe date fields can be transformed to DocuSignDateSigned fields using the same naming
scheme.
FieldProperties that are extrapolated are: ReadOnly, Required, MaxLength, Positions, and
Initial Data.
Example:
This example XML posted to our API would create an envelope draft where:
• The document included is the document used. The form fields are extracted from the
document and turned into secure fields.
• The server template is applied first.
• The 2 inline templates are applied 2nd and 3rd.
In the first inline template, the tabs fld1 and fld2* are matched against the tabs and the
form fields that were converted and their values are placed into the matching tabs. The tab
fld2* finds all tabs that have a label that starts with fld2.
• The PDF metadata template is applied 4th.
<CreateEnvelopeFromTemplatesAndForms xmlns="http://www.docusign.net/API/3.0">
<EnvelopeInformation>
<TransactionID></TransactionID>

79
<Asynchronous>false</Asynchronous>
<AccountId>ACCOUNT ID</AccountId>
<EmailBlurb>Test CreateEnvelopeFromTemplatesAndForms</EmailBlurb>
<Subject>Test CreateEnvelopeFromTemplatesAndForms</Subject>
<SigningLocation>Online</SigningLocation>
<CustomFields>
<CustomField>
<Name>FromEnvelope</Name>
<Show>true</Show>
<Required>false</Required>
<Value>FromEnvelope</Value>
<CustomFieldType>Text</CustomFieldType>
</CustomField>
</CustomFields>
<AutoNavigation>true</AutoNavigation>
<EnvelopeIdStamping>true</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<EnforceSignerVisibility>false</EnforceSignerVisibility>
<EnableWetSign>false</EnableWetSign>
<AllowRecipientRecursion>true</AllowRecipientRecursion>
<AllowMarkup>false</AllowMarkup>
</EnvelopeInformation>
<CompositeTemplates>
<CompositeTemplate>
<ServerTemplates>
<ServerTemplate>
<Sequence>1</Sequence>
<TemplateID>TEMPLATE ID</TemplateID>
</ServerTemplate>
</ServerTemplates>
<InlineTemplates>
<InlineTemplate>
<Envelope>
<Recipients>
<Recipient>
<ID>1</ID>
<UserName>User Name 1</UserName>
<Email>user.name_1@myemail.com </Email>
<Type>Signer</Type>
<AccessCode />
<RequireIDLookup>false</RequireIDLookup>
<RoutingOrder>1</RoutingOrder>
<Note />
<RoleName>SignerOne</RoleName>
<DefaultRecipient>true</DefaultRecipient>
</Recipient>
<Recipient>
<ID>2</ID>
<Email>user.name_2@myemail.com</Email>
<Type>Signer</Type>
<AccessCode />
<Note />
<RoleName>SignerTwo</RoleName>
</Recipient>
<Recipient>
<ID>3</ID>
<Email>user.name_3@myemail.com</Email>
<Type>Signer</Type>
<AccessCode />

80
<Note />
<RoleName>SignerThree</RoleName>
</Recipient>
<Recipient>
<ID>4</ID>
<Email>user.name_4@myemail.com </Email>
<Type>Signer</Type>
<AccessCode />
<Note />
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<RecipientID>1</RecipientID>
<PageNumber>1</PageNumber>
<XPosition>12</XPosition>
<YPosition>10</YPosition>
<ScaleValue>1.00000</ScaleValue>
<Type>SignHere</Type>
<Name>SignHere</Name>
<TabLabel>Sign Here 1</TabLabel>
<Value />
<CustomTabHeight>0</CustomTabHeight>
<CustomTabRequired>false</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
</Tab>
<Tab>
<TabLabel>fld1</TabLabel>
<Value>From Inline Template</Value>
<Type>Custom</Type>
</Tab>
<Tab>
<TabLabel>fld2*</TabLabel>
<Value>Wild card from Inline Template</Value>
<Type>Custom</Type>
</Tab>
</Tabs>
<Subject>Sample Form</Subject>
<EmailBlurb />
<SigningLocation>Online</SigningLocation>
<CustomFields>
<CustomField>
<Name>Custom Field</Name>
<Show>True</Show>
<Required>True</Required>
<Value />
</CustomField>
<CustomField>
<Name>Custom Field List</Name>
<Show>True</Show>
<Required>True</Required>
<Value />

81
<CustomFieldType>List</CustomFieldType>
<ListItems>One; Two; Three</ListItems>
</CustomField>
</CustomFields>
<AutoNavigation>false</AutoNavigation>
<EnvelopeIdStamping>false</EnvelopeIdStamping>
<AuthoritativeCopy>false</AuthoritativeCopy>
<Notification>
<Reminders>
<ReminderEnabled>false</ReminderEnabled>
<ReminderDelay>0</ReminderDelay>
<ReminderFrequency>0</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>true</ExpireEnabled>
<ExpireAfter>120</ExpireAfter>
<ExpireWarn>0</ExpireWarn>
</Expirations>
</Notification>
<EnableWetSign>true</EnableWetSign>
</Envelope>
</InlineTemplate>
<InlineTemplate>
<Envelope>
<Recipients>
<Recipient>
<ID>1</ID>
<Email>user.name_1@email.com</Email>
<Type>Signer</Type>
<AccessCode />
<Note />
<DefaultRecipient>true</DefaultRecipient>
</Recipient>
</Recipients>
<Tabs>
<Tab>
<DocumentID>1</DocumentID>
<PageNumber>2</PageNumber>
<XPosition>12</XPosition>
<YPosition>10</YPosition>
<ScaleValue>1.00000</ScaleValue>
<Type>SignHere</Type>
<Name>SignHere</Name>
<TabLabel>Sign Here 1</TabLabel>
<Value />
<CustomTabHeight>0</CustomTabHeight>
<CustomTabRequired>false</CustomTabRequired>
<CustomTabLocked>false</CustomTabLocked>
<CustomTabDisableAutoSize>false</CustomTabDisableAutoSize>
<TemplateLocked>false</TemplateLocked>
<TemplateRequired>false</TemplateRequired>
</Tab>
</Tabs>
</Envelope>
</InlineTemplate>
</InlineTemplates>
<PDFMetaDataTemplate>

82
</PDFMetaDataTemplate>
<Document>
<ID>1</ID>
<Name>Form Document</Name>
<PDFBytes>PDF_BYTES_GO_HERE</PDFBytes>
<TransformPdfFields>true</TransformPdfFields>
<FileExtension>pdf</FileExtension>
</Document>
</CompositeTemplate>

</CompositeTemplates>
<ActivateEnvelope>false</ActivateEnvelope>
</CreateEnvelopeFromTemplatesAndForms>
EnvelopeInformation
This is the Envelope-level information that overlays the information from the Templates. The structure
and usage of these Envelope-level concepts are unchanged from the current schema.
Document
The document is used to specify a different document than the ones in the overlay templates. This
structure and usage of the Document-level concepts are unchanged from the current schema.
Recipient
The Recipient element is used to specify envelope recipients. This structure and usage of the
Recipient-level concepts are similar to the current schema with the addition off the DefaultRecipient
element.
DefaultRecipient Boolean This specifies which recipient the generated
tabs from the PDF from would be mapped to.
When set to “True” this recipient is the default
recipient and generated tabs are mapped to
this recipient.

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ServerTemplate
Sets the server-side templates that are overlaid in the envelope and the order in which the template is
used.
Sequence positiveInteger Sets the order in which the template is applied.
TemplateID String Unique identifier of the template.
InlineTemplate
Sets the inline template envelopes that are applied and the order in which it is used.
Envelope Envelope The inline template envelope information.
PDFMetaDataTemplate
Sets the PDF embedded templates that are overlaid into the envelope and the order in which it is
used.
The naming convention for PDF Metadata is:
• PDF Metadata Prefix = DocuSign
• PDF Metadata Schema = Envelope
The embedded template needs to be in DocuSign server template format.
For more information about using the XMP layer to include MetaData, refer to the Adobe XMP
Specification document Adding Intelligence to Media.
Sample Code
CreateEnvelopeFromTemplatesAndForms – C#
// Configure the envelope information
DocuSignWeb.EnvelopeInformation envelopeInfo = new DocuSignWeb.EnvelopeInformation();
envelopeInfo.AccountId = _accountId;
envelopeInfo.EmailBlurb = "testing docusign creation services";
envelopeInfo.Subject = "create envelope from templates and forms test";
DocuSignWeb.CompositeTemplate template = new DocuSignWeb.CompositeTemplate();
DocuSignWeb.Recipient recipient1 = new DocuSignWeb.Recipient();
recipient1.UserName = "SignerOne";
// TODO: replace the email string with an actual email
recipient1.Email = "test email one";
recipient1.Type = DocuSignWeb.RecipientTypeCode.Signer;
recipient1.RequireIDLookup = false;
recipient1.RequireIDLookupSpecified = true;
recipient1.RoutingOrder = 1;
recipient1.RoutingOrderSpecified = true;

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recipient1.RoleName = "One";
recipient1.ID = "1";
DocuSignWeb.Recipient recipient2 = new DocuSignWeb.Recipient();
recipient2.UserName = "Signer2";
// TODO: replace the email string with an actual email
recipient2.Email = "test email two";
recipient2.Type = DocuSignWeb.RecipientTypeCode.Signer;
recipient2.RequireIDLookup = false;
recipient2.RequireIDLookupSpecified = true;
recipient2.RoutingOrder = 2;
recipient2.RoutingOrderSpecified = true;
recipient2.RoleName = "Two";
recipient2.ID = "2";
DocuSignWeb.Recipient[] signers = { recipient1, recipient2 };
// Configure the inline templates
DocuSignWeb.InlineTemplate inlineTemplate = new DocuSignWeb.InlineTemplate();
inlineTemplate.Sequence = "1";
inlineTemplate.Envelope = new DocuSignWeb.Envelope();
inlineTemplate.Envelope.Recipients = signers;
inlineTemplate.Envelope.AccountId = _accountId;
// This tab matches the DateSigned tab assigned to recipient one
DocuSignWeb.Tab tab1 = new DocuSignWeb.Tab();
tab1.RecipientID = "1";
tab1.TabLabel = "DocuSignDateSignedOne";
tab1.Type = DocuSignWeb.TabTypeCode.DateSigned;
// This tab matches the SignHere tabs assigned to recipient two
tab2.TabLabel = "SignTwo*";
tab2.Type = DocuSignWeb.TabTypeCode.SignHere;
// This tab matches the SignHere tabs assigned to recipient one
tab3.TabLabel = "SignOne*";
tab3.Type = DocuSignWeb.TabTypeCode.SignHere;
// This tab matches the DateSigned tab assigned to recipient two
tab4.TabLabel = "DocuSignDateSignedTwo";
tab4.Type = DocuSignWeb.TabTypeCode.DateSigned;
// This tab matches nothing -- but that's okay!
// It will just get discarded
tab5.TabLabel = "asdf";
tab5.Type = DocuSignWeb.TabTypeCode.FullName;
inlineTemplate.Envelope.Tabs = new DocuSignWeb.Tab[] { tab1, tab2, tab3, tab4, tab5 };
template.InlineTemplates = new DocuSignWeb.InlineTemplate[] { inlineTemplate };
// Configure the document
template.Document = new DocuSignWeb.Document();
template.Document.ID = "1";
template.Document.Name = "Form Document";
template.Document.PDFBytes = <Test Document>;

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template.Document.TransformPdfFields = true;
template.Document.FileExtension = "pdf";
// Create draft with all the composite template information
DocuSignWeb.EnvelopeStatus status =
_apiClient.CreateEnvelopeFromTemplatesAndForms(envelopeInfo,
new DocuSignWeb.CompositeTemplate[] { template }, false);
CreateEnvelopeFromTemplatesAndForms – PHP
// Configure and envelope information
$envInfo = new EnvelopeInformation();
$envInfo->AccountId = $AccountID;
$envInfo->EmailBlurb = "testing docusign creation services";
$envInfo->Subject = "create envelope from templates and forms sample";
$recipient1 = new Recipient();
$recipient1->UserName = "SignerOne";
// TODO: replace email string with actual email
$recipient1->Email = "test email 1";
$recipient1->Type = RecipientTypeCode::Signer;
$recipient1->RequireIDLookup = FALSE;
$recipient1->RoutingOrder = 1;
$recipient1->RoleName = "One";
$recipient1->ID = "1";
$recipient2 = new Recipient();
$recipient2->UserName = "SignerTwo";
// TODO: replace email string with actual email
$recipient2->Email = "test email 2";
$recipient2->Type = RecipientTypeCode::Signer;
$recipient2->RequireIDLookup = FALSE;
$recipient2->RoutingOrder = 2;
$recipient2->RoleName = "Two";
$recipient2->ID = "2";
$signers = array($recipient1, $recipient2);
// Build template
$inlineTemplate = new InlineTemplate();
$inlineTemplate->Sequence = "1";
$env->Recipients = $signers;
$env->AccountId = $AccountID;
// This tab matches the DateSigned tab assigned to recipient one
$tab1 = new Tab();
$tab1->RecipientID = "1";
$tab1->TabLabel = "DocuSignDateSignedOne";
$tab1->Type = TabTypeCode::DateSigned;
// This tab matches the SignHere tabs assigned to recipient two
$tab2 = new Tab();
$tab2->TabLabel = "SignTwo*";
$tab2->Type = TabTypeCode::SignHere;
// This tab matches the SignHere tabs assigned to recipient one
$tab3 = new Tab();
$tab3->TabLabel = "SignOne*";
$tab3->Type = TabTypeCode::SignHere;
// This tab matches the DateSigned tab assigned to recipient two

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$tab4 = new Tab();
$tab4->TabLabel = "DocuSignDateSignedTwo";
$tab4->Type = TabTypeCode::DateSigned;
// This tab matches nothing -- but that's okay!
// It will just get discarded
$tab5 = new Tab();
$tab5->TabLabel = "asdf";
$tab5->Type = TabTypeCode::FullName;
$env->Tabs = array($tab1, $tab2, $tab3, $tab4, $tab5);
$inlineTemplate->Envelope = $env;
$template = new CompositeTemplate();
$template->InlineTemplates = array($inlineTemplate);
// Configure the document
$doc->ID = "1";
$doc->Name = "Form Document";
$doc->PDFBytes = file_get_contents("docs/LoremIpsum.pdf");
$doc->TransformPdfFields = true;
$doc->FileExtension = "pdf";
$template->Document = $doc;
// Send
$params = new CreateEnvelopeFromTemplatesAndForms();
$params->EnvelopeInformation = $envInfo;
$params->CompositeTemplates = array($template);
$params->ActivateEnvelope = false;
$response = $api->CreateEnvelopeFromTemplatesAndForms($params);
SendEnvelope
This method is used to send draft envelopes. Refer to CreateAndSendEnvelope method for the
sending rules that will be applied before the envelope can be sent.
Schema
EnvelopeId DSXId Envelope Id to be sent for signature.
AccountId DSXId Account Id of the user who created the
envelope
Sample Code
SendEnvelope – C#
// Create envelope as shown in linked code
DocuSignWeb.Envelope envelope = <create envelope>;

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// Send the envelope
DocuSignWeb.EnvelopeStatus sendStatus = _apiClient.SendEnvelope(status.EnvelopeID,
_accountId);
// Examine the return status
Console.WriteLine("Envelope status is {0}", sendStatus.Status);
SendEnvelope – PHP
$response = <create envelope>;
$envStatus = $response->CreateEnvelopeResult;
// Send
$sendEnvelopeparams = new SendEnvelope();
$sendEnvelopeparams->AccountId = $AccountID;
$sendEnvelopeparams->EnvelopeId = $envStatus->EnvelopeID;
$response = $api->SendEnvelope($sendEnvelopeparams);
RequestSenderToken
This method is used to get a onetime use login token that allows the user to be placed into the
DocuSign sending wizard. Upon sending completion the user is returned to the return URL provided
by the API application.
Schema
EnvelopeID string Optional envelope ID. If provided the user will
be placed into the envelope in process. If left
blank the user will be placed into a new
envelope for sending.
AccountID String DocuSign account ID to map the envelope to.
ReturnURL String URL to send the user to upon completion of
the sending process. The URL will have an
event passed to it as a query parameter. The
parameter will be named “event”, see “In-
session sending events” below for description
of the valid events. The DocuSign Envelope Id
will also be returned in the “envelopeId”
parameter.
In-Session Sending Events
Events returned on the ReturnURL as a query string parameter. The event is sent in the parameter
named “event”. The ReturnURL is called with the event on any completion state of the envelope send.
Valid events can be found in the schema type InSessionSendEvent in the DocuSign API XSD.

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Event Description
Send User sends the envelope
Save User saves a draft of the envelope
Cancel User cancels the sending transaction. No envelope ID returned.
Error Error performing the send.
SessionEnd Sending session ended before the user completed.
Rules and Exceptions RequestSenderToken
• User_Does_Not_Exist_In_System – API user requesting the sending token URL does not
have access to the system.
• Account_Does_Not_Exist_In_System – Account is not valid.
• Account_Lacks_Permissions – API user requesting the sending token URL does not have
valid API permissions.
• User_Lacks_Membership – user is not a valid member of the account.
• User_Not_Envelope_Sender – user is not a valid sender in the account.
• Envelope_Does_Not_Exist – if envelope ID is provided, envelope ID does not exist.
• Account_Not_Authorized_For_Envelope – if envelope ID is provided, account is not valid for
the envelope.
Anchor Based Tagging
This section outlines the usage rules and behaviors of the DocuSign Anchor-Based Tagging feature.
Anchor-Based Tagging enables a DocuSign customer to send documents for signature that do not
have a fixed layout or format. In these documents, you can not anticipate the absolute location of the
tabs when you design your API client application because the tabs must move with text. As an
alternative to sending X and Y coordinates for tabs, the DocuSign Signing Service derives anchor tab
locations by correlating XML instructions from the SOAP request to data within the document.
Using Anchor Tabs
Anchor tab solutions require a coordinated map between the Anchor data and the document(s) in the
CreateEnvelope/CreateAndSendEnvelope SOAP request. When the DocuSign Signing Service
receives a request that contains anchor tabs, it searches the document for instances of the
AnchorTabString. When found, it places a tab of the specified type for the designated recipient. Tab
positions are established by committing the Anchor offset values relative to the lower left point of the
AnchorTabString.
When you apply tabs to the document, DocuSign does not remove or replace the AnchorTabString.
You can hide codified anchors by using the same font color as the background of the document.
While the anchor can be used by DocuSign processes, it will not be visible on the document.
To create an anchor tab:
1. Identify the location in the document by text string. Use either a preexisting text string or add a
new one.

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For example, “Borrower’s Signature” might already exist in the document. If not, you could add
the text string, “BorrowersSignHere”.
2. Reference the anchor through the AnchorTabString element of the SOAP request of the
CreateEnvelope/CreateAndSendEnvelope request.
3. Determine the offset from the AnchorTabString location to where the tab should be placed.
The bottom-left of the AnchorTabString is equivalent to position (0,0), and the bottom-left of
the tab graphic is placed relative to that. Positive XOffset values move the tab right on the
page and positive Yoffset values move the tab up on the page.
DocuSign does not currently provide tools to derive the offset values. Determination of the
proper offset will likely require some trial-and-error.
Rules for Anchor Tagging
There are both API user specific rules and rules for the exceptions thrown by the processor.
• The Tab node must contain the RecipientID which refers to an existing recipient and Tab
Type (signature, initial etc). Else, the XML validation fails and a Validation error exception
is thrown.
• If the Anchor node is initialized, then the AnchorTabString must be specified. Else, the
XML validation fails and a Validation error exception is thrown.
• The AnchorTabString specified in the SOAP envelope must be included at least once in
the corresponding document of the envelope.
• API users who do not use the anchor-based tabs do not make any changes.
• The user can decide the format of the AnchorTabString. DocuSign tabs are created for
each instance of the AnchorTabString within the document, so special care must be taken
to establish unique AnchorTabStrings that do not result in unintentional tabs.
• The API user only needs to list the anchor tab in the XML once and map it to a recipient
and tab type. The tab is placed for the recipient in each instance that the anchor tab
appears in the document(s).
• The API user cannot use the same anchor tab for different recipients for the same
document.
• The API user cannot use a text string in an Image PDF.
• The allowed offset units are: pixels, millimeters, centimeters or inches. If not specified, the
default unit is pixels.
• X or Y offsets supplied for a tab apply to all instances of the tab in the document.
• To use different offsets at different locations in the document for the same recipient, create
multiple, unique anchor tabs.
• The anchor tab specified by the user must exist in the corresponding document of the
envelope. Else, the processor throws an exception with the error message
“Anchor_Tab_String_Not_Found”. The error message includes the list of anchor tabs that
are not found.

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• The X and Y offset values must not extend a tab beyond the boundaries of the page. Else,
the processor throws an exception with the error message “Invalid_User_Offset”. The error
message includes the X or Y offset that resulted in the exception.
• The API user must not use the same tab for different recipients for the same document.
Nor can the API user use the same tab for different tab types. After the tab is used once,
the processor throws an exception with the error “Invalid_Anchor_Tab_String”. The error
message indicates that the user can not map an anchor tab for different recipients or tab
types.
Known Limitations
• The processor cannot search text that is embedded in an image.
• The processor does not support an AnchorTabString embedded in the form of a PDF X-
object in the document.
• The processor does not re-flow the text that surrounds the anchor tabs. It is the
responsibility of the document author to provide sufficient whitespace to contain the
potential width of the ultimate tab value.
Tips and Tricks
The following are tips for effective use of Anchor Based Tagging:
• In order to avoid unintentional conflicts between AnchorTabStrings and the text that
naturally exists in documents, establish a codified syntax for AnchorTabStrings that is
unlikely to otherwise appear in a document.
• Develop an extensible and consistent syntax that can be used across multiple document
types. i.e. [RecipientIdentifier.TabType.TabQualifier]. Examples of this syntax might
include [R1.InitialHere] or [CoSign1.Custom.SSN].
• Especially for documents that have variable numbers of tabs or signers (ex: optional Co-
signers), author the source document to include hidden anchor tabs for all potential
signers/permutations. Then, control the tabs that are actually placed by including/excluding
the Anchors in the XML request. This approach allows a single document to be used for all
use cases instead of maintaining separate documents for each scenario.

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Embedding Function Group
This section describes the principles and methods involved in implementing a DocuSign Connect API
integration using the Embedded Signing interaction pattern for recipients. In this section, we specify
methods, processes and exceptions that deviate from typical API integration concepts.
Embedded Signing is a departure from the default “Remote Signer” pattern, in which DocuSign
brokers the communication with envelope Recipients via system-generated emails containing links to
activate the viewing and signing process. Embedded Signing, in contrast, enables a API client
application to maintain its connection with envelope Recipients by incorporating the DocuSign Signing
Service directly into its process flow. The functional result is a more fluid document transaction and
more transparent feature extension of the client application.
This tighter integration with DocuSign imposes additional technical and functional burdens on the
client application, including addressing security, legal, and user experience requirements that are
engineered into the DocuSign application in the Remote Signer pattern.
Important: DocuSign recommends that you do not use iFrames for embedded signing on mobile
devices.
Embedded Signing Functional Process Flow
This overview of a typical embedded document-signing transaction should familiarize DocuSign
Connect API users with terms and process. It is not a faithful reproduction of how the process is
implemented on the web site or in the API. In this use case, a web user applies for credit from an
online lending source that provides an instant credit decision and electronic signature services.
Captive Recipients
The Embedded Signing pattern introduces a new class of recipients referred to as Captive Recipients.
Captive refers to the exclusive relationship between the recipient and the sending account. In
contrast, non-Captive Recipients are DocuSign-global entities that can have recipient relationships
with an unlimited number of senders. Characteristics of Captive Recipients are that they:

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• Are identified by their FirstName, LastName, Email, sending account, and optionally a sender-
provided ClientUserID.
• Have an exclusive relationship with their sending account. If another DocuSign customer has
sent documents to the same person, either as a Remote or Captive Recipient, the recipient
information is not related in any way.
• Can access DocuSign content only via their sending account’s application; they cannot login
directly to DocuSign.
• Do not have access to the DocuSign Member Console.
• Do not receive email notifications from DocuSign, except in cases specifically called out in this
document.
• Cannot be aware that they have an account in DocuSign.
Captive Recipients can co-exist with Remote Recipients on a single envelope, but they cannot switch
modalities after they are created. A Captive Recipient cannot be converted to a Remote Recipient at
any point in the process. This is important to recognize during the client solution design phase, as
DocuSign must know how a Recipient will interact with the client application at the time the envelope
is created.
DocuSign Integration
Three distinct operational areas characterize Embedded Signing API integration:
• Pre-DocuSign Operations – Operations within the client application relating to creating the
Envelope and navigating the Captive Recipient into the DocuSign-hosted pages.
• DocuSign Operations – Operations include displaying Consumer disclosure, Signature
display and selection.
• Post-DocuSign Operations – Client-hosted pages that the Captive Recipient is redirected to
upon reaching a terminal state in the DocuSign user experience.
Pre-DocuSign Operations
Creating the envelope
Creating envelops for Embedded Recipients parallels the Remote Recipient model. But the
sender needs to specify if the recipient is Remote or Embedded. Sender can do this by using
ClientUserId. A non-null ClientUserId implies that user is Embedded. A single envelope can
contain both Embedded and Remote Recipients.
Requesting Recipient Tokens
DocuSign constrains access to the Embedded signature process via short-lived Recipient Tokens.
Successful token requests return an URL that will invoke the DocuSign signing wizard for a
particular envelope and Embedded Recipient.
Important: DocuSign recommends that you do not use iFrames for embedded signing on mobile
devices.
There are two types of recipient tokens available:
• RequestRecipientToken: This token returns a URL to invoke a DocuSign signing session
where the signer completes the signing process online.

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• RequestRecipientFaxToken: This token returns a URL to invoke a DocuSign signing session
where the signer is required to print out and sign documents. The documents are then
returned to DocuSign by fax or upload.
This section describes the token methods and the behaviors.
The RequestRecipientToken and RequestRecipientFaxToken methods use the format and rules,
and are divided into three sections: Entity Identification, Authentication Assertions and
InSessionCallBackURL.
Schema
Entity Identification
The following parameters identify the Envelope and Captive Recipient for which the Recipient
Token is requested:

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• EnvelopeID – The DocuSign-generated value contained in the EnvelopeStatus object
returned from the CreateAndSendEnvelope method. This parameter identifies the Envelope.
• ClientUserID – The value that specifies if the recipient is Remote or Embedded
• UserName – Specifies the username of the recipient
• Email - Specifies the Email of the recipient.
The Username and Email identifies a unique recipient and ClientUserID specifies if the recipient is
Embedded or Remote. All the three parameter together identifies a Captive Recipient. All values
must exist and correlate to a valid Envelope/Embedded Recipient entity relationship in order for
the RequestRecipientToken request to succeed.
Authentication Assertions
DocuSign acts as a Single Sign-On consumer to the API client application in the Embedded
Signing model. That is, DocuSign trusts that the client application authenticated the end-user
sufficiently to establish their identity and offer documents to sign or view. This is critical to the
seamless integration between the two applications, and it is necessary since DocuSign has no
interaction with the end-user prior to displaying the documents. However, even though the trust
relationship does not include a DocuSign-verification of the user identity, DocuSign requires the
client application to assert that it has authenticated the end-user through some means. This
assertion is communicated through the following parameters:
• AssertionID – A unique identifier of the authentication event executed by the client
application.
• AuthenticationInstant – The date/time that the end-user was authenticated.
• AuthenticationMethod – The convention used to authenticate the end-user.
• SecurityDomain – The domain to which the user authenticated.
An entry is added into the Security Level section of the DocuSign Signing Certificate that reflects
the “SecurityDomain – AuthenticationMethod” used to verify the user identity. Additional identity
verification within DocuSign is optionally available through the ID Check and Access Code
features.
ClientURLs
Client application will have the option of setting Client URLs to be called on specific DocuSign
events. DocuSign redirects the Recipient to the URL.
If you want an “event” parameter or any other parameters, you MUST provide them in the callback
URL. No parameters are added by DocuSign. The valid values are listed in Embedded Callback
Event Codes.
XML Signing
It is recommended that embedded clients sign the body of the RequestRecipientToken message
with a valid X.509 certificate. This process supports the Single Sign-On trust relationship between
DocuSign and the client application. Client organizations must provide DocuSign with the
certificate’s Common Name (CN) during the implementation phase so that DocuSign can validate
the XML signature. Supported certificate authorities are VeriSign and Thawte.

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Expiration
• Recipient Tokens expire five minutes after they are issued by DocuSign. If a Recipient Token
URL is invoked after it is expired, the user is re-directed to the Callback URL specified in the
RequestRecipientToken request with event code TTLExpired.
• Recipient Tokens expire upon being successfully invoked.
• Active Recipient Tokens expire if the envelope is voided.
• Five minutes is the default "Time to Live" for Recipient tokens. This is a configurable setting.
Signing vs. Viewing Documents
Recipient Tokens must be requested (and returned) in order to sign or to view envelope
documents. The DocuSign web application renders the view that is appropriate to the state of the
envelope for the Recipient. The logic is as follows:
• If Recipient has uncompleted signing actions, DocuSign will present documents in Sign mode.
• If Recipient has completed all signing actions, DocuSign will present documents in View mode.
• If Recipient has uncompleted signing actions and the envelope has been declined by another
Recipient, then the remaining recipients will not be able to view the envelope.
• If the sender has voided the envelope no recipient will be able to view or sign document.
Sample Code
RequestRecipientToken – C#
// Need to specify captive info for these recipients
envelope.Recipients[0].CaptiveInfo = new DocuSignWeb.RecipientCaptiveInfo();
envelope.Recipients[0].CaptiveInfo.ClientUserId = "User1";
DocuSignWeb.EnvelopeStatus status = _apiClient.SendEnvelope(envelope);
// Construct the recipient token authentication assertion
// Specify ID, start time, method and domain
DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assertion
= new DocuSignWeb.RequestRecipientTokenAuthenticationAssertion();
assertion.AssertionID = new Guid().ToString();
assertion.AuthenticationInstant = DateTime.Now;
assertion.AuthenticationMethod
=
DocuSignWeb.RequestRecipientTokenAuthenticationAssertionAuthenticationMethod.Password;
assertion.SecurityDomain = "Request Recipient Token Test";
// Construct the URLs based on username
DocuSignWeb.Recipient recipient = envelope.Recipients[0];
DocuSignWeb.RequestRecipientTokenClientURLs urls = new
DocuSignWeb.RequestRecipientTokenClientURLs();
String urlBase = baseURL;
urls.OnSigningComplete = urlBase + "?event=SignComplete&uname=" + recipient.UserName;
urls.OnViewingComplete = urlBase + "?event=ViewComplete&uname=" + recipient.UserName;
urls.OnCancel = urlBase + "?event=Cancel&uname=" + recipient.UserName;
urls.OnDecline = urlBase + "?event=Decline&uname=" + recipient.UserName;
urls.OnSessionTimeout = urlBase + "?event=Timeout&uname=" + recipient.UserName;

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urls.OnTTLExpired = urlBase + "?event=TTLExpired&uname=" + recipient.UserName;
urls.OnIdCheckFailed = urlBase + "?event=IDCheck&uname=" + recipient.UserName;
urls.OnAccessCodeFailed = urlBase + "?event=AccessCode&uname=" + recipient.UserName;
urls.OnException = urlBase + "?event=Exception&uname=" + recipient.UserName;
// Request the token for a specific recipient
String token = _apiClient.RequestRecipientToken(status.EnvelopeID,
recipient.CaptiveInfo.ClientUserId, recipient.UserName,
recipient.Email, assertion, urls);
// Display token
Console.WriteLine("Recipient token is {0}", token);
RequestRecipientToken: PHP
$env = <create envelope>;
// Specify captive info for recipients
$captiveInfo = new RecipientCaptiveInfo();
$captiveInfo->ClientUserId = "User1";
$env->Recipients[0]->CaptiveInfo = $captiveInfo;
// Now send the envelope
$sendEnvelopeparams->Envelope = $env;
$createResult = $api->SendEnvelope($sendEnvelopeparams)->SendEnvelopeResult;
// Construct the recipient token authentication assertion and specify
// ID, start time, method, and domain
$assertion = new RequestRecipientTokenAuthenticationAssertion();
$assertion->AssertionID = guid();
$assertion->AuthenticationInstant = nowXsdDate();
$assertion->AuthenticationMethod =
RequestRecipientTokenAuthenticationAssertionAuthenticationMethod::Password;
$assertion->SecurityDomain = "Request Recipient Token Test";
// Construct the URLs based on UserName
$recip = $env->Recipients[0];
$urls = new RequestRecipientTokenClientURLs();
$urlbase = "http://127.0.0.1/";
$urls->OnSigningComplete = $urlbase . "?event=SignComplete&uname=" . $recip->UserName;
$urls->OnViewingComplete = $urlbase . "?event=ViewComplete&uname=" . $recip->UserName;
$urls->OnCancel = $urlbase . "?event=Cancel&uname=" . $recip->UserName;
$urls->OnDecline = $urlbase . "?event=Decline&uname=" . $recip->UserName;
$urls->OnSessionTimeout = $urlbase . "?event=Timeout&uname=" . $recip->UserName;
$urls->OnTTLExpired = $urlbase . "?event=TTLExpired&uname=" . $recip->UserName;
$urls->OnIdCheckFailed = $urlbase . "?event=IDCheck&uname=" . $recip->UserName;
$urls->OnAccessCodeFailed = $urlbase . "?event=AccesssCode&uname=" . $recip->UserName;
$urls->OnException = $urlbase . "?event=Exception&uname=" . $recip->UserName;
// Send
$requestRecipientTokenparams = new RequestRecipientToken();
$requestRecipientTokenparams->EnvelopeID = $createResult->EnvelopeID;
$requestRecipientTokenparams->ClientUserID = $recip->CaptiveInfo->ClientUserId;
$requestRecipientTokenparams->Username = $recip->UserName;
$requestRecipientTokenparams->Email = $recip->Email;
$requestRecipientTokenparams->AuthenticationAssertion = $assertion;
$requestRecipientTokenparams->ClientURLs = $urls;
$response = $api->RequestRecipientToken($requestRecipientTokenparams);

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RequestRecipientFaxPDF
This is an alternative to using RequestRecipientFaxToken. Rather than returning a URL for a signing
session, RequestReceipientFaxPDF returns PDF versions of a fax cover page and documents in an
envelope for printing and signing. The recipient must still return the documents to DocuSign by fax.
IMPORTANT: Depending on the consumer disclosure settings for your account, you might need
to use RequestRecipientFaxToken to let the signer accept the consumer disclosure before using
RequestRecipientFaxPDF.
Example: If your account requires a signer to accept the consumer disclosure (agree to do
business electronically) and your consumer disclosure frequency account setting is “Always” or it
is the first time a signer is signing with your organization, then you must use
RequestRecipientFaxToken so the signer can accept the consumer disclosure before using
RequestRecipientFaxPDF.
Using this method can prevent cross-domain browser issues that can occur when using
RequestRecipientFaxToken by allowing API users to take the PDFBytes from the responses and
streaming the PDF to the client from their servers.
The parameters for RequestRecipientFaxPDF are the same as those used when requesting recipient
tokens.
Sample Request XML
POST /api/3.0/api.asmx HTTP/1.1
Host: test.docusign.net
Content-Type: text/xml; charset=utf-8
Content-Length: length
SOAPAction: "http://www.docusign.net/API/3.0/RequestRecipientFaxPDF"
<soap:Body>
<RequestRecipientFaxPDF xmlns="http://www.docusign.net/API/3.0">
<EnvelopeID>string</EnvelopeID>
<ClientUserID>string</ClientUserID>
<Username>string</Username>
<AuthenticationAssertion>
<AssertionID>string</AssertionID>
<AuthenticationInstant>dateTime</AuthenticationInstant>
<AuthenticationMethod>string</AuthenticationMethod>
<SecurityDomain>string</SecurityDomain>
</AuthenticationAssertion>
</RequestRecipientFaxPDF>
</soap:Body>
</soap:Envelope>
The response returns the Envelope ID for the envelope and PDFBytes for the documents in the
envelope.
Sample Response XML
HTTP/1.1 200 OK

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<soap:Body>
<RequestRecipientFaxPDFResponse xmlns="http://www.docusign.net/API/3.0">
<RequestRecipientFaxPDFResult>
</RequestRecipientFaxPDFResult>
</RequestRecipientFaxPDFResponse>
</soap:Body>
</soap:Envelope>
DocuSign Operations
Once the authentication is complete user is directed to DocuSign-hosted pages. Here user will be
able to view Consumer Disclosure, Select signature and complete signing by clicking on Tabs. When
signing is complete notification email is sent and user is directed to partner system.
Post-DocuSign Landing Pages
The client application must create, host, and manage landing pages for each of the events that are
detailed in the “InSessionCallBackURL” topic. The DocuSign web application will re-direct Recipients
to the respective URLs upon reaching a terminal state in the signing/viewing process.
Addenda
Additional Features and Behaviors
This section describes new behaviors that are specific to Embedded Recipients, as well as product
enhancements that are currently only available for Embedded Recipients.
• Embedded Recipients will receive an email on behalf of the sending account after they have
completed the signing or viewing process. This is intended as a fraud-detection measure and
is inherent to the Embedded process. The text of the email is configurable by the sending
account.
• This is the only DocuSign-generated email that Embedded recipients will receive. They will not
receive emails inviting them to sign, reporting that the Envelope has been voided, or informing
them of Envelope completion because the Embedded client application is responsible for
these communication tasks.
• Embedded clients have the ability to pass in default SignatureInfo (Signature Name, Signature
Initials, and Signature Font), streamlining the user set-up process.
• Embedded clients have the ability to establish Envelope-specific SignatureInfo that is not
necessarily the same as the original Recipient Username or the original signature created by
the user. This allows the signature to conform to the Recipient’s printed name on a document,
specifically in cases where it is represented differently from one document to the next (i.e.,
initials are included in one Envelope instance and not the next). The SignatureInfo, however,
cannot vary in separate documents within a single Envelope.
• The Consumer Disclosure agreement is consolidated into the “About You” page for Embedded
Recipients. This action streamlines the signing process in relation to the Remote Recipient
convention of a separate Consumer Disclosure page.

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• Embedded clients have the ability to create their own branded Help content.
Suppressed Features/Behaviors
This section describes features and behaviors that are characteristic of Remote Recipients but not
applicable to Embedded Recipients
• Carbon-Copy Recipients cannot interact as Embedded Recipients.
Embedded Recipients are not presented with the option to create a Password in DocuSign.
Consequently, Captive Recipients cannot enter the DocuSign web application via the login
screen at https://www.docusign.net/member/memberlogin.aspx. Captive Recipients can only
enter DocuSign via client applications using Recipient Tokens.
• Embedded Recipients do not see the DocuSign Member Console.
• Embedded Recipients do not receive DocuSign-generated email notification for any events
except for the Signing/Viewing confirmation upon completion of the respective task, described
in the Additional Features/Benefits section.
Legal Considerations
The DocuSign Remote Recipient process flow has been designed to comply with the federal
Electronic Signatures in Global and National Commerce Act (ESIGN) and the model form of the
Uniform Electronic Transaction Act (UETA). Most of the elements of the signing process such as
authentication, consumer disclosure, and document delivery are performed within the DocuSign
environment when executing the standard Remote Signing process. However, DocuSign's
Embedded signing process provides the Client the flexibility for performing, within the Client’s
environment, certain authentication and signing process steps typically performed within the
DocuSign environment. Accordingly, while DocuSign will work with the Client to recommend an
overall business process for electronic signatures, DocuSign does not assume responsibility or liability
for the steps taken outside of the DocuSign Environment and the effect such steps could have on the
enforceability of electronic records signed electronically utilizing an Embedded signing process.
Additional provisions dealing with an allocation of risk in the Embedded signing process are contained
in the relevant sections of the DocuSign Terms of Use for the Embedded process.
GetAuthenticationToken
This methods can be used to get a onetime use URL with an authentication token to launch the
DocuSign member system.
Schema
GoToEnvelopeID string Optional envelope ID. If provided the URL
returned will send the user directly to viewing
the envelope. If left blank the user will be taken
to the member console.

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GetAuthenticationToken rules and exceptions
• User_Does_Not_Exist_In_System – API user requesting the authentication token URL does
not have access to the system.
• Account_Lacks_Permissions – API user requesting the authentication token URL does not
have valid API permissions.
Sample Code
GetAuthenticationToken – C#
// To take advantage of the optional navigation to an envelope,
// create and send envelope as shown in linked code
DocuSignWeb.EnvelopeStatus status = <create and send envelope>;
// Now, call the function with the envelope ID of the envelope
// to which you wish to navigate
String token = _apiClient.GetAuthenticationToken(status.EnvelopeID);
// Display token
Console.WriteLine("Token retrieved is {0}", token);
GetAuthenticationToken – PHP
// Create and send envelope as shown in linked code
$result = $api->CreateAndSendEnvelope($createAndSendEnvelopeparams)
$status = $result->CreateAndSendEnvelopeResult;
// Send
$getAuthenticationTokenparams = new GetAuthenticationToken();
$getAuthenticationTokenparams->GoToEnvelopeID = $status->EnvelopeID;
$response = $api->GetAuthenticationToken($getAuthenticationTokenparams);
RequestSenderToken
Schema
EnvelopeID string Optional envelope ID. If provided the user will

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parameter.
In-session sending events
Event Description
Send User sends the envelope.
Save User saves a draft of the envelope.
Rules and exceptions for RequestSenderToken
• Account_Lacks_Permissions – API user requesting the sending token URL does not have
valid API permissions.
• User_Lacks_Membership – user is not a valid member of the account.
• User_Not_Envelope_Sender – user is not a valid sender in the account.
• Envelope_Does_Not_Exist – if envelope ID is provided, envelope ID does not exist.
• Account_Not_Authorized_For_Envelope – if envelope ID is provided, account is not valid for
the envelope.
Sample Code
RequestSenderToken – C#
// Request the token for the sender
String result = _apiClient.RequestSenderToken(status.EnvelopeID, _accountId, <baseURL>);
// Display token
Console.WriteLine("Sender token is {0}", result);

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RequestSenderToken – PHP
// Create and send an envelope as shown in linked code
$response = <create and send envelope>;
$createResult = $response->CreateAndSendEnvelopeResult;
// Send
$requestSenderTokenparams = new RequestSenderToken();
$requestSenderTokenparams->EnvelopeID = $createResult->EnvelopeID;
$requestSenderTokenparams->AccountID = $AccountID;
$requestSenderTokenparams->ReturnURL = "http://127.0.0.1/";
$response = $api->RequestSenderToken($requestSenderTokenparams);
RequestEnvelopeHistoryToken
This method allows the caller to get a view of the history dialog for an envelope. The return URL is
the url that the caller wants to return to when the close button is pressed after the history dialog is
displayed.
Schema
EnvelopeID string Envelope ID for the envelope for which the
history view is being requested.
ReturnURL String The URL send the user is directed to when the
user clicks the close button on the history
view.

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Status and Managing Function Group
This function group is used to show the status of envelopes and manage envelopes. The Status
methods are described first and then the managing methods.
CorrectAndResendEnvelope
The CorrectAndResendEnvelope API method enables API users to modify the attributes of envelope
reminders, expirations and recipients, and then resend the envelope activation emails.
Schema
Envelope ID DSXId Envelope ID of the envelope which is
corrected through API call.
EnvelopeSettingCorrection EnvelopeSettingCorrection Complex element consists of two elements
AutoNavigation and EnvelopeIdStamping.
AutoNavigation is a Boolean element and if
set to true, auto navigation feature will be
enabled. EnvelopeIdStamping if set to true,
Envelope stamping feature will be enabled.
RecipientCorrections RecipientCorrection Contains all the attributes of the recipient
that could be corrected. See the
RecipientCorrection section below for more
information.

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Reminders Reminders Corrected envelope reminder settings:
ReminderEnabled: Boolean: Whether or
not a reminder email will be sent.
ReminderDelay: Integer: Number of days
AFTER a person receives an envelope,
that they will start receiving reminder
emails.
ReminderFrequency: Integer: Number of
days to wait between reminder emails.
Expirations Expirations Corrected envelope expriation settings:
ExpireEnabled: Boolean: Whether or not
this envelope is set to expire.
ExpireAfter: Integer: Number of days
envelope will be active.
ExpireWarn: Integer: Number of days
before envelope expiration, that a warning
email will be sent.
Sample Request XML:
SOAPAction: "http://www.docusign.net/API/3.0/CorrectAndResendEnvelope"
<soap:Body>
<CorrectAndResendEnvelope xmlns="http://www.docusign.net/API/3.0">
<Correction>
<EnvelopeSettingsCorrection>
<EnvelopeIdStamping>boolean</EnvelopeIdStamping>
</EnvelopeSettingsCorrection>
<RecipientCorrections>
<RecipientCorrection>
<PreviousUserName>string</PreviousUserName>
<PreviousEmail>string</PreviousEmail>
<PreviousRoutingOrder>unsignedShort</PreviousRoutingOrder>
<PreviousSignerName>string</PreviousSignerName>
<CorrectedUserName>string</CorrectedUserName>
<CorrectedSignerName>string</CorrectedSignerName>
<CorrectedEmail>string</CorrectedEmail>
<CorrectedCaptiveInfo xsi:nil="true" />
<CorrectedAccessCode>string</CorrectedAccessCode>
<CorrectedAccessCodeRequired>boolean</CorrectedAccessCodeRequired>
<CorrectedRequireIDLookup>boolean</CorrectedRequireIDLookup>
<CorrectedIDCheckConfigurationName>string</CorrectedIDCheckConfigurationName>
<CorrectedRoutingOrder>unsignedShort</CorrectedRoutingOrder>
<CorrectedAutoNavigation>boolean</CorrectedAutoNavigation>
<CorrectedIDCheckInformationInput xsi:nil="true" />
<Resend>boolean</Resend>
<CorrectedDeliveryMethod>Email or Fax</CorrectedDeliveryMethod>
<CorrectedFaxNumber>string</CorrectedFaxNumber>
</RecipientCorrection>
<RecipientCorrection>

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<PreviousUserName>string</PreviousUserName>
<PreviousEmail>string</PreviousEmail>
<PreviousRoutingOrder>unsignedShort</PreviousRoutingOrder>
<PreviousSignerName>string</PreviousSignerName>
<CorrectedUserName>string</CorrectedUserName>
<CorrectedSignerName>string</CorrectedSignerName>
<CorrectedEmail>string</CorrectedEmail>
<CorrectedCaptiveInfo xsi:nil="true" />
<CorrectedAccessCode>string</CorrectedAccessCode>
<CorrectedAccessCodeRequired>boolean</CorrectedAccessCodeRequired>
<CorrectedRequireIDLookup>boolean</CorrectedRequireIDLookup>
<CorrectedIDCheckConfigurationName>string</CorrectedIDCheckConfigurationName>
<CorrectedRoutingOrder>unsignedShort</CorrectedRoutingOrder>
<CorrectedAutoNavigation>boolean</CorrectedAutoNavigation>
<CorrectedIDCheckInformationInput xsi:nil="true" />
<Resend>boolean</Resend>
<CorrectedDeliveryMethod>Email or Fax</CorrectedDeliveryMethod>
<CorrectedFaxNumber>string</CorrectedFaxNumber>
</RecipientCorrection>
</RecipientCorrections>
<Reminders>
<ReminderEnabled>boolean</ReminderEnabled>
<ReminderDelay>nonNegativeInteger</ReminderDelay>
<ReminderFrequency>nonNegativeInteger</ReminderFrequency>
</Reminders>
<Expirations>
<ExpireEnabled>boolean</ExpireEnabled>
<ExpireAfter>nonNegativeInteger</ExpireAfter>
<ExpireWarn>nonNegativeInteger</ExpireWarn>
</Expirations>
</Correction>
</CorrectAndResendEnvelope>
</soap:Body>
</soap:Envelope>

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RecipientCorrection
Schema
PreviousUserName UserName User name of the recipient
specified in the envelope which
needs correction.
PreviousEmail Email Email of the recipient specified
in the envelope which needs
correction.

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PreviousRoutingOrder PositiveShort Routing order of the recipient
specified in the envelope which
needs correction.
PreviousSignerName String Signer name specified in the
envelope, which needs
correcting.
CorrectedUserName UserName Corrected user name of the
recipient.
CorrectedSignerName String Correct signer name in the
envelope.
CorrectedEmail Email Corrected Email of the recipient.
CorrectedCaptiveInfo CorrectedCaptiveInfo Specifies if the recipient is
captive or not. If the
ClientUserId is not null then the
recipient is captive.
CorrectedAccessCode String Corrected access for the
recipients
CorrectedAccessCodeRequired Boolean If set to true, then access code
check will be required for the
recipient.
CorrectedRequireIDLookup Boolean If set to true, then ID check will
be required for the recipient.
CorrectedIDCheckConfigurationName String Corrected ID check
configuration by name.
CorrectedRoutingOrder PositiveShort Corrected routing order of the
recipient.
CorrectedAutoNavigation Boolean Corrected setting for the auto
navigation feature. If Boolean is
set to true auto navigation
feature will be enabled for the
recipient
CorrectedIDCheckInformationInput CorrectedIDCheckInformationInput Specified the corrected IDCheck
information. For details please
refer IDCheckInformationInput
under CreateAndSend method
Resend Boolean Specifies if the email notifying
correction needs to be sent to
the recipient.
CorrectedDeliveryMethod Delivery Method This sets the corrected delivery
method used for the recipient.
The two enumerations are Email
or Fax.
CorrectedFaxNumber String The corrected fax number for
the recipient.

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CorrectionStatus
Schema
EnvelopeSettingsCorrection EnvelopeSettingsCorrection Consists of AutoNavigation and
EnvelopeIdStamping. A true value indicates
that the feature is enabled.
RecipientCorrectionStatuses RecipientCorrectionStatuses See the RecipientCorrectionStatus section
RecipientCorrectionStatus
CorrectionSuccededed Boolean Return true if the envelope correction is
successful
RecipientCorrection RecipientCorrection Returns the corrected information. For more
details check the RecipientCorrection section
above
RecipientStatus RecipientStatus Returns current status of the recipient. For
more details check RecipientStatus section in
above.
Rules for CorrectAndResendEnvelope
• The length of any of the email addresses (specified as CorrectedEmail) must not exceed 100
characters. Else, the XML validation fails and the processor throws a Validation error.
• The email addresses (specified as CorrectedEmail) must conform to the appropriate email
format. Else, the XML validation fails and the processor throws a Validation error.
• The length of any of the EnvelopeID must not exceed 100 characters. Else, the XML validation
fails and the processor throws a Validation error.
• If the CorrectedAccessCode field is not null and not empty then regardless of whether the
value of CorrectedAccessCodeRequired is ‘true’ or ‘false’ the CorrectedAccessCode is
considered as the new Access Code for the specified recipient.
• If the CorrectedAccessCode field is null or empty:

109
o If the value of CorrectedAccessCodeRequired is ‘false’, the existing Access Code for
the specified recipient is cancelled.
o If the CorrectedAccessCodeRequired is ‘true’ then the existing access code is left as it
is.
• An envelope having the specified EnvelopeID must exist in the system. Else, an exception with
the error message “Envelope_Does_Not_Exist” is thrown.
• The status of the envelope with the specified EnvelopeID must be ‘Sent’ or ‘Delivered’. Else,
an exception with the error message “Envelope_Cannot_Correct_Invalid_State” is thrown.
• The user making the API calls must have permissions to correct the Envelope. Else, an
exception with the error message “User_Lacks_Permissions” is thrown. The API user can
correct the Envelope only if the user is the sender of the envelope
• User specified by PreviousUserName and PreviousEmail should be the owner of the
envelope. Else an exception with error message “User_Not_Envelope_Sender” is thrown.
• The envelope with the specified EnvelopeID must not have duplicate recipients. Else an
exception is thrown with the error message “Envelope_Has_Duplicate_Recipients”. An
envelope with duplicate recipients cannot be corrected, because if a correction is specified for
a user who exists as more than one recipient, then it raises an ambiguity on which instance of
the user to be corrected.
• More than one correction must not be specified for a given recipient as it raises an ambiguity
on which correction to apply. Else, an exception with the error message
“Correction_Has_Duplicate_Recipients” thrown.
• The CorrectedUserName of any correction (after trimming of leading and following spaces)
must not be empty. Else an exception with the error message
“Correction_Has_A_Blank_Username” is thrown.
• The final set of recipients of the envelope (assuming that the corrections that succeed are
applied) must not contain duplicates. Else an exception is thrown with the error message
“Correction_Results_In_Duplicate_Recipients”.
• Recipient specified by CorrectedUserName and CorrectedEmail should exist else exception
with error message “Recipient_Not_Found_For_Correction” is thrown.
• Correcting Carbon copy recipient is not allowed. If tried the exception with error message
“Captive_Carbon_Copy_Recipient_Not_Supported” will be thrown.
• If the corrected Email specified has already been reserved by some other account then an
exception with error message “Corrected_Email_Is_Reserved” is thrown.
Rules for return value of the API
• The status of a recipient (for whom a correction is specified) must not be ‘Signed’, ‘Declined’ or
‘Completed’. Else, correction is not permitted for this recipient and CorrectionSucceeded value
is set to ‘false’. In other words a CorrectionSucceeded value of ‘false’ indicates that the
correction could not be applied, as the status of the recipient does not permit corrections.
• The RecipientCorrection object in the CorrectAndResendEnvelope the same as the
RecipientCorrection passed as the argument to the API.

110
Sample Code
CorrectAndResendEnvelope – C#
// Send envelope as shown in linked code
DocuSignWeb.EnvelopeStatus status = <send envelope>;
// Create a new correction, and make it a recipient correction
DocuSignWeb.Correction correction = new CodeSnippets.DocuSignWeb.Correction();
correction.EnvelopeID = status.EnvelopeID;
correction.RecipientCorrections = new DocuSignWeb.RecipientCorrection[1];
// We're just copying recipient data into the corrected data
// We could also change it entirely
for (int i = 0; i < correction.RecipientCorrections.Length; i++)
{
DocuSignWeb.RecipientCorrection recipient = correction.RecipientCorrections[i];
correction.RecipientCorrections[i] = new DocuSignWeb.RecipientCorrection();
correction.RecipientCorrections[i].PreviousEmail
= correction.RecipientCorrections[i].CorrectedEmail
= envelope.Recipients[i].Email;
correction.RecipientCorrections[i].PreviousUserName
= correction.RecipientCorrections[i].CorrectedUserName
= envelope.Recipients[i].UserName;
correction.RecipientCorrections[i].PreviousRoutingOrder
= correction.RecipientCorrections[i].CorrectedRoutingOrder
= envelope.Recipients[i].RoutingOrder;}
// Go ahead and make the correction
DocuSignWeb.CorrectionStatus correctionStatus =
_apiClient.CorrectAndResendEnvelope(correction);
// Confirm that the call succeeded
Console.WriteLine("Correction status succeeded? {0}",
correctionStatus.RecipientCorrectionStatuses[0].CorrectionSucceeded);
CorrectAndResendEnvelope – PHP
// Send envelope as shown in linked code
$response = <send envelope>;
$createResponse =$response->CreateAndSendEnvelopeResult;
// Create a new recipient correction
$recip = $env->Recipients[0];
$correction = new Correction();
$correction->EnvelopeID = $createResponse->EnvelopeID;
$recipCorrection = new RecipientCorrection();
//Just reuse the same data
$recipCorrection->PreviousEmail = $recipCorrection->CorrectedEmail = $recip->Email;
$recipCorrection->PreviousUserName = $recipCorrection->CorrectedUserName = $recip-
>UserName;
$recipCorrection->PreviousRoutingOrder = $recipCorrection->CorrectedRoutingOrder =
$recip->RoutingOrder;
$correction->RecipientCorrections = array($recipCorrection);
$correctAndResendEnvelopeparams = new CorrectAndResendEnvelope();
$correctAndResendEnvelopeparams->Correction = $correction;

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// Send
$response = $api->CorrectAndResendEnvelope($correctAndResendEnvelopeparams);
DeleteEnvelopes
DeleteEnvelopes deletes the specified envelopes from a folder.
Schema:
FolderFrom
Arg
FolderName
AccountId
FolderPath
EnvelopeId
FolderType
EnvelopeIds
FolderId
DeleteEnvelopes
EnvelopeIds Array of EnvelopeIds An array of EnvelopeIds for the envelopes
being deleted.
AccountId String The account ID associated with the envelopes
being deleted.
FolderFrom FolderTypeInfo The folder with the envelopes to be deleted.
Refer to the FolderTypeInfo section for more
information.
This method returns DeleteEnvelopeResponse with the result of the request.
Sample Request XML:
SOAPAction: "http://www.docusign.net/API/3.0/DeleteEnvelopes"
<soap:Body>
<DeleteEnvelopes xmlns="http://www.docusign.net/API/3.0">
<Arg>
<EnvelopeIds>
<EnvelopeId>string</EnvelopeId>
</EnvelopeIds>
<FolderFrom>
<FolderType>RecycleBin or Draft or Inbox or SentItems or Normal</FolderType>
<FolderName>string</FolderName>
<FolderPath>string</FolderPath>
<FolderId>string</FolderId>
</FolderFrom>
</Arg>
</DeleteEnvelopes>

112
</soap:Body>
</soap:Envelope>
EnvelopeAuditEvents
The EnvelopeAuditEvent API method enables API users to request the events performed on an
envelope. The events are returned in an XML document.
Schema
EnvelopeId DSXId Envelope ID of the envelope to return the
events for.
Sample Request XML:
SOAPAction: "http://www.docusign.net/API/3.0/EnvelopeAuditEvents"
<soap:Body>
<EnvelopeAuditEvents xmlns="http://www.docusign.net/API/3.0">
</EnvelopeAuditEvents>
</soap:Body>
</soap:Envelope>
Rules for accessing envelope events.
• The envelope ID passed to the API must be valid.
• The envelope ID passed to the API must be accessible by the API user.
• The user and account must be configured properly by DocuSign in order to enable this
API.
Rules for Exceptions thrown by the EnvelopeAuditEvents API
• Envelope_Does_Not_Exist – invalid envelope ID passed.
• User_Lacks_Permissions - The user making the API calls must have permissions to export
Authoritative Copy Documents.
Return XML for EnvelopeAuditEvents API
Below is a sample of the XML returned:
<DocuSignEnvelopeEvents EnvelopeId="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx" xmlns="">
<Event>
<logTime>2008-02-12T16:52:00.6430736-08:00</logTime>
<Source>Web</Source>
<UserName>User name here</UserName>

113
<Action>Registered</Action>
<Message>The envelope was created by SS UI and API</Message>
<EnvelopeStatus>Created</EnvelopeStatus>
<ClientIPAddress>127.0.0.1</ClientIPAddress>
<Information />
</Event>
<Event>
<logTime>2008-02-12T16:52:52.0519556-08:00</logTime>
<Source>Web</Source>
<UserName>The User</UserName>
<Action>Sent Invitations</Action>
<Message>The User sent an invitation to User
email[the.user@docusign.com]</</Message>
<EnvelopeStatus>Sent</EnvelopeStatus>
<ClientIPAddress>127.0.0.1</ClientIPAddress>
<Information>User email[the.user@docusign.com]</Information>
</Event>
</DocuSignEnvelopeEvents>
Sample Code
EnvelopeAuditEvents – C#
// Request the audit history
XmlNode result = _apiClient.EnvelopeAuditEvents(status.EnvelopeID);
// Display audit events
StringWriter stringWriter = new StringWriter();
XmlTextWriter xmlTextWriter = new XmlTextWriter(stringWriter);
xmlTextWriter.Formatting = Formatting.Indented;
result.WriteTo(xmlTextWriter);
xmlTextWriter.Flush();
Console.Write(stringWriter.ToString());
EnvelopeAuditEvents – PHP
// Send and request audit history
$envelopeAuditEventsparams = new EnvelopeAuditEvents();
$envelopeAuditEventsparams->EnvelopeId = $createResult->EnvelopeID;
$response = $api->EnvelopeAuditEvents($envelopeAuditEventsparams);
GetConnectFailures
GetConnectFailures retrieves a list of Connect post failures for the account and date range specified.
Schema

114
AccountId String The account ID for the requested Connect post
failures.
DateFrom dateTime The start date and time for the Connect post
failures search.
DateTo dateTime The end date and time for the Connect post
failure search.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/GetConnectFailures"
<soap:Body>
<GetConnectFailures xmlns="http://www.docusign.net/API/3.0">
<ConnectFailuresFilter>
<DateFrom>dateTime</DateFrom>
<DateTo>dateTime</DateTo>
</ConnectFailuresFilter>
</GetConnectFailures>
</soap:Body>
</soap:Envelope>
This method returns GetConnectFailureResults with an array of ConnectFailures. Each
ConnectFailure instance has the elements shown below.
EnvelopeId String The envelope ID of the envelope status that
failed to post.
AccountId String The account ID associated with the envelope.
Failed dateTime The date and time the original Connect post
failed.
Retried dateTime The date and time the last attempt to post.
RetryCount Integer The number of times the Connect post has
been retried.
EnvelopeStatus The new envelope status for the failed
Connect post. The possible values are: Any,
Voided, Created, Deleted, Sent, Delivered,
Signed, Completed, Declined, TimedOut,
Template, or Processing
Sender String The name of the envelope sender.
Email String The email that sent the envelope.
Subject String The envelope subject.
Error String The error that caused the Connect post to fail.

115
ConfigId String The identifier for the Connect configuration
that failed. If an account has multiple Connect
configurations, this value is used to to look up
the Connect configuration for the failed post.
ConfigUrl String The web address of the listener or Retrieving
Service end point for Connect.
GetStatusInDocuSignConnectFormat
GetStatusInDocuSignConnectFormat API is reserved for future use.
EnvelopeId DSXId Envelope ID of the envelope to return the
status for.
GetRecipientAuthenticationStatusEx
This method requests the details of authentication checks for a recipient.
Schema
EnvelopeId DSXId The envelope ID associated with the recipient
authentication check.
RecipientEmail String The recipient’s email address.
RecipientName String The recipient’s name
RoutingOrder Integer Optional element. The recipient’s
RoutingOrder in the envelope.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/GetRecipientAuthenticationStatusEx"
<soap:Body>
<GetRecipientAuthenticationStatusEx xmlns="http://www.docusign.net/API/3.0">
<Arg>
<RecipientName>string</RecipientName>

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<RecipientEmail>string</RecipientEmail>
<RoutingOrder>int</RoutingOrder>
</Arg>
</GetRecipientAuthenticationStatusEx>
</soap:Body>
</soap:Envelope>
This method returns AuthenticationStatus with elements listed below. The response only returns the
applicable authentication result. The result contains the authentication status, a date time stamp and
authentication failure details (if provided).
AccessCodeResult EventResult Result for an access code authentication
check, it returns:
Status – Pass or Fail
dateTime – The date/time of the event
FailureDescription – A string with the details of
a failed authentication, if provided. This is
only provided in case of a failed
authentication.
VendorFailureStatusCode – A string with a
vendor status code, if provided. This is only
provided in case of a failed authentication.
IDQuestionsResult EventResult Result for an ID question authentication
check. It returns the same elements as
shown in the AccessCodeResult above.
IDLookupResult EventResult Result for an ID lookup authentication check.
It returns the same elements as shown in the
AccessCodeResult above.
AgeVerifyResult EventResult Result for an age verification authentication
STANPinResult EventResult Result for a Student Authentication Network
(STAN) check. It returns the same elements
as shown in the AccessCodeResult above.
OFACResult EventResult Result for an Office of Foreign Asset Control
(OFAC) check. It returns the same elements
PhoneAuthResult EventResult Result for a phone authentication check. It
returns the same elements as shown in the
LiveIDResult EventResult Result for a Live ID authentication check. It
FacebookResult EventResult Result for a Facebook authentication check. It

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GoogleResult EventResult Result for a Google authentication check. It
LinkedinResult EventResult Result for a LinkedIn authentication check. It
SalesforceResult EventResult Result for a Salesforce authentication check.
TwitterResult EventResult Result for a Twitter authentication check. It
OpenIDResult EventResult Result for an Open ID authentication check. It
AnySocialIDResult EventResult Result for any other social ID authentication
YahooResult EventResult Result for a Yahoo authentication check. It
MoveEnvelopes
MoveEnvelopes is used to move envelopes between folders.
Schema

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EnvelopeIds Array of EnvelopeIds An array of EnvelopeIds for the envelopes
being moved.
AccountId String The account ID associated with the envelopes.
FolderFrom FolderTypeInfo The folder where the envelopes are currently
located. Refer to the FolderTypeInfo section
for more information.
FolderTo FolderTypeInfo The folder to which the envelopes are being
moved. Refer to the FolderTypeInfo section
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/MoveEnvelopes"
<soap:Body>
<MoveEnvelopes xmlns="http://www.docusign.net/API/3.0">
<Arg>
<EnvelopeIds>
</EnvelopeIds>
<FolderFrom>
</FolderFrom>
<FolderTo>
</FolderTo>
</Arg>
</MoveEnvelopes>
</soap:Body>
</soap:Envelope>
This method returns MoveEnvelopeResponse with the result of the request.
PublishConnectFailures
PublishConnectFailures requests a list of Connect post failures for the set of envelopes included in
the request.

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Schema
AccountId String The account ID associated with the requested
Connect post failures.
Synchronous Boolean If true, the system attempts to publish failed
posts again and returns the status of the post
attempt.
EnvelopeIds Array of EnvelopeIds The array of EnvelopeIds for the envelopes
included in the request.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/PublishConnectFailures"
<soap:Body>
<PublishConnectFailures xmlns="http://www.docusign.net/API/3.0">
<PublishConnectFailuresFilter>
<Synchronous>boolean</Synchronous>
<EnvelopeIds>
</EnvelopeIds>
</PublishConnectFailuresFilter>
</PublishConnectFailures>
</soap:Body>
</soap:Envelope>
This method returns PublishConnectFailuresResponse with an array of PublishConnectFailuresResult
with the results shown below.
EnvelopeId EnvelopeId The envelope ID associated with the Connect
post.
ConfigId String The identifier for the Connect configuration
that failed. If an account has multiple Connect
configurations, this value is used to to look up
the Connect configuration for the failed post.
ConfigUrl String The web address of the listener or Retrieving
Service end point for Connect.
Status ConnectPublishStatus The status of the Connect post. The possible
values are: Queued, Success, or Fail.

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StatusMessage String If the ConnectPublishStatus is Queued or
Success, the StatusMessage is empty. If the
ConnectPublishStatus is Fail and the envelope
is not part of the account, the StatusMessage
is "Envelope Not In Account."
RequestCorrectToken
This call returns a token to place a user in a web session in Advanced Correct mode on an envelope.
EnvelopeID String Identifies the envelope to be corrected.
SuppressNavigation Boolean Sets whether the window is displayed with or
without dressing.
ReturnURL String Identifies the return point after correcting the
envelope. The URL will have an event passed
to it as a query parameter. The parameter will
be named “event”, see “In-session sending
events” below for description of the valid
events. The DocuSign Envelope Id will also be
returned in the “envelopeId” parameter.
In-Session Sending Events
Event Description
Sample Code
RequestCorrectToken – C#
// Request the token with the envelope ID and a return URL
String token = _apiClient.RequestCorrectToken(status.EnvelopeID, true, baseURL);
// Display token
Console.WriteLine("The token returned is {0}", token);

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RequestCorrectToken – PHP
// Create and send an envelope s shown in linked code
// Request the token with the envelope ID and a return URL
$requestCorrectTokenparams = new RequestCorrectToken();
$requestCorrectTokenparams->EnvelopeID = $createResult->EnvelopeID;
$requestCorrectTokenparams->ReturnURL = $baseURL;
$requestCorrectTokenparams->SuppressNavigation = true;
$response = $api->RequestCorrectToken($requestCorrectTokenparams);
RequestStatus and RequestStatusEx
The RequestStatus and RequestStatusEx methods can be used to query the status of existing
envelopes.
The RequestStatus method takes the element EnvelopeID for the envelope for which the status is
requested. This Envelope ID must refer to an envelope created via the Create
Envelope/CreateAndSendEnvelope method call.
Schema
RequestStatus
RequestStatusEx
EnvelopeID DSXId The Envelope ID for which to retrieve status.
Sample Request XML
SOAPAction: “http://www.docusign.net/API/3.0/RequestStatus”
<?xml version=”1.0” encoding=”utf-8”?>
<soap:Envelope xmlns:xsi=”http://www.w3.org/2001/XMLSchema-instance”
xmlns:xsd=”http://www.w3.org/2001/XMLSchema”
xmlns:soap=”http://schemas.xmlsoap.org/soap/envelope/”>
<soap:Body>
</RequestStatus>
</soap:Body>
</soap:Envelope>
Sample Code
RequestStatus – C#
DocuSignWeb.EnvelopeStatus eStatus = <create and send envelope>;

122
// Request the status of that envelope
DocuSignWeb.EnvelopeStatus status = _apiClient.RequestStatus(eStatus.EnvelopeID);
// Display the status for the envelope
Console.WriteLine("Status for envelope ID {0} is {1}", eStatus.EnvelopeID,
status.Status);
RequestStatus – PHP
$requestStatusparams = new RequestStatus();
$requestStatusparams->EnvelopeID = $createResult->EnvelopeID;
$result = $api->RequestStatus($requestStatusparams);
RequestStatusEx – C#
DocuSignWeb.EnvelopeStatus eStatus = <create and send envelope>;
DocuSignWeb.EnvelopeStatus status = _apiClient.RequestStatusEx(eStatus.EnvelopeID);
// Confirm that the status of the envelope is sent
Console.WriteLine("Status for envelope ID {0} is {1}", eStatus.EnvelopeID,
status.Status);
Console.WriteLine("Account status is {0}", status.RecipientStatuses[0].AccountStatus);
RequestStatusEx – PHP
$requestStatusExparams = new RequestStatusEx();
$requestStatusExparams->EnvelopeID = $createResult->EnvelopeID;
$result = $api->RequestExStatus($requestStatusparams);
RequestStatuses and RequestStatusesEx
This method is used to request the status of multiple envelopes in a single call. Up to 200 envelopes
can be retrieved within a single call. If more results are available, subsequent calls can be used to
retrieve the next 200, etc.
Request Envelope Statuses Notes
The SOAP calls for RequestStatuses(Ex) and RequestStatusCodes use certain filters to find results.
In some cases requests are check for “any status change” instead of the just the single status
requested. In these cases, more envelopes might be returned by the request than otherwise would
be. For example, for a request with the begin date is set to Jan 1st, an end date set to Jan 7th and
the StatusQualifier set to “Delivered” – the response set might contain envelopes that were created
during that time period, but not delivered during the time period.
To avoid unnecessary database queries, the DocuSign system checks requests to ensure that the
added filters will not result in a zero-size response before acting on the request. The following table

123
shows the valid envelope statuses (in the Valid Current Statuses column) for the status qualifiers in
the request. If the status and status qualifiers in the API request do not contain any of the values
shown in the valid current statuses column, then an empty list is returned.
For example, a request with a StatusQualifier of “Delivered” and a status of “Created,Sent”, DocuSign
will always return an empty list. This is because the request essentially translates to: find the
envelopes that were Delivered between the begin and end dates that have a current status of Created
or Sent, and since an envelope that has been delivered can never have a status of Created or Sent, a
zero-size response would be generated. In this case, DocuSign does not run the request, but just
returns the empty list.
Client applications should check that the statuses they are requesting make sense for a given status
qualifier.
BeginDateTime -
StatusQualifier
Effective Status Qualifier Valid Current Statuses
Any (changed) StatusChanged Any, Created, Sent, Delivered, Signed,
Completed, Declined, Voided, Deleted
Created Created Any, Created, Sent, Delivered, Signed,
Sent Sent Any, Sent, Delivered, Signed, Completed,
Declined, Voided, Deleted
Delivered StatusChanged Any, Delivered, Signed, Completed,
Signed StatusChanged Any, Signed, Completed, Declined,
Voided, Deleted
Completed Completed Any, Completed, Declined, Voided,
Deleted
Declined StatusChanged Any, Declined, Deleted
TimedOut - Always return
zero results
StatusChanged Any, Voided, Deleted
Voided Voided Any, Voided, Deleted
Deleted StatusChanged Any, Deleted

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Schema
RequestStatuses
RequestStatusesEx (EnvelopeStatusFilter is the same as above)
UserInfo UserInfo This would be the username Email pair of the
person whose envelope details are
requested.
AccountId DSXId Account Id for which envelope status is
requested.
BeginDateTime dateTime Specifies the start date of the date range for
which envelopes are requested.
The date range also can have a status
qualifier attribute, which specifies the
envelope statuses being requested. The
StatusQualifier options are: Completed,
Created (the default and what is used if
Template or Processing is passed in), Sent,
and Voided; any other value becomes
StatusChanged.
EndDateTime dateTime Specifies the end date of the date range for
which envelopes are requested.

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Statuses EnvelopeStatusCode Specifies the status of the envelope at the
time of request. This is enumerator
controlled.
EnvelopeIds DSXId Specifies the envelope Ids of envelopes for
which status needs to be known.
StartAtIndex nonNegativeInteger If envelope status result sets exceed 200
envelopes, this element can be used to
specify that the method should return
envelopes at the specified index. The first
index is 0, and should be used in the first call
to RequestStatuses. Typically this number is
a multiple of 200.
ACStatus EnvelopeACStatusCode Specifies the Authoritative Copy Status for
the envelopes. The possible values are:
Unknown, Original, Transferred,
AuthoritativeCopy,
AuthoritativeCopyExportPending,
AuthoritativeCopyExported, DepositPending,
Deposited, DepositedEO, or DepositFailed.
Sample Code
RequestStatuses – C#
// Create a filter using account ID and today as a start time
DocuSignWeb.EnvelopeStatusFilter filter = new DocuSignWeb.EnvelopeStatusFilter();
filter.AccountId = _accountId;
filter.BeginDateTime = new DocuSignWeb.EnvelopeStatusFilterBeginDateTime();
filter.BeginDateTime.Value = DateTime.Today;
// Request all envelopes that match the filter
DocuSignWeb.FilteredEnvelopeStatuses statuses = _apiClient.RequestStatuses(filter);
Console.WriteLine("We have {0} statuses that match account ID {1}",
statuses.EnvelopeStatuses.Length, _accountId);
foreach (DocuSignWeb.EnvelopeStatus eStatus in statuses.EnvelopeStatuses)
{
Console.WriteLine("tEnvelope with ID {0} has status {1}", eStatus.EnvelopeID,
eStatus.Status.ToString());
}
RequestStatuses – PHP
$envStatusFilter = new EnvelopeStatusFilter();
$envStatusFilter->AccountId = $AccountID;
$beginDateTime = new EnvelopeStatusFilterBeginDateTime();
$beginDateTime->_ = todayXsdDate(); // note that this helper function
// is in CodeSnippets/include/utils.php
// in the PHP SDK
$envStatusFilter->BeginDateTime = $beginDateTime;
// Send
$requestStatusesparams = new RequestStatuses();
$requestStatusesparams->EnvelopeStatusFilter = $envStatusFilter;

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$response = $api->RequestStatuses($requestStatusesparams);
RequestStatusesEx – C#
DocuSignWeb.EnvelopeStatusFilter filter
= new DocuSignWeb.EnvelopeStatusFilter();
DocuSignWeb.EnvelopeStatusFilterBeginDateTime begin
= new DocuSignWeb.EnvelopeStatusFilterBeginDateTime();
begin.Value = DateTime.Today;
filter.BeginDateTime = begin;
// Request all envelopes that match the filter
DocuSignWeb.FilteredEnvelopeStatuses statuses = _apiClient.RequestStatusesEx(filter);
// Display information about the statuses
Console.WriteLine("We have {0} statuses that match account ID {1}",
statuses.EnvelopeStatuses.Length, statuses.EnvelopeStatusFilter.AccountId);
foreach (DocuSignWeb.EnvelopeStatus eStatus in statuses.EnvelopeStatuses)
{
Console.WriteLine("tEnvelope with ID {0}", eStatus.EnvelopeID);
foreach (DocuSignWeb.DocumentStatus dStatus in eStatus.DocumentStatuses)
{
Console.WriteLine("ttDocument with ID {0} has name {1}", dStatus.ID,
dStatus.Name);
}
}
RequestStatusesEx – PHP
$envStatusFilter = new EnvelopeStatusFilter();
$envStatusFilter->AccountId = $AccountID;
$beginDateTime = new EnvelopeStatusFilterBeginDateTime();
$beginDateTime->_ = todayXsdDate(); // link to Helper Functions
$envStatusFilter->BeginDateTime = $beginDateTime;
// Send
$RequestStatusesExparams = new RequestStatusesEx();
$RequestStatusesExparams->EnvelopeStatusFilter = $envStatusFilter;
$response = $api->RequestStatusesEx($RequestStatusesExparams);

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EnvelopeStatus
Shown below is the schema for envelope status, which is the response schema to the RequestStatus.
Schema

128
The RequestStatus response contains a snapshot of the status of the envelope at the time the call
was issued. It contains the following attributes and elements:
RecipientStatuses RecipientStatus Includes the status of each of the envelope
recipients. See the RecipientStatus section
TimeGenerated dateTime Specifies the time of creation of the envelope
EnvelopeID DSXId The Envelope ID of the envelope who’s status
is provided.
Subject String The envelope subject, as provided by the
envelope creator.
UserName UserName Contains the user name of the person who
created the envelope
Email Email Contains the email of the person who created
the envelope
Status EnvelopeStatusCode Status of the envelope at that specific time.
Enumeration values could be Created, Deleted,
Sent, Delivered, Signed, Completed, Declined,
Voided, TimedOut, AuthoritativeCopy,
TransferCompleted, Template, and Correct.
See Envelope Status Code Descriptions for
information about the codes. The <any>
element has been included to enable document
author to extend his/her document with
elements not specified by the schema.
Created dateTime Date and time when the envelope was created.
Deleted dateTime Date and time when the envelope was deleted.
Sent dateTime Date and time when the envelope was sent.
Delivered dateTime Last time the envelope was viewed by a signer.
Signed dateTime Last time a signer signed the document.
Completed dateTime Date and time when the envelope is completed.
Declined dateTime Date and time when the envelope was declined
by the recipient.
TimedOut dateTime Date and time with the envelope is timed out
ACStatus String Returns any one of the following Authoritative
copy status; DepositPending, Deposited,
DepositedEO or DepositFailed
ACStatusDate dateTime The time at with authoritative copy was created
ACHolder String Contains the user name of the authoritative
copy holder.
ACHolderEmail LongString Contains the email of the authoritative copy
holder.
ACHolderLocation String Contains the location of the authoritative copy
holder.

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SigningLocation SigningLocationCode Specifies the physical location of the signer.
Enumeration values are InPerson and Online
SenderIPaddress String IP address of the user who sent the envelope
EnvelopePDFHash String DocuSign’s internal hash of the encrypted
document.
CustomField CustomField Each custom field defined for the envelope is
returned. In addition to the name and value of
the field, it will include information as to
whether the field was required to be provided.
Also it mentions if it is shown in the DocuSign
user interface.
VaultingDetails VaultingDetails This complex type contains information about
EOD Transaction name, transaction ID and
document profile ID.
EnvelopeIdStamping Boolean Specifies if the envelope stamping feature is
enabled or not.
AuthoritativeCopy Boolean Return value true if the authoritative copy is
created else returns false.
EnvelopeAttachment Attachment It would be possible to return attachments with
envelope. This complex element contains data
in base64Binary. It also contains label and type
for the attachment.
DocumentStatuses DocumentStatus Only returned when calling RequestStatusEx
and RequestStatusesEx. DocumentStatus
includes:
ID – this is the ID from the source system.
Name – name of the document.
TemplateName – template the document
originated from if the envelope was created
using CreateEnvelopeFromTemplates.
Sequence – order in which the document
appears in the envelope.
FormData FormData Reserved for future use. Will only be returned
with the GetStatusInDocuSignConnectFormat
API. This will return all the DocuSign Secure
Fields and DocuSign PowerForms fields as
XML.
Envelope Status Code Descriptions
The table below provides descriptions of the Envelope Status Codes.
Code Description
Created The envelope is in a draft state and has not been sent out for signing.
Deleted This is a legacy status and is no longer used.

130
Code Description
Sent An email notification with a link to the envelope has been sent to at least one
recipient. The envelope remains in this state until all recipients have viewed it at
a minimum.
Delivered All recipients have viewed the document(s) in an envelope through the
DocuSign signing web site. This is not an email delivery of the documents in an
envelope.
Signed The envelope has been signed by all the recipients. This is a temporary state
during processing, after which the envelope is automatically moved to
Completed status.
Completed The envelope has been completed by all the recipients.
Declined The envelope has been declined for signing by one of the recipients.
Voided The envelope has been voided by the sender
TimedOut This is a legacy status and is no longer used.
AuthoritativeCopy The envelope is in an Authoritative state. Only “Copy” views of the documents
will be shown.
TransferCompleted The envelope has been transferred out of DocuSign to another authority.
Template The envelope is a Template
Correct The envelope has been opened by the sender for correction. The signing is
stopped for envelopes with this status.

131
RecipientStatus

132
Type RecipientTypeCode This element controlled by enumerator
tells the role of the recipient. It could be
Signer, CarbonCopy, CertifiedDelivery,
InPersonSigner, Agent, Editor or
Intermediary.
For InPersonSigner:
The Email element should be that of
the “Signing Host” (the person who will
receive the email and assist the signer
with the in-person signing process.
The UserName element should be that
of the “Signing Host” (the Email and
UserName combination must match an
active DocuSign user).
Email Email The recipient’s email address.
UserName UserName User name of recipient.
RoutingOrder PositiveShort Routing order of the recipient in the
envelope.
Sent dateTime Date and time when the envelope was
sent.
Delivered dateTime Date and time when the envelope was
viewed by the recipient.
Signed dateTime Date and time when the envelope was
signed by the recipient.
Declined dateTime Date and time when the envelope was
declined by the recipient.
DeclineReason String The reason given by the recipient while
declining the envelope.
Status RecipientStatusCode Specifies the status of the recipient at
the time of request. It could be
Created, Sent, Delivered, Signed,
Declined, Completed, FaxPending or
AutoResponded. See Recipient Status
Code Descriptions for information
about the codes.
AutoRespondedReason String Only active if the Status is
AutoResponded. Contains the SMTP
message text returned from a
recipient's automatic response.
Recipient IPAddress String The IP address of the recipient’s most
recent access of this envelope.
ClientUserID LongString Tells if the recipient is captive or not. If
the ClientUserId is not null then the
recipient is captive.

133
CustomField LongString Each custom field defined for the
envelope is returned. In addition to the
name and value of the field, it will
include information as to whether the
field was required to be provided. Also
it mentions if it is shown in the
DocuSign user interface.
AutoNavigation Boolean If returns true then autonavigation
feature is enabled for the recipient.
IDCheckInformation IDCheckInformationInput Returns the following information about
the recipient; Address (i.e. Street1,
Street2, City, State, Zip and ZipPlus4),
DOB and last four digits of SSN.
RecipientAuthenticationStatus AuthenticationStatus Returns the details about recipient
authentication. It includes information
regarding the IdCheck, Access Code
and IDLookUp results. Tells if the
status of the above check is passed or
failed and also does a timestamp.
TabStatuses TabStatus Returns the status of the tabs. See the
TabStatus section below for more
information.
RecipientAttachment Attachment This complex element contains data in
base64Binary. It also contains label
and type for the attachment.
AccountStatus String Only returned when calling
RequestStatusEx and
RequestStatusesEx. Returns the
status of the recipient’s account.
EsignAgreementInformation EsignAgreementInformation Only returned when calling
RequestStatusEx and
RequestStatusesEx. Only returned if
the recipient agreed. Returns the
agreement information of the recipient.
Returned items:
AccountEsignID – account agreement
ID.
AgreementDate – date accepted.
UserEsignID – user agreement ID.
FormData FormData Reserved for future use. Will only be
returned with the
GetStatusInDocuSignConnectFormat
API. This will return all the DocuSign
Secure Fields for the recipient.
RecipientId String Only returned when calling
RequestStatusEx and
RequestStatusesEx. Returns the
DocuSign recipient Id mapped to the
recipient.

134
DeliveryMethod Delivery Method This shows the delivery method used
for the recipient. The two
enumerations are Email or Fax.
FaxNumber String The fax number for the recipient. This
is only active if the DeliveryMethod is
Fax.
Recipient Status Code Descriptions
The table below provides descriptions of the Recipient Status Codes.
Code Description
Created The recipient is in a draft state. This is only associated with draft envelopes
(envelopes with a Created status).
Sent The recipient has been sent an email notification that it is their turn to sign and
envelope.
Delivered The recipient has viewed the document(s) in an envelope through the DocuSign
signing web site. This is not an email delivery of the documents in an envelope.
Signed The recipient has completed (signed) all required tags in an envelope. . This is a
temporary state during processing, after which the recipient is automatically moved
to Completed.
Declined The recipient declined to sign the document(s) in the envelope.
Completed The recipient has completed their actions (signing or other required actions if not a
signer) for an envelope.
FaxPending The recipient has finished signing and the system is waiting a fax attachment by the
recipient before completing their signing step.
AutoResponded The recipient’s email system auto-responded (bounced-back) to the email from
DocuSign. This status is used in the web console to inform senders about the
bounced-back email. This is only used if “Send-on-behalf-of” is turned off for the
account.
TabStatus
The TabStatus element contains information on tabs in the document.

135
TabType TabTypeCode Returns the tab type. This element is
enumerator controlled and can have following
values; InitialHere, SignHere, FullName,
Company, Title, DateSigned,
InitialHereOptional, EnvelopeID, Custom,
SignerAttachment, SignHereOptional, Approve
or Decline. Note that FirstName, LastName
and EmailAdress tab types are not returned in
this SOAP version.
Status String The status of individual tabs. It can have the
enumeration values; Active, Signed, Declined
and N/A

136
XPosition/YPosition double X position and Y position of the field. The X
and Y positions originate at the upper left of
the page and indicate the bottom left-most
point of the field. For text fields, this is the
upper left of the first letter of the text string. For
signature fields, this is the upper left of the first
letter of the signature stamp and does NOT
include signature stamp image decoration
which can surround the signature text.
Signed dateTime Date and time when the document was signed
by the recipient.
TabLabel String This would be the label of the custom tab.
TabName String This would be the name of the custom tab.
TabValue String This element contains the value of the custom
tab.
DocumentID PositiveInteger Only returned when calling RequestStatusEx
and RequestStatusesEx. Returns the
originating document ID.
PageNumber PositiveInteger Only returned when calling RequestStatusEx
and RequestStatusesEx. Returns the page
number the tab is on.
OriginalValue String Only returned when calling RequestStatusEx
and RequestStatusesEx. Original value before
signing.
ValidationPattern String Only returned when calling RequestStatusEx
and RequestStatusesEx. Validation pattern
that was originally passed in, if any.
RoleName String Only returned when calling RequestStatusEx
and RequestStatusesEx. Only returned when
the envelope originated from
CreateEnvelopeFromTemplates. RoleName
that this tab is associated with in the
originating template.
ListValues String Only returned when calling RequestStatusEx
and RequestStatusesEx. Returns the list
values passed in when the envelope was
created.
ListSelectedValue String Only returned when calling RequestStatusEx
and RequestStatusesEx. Returns the selected
value from ListValues.
ScaleValue Decimal Represents a decimal value of 0.0 to 1.0
position of the webcontrol scaling slider. A
value of 1.0 represents full size.
CustomTabType CustomTabType Returns the custom tab type.

137
AuthenticationStatus
The AuthenticationStatus element contains information on the recipient authentication status. This
only returns the applicable authentication result.
AccessCodeResult EventResult Result for an access code authentication
check, it returns:
Status – Pass or Fail
dateTime – The date/time of the event
FailureDescription – A string with the details
of a failed authentication, if provided. This is
only provided in case of a failed
authentication.
VendorFailureStatusCode – A string with a
vendor status code, if provided. This is only
provided in case of a failed authentication.
IDQuestionsResult EventResult Result for an ID question authentication
IDLookupResult EventResult Result for an ID lookup authentication check.

138
AgeVerifyResult EventResult Result for an age verification authentication
STANPinResult EventResult Result for a Student Authentication Network
(STAN) check. It returns the same elements
OFACResult EventResult Result for an Office of Foreign Asset Control
(OFAC) check. It returns the same elements
PhoneAuthResult EventResult Result for a phone authentication check. It
LiveIDResult EventResult Result for a Live ID authentication check. It
FacebookResult EventResult Result for a Facebook authentication check.
GoogleResult EventResult Result for a Google authentication check. It
LinkedinResult EventResult Result for a LinkedIn authentication check. It
SalesforceResult EventResult Result for a Salesforce authentication check.
TwitterResult EventResult Result for a Twitter authentication check. It
OpenIDResult EventResult Result for an Open ID authentication check.
AnySocialIDResult EventResult Result for any other social ID authentication
YahooResult EventResult Result for a Yahoo authentication check. It

139
FilteredEnvelopeStatuses
Schema
ResultSetSize Integer This element contains the total number of
envelopes in the total result set. If this
number exceeds 200 then at most 200
results is returned in this request.
EnvelopeStatusFilter EnvelopeStatusFilter This element contains the filter criteria exactly
as passed in the request. See the
EnvelopeStatusFilter information in the
RequestStatuses and RequestStatuesEx
section above for more information.
EnvelopeStatus EnvelopeStatus An EnvelopeStatus element (exactly as
defined by the EnvelopeStatus method
response above) is returned for each of the
envelopes in the result set, up to a maximum
size of 200 elements. See the
EnvelopeStatus section above for more
information.
Rules for RequestStatus, RequestStatuses, RequestStatusEx,
RequestStatusesEx, EnvelopeStatus and FilteredEnvelopeStatuses
• The EnvelopeID, UserName and Email specified in the RequestStatus, EnvelopeStatus
RecipientStatus, and RequestStatuses methods shall not exceed 100 characters.
• AccountID specified in RequestStatuses should not exceed 100 characters.
• In RequestStatus method User defined by UserName and Email pair should have the
permission to request for envelope status. Only sender recipient or a user in the same account
as sender with account wide permission will be able to request for the status. Else an
exception is thrown with error message “User_Lacks_Permissions”.
• In the RequestStatuses method, user defined by UserName and Email pair should belong to
the account specified by AccountID. Else an exception with error message
“User_Does_Not_Belong_To_Specified_Account” thrown.

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• In the RequestStatuses method the envelopes for which the status is requested should owned
by the account in the specified AccountID. Else an exception is thrown with error message
“Account_Not_Authorized_For_Envelope”.
GetFolderList and GetFolderItems
The GetFolderList and GetFolderItem methods are used to retrieve the list of folders, including shared
folders, and envelopes in the folders. Using these calls is a more efficient way to get a list of
envelopes than using RequestStatuses to request individual envelope statuses.
GetFolderList
GetFolderList requests the list of all folders, including shared folders, available for the account.
Schema
AccountId DSXId The account ID associated with the requested
folders.
IncludeHierarchy Boolean If true, the folder’s hierarchical positions are
returned.
AvailableFolders
This is the response to a GetFolderList request and provides the list of folders, including shared
folders, for the requestor.
Folders Folder An array of Folder objects with the
FolderOwner and FolderTypeInfo.
Folder
Provides the Folder Owner and Folder Type information.
FolderOwner String The name of the user that currently owns
folder.
FolderTypeInfo FolderTypeInfo The type of folder and in some cases the
name of the folder. Values can be RecycleBin,
Draft, Inbox, SentItems or Normal.

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FolderTypeInfo
Provides the Folder Type information and, if the Folder Type is Normal, the Folder Name.
FolderType FolderType The type of folder based on the GetFolders
call. Values can be RecycleBin, Draft, Inbox,
SentItems or Normal.
FolderName String The name of the folder. This only appears if the
FolderType is Normal.
FolderPath String the hierarchical path to the folder, comprised of
bar (|) delimited FolderIds (for example:
grandparent_folder|parent_folder|folder)
FolderId String The folder’s (Guid) identifier.
GetFolderItems
GetFolderItems requests all the envelopes in a specified folder for the requestor or a Folder Owner.
Schema
AccountId DSXId The account ID about which the call is
requesting folder information.
This is used in conjunction with the user
passed in the API request.
FolderOwner String Optional field. The name of the user that
currently owns the requested folders.

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FolderTypeInfo FolderTypeInfo Optional FolderTypeInfo object. The type of
folder and in some cases the name of the
folder. Values can be RecycleBin, Draft, Inbox,
SentItems or Normal. If no value is entered,
the default search is all folders.
See FolderTypeInfo for more information.
StartPosition Integer The position of the folder items to return. This
is used for repeated calls, when the number of
envelopes returned is too much for one return
(calls return 100 envelopes at a time). The
default value is 0.
FromDate dateTime Optional field. Only return items on or after
this date. If no value is provided, the default
search is the previous 30 days.
ToDate dateTime Optional field. Only return items up to this
date. If no value is provided, the default
search is to the current date.
SearchText String Optional field. The search text used to search
the items of the envelope. The search looks at
recipient names and emails, envelope custom
fields, sender name, and subject.
Status String Optional field. The current status of the
envelope. If no value is provided, the default
search is all/any status.
FolderResults
This is the response for a GetFolderItems request and provides the list of envelopes in the requested
folder(s) for the requestor.
ResultSetSize Integer The total number of envelopes in the folder for
the dates requested.
StartPosition Integer The starting position of the folder items
returned (only 100 results are returned at a
time).
EndPosition Integer The end position of the folder items returned.
FolderItems FolderItem Provides information about the envelopes in
the specified folder.
FolderTypeInfo FolderTypeInfo The type of folder and in some cases the
name of the folder. Values can be RecycleBin,
Draft, Inbox, SentItems or Normal.
See FolderTypeInfo for more information.
FolderItem
FolderItem provides the information about each envelope in a folder.

143
Owner String The name of the user that currently owns the
envelope.
EnvelopeID LocalId The unique ID for the envelope.
Status String The current status of the envelope.
SenderName String The name of the sender of the envelope.
SenderEmail String The email for the sender of the envelope.
SenderCompany String The company name of the sender of the
envelope.
RecipientStatuses RecipientStatus A complex element that contains the status of
each of the envelope recipients
CustomFields CustomField A complex element that contains a list of
names and values for any custom fields.
Created dateTime Date and time when the envelope was
created.
Sent dateTime Date and time when the envelope was sent.
Completed dateTime Date and time when the envelope was
completed.
Subject String The envelope subject, as provided by the
envelope creator.
Code Samples
GetFolderList – C#
// Create the folders filter with an account ID
DocuSignWeb.FoldersFilter filter = new DocuSignWeb.FoldersFilter();
// Now, call the method to get a list of the folders on the
// specified account
DocuSignWeb.AvailableFolders folders = _apiClient.GetFolderList(filter);
// Everyone will at least have the folders:
// Draft, Sent Items, Inbox and Deleted Items
// Print out some information about the returned folders
Console.WriteLine("The folders available on account {0} are:", _accountId);
foreach (DocuSignWeb.Folder folder in folders.Folders)
{
Console.WriteLine("t{0} owns folder {1}",
folder.FolderOwner.UserName, folder.FolderTypeInfo.FolderName);
}
GetFolderList – PHP
// Create the folders filter with an account ID
$filter = new FoldersFilter();
$filter->AccountId = $AccountID;
// Send
$getFolderListparams = new GetFolderList();

144
$getFolderListparams->FoldersFilter = $filter;
$response = $api->GetFolderList($getFolderListparams);
GetFolderItems – C#
// Create the folder filter to specify the scope of your search
// Here, we are limiting the item search to the inbox
// You can also limit by owner, date, status and position
DocuSignWeb.FolderFilter filter = new DocuSignWeb.FolderFilter();
filter.FolderTypeInfo = new DocuSignWeb.FolderTypeInfo();
filter.FolderTypeInfo.FolderType = DocuSignWeb.FolderType.Inbox;
// Now, call the method with the filter we created
DocuSignWeb.FolderResults results = _apiClient.GetFolderItems(filter);
// If there are results, print out the details
if (results.ResultSetSize > 0)
{
// Loop through and print out some information about the results
Console.WriteLine("Envelopes in the inbox are:");
foreach (DocuSignWeb.FolderItem item in results.FolderItems)
{
Console.WriteLine("tEnvelope {0} has status of: {1}",
item.EnvelopeId, item.Status);
}
}
GetFolderItems - PHP
// Create the folder filter to specify the scope of your search
// Here, we are limiting the item search to the inbox
// You can also limit by owner, date, status and position
$filter = new FolderFilter();
$filter->StartPosition = 0;
$filterTypeInfo = new FolderTypeInfo();
$filterTypeInfo->FolderType = FolderType::Inbox;
$filter->FolderTypeInfo = $filterTypeInfo;
// Send
$getFolderItemsparams = new GetFolderItems();
$getFolderItemsparams->FolderFilter = $filter;
$response = $api->GetFolderItems($getFolderItemsparams);
Ping
The Ping API method enables API users make a simple call to the API service to determine its active
state.
Schema
Sample Request XML:
SOAPAction: "http://www.docusign.net/API/3.0/Ping"
<soap:Body>
<Ping xmlns="http://www.docusign.net/API/3.0" />

145
</soap:Body>
</soap:Envelope>
Return XML
This method simply returns “true” in the result XML if the calling application was able to reach it.
PurgeDocuments
This method can be used to purge envelope documents from the DocuSign system. When the
PurgeDocuments method is used, the envelope documents are placed in a purge queue for deletion
in 14 days. A warning email notification is sent to the sender and recipients associated with the
envelope notifying them that the envelope document will be deleted in 14 days and providing a link to
the documents. Another email is sent 7 days later with the same message. At the end of the 14-day
period, the envelope documents are deleted from the system. The envelope information for the
document will remain, but the documents are removed.
Note: If you set up a Document Retention policy for your account, by specifying the number of
days to retain documents in the Account Preferences Features section, at the end of the retention
period the documents are placed on that 14-day purge queue and the warning emails are sent.
So in effect, setting Document Retention policy is the same as setting a schedule for calling
PurgeDocuments.
Schema
EnvelopeId DSXId Envelope ID to purge the documents from.
This method returns PurgeDocumentStatus upon execution completion.
PurgeDocumentsStatus
Schema
PurgeDocumentSuccess Boolean True if successful.
PurgeDocumentError String If PurgeDocumentSuccess is false an error
description is returned.
Rules and Exceptions for PurgeDocuments
• Envelope_Does_Not_Exist – invalid envelope ID passed. This exception will be thrown.
Authoritative Copy Documents. This exception will be thrown.

146
• If PurgeDocumentSuccess returns false one of the following error conditions occurred:
o Only the sender may remove the envelope documents.
o Envelope is an authoritative copy, documents cannot be removed.
o Envelope is not complete, documents cannot be removed.
Sample Code
PurgeDocuments – C#
// Purge the documents from the envelope
DocuSignWeb.PurgeDocumentStatus pStatus = _apiClient.PurgeDocuments(status.EnvelopeID);
// Confirm that the purge succeeded
Console.WriteLine("Purging the envelope worked? {0}", pStatus.PurgeDocumentSuccess);
PurgeDocuments – PHP
// Purge the documents from the envelope
$purgeDocumentsparams = new PurgeDocuments();
$purgeDocumentsparams->EnvelopeID = $createResult->EnvelopeID;
$response = $api->PurgeDocuments($purgeDocumentsparams);
RequestEnvelope
The RequestEnvelope call returns an API Envelope object containing all the data of an envelope. The
envelope must be owned by the API user.
EnvelopeID String The envelope ID of the user’s envelope
IncludeDocumentBytes Boolean If set to “true” the document bytes are returned
with the envelope information.
The response to the RequestEnvelope call is:
Envelope complexType A complex API Envelope object
Additional Errors for RequestEnvelope
In addition to the normal authentication check errors, the following error is also added.
• User_Lacks-Permissions – The user does not own have permission to access the envelope.
• Envelope_Does_Not_Exist – Invalid envelope ID passed.
Schema for RequestEnvelope
<xs:element name="RequestEnvelope">
<xs:complexType>
<xs:all>

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<xs:element name="EnvelopeID" type="dsx:DSXId" />
<xs:element name="IncludeDocumentBytes" type="xs:boolean" />
</xs:all>
</xs:complexType>
</xs:element>
Sample Code
RequestEnvelope – C#
// Call to request the envelope with the envelope's ID
DocuSignWeb.Envelope returnEnvelope = _apiClient.RequestEnvelope(status.EnvelopeID,
false);
// Display information about the return envelope
Console.WriteLine("Return envelope has a subject of "{0}"", returnEnvelope.Subject);
RequestEnvelope: PHP
$response = <create amd send envelope>;
// Request envelope with envelope id
$requestEnvelopeparams = new RequestEnvelope();
$requestEnvelopeparams->EnvelopeID = $createResult->EnvelopeID;
$requestEnvelopeparams->IncludeDocumentBytes = false;
$response = $api->RequestEnvelope($requestEnvelopeparams);
RequestStatusChanges
The RequestStatusChanges method requests the envelope status changes for the envelopes for
account on or after the specified date/time.
Schema
AccountID DSXId The account ID for the envelope status
changes being requested.
StatusChangedSince DateTime Specifies the date/time when the request
begins checking for status changes for
envelopes in the account.

148
Statuses EnvelopeStatusChange Optional array of envelope status codes. If
provided, this indicates the envelope status
code changes being requested. Possible
values are: Voided, Created, Deleted, Sent,
Delivered, Signed, Completed, Declined,
TimedOut and Processing.
UserInfo UserInfo Optional UserInfo object. If provided, this
indicates the user whose envelopes are being
requested.
UserInfo contains:
UserName – The user’s name as listed in the
account.
Email – The email associated with the user
name.
FilteredEnvelopeStatusChanges
This is the response for RequestStatusChanges. It returns the current state of the requested
envelopes in an array.
EnvelopeStatusChanges EnvelopeStatusChanges An array of EnvelopeStatusChange objects.
Each EnvelopeStatusChange contains:
EnvelopeID – The envelope ID.
Status – The EnvelopeStatusCode for the
envelope.
StatusChanged – The date and time the
status change occurred.
ResultSetSize Integer This is the total number of items returned in
EnvelopeStatusChanges.
Sample Code
RequestStatusChanges – C#
// Create the status change filter to specify the scope of your search
// Here, we are limiting the search to envelopes changed today
// You can also limit by user and status
DocuSignWeb.EnvelopeStatusChangeFilter filter =
new DocuSignWeb.EnvelopeStatusChangeFilter();
DocuSignWeb.EnvelopeStatusFilterBeginDateTime begin =
new DocuSignWeb.EnvelopeStatusFilterBeginDateTime();
filter.StatusChangedSince = begin.Value;
// Now, make the call with the filter we created
DocuSignWeb.FilteredEnvelopeStatusChanges changes =
_apiClient.RequestStatusChanges(filter);

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if (changes.ResultSetSize > 0)
{
Console.WriteLine("Changes since today are:");
foreach (DocuSignWeb.EnvelopeStatusChange change
in changes.EnvelopeStatusChanges)
{
Console.WriteLine("tEnvelope {0} has status: {1}n",
change.EnvelopeID, change.Status);
}
}
RequestStatusChanges – PHP
$filter = new EnvelopeStatusChangeFilter();
$filter->StatusChangedSince = todayXsdDate();
// Send
$requestStatusChangesparams = new RequestStatusChanges();
$requestStatusChangesparams->EnvelopeStatusChangeFilter = $filter;
$response = $api->RequestStatusChanges($requestStatusChangesparams);
RequestStatusCodes
The RequestStatusCodes method requests the current state (Delivered, Complete, Voided, etc.) of
the specified envelopes.
Request Envelope Statuses Notes
The SOAP calls for RequestStatuses(Ex) and RequestStatusCodes use certain filters to find results.
In some cases requests are check for “any status change” instead of the just the single status
requested. In these cases, more envelopes might be returned by the request than otherwise would
be. For example, for a request with the begin date is set to Jan 1st, an end date set to Jan 7th and
the StatusQualifier set to “Delivered” – the response set might contain envelopes that were created
during that time period, but not delivered during the time period.
To avoid unnecessary database queries, the DocuSign system checks requests to ensure that the
added filters will not result in a zero-size response before acting on the request. The following table
shows the valid envelope statuses (in the Valid Current Statuses column) for the status qualifiers in
the request. If the status and status qualifiers in the API request do not contain any of the values
shown in the valid current statuses column, then an empty list is returned.
For example, a request with a StatusQualifier of “Delivered” and a status of “Created,Sent”, DocuSign
will always return an empty list. This is because the request essentially translates to: find the
envelopes that were Delivered between the begin and end dates that have a current status of Created
or Sent, and since an envelope that has been delivered can never have a status of Created or Sent, a
zero-size response would be generated. In this case, DocuSign does not run the request, but just
returns the empty list.
Client applications should check that the statuses they are requesting make sense for a given status
qualifier.

150
BeginDateTime -
StatusQualifier
Effective Status Qualifier Valid Current Statuses
Any (changed) StatusChanged Any, Created, Sent, Delivered, Signed,
Created Created Any, Created, Sent, Delivered, Signed,
Sent Sent Any, Sent, Delivered, Signed, Completed,
Delivered StatusChanged Any, Delivered, Signed, Completed,
Signed StatusChanged Any, Signed, Completed, Declined,
Voided, Deleted
Completed Completed Any, Completed, Declined, Voided,
Deleted
Declined StatusChanged Any, Declined, Deleted
TimedOut - Always return
zero results
StatusChanged Any, Voided, Deleted
Voided Voided Any, Voided, Deleted
Deleted StatusChanged Any, Deleted
Schema

151
UserInfo UserInfo Optional field. The UserName-Email pair of the
person whose envelope details are requested.
AccountId DSXId Account ID for which envelope status is
requested.
BeginDateTime dateTime Optional Field. Specifies the start date of the
date range for which envelopes are requested.
If no value is provided, the default search is
the previous 30 days.
The date range also can have a status qualifier
attribute, which specifies the envelope
statuses being requested. The StatusQualifier
options are: Completed, Created (the default
and what is used if Template or Processing is
passed in), Sent, and Voided; any other value
becomes StatusChanged.
EndDateTime dateTime Optional Field. Specifies the end date of the
date range for which envelopes are requested.
If no value is provided, the default search is to
the current date.
Statuses EnvelopeStatusCode Optional Field. Specifies the status of the
envelope at the time of request. This is
enumerator controlled.
EnvelopeIds DSXId Optional Field. Specifies the envelope IDs of
envelopes for which status is requested.
StartAtIndex nonNegativeInteger Optional Field. If envelope status result sets
exceed 200 envelopes, this element can be
used to specify that the method should return
envelopes at the specified index. The first
index is 0, and should be used in the first call
to RequestStatuses. Typically this number is a
multiple of 200.
ACStatus EnvelopeACStatusCode Specifies the Authoritative Copy Status for the
envelopes. The possible values are: Unknown,
Original, Transferred, AuthoritativeCopy,
AuthoritativeCopyExportPending,
AuthoritativeCopyExported, DepositPending,
Deposited, DepositedEO, or DepositFailed.

152
FilteredEnvelopeStatusChanges
This is the response for RequestStatusCodes. It returns the current state of the requested envelopes
in an array.
EnvelopeStatusChanges EnvelopeStatusChanges An array of EnvelopeStatusChange objects.
Each EnvelopeStatusChange contains:
EnvelopeID – The envelope ID.
Status – The EnvelopeStatusCode for the
envelope.
StatusChanged – The date and time the
status change occurred.
ResultSetSize Integer This is the total number of items returned in
EnvelopeStatusChanges.
Code Samples
RequestStatusCodes – C#
DocuSignWeb.EnvelopeStatusFilter filter =
new DocuSignWeb.EnvelopeStatusFilter();
DocuSignWeb.EnvelopeStatusFilterBeginDateTime begin =
new DocuSignWeb.EnvelopeStatusFilterBeginDateTime();
filter.BeginDateTime = begin;
// Now, make the call with the filter we created
DocuSignWeb.FilteredEnvelopeStatusChanges codes =
_apiClient.RequestStatusCodes(filter);
if (codes.ResultSetSize > 0)
{
Console.WriteLine("Changes since today are:");
foreach (DocuSignWeb.EnvelopeStatusChange code
in codes.EnvelopeStatusChanges)
{
Console.WriteLine("tEnvelope {0} has status: {1}n",
code.EnvelopeID, code.Status);
}
}
RequestStatusCodes - PHP
$filter = new EnvelopeStatusFilter();
$filter->BeginDateTime = todayXsdDate();

153
// Send
$requestStatusCodesparams = new RequestStatusCodes();
$requestStatusCodesparams->EnvelopeStatusFilter = $filter;
$response = $api->RequestStatusCodes($requestStatusCodesparams);
SynchEnvelope
This method is only useful when the ‘Asynchronous’ flag is set to true on a CreateAndSendEnvelope
call. It will determine when the queued envelope has been processed by the system.
Schema
TransactionID LongString External ID that is passed in
CreateAndSendEnvelope when the
‘Asynchronous’ flag is set to true.
AccountID DSXId Account Id of the user who created the
envelope
Block Boolean If true, this call will wait to return until the
queued envelope is done processing. The
max time it will wait is 10 minutes.
SynchEnvelopeStatus
EnvelopeStatus EnvelopeStatusCode Status of the envelope at that specific time.
Enumeration values could be Voided, Created,
Deleted, Sent, Delivered, Signed, Completed,
Declined, TimedOut and Processing.
EnvelopeID LocalId The unique Id for the envelope.
Sample Code
SynchEnvelope – C#
// Assign it a transaction ID and make it asynchronous send
envelope.TransactionID = System.Guid.NewGuid().ToString();
envelope.Asynchronous = true;

154
// Go ahead and send the envelope
DocuSignWeb.EnvelopeStatus status = _apiClient.SendEnvelope(envelope);
// Request a synch using the transaction ID and account ID
// but don't block it from processing
DocuSignWeb.SynchEnvelopeStatus synchStatus =
_apiClient.SynchEnvelope(envelope.TransactionID, _accountId, false);
// Display the status we got back
Console.WriteLine("Synch envelope status is {0}", synchStatus.EnvelopeStatus);
SynchEnvelope – PHP
// Create an envelope as shown in linked code
// Assign a transaction ID and make it an asynchronous send
$env->TransactionID = guid(); //Helper function link
$env->Asynchronous = true;
// Send the envelope
$sendEnvelopeparams->Envelope = $env;
$status = $api->SendEnvelope($sendEnvelopeparams)->CreateAndSendEnvelopeResult;
// Request a sych without blocking
$synchEnvelopeparams = new SynchEnvelope();
$synchEnvelopeparams->AccountID = $AccountID;
$synchEnvelopeparams->Block = false;
$synchEnvelopeparams->TransactionID = $env->TransactionID;
$response = $api->SynchEnvelope($synchEnvelopeparams);
VoidEnvelope
This section describes the method available to void envelopes. Only incomplete envelopes can be
voided. VoidEnvelope method is used to void an envelope.
Schema
EnvelopeID DSXId This is the envelope ID of the envelope which
needs to be voided.
Reason Reason The reason for voiding the envelope.
Envelope recipients, when notified of the void,
are shown this reason.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/VoidEnvelope"

155
<soap:Body>
<VoidEnvelope xmlns="http://www.docusign.net/API/3.0">
<Reason>string</Reason>
</VoidEnvelope>
</soap:Body>
</soap:Envelope>
VoidEnvelopeStatus
VoidEnvelopeStatus is the response method for VoidEnvelopes.
Schema
VoidSuccess Boolean Set to true if the void operation succeeded.
Rules for VoidEnvelope
• The length of any of the EnvelopeID must not exceed 100 characters. Else, the XML validation
fails and the processor throws a Validation error.
• The length of reason should not exceed 200 characters and should have a minimum of 1
character.
• EnvelopeID specified in the VoidEnvelope request should exist else an exception is thrown
with error message “Envelope_Does_Not_Exist” .
• Only envelopes in the 'Sent' or 'Delivered' states may be voided. Else
“Envelope_Cannot_Void_Invalid_State” exception will be thrown.
• Only the sender of envelope can void the envelope. If a user other than sender tries to void an
envelope then exception “User_Not_Envelope_Sender” will be thrown.
Sample Code
VoidEnvelope – C#
// Void the envelope
DocuSignWeb.VoidEnvelopeStatus voidStatus = _apiClient.VoidEnvelope(status.EnvelopeID,
"voiding reason");
// Confirm that the envelope was voided
Console.WriteLine("Voiding the envelope worked? {0}", voidStatus.VoidSuccess);
VoidEnvelope – PHP
$status = $response->CreateAndSendEnvelopeResult;

156
// Void the envelope
$voidEnvelopeparams = new VoidEnvelope();
$voidEnvelopeparams->EnvelopeID = $status->EnvelopeID;
$voidEnvelopeparams->Reason = "void envelope sample";
$response = $api->VoidEnvelope($voidEnvelopeparams);

157
Post Processing Function Group
This section describes the methods that can be used to retrieve envelope documents from the
DocuSign system. DocuSign maintains a separate certificate document with each envelope
document that contains important origination and landmark events pertinent to the document.
RequestDocumentsPDFs and RequestPDF methods are used to request documents.
DocumentPDFs and EnvelopePDF are the responses for these methods.
RequestCertificate
RequestCertificate returns the signing certificate, which details the specific attributes of the
participants and landmark events of the signing transaction, for an envelope.
Schema
EnvelopeID DSXId This is the envelope ID of the envelope, as
returned by the
CreateEnvelope/CreateAndSendEnvelope.
Only documents within the specified envelope
are returned.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/RequestDocumentPDFs"
<soap:Body>
<RequestDocumentPDFs xmlns="http://www.docusign.net/API/3.0">
</RequestDocumentPDFs>
</soap:Body>
</soap:Envelope>
RequestDocumentPDFs
Schema
returned by the
are returned.

158
Sample Request XML
<soap:Body>
<RequestDocumentPDFs xmlns="http://www.docusign.net/API/3.0">
</RequestDocumentPDFs>
</soap:Body>
</soap:Envelope>
This method returns a response with an array of DocumentPDF. See DocumentPDF for more
information about the returned information.
Sample Code
RequestDocumentPDFs – C#
// Call to request the PDFs with the envelope's ID
DocuSignWeb.DocumentPDFs pdf = _apiClient.RequestDocumentPDFs(status.EnvelopeID);
// Display number of PDFs returned
Console.WriteLine("Envelope has {0} pdfs", pdf.DocumentPDF.Length);
RequestDocumentPDFs – PHP
// Request PDFs
$requestDocumentPDFsparams = new RequestDocumentPDFs();
$requestDocumentPDFsparams->EnvelopeID = $status->EnvelopeID;
$response = $api->RequestDocumentPDFs($requestDocumentPDFsparams);
RequestDocumentPDFsEx
Schema
returned by the
are returned.

159
Sample Request XML
<soap:Body>
<RequestDocumentPDFsEx xmlns="http://www.docusign.net/API/3.0">
</RequestDocumentPDFsEx>
</soap:Body>
</soap:Envelope>
Sample Code
RequestDocumentPDFsEx – C#
// Call to request the PDFs with the envelope's ID
DocuSignWeb.DocumentPDFs pdf = _apiClient.RequestDocumentPDFsEx(status.EnvelopeID);
// Display number of PDFs returned
Console.WriteLine("Envelope has {0} pdfs", pdf.DocumentPDF.Length);
RequestDocumentPDFsEx – PHP
// Request PDFs
$requestDocumentPDFsExparams = new RequestDocumentPDFsEx();
$requestDocumentPDFsExparams->EnvelopeID = $status->EnvelopeID;
$response = $api->RequestDocumentPDFsEx($requestDocumentPDFsExparams);
RequestDocumentPDFsRecipientsView
RequestDocumentPDFsRecipientsView requests the recipient’s view of the document PDFs in an
envelope.
Schema
EnvelopeId EnvelopeId The envelope ID for the document being
requested.

160
RecipientName String The name of the recipient for the document
being requested.
RecipientEmail String The email for the recipient for the document
being requested.
SOAPAction: "http://www.docusign.net/API/3.0/RequestDocumentPDFsRecipientsView"
<soap:Body>
<RequestDocumentPDFsRecipientsView xmlns="http://www.docusign.net/API/3.0">
<RecipientName>string</RecipientName>
</RequestDocumentPDFsRecipientsView>
</soap:Body>
</soap:Envelope>
DocumentPDF
Schema
EnvelopeID DSXId Returns EnvelopeID of the envelope.
DocumentPDF DocumentPDF This complex type contains:
• Name - name of the document.
• PDFBytes – the document byte stream.
• DocumentID – the originating document
ID. Only returned when calling
RequestDocumentPDFsEx.
• DocumentType – type of the document.
Only returned when calling
RequestDocumentPDFsEx.

161
RequestPDF
This method returns all of the documents combined into a single, contiguous PDF. If the watermark
feature is enabled for your account and envelope signing is not complete, the watermark is displayed
in the PDF.
Schema
returned by the
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/RequestPDF"
<soap:Body>
<RequestPDF xmlns="http://www.docusign.net/API/3.0">
</RequestPDF>
</soap:Body>
</soap:Envelope
Sample Code
RequestPDF – C#
// Call to request the PDF with the envelope ID
DocuSignWeb.EnvelopePDF pdf =
_apiClient.RequestPDF(status.EnvelopeID);
// Display the size of the PDF
Console.WriteLine("Pdf has {0} bytes", pdf.PDFBytes.Length);
RequestPDF – PHP
// Request PDFs
$requestPDFparams = new RequestPDF();
$requestPDFparams->EnvelopeID = $status->EnvelopeID;
$response = $api->RequestPDF($requestPDFparams);

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RequestPDFNoWaterMark
If your account has the watermark feature enabled, this method returns all of the documents
combined into a single, contiguous PDF without displaying the watermark.
Schema
returned by the
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/RequestPDFNoWaterMark"
<soap:Body>
<RequestPDFNoWaterMark xmlns="http://www.docusign.net/API/3.0">
</RequestPDFNoWaterMark>
</soap:Body>
</soap:Envelope
Sample Code
RequestPDFNoWaterMark – C#
_apiClient.RequestPDFNoWaterMark(status.EnvelopeID);
RequestPDFNoWaterMark – PHP
$result = $api->CreateAndSendEnvelope($createAndSendEnvelopeparams);
// Send
$requestPDFNoWaterMarkparams = new RequestPDFNoWaterMark();
$requestPDFNoWaterMarkparams->EnvelopeID = $status->EnvelopeID;
$response = $api->RequestPDFNoWaterMark($requestPDFNoWaterMarkparams);
RequestPDFWithCert
This method returns all of the documents combined into a single, contiguous PDF. Additionally it
returns the Signing Certificate PDF document, which details the specific attributes of the participants

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and landmark events of the signing transaction. It also returns the consumer disclosure, per account
settings, associated with the envelope.
Schema
returned by the
addWaterMark Boolean If your account has the watermark feature enabled
and when true, the watermark for the account is
shown on documents for envelopes that are not
completed.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/RequestPDFWithCert"
<soap:Body>
<RequestPDFWithCert xmlns="http://www.docusign.net/API/3.0">
<addWaterMark>boolean</addWaterMark>
</RequestPDFWithCert>
</soap:Body>
</soap:Envelope
Sample Code
RequestPDFWithCert – C#
// Here, we chose to suppress the watermark
_apiClient.RequestPDFWithCert(status.EnvelopeID, false);
RequestPDFWithCert – PHP
$result = $api->CreateAndSendEnvelope($createAndSendEnvelopeparams);

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// Send
$requestPDFWithCertparams = new RequestPDFWithCert();
$requestPDFWithCertparams->EnvelopeID = $status->EnvelopeID;
$requestPDFWithCertparams->AddWaterMark = false;
$response = $api->RequestPDFWithCert($requestPDFWithCertparams);
EnvelopePDF
Schema
EnvelopeID DSXId Returns EnvelopeID of the envelope.
PDFBytes base64Binary The document bytestream
Rules for using RequestDocumentPDFs, RequestDocumentPDFsEx,
RequestPDF, RequestPDFNoWaterMark, RequestPDFWithCert,
DocumentPDF and EnvelopePDF
• In the methods mentioned in this section, length of the EnvelopeID must not exceed 100
characters. Else, the XML validation fails and the processor throws a Validation error.
• In the request methods envelope with specified Id must exist. Else an exception
“Envelope_Does_Not_Exist” is thrown.
• In the DocumentPDF method returns all the PDF documents in the envelope as base64binary
with document names. But DocumentPDF element is optional. If the envelope with mentioned
EnvelopeID is in the draft stage then Name or PDFBytes is not returned.
• DocumentPDFs also return certificate document with PDF documents in the envelope
• Only sender or recipient can retrieve the documents else exception,
“User_Not_Envelope_Sender_Or_Recipient” will be thrown.
• You may have your account setup by DocuSign to include DocuSign PDF meta data in the
returned PDF bytes.
The envelope level PDF will contain:
• Tracking information that contains the Envelope ID.
• EnvelopeStatus XML.
The document level PDF will contain:
• Tracking information that contains the Envelope ID and originating Document ID.
• EnvelopeStatus XML with the tab information removed that does not pertain to the
document.
• Document PDF form data if the document originated with TransformPDFFields
enabled.
The envelope summary document will contain:

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• Tracking information that contains the Envelope ID.
• EnvelopeStatus XML with all tab information removed.
RequestPDFWithOptions
This method returns all of the documents combined into a single, contiguous PDF. It includes the
ability to set display options for the PDFs.
Schema
EnvelopeId DSXId The envelope ID for the PDF document being
requested.
PDFOptions Optional display elements for the PDF:
• ShowChanges – If the account has the
Highlight Data Changes feature enabled and
this option is set to true, any changed fields
for the returned PDF are highlighted in yellow
and optional signatures or initials outlined in
red.
• AddWaterMark – If the account has the
watermark feature enabled and the envelope
is not complete, the watermark for the account
is added to the PDF document. When this is
set to false, the watermark is removed from
the PDF.
• IncludeCert – When set to true, this option
removes the envelope signing certificate from
the download.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/RequestPDFWithOptions"
<soap:Body>
<RequestPDFWithOptions xmlns="http://www.docusign.net/API/3.0">
<PDFOptions>
<ShowChanges>boolean</ShowChanges>
<AddWaterMark>boolean</AddWaterMark>
<IncludeCert>boolean</IncludeCert>
</PDFOptions>

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</RequestPDFWithOptions>
</soap:Body>
</soap:Envelope>
RequestPDFsWithOptions
This method returns all of the documents in an envelope as an array of DocumentPDF (see
DocumentPDF for more about the returned information). If the account has the Highlight Data
Changes feature enabled and the ShowChanges option is set to true, any changes one the
documents are highlighted.
Schema
EnvelopeID DSXId The envelope ID for the PDF documents being
requested.
PDFsOptions Optional display elements for the PDFs:
• ShowChanges - When set to true, any
changed fields for the returned PDF are
highlighted in yellow and optional signatures
or initials outlined in red.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/RequestPDFsWithOptions"
<soap:Body>
<RequestPDFsWithOptions xmlns="http://www.docusign.net/API/3.0">
<PDFsOptions>
<ShowChanges>boolean</ShowChanges>
</PDFsOptions>
</RequestPDFsWithOptions>
</soap:Body>
</soap:Envelope>
TransferEnvelope
The TransferEnvelope method effectively transfers all documents in the specified envelope to the new
owner.

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Schema
specified by the request.
AccountID DSXId This specifies the account ID of the person to
whom ownership is transferred.
UserID DSXId The user ID of the person to whom the
envelope ownership is being transferred.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/TransferEnvelope"
<soap:Body>
<TransferEnvelope xmlns="http://www.docusign.net/API/3.0">
<AccountID>string</AccountID>
<UserID>string</UserID>
</TransferEnvelope>
</soap:Body>
</soap:Envelope>
TransferEnvelopeStatus
TransferEnvelopeStatus is the response method for TransferEnvelope.
Schema
TransferEnvelopeSuccess Boolean This element is true if the transfer
succeeded.
Rules for using TransferEnvelope
• The length of any of the EnvelopeID, AccountID, and UserID must not exceed 100 characters.
Else, the XML validation fails and the processor throws a Validation error.

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• AccountID must exist in the system; else exception “Account_Does_Not_Exist_In_System” will
be thrown.
• UserID must exist in the system; else exception “User_Does_Not_Exist_In_System” will be
thrown.
• Transfer of envelope will be allowed only if the envelope status is complete. Else
“Envelope_Is_Incomplete” will be thrown.
• Only sender would be able to transfer the ownership to someone else. Else error
“User_Not_Envelope_Sender” will be thrown
• User cannot transfer the ownership of the envelope to self. If a user tries to transfer envelope
to self “Envelope_Transferee_Already_Owns_Envelope” exception will be thrown.
• If Authoritative Copy status is set then envelope cannot be transferred. It tried to transfer the
resulting error will be “Envelope_Cannot_Transfer_Invalid_ACStatus”.
Sample Code
TransferEnvelope – C#
// Request the envelope specified to be transferred to the account specified
DocuSignWeb.TransferEnvelopeStatus status = _apiClient.TransferEnvelope("envelope ID",
"account ID as GUID", "user ID as GUID");
// Confirm that the transfer succeeded
Console.WriteLine("Transfer succeeded? {0}", status.TransferEnvelopeSuccess);
TransferEnvelope – PHP
// Request the envelope specified to be transferred to the account specified
$transferEnvelopeparams = new TransferEnvelope();
// TODO: replace string with account ID GUID that you will transfer the envelope to
$transferEnvelopeparams->AccountID = "someone else's account ID GUID here";
// TODO: replace string with envelope ID GUID that will be transferred
$transferEnvelopeparams->EnvelopeID = "your envelopeID GUID here";
// TODO: replace string with user ID GUID that you will transfer the envelope to
$transferEnvelopeparams->UserID = "someone else's user ID as GUID here";
$response = $api->TransferEnvelope($transferEnvelopeparams);
ExportAuthoritativeCopy
This section presents the principles and methods involved in implementing a DocuSign Connect API
integration using the ExportAuthoritativeCopy and AcknowledgeAuthoritativeCopyExport API
methods. The ExportAuthoritativeCopy API method enables API users to extract Authoritative Copy
envelopes from DocuSign. The AcknowledgeAuthoritativeCopyExport API method is used to indicate
success of the extract call and to obtain the key to unlock the envelope’s documents.
Schema
EnvelopeID DSXId Envelope ID of the envelope which is to be
exported.

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Sample Request XML:
SOAPAction: "http://www.docusign.net/API/3.0/ExportAuthoritativeCopy"
<soap:Body>
<ExportAuthoritativeCopy xmlns="http://www.docusign.net/API/3.0">
</ExportAuthoritativeCopy>
</soap:Body>
</soap:Envelope>
AuthoritativeCopyExportDocuments
Schema
EnvelopeId DSXId Envelope ID of the envelope which is to be
exported.
TransactionId DSXId Transaction ID for this export process.
Count Integer Number of documents in the DocumentPDF
array.
DocumentPDF DocumentPDF Array of encrypted document PDFs in the
envelope.
AcknowledgeAuthoritativeCopyExport
Schema
exported.

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TransactionId DSXId Transaction ID for this export process.
Obtained from the ExportAuthoritativeCopy
API call.
checkSumHash base64Binary Total hash of all the documents returned in the
ExportAuthoritativeCopy API call.
Sample Request XML:
SOAPAction: "http://www.docusign.net/API/3.0/AcknowledgeAuthoritativeCopyExport"
<soap:Body>
<AcknowledgeAuthoritativeCopyExport xmlns="http://www.docusign.net/API/3.0">
<TransactionId>string</TransactionId>
<checkSumHash>base64Binary</checkSumHash>
</AcknowledgeAuthoritativeCopyExport>
</soap:Body>
</soap:Envelope>
AuthoritativeCopyExportStatus
Schema
AuthoritativeCopyExportSuccess Boolean Return true if the envelope export is
successful
exported.
ExportKey DSXId Key used to decrypt the Rijndael encrypted
documents returned in the
ExportAuthoritativeCopy API call.
Encryption mode is CBC.
Encryption padding is PKCS7.
Rules for exporting Authoritative Copy envelopes
• The envelope ID passed to the API must be valid.
• The envelope ID passed to the API must be in the Authoritative Copy status in DocuSign.

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• The user and account must be configured properly by DocuSign in order to enable this
API.
Rules for Exceptions thrown by the ExportAuthoritativeCopy API
• Envelope_AC_Export_Completed – the envelope being requested has already been
exported from DocuSign.
• Envelope_AC_Export_Not_AC_Copy – the envelope being requested is not an
Authoritative Copy.
Rules for Exceptions thrown by the AcknowledgeAuthoritativeCopyExport API
• Envelope_AC_Export_Invalid_Status – envelope is not in the valid export status.
• Envelope_AC_Export_Invalid_TransID – transaction ID passed is invalid.
Rules for return value of the AcknowledgeAuthoritativeCopyExport API
• AuthoritativeCopyExportSuccess – True if export was successfully completed.
• ExportKey – key to decrypt the Rijndael encrypted documents. This key is only provided if
AuthoritativeCopyExportSuccess is true. Encryption mode is CBC. Encryption padding is
PKCS7.

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Administrative Function Group
This section describes administrative methods.
CreateAccountBrands
CreateAccountBrands is used to upload one or more brand profile files to the account. The Account
Branding feature must be enabled for the account to use this.
Schema
AccountID DSXId The AccountId for the account to which the
brand profiles are added.
BrandDefinitions BrandDefinitionFileBytes The base64Binary bytes of the brand profile
xml file being added.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/CreateAccountBrands"
<soap:Body>
<CreateAccountBrands xmlns="http://www.docusign.net/API/3.0">
<BrandDefinitions>
<BrandDefinitionsFileBytes>base64Binary</BrandDefinitionsFileBytes>
</BrandDefinitions>
</CreateAccountBrands>
</soap:Body>
</soap:Envelope>
DeleteAccountBrands
DeleteAccountBrands is used to delete one or more brand profiles from an account. The Account
Branding feature must be enabled for the account to use this.
Schema

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AccountID DSXId The AccountId for the account from which the
brand profiles are being deleted.
BrandDeleteRequest BrandRequestItems An array of BrandRequestItem that each
contain the BrandId for the brand profile to be
deleted.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/DeleteAccountBrands"
<soap:Body>
<DeleteAccountBrands xmlns="http://www.docusign.net/API/3.0">
<BrandDeleteRequest>
<BrandRequestItems>
<BrandRequestItem>
</BrandRequestItem>
<BrandRequestItem>
</BrandRequestItem>
</BrandRequestItems>
</BrandDeleteRequest>
</DeleteAccountBrands>
</soap:Body>
</soap:Envelope>
GetAccountBrands
GetAccountBrands is used to retrieve a list of brand profiles associated with the account and the
default brand profile. The Account Branding feature must be enabled for the account to use this.
Schema
SenderAccountID DSXId The AccountId for the account.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/GetAccountBrands"
<soap:Body>
<GetAccountBrands xmlns="http://www.docusign.net/API/3.0">
<SenderAccountId>string</SenderAccountId>

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</GetAccountBrands>
</soap:Body>
</soap:Envelope>
GetAccountBrandsResult
This is the response for GetAccountBrands and contains the default brand profile and list of brand
profiles associated with the account.
Schema
RecipientBrandIdDefault String The BrandId of the default signing brand
profile.
SenderBrandIdDefault String The BrandId of the default sending brand
profile.
BrandResultItems BrandResultItem A complex element with the BrandId,
BrandName and BrandCompany information
for all the brand profiles associated with the
account.
GetAccountMembershipFeatureList
GetAccountMembershipFeaturesList is used to retrieve the features available to the membership.
Schema
AccountID DSXId Account Id of the user whose membership
permissions for optional features are
requested.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/GetAccountMembershipFeaturesList"

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<soap:Body>
<GetAccountMembershipFeaturesList xmlns="http://www.docusign.net/API/3.0">
</GetAccountMembershipFeaturesList>
</soap:Body>
</soap:Envelope>
AccountMembershipFeatureList
Schema
Email Email Email of the user whose membership feature
list is requested.
UserName UserName UserName of the user whose membership
feature list is requested.
EnabledFeaturesSet String Returns the set of DocuSign Professional
features in membership.
Usage rules for GetAccountMembershipFeatureList and AccountMembershipFeatureList
• The length of AccountId, Email and UserName must not exceed 100 characters.
• The EnabledFeatures would be unbounded. Values for this will be DocuSignProfessional,
eOriginalVaultResponse, SequentialSigningAPI, SequentialSigningUI, TransactionPoint,
CanSetDocumentSignerVisibility and AccountForcesSignerVisibility.
Sample Code
GetAccountMembershipFeaturesList – C#
// This is simple -- just input your account ID
DocuSignWeb.AccountMembershipFeaturesList list =
_apiClient.GetAccountMembershipFeaturesList(_accountId);
GetAccountMembershipFeaturesList – PHP
$getAccountMembershipFeaturesListparams = new GetAccountMembershipFeaturesList();
$getAccountMembershipFeaturesListparams->AccountID = $AccountID;
$response = $api-
>GetAccountMembershipFeaturesList($getAccountMembershipFeaturesListparams);
GetAccountSettingsList
GetAccountSettingsList is used to retrieve the settings available to the account.

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Schema
AccountID DSXId AccountId of the account settings to be
returned.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/GetAccountSettingsList "
<soap:Body>
<GetAccountSettingsList xmlns="http://www.docusign.net/API/3.0">
</ GetAccountSettingsList >
</soap:Body>
</soap:Envelope>
AccountSettingsList
Schema
AccountSetting AccountSetting Name: string: the name of the account
setting.
Value: string: the value of the account setting.
Type: string: the type of the account setting
(ie. Integer, Boolean, String)
Usage rules for GetAccountSettingsList and AccountSettingsList
• The length of AccountId, must not exceed 100 characters.
• The AccountSetting is unbounded. Current “Name” values are: UserOverrideEnabled,
ReminderEnabled, ReminderFrequency, ReminderDelay, ExpireEnabled, ExpireAfter, and
ExpireWarnBuffer.

177
Sample Code
GetAccountSettingsList – C#
DocuSignWeb.AccountSetting[] settings =
_apiClient.GetAccountSettingsList(_accountId);
// Display some information about the settings
Console.WriteLine("We have {0} account settings:", settings.Length);
foreach (DocuSignWeb.AccountSetting setting in settings)
{
Console.WriteLine("t{0}: {1}", setting.Name, setting.Value);
}
GetAccountSettingsList – PHP
$getAccountSettingsListparams = new GetAccountSettingsList();
$getAccountSettingsListparams->AccountID = $AccountID;
$response = $api->GetAccountSettingsList($getAccountSettingsListparams);
GetAddressBookItems
These methods can be used to manage your server side address book in the DocuSign system. You
will be able to retrieve address book entries.
Schema
AccountID DSXId The DocuSign account ID.
Retrieves your address book and account shared address book. This method returns an array of
AddressBookItem objects.

178
AddressBookItem
AddressBookID DSXId Unique identifier of the address book item.
Email String Email associated with the address book item.
UserName String Name associated with the address book item.
AccountName String Account name associated with the address
book item. This can be a maximum of 100
characters.
Shared Boolean True if the address book item is shared with
the API user’s account.
Created DateTime Date the address book item was created.
Owner Boolean True if the API user account is the owner of
the address book item.
Phone1 AddressBookPhone PhoneNumber: string: phone number,
maximum length is 20.
PhoneNumberDesignation: value: one of the
following: Home, Mobile, Work, Fax, Other.

179
Rules and exceptions for GetAddressBookItems
• Account_Lacks_Permissions – account does not have permissions to use this API.
• User_Lacks_Permissions – user does not have permissions to use this API.
• Address book items that are passed to this API that the user does not own will not be
removed.
Sample Code
GetAddressBookItems – C#
DocuSignWeb.AddressBookItem[] items =
_apiClient.GetAddressBookItems(_accountId);
// Display information about the address book items
Console.WriteLine("There there are {0} items in the address book:", items.Length);
foreach (DocuSignWeb.AddressBookItem item in items)
{
Console.WriteLine("t{0}: {1}", item.UserName, item.Email);
}
GetAddressBookItems – PHP
$getAddressBookItemsparams = new GetAddressBookItems();
$getAddressBookItemsparams->AccountID = $AccountID;
$getAddressBookItemsResponse = $api->GetAddressBookItems($getAddressBookItemsparams);
GetRecipientEsignList
Senders can use this method to determine if an Esign agreement pre-exists between the sender and
recipient.

180
Schema
UserName UserName Sender’s name.
SenderEmail Email Sender’s email address.
SenderAccountId DSXId Sender’s account Id
RecipientEmail Email Recipient’s email address.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/GetRecipientEsignList"
<soap:Body>
<GetRecipientEsignList xmlns="http://www.docusign.net/API/3.0">
<SenderEmail>string</SenderEmail>
</GetRecipientEsignList>
</soap:Body>
</soap:Envelope>
RecipientEsignList
This element returns a list of RecipientEsignRecords for a designated sender and recipient
combination. For each record, the return Boolean value indicates whether or not an Esign agreement
exists between the sender and that particular recipient.
Schema

181
AccountId DSXId The account holding the ESign agreement.
UserName UserName The recipient’s name.
Email Email The recipient’s email.
ESign boolean If true, an Esign agreement exists between the
sender and the recipient
Rules for using GetRecipientEsignList and RecipientEsignList
• The UserName should be valid.
• The SenderEmail should be valid; else “Invalid_Email_Address_For_Sender” execution will be
thrown.
• The length of UserName, SenderEmail, SenderAccountId and RecipientEmail must not
exceed 100 characters.
• User defined by UserName and SenderEmail pair belong to SenderAccountId specified, else
“User_Does_Not_Belong_To_Specified_Account” exception is thrown.
Sample Code
GetRecipientEsignList – C#
// Enter account holder's username, email and accountID,
// and the email of the user that you wish to determine if
// an esign agreement exists
DocuSignWeb.RecipientEsignList recipients =
_apiClient.GetRecipientEsignList(_userName, _email, _accountId, "<email>");
// Display the number of people in the list
Console.WriteLine("There are {0} recipients", recipients.RecipientEsign.Length);
// Examine each record -- does the esign agreement exist?
foreach (DocuSignWeb.RecipientEsign esign in recipients.RecipientEsign)
{
Console.WriteLine("t{0}: {1}", esign.Email, esign.Esign);
}
GetRecipientEsignList – PHP
// Enter account holder's username, email and accountID, and the email of
// the user that you wish to determine if an esign agreement exists
$getRecipientEsignListparams = new GetRecipientEsignList();
$getRecipientEsignListparams->SenderAccountId = $AccountID;
$getRecipientEsignListparams->SenderEmail = $UserID;
$getRecipientEsignListparams->UserName = $UserName;
$getRecipientEsignListparams->RecipientEmail = $Recipient1Email;
$response = $api->GetRecipientEsignList($getRecipientEsignListparams);
GetRecipientList
Senders can use this method to determine which recipients are available at the given email address.

182
Schema
SenderAccountId DSXId Sender’s account Id
RecipientEmail Email Recipient’s email address.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/3.0/GetRecipientList"
<soap:Body>
<GetRecipientList xmlns="http://www.docusign.net/API/3.0">
</GetRecipientList>
</soap:Body>
</soap:Envelope>
RecipientList
This element returns a list of RecipientRecords for a designated recipient email. For each record, the
return Boolean value indicates whether or not an Esign agreement exists between the sender and that
particular recipient.
Schema
RecipientName LongString List of recipient Signature Names available to
sign at this email.
ReservedRecipientEmail Boolean Whether or not the user has reserved this
email to disallow new recipient names at this
email address.
MultipleUsers Boolean If true, more than one physical person is using
this email address to sign with.
Rules for using GetRecipientList and RecipientList
• The length of SenderAccountId and RecipientEmail must not exceed 100 characters.

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• If no active signatures are available at the given email address, then no records will be
returned.
Sample Code
GetRecipientList – C#
// Enter the account holder's ID and the target email
// to find all recipients at the target email address
DocuSignWeb.RecipientList recipients =
_apiClient.GetRecipientList(_accountId, "<email>");
// Display the number of recipients
Console.WriteLine("There are {0} recipients", recipients.RecipientName.Length);
// Examine each record -- does the esign agreement exist?
foreach(String recipient in recipients.RecipientName)
{
Console.WriteLine("t{0}", recipient);
}
GetRecipientList – PHP
// Enter the account holder's ID and the target email to find all recipients
// at the target email address
$getRecipientListparams = new GetRecipientList();
$getRecipientListparams->SenderAccountId = $AccountID;
$getRecipientListparams->RecipientEmail = $Recipient1Email;
$response = $api->GetRecipientList($getRecipientListparams);
RemoveAddressBookItems
Schema
AddressBookRemoveItems AddressBookRemoveItem
Array
Array of address book item IDs to remove.
ReturnAddressBook Boolean If true, return the address book item list in the
UpdateAddressBookResult object.
Removes all the specified items passed from your address book. This method returns an
UpdateAddressBookResult object described earlier.
AddressBookRemoveItem
Schema

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AddressBookID DSXId Address book ID to remove.
Rules and exceptions for RemoveAddressBookItems
removed.
• Invalid address book IDs will be ignored.
Sample Code
RemoveAddressBookItems – C#
// Grab all the address book items from the specified account
DocuSignWeb.AddressBookItem[] items = _apiClient.GetAddressBookItems(_accountId);
if(items.Length >= 1)
{
// Use the address book ID of an item to remove it
DocuSignWeb.AddressBookRemoveItem toRemove = new DocuSignWeb.AddressBookRemoveItem();
toRemove.AddressBookID = items[0].AddressBookID;
// Construct an array with all the items you want to remove
DocuSignWeb.AddressBookRemoveItem[] remove = { toRemove };
DocuSignWeb.UpdateAddressBookResult result =
_apiClient.RemoveAddressBookItems(remove,
false);
// Confirm that the removal succeeded
Console.WriteLine("Removed item {0} succeeded? {1}", toRemove.AddressBookID,
result.Success);
}
RemoveAddressBookItems – PHP
// Grab all the address book items from the specified account
$getAddressBookItemsparams = new GetAddressBookItems();
$getAddressBookItemsparams->AccountID = $AccountID;
$addBookItems = $api->GetAddressBookItems($getAddressBookItemsparams)-
>GetAddressBookItemsResult->AddressBookItem;
if (count($addBookItems) >= 1) {
$addToRemove = new AddressBookRemoveItem();
// Build an array of the first address book item to remove
$addToRemove->AddressBookID = $addBookItems[0]->AddressBookID;
$removeAddressBookItemsparams = new RemoveAddressBookItems();
$removeAddressBookItemsparams->AddressBookRemoveItems = array($addToRemove);
$removeAddressBookItemsparams->ReturnAddressBook = false;
$response = $api->RemoveAddressBookItems($removeAddressBookItemsparams);
}
else {
$response = "No address book items to remove.";
}

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RequestTemplate
Schema
TemplateId DSXId Template ID to return.
IncludeDocumentBytes Boolean If true, include the document bytes of the
template within the Envelope object returned.
Retrieves a specific template from the server. This method returns EnvelopeTemplate upon execution
completion.
EnvelopeTemplate
EnvelopeTemplateDefinition EnvelopeTemplateDefinition Defines the attributes of a template. See the
EnvelopeTemplateDefinition section below for
more information.
Envelope Envelope Template is contained within an Envelope
object defined earlier in this document.
MatchBox
PageNumber Integer Page to put the matchbox on.
XPosition Integer X position of the matchbox.
YPosition Integer Y position of the matchbox.
Width Integer Width of the matchbox.

186
Height Integer Height of the matchbox.
Matchboxes can be supplied with the document structure within the Envelope. They are used in the
matching process when documents are uploaded for creating templates.
EnvelopeTemplateDefinition
TemplateID DSXId Unique identifier of the template.
Name String Name of the template.
Shared Boolean If true, the template is shared with the
Everyone group in the account. If false, the
template is only shared with the Administrator
group.
TemplatePassword String Password if the template is locked.
NOTE: This will only be returned if the
requesting user is the creator of the template.
TemplateDescription String Description of the template.
LastModified DateTime Last time the template was modified.
PageCount Integer Number of pages in document of the template.
Rules and exceptions for RequestTemplate
• Template_Unable_To_Load – template ID provided was invalid.

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Sample Code
RequestTemplate – C#
// Request all the templates as shown in linked code
DocuSignWeb.EnvelopeTemplateDefinition[] response = <templates request>;
// Request information about each template definition
foreach (DocuSignWeb.EnvelopeTemplateDefinition def in response)
{
Console.WriteLine("Retrieved template definition with ID {0}", def.TemplateID);
// Request the template specified by the template ID
DocuSignWeb.EnvelopeTemplate template = _apiClient.RequestTemplate(def.TemplateID,
false);
// Display information about the returned template
Console.WriteLine("tRetrieved template with name "{0}" and with {1} pages",
template.EnvelopeTemplateDefinition.Name,
template.EnvelopeTemplateDefinition.PageCount);
}
RequestTemplate – PHP
// Request all the templates this account has on file
$requestTemplatesparams = new RequestTemplates();
$requestTemplatesparams->AccountID = $AccountID;
$requestTemplatesparams->IncludeAdvancedTemplates = false;
$rtsResponses = $api->RequestTemplates($requestTemplatesparams)->RequestTemplatesResult-
>EnvelopeTemplateDefinition;
// Request info for each template and put into array of $responses
$requestTemplateparams = new RequestTemplate();
$requestTemplateparams->IncludeDocumentBytes = false;
$responses = array();
foreach ($rtsResponses as $envTemplateDef) {
$requestTemplateparams->TemplateID = $envTemplateDef->TemplateID;
$response = $api->RequestTemplate($requestTemplateparams);
array_push($responses, $response);
}
RequestTemplateList
This method requests a list of templates.
Schema
TemplateIDs ArraryofString5 An array of Template IDs for the templates
being requested.
IncludeDocumentBytes Boolean If true, the document bytes of the requested
templates are included in the response.
The method returns a list of EnvelopeTemplates for the requested templates.

188
RequestTemplates
Schema
AccountId DSXId Account to request the templates for. If left
blank the API user’s default account will be
used.
IncludeAdvancedTemplates Boolean If true, this will return templates with advanced
features, (advanced features are those not
supported by DSPro). If false, only templates
without advanced features are returned.
This method returns a list of server side templates available for this account. The list format is in
EnvelopeTemplateDefinition section above.
Rules and exceptions for RequestTemplates
Sample Code
RequestTemplates – C#
// Request all the templates that this account has on file
DocuSignWeb.EnvelopeTemplateDefinition[] response =
_apiClient.RequestTemplates(_accountId,
false);
// Print out information about the templates
{
Console.WriteLine("Retrieved template definition with ID {0} with name "{1}"",
def.TemplateID, def.Name);
}
RequestTemplates – PHP

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SaveTemplate
Schema
EnvelopeTemplate EnvelopeTemplate Template to save. EnvelopeTemplate object
was described earlier.
This method returns SaveTemplateResult.
Input to SaveTemplate is the EnvelopeTemplate object described earlier.
Rules and exceptions for SaveTemplate
• User_Lacks_Permissions – user does not have permissions to use this API or the user does
not have permissions to manage templates for the account.
• If the template ID is not provided in EnvelopeTemplate a new template will be created.
Sample Code
SaveTemplate – C#
// Request all the templates as shown in linked code
DocuSignWeb.EnvelopeTemplateDefinition[] response = <templates request>;
{
Console.WriteLine("Retrieved template definition with ID {0}", def.TemplateID);
// Request the template specified by the template ID
DocuSignWeb.EnvelopeTemplate template = _apiClient.RequestTemplate(def.TemplateID,
true);
// Modify the name of the template
template.EnvelopeTemplateDefinition.Name = "Modified name";
// Save the template back to the account
DocuSignWeb.SaveTemplateResult result = _apiClient.SaveTemplate(template);
// Confirm that the save operation succeeded
Console.WriteLine("tSaved template? {0}", result.Success);
}
SaveTemplate – PHP
// Make a new template from each template on file and save it
$requestTemplateparams = new RequestTemplate();

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$requestTemplateparams->IncludeDocumentBytes = true;
$responses = array();
foreach ($rtsResponses as $envTemplateDef) {
$requestTemplateparams->TemplateID = $envTemplateDef->TemplateID;
$template = $api->RequestTemplate($requestTemplateparams)->RequestTemplateResult;
$template->EnvelopeTemplateDefinition->Name = "Modified Name";
$saveTemplateparams = new SaveTemplate();
$saveTemplateparams->EnvelopeTemplate = $template;
$response = $api->SaveTemplate($saveTemplateparams);
array_push($responses, $response);
}
UpdateAddressBookItems
Updates and inserts all the specified items passed to your address book. This method returns an
Schema
AddressBookItems AddressBookItem Array Array of address book items to update or
insert.
ReturnAddressBook Boolean If true, return the address book item list in the
UpdateAddressBookResult
Success Boolean True if successful.
AddressBookItems AddressBookItem Array Array of AddressBookItem after the updates
are completed. AddressBookItem object
described earlier.
Rules and exceptions for UpdateAddressBookItems
removed.
• If the address book ID is left blank in the AddressBookItem object a new address book entry
will be added.

191
• If the AddressBookItem share is changed and the user does not have address book sharing
privileges, the address book item share will not be updated.
• AddressBook_Email_Invalid – if there is an invalid email in the address book items passed to
the API this error will be returned and no updates will be done.
UploadTemplate
This method returns SaveTemplateResult.
Note: this method currently only supports DocuSign Professional Template XML.
Schema
TemplateXML String XML data to be transformed into a DocuSign
server side template. NOTE: only DocuSign
Professional template XML is supported.
AccountID DSXId Account ID to add the template to. If blank, the
API user’s default account will be used.
Shared Boolean If true, the template is shared with the
Everyone group in the account. If false, the
template is only shared with the Administrator
group.
Rules and exceptions for UploadTemplate
• User_Lacks_Permissions – user does not have permissions to use this API or the user does
not have permissions to manage templates for the account.
Sample Code
UploadTemplate – C#
// Read the template that you want to upload
String templateXML = System.IO.File.ReadAllText("path to template");
// Upload the specified template to the account
DocuSignWeb.SaveTemplateResult result = _apiClient.UploadTemplate(templateXML,
_accountId, false);
// Confirm that the template saved successfully
Console.WriteLine("The template was successfully uploaded? {0}", result.Success);

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UploadTemplate – PHP
// Read the template that you want to upload
$templateXML = file_get_contents("path to template");
// Send
$uploadTemplateparams = new UploadTemplate();
$uploadTemplateparams->AccountID = $AccountID;
$uploadTemplateparams->TemplateXML = $templateXML;
$uploadTemplateparams->Shared = true;
$response = $api->UploadTemplate($uploadTemplateparams);
Embedded Callback Event Codes
When DocuSign redirects the Recipient to the Embedded client application, it will append a URL
parameter “event” to the CallbackURL to indicate which terminal state the Recipient reached. The
valid values are:
Event Description
OnSigningComplete The Recipient successfully completed the signing the document.
OnViewingComplete The Recipient successfully viewed the document.
OnCancel The Recipient canceled the document while viewing the envelope.
OnDecline The recipient declined the envelope.
OnSessionTimeout The recipient session has timed out.
OnTTLExpired If a Recipient Token URL is invoked after it is expired.
OnAccessCodeFailed The Recipient failed to provide the correct Access Code.
OnIdCheckFailed The Recipient failed to pass the ID Check authentication questions.
OnException If an exception is thrown.
OnFaxPending If a faxed in document is pending.
Asynchronous Document Generation
The following value can be set to cause the system to report that the envelope has been completed
before the actual final documents have been generated.
GenerateSignedDocumentAsynch Boolean Optional flag. If true, the final document
generation will happen after the envelope
status has been set to ‘Completed’. Default
is false.

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Credential API
This section covers the methods involved in implementing a DocuSign Credential API. The DocuSign
Credential API can be used to authenticate with an email and password to acquire your API
credentials. The credentials can then be used to access the DocuSign Connect API methods
described earlier. If you have an integrators key from DocuSign you can place it in front of the email
argument bracketed, “[“ and “]”.
The DocuSign Credential API exposes the following methods:
Login – Allows you to authenticate with an email and password to retrieve your API credentials
required to access the DocuSign Connect API.
Ping – Allows you to validate that the Credential API is alive.
Login
The Login method can be used to authenticate and retrieve DocuSign Connect API credentials based
on an email and password. This method will return an array of valid DocuSign Connect API accounts
that match the email and password provided.
Schema
Email String Email to authenticate with. Place your
bracketed integrators key in front of the email if
you have received one from DocuSign.
Sample:
[integrator key]email
Password String Password to authenticate with.
ReturnBaseUrl Boolean When true, the response will return the
BaseUrl string. This contains information about
the server location of your account.
The string is should be used in the header for
future API calls.
Sample Request XML:
SOAP 1.1: The following is a sample SOAP 1.1 request and response. The placeholders shown need
to be replaced with actual values.
POST /api/3.0/credential.asmx HTTP/1.1
Host: www.docusign.net
SOAPAction: "http://www.docusign.net/API/Credential/Login"

194
<soap:Body>
<ReturnBaseUrl>boolean</ReturnBaseUrl>
</Login>
</soap:Body>
</soap:Envelope>
SOAP 1.2: The following is a sample SOAP 1.2 request and response. The placeholders shown need
to be replaced with actual values.
POST /api/3.0/credential.asmx HTTP/1.1
Host: www.docusign.net
Content-Type: application/soap+xml; charset=utf-8
<soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns:soap12="http://www.w3.org/2003/05/soap-envelope">
<soap12:Body>
<ReturnBaseUrl>boolean</ReturnBaseUrl>
</Login>
</soap12:Body>
LoginResult
AccountID DSXId Account ID of the valid DocuSign Connect API
user.
AccountName String Account Name of the valid DocuSign Connect
API user.
UserID DSXId User ID of the valid DocuSign Connect API
user.

195
UserName String Username of the valid DocuSign Connect API
user.
Email String Email of the valid DocuSign Connect API user.
BaseUrl String The BaseUrl string for your account. This
contains information about the server location
of your account.
The string is should be used in the header for
future API calls.
Ping
Ping can be used to do a quick check to see if the DocuSign Credential service is available.
Schema
Sample Request XML:
SOAPAction: http://www.docusign.net/API/Credential/Ping
<soap:Body>
<Ping xmlns="http://www.docusign.net/API/Credential" />
</soap:Body>
</soap:Envelope>
PingResult
Returns true if successful.
Sample Code
Ping – C#
// Use this function to validate that the Credential API is alive
bool retval = _apiClient.Ping();
// Confirm that we got an appropriate reply
if (retval)
{
Console.WriteLine("Ping succeeded.");
}
Ping – PHP
$pingParams = new Ping();
$response = $am_api->Ping($pingParams);
GetAuthenticationToken
This method can be used to get a onetime use URL with an authentication token to launch the
DocuSign member system.

196
Schema
Email string Email to authenticate with. Place your
Sample: [integrator key]email
Password string Password to authenticate with.
AccountID string Optional DocuSign account ID for the user. If
left blank the default account ID will be used.
GoToEnvelopeID String Optional envelope ID. If provided the URL
returned will send the user directly to viewing
the envelope. If left blank the user will be taken
to the member console.
This method returns a string that is the URL to access the DocuSign member system. This URL can
be placed in a browser and you will be automatically logged into the member system.
RequestSenderToken
Schema

197
Email String Email to authenticate with. Place your
Sample:
[integrator key]email
Password String Password to authenticate with.
EnvelopeID String Optional envelope ID. If provided the user will
parameter.
In-session sending events
Event Description
Rules and exceptions for RequestSenderToken
• Account_Lacks_Permissions – Account does not have valid permissions.
• User_Lacks_Permissions – user does not have valid permissions.
• User_Authentication_Failed – user/password is not valid.

198
Account Management Service API
This section of the Developer’s Guide provides information about the different methods in the
DocuSign Account Management Service API.
Methods Exposed in the DocuSign Account Management Service API
The DocuSign Account Management Service API exposes the following major methods (listed
alphabetically):
• ActivateSalesforceInstance - This method is used by the DocuSign for Salesforce package
to connect Salesforce to DocuSign.
• AddMembersToAccount - This method is used to add new members to an existing account.
• AuthenticateMember and AuthenticateMemberEx - These methods requests the status of a
member in an account.
• ChangeAccountPricePlan - This method is used to change the billing plan for an account.
• ChangePassword – This method is used to change the password for an account member.
• CheckAccountMember - This method is used to determine if user email is a member of the
specified account.
• CloseMembers – This method is used to close member accounts in the same manner as
closing an account through the DocuSign web console.
• CloseSignature - This method is used to remove a signature for a user.
• GetAccountCustomFields - This method is used to retrieve a list of the envelope custom
fields associated with the account.
• GetAccountDistributorCode - This method requests the Distributor Code for an account.
• GetAccountInformation - This method requests the account level attributes for an account.
• GetAccountSettings - This method requests the settings for an account.
• GetConnectCredentials - This method is used by the DocuSign for Salesforce package to
retrieve the Salesforce connect settings.
• GetEncryptedPassword - This method requests the encrypted form of the user’s password.
This encrypted password may be used for authentication in other API function calls along with
a User Name or User ID and an Integrator Key.
• GetMemberSettings - This method requests some attributes about the specified member of
the account.
• GetMembershipSummary - This function returns a list of summary information about the
accounts and users associated with the supplied email address.
• GetPlanGroupInformation - This function returns the plan group names and plans associated
with each plan group for the given distributor code. This information is used to assign billing
plans to an account.
• GetPlanPricingInformation - This function returns the plan pricing information associated
with the given distributor code.
• GetPlanType - This function requests the plan payment type information for an account. The
payment types use the same terminology as the payment method.

199
• GetProvisioningInformation - This function returns account provisioning information, the
DistributorCode, DistributorPassword, and other plan information, for the given Token.
• GetSignatures – This method is reserved for DocuSign use only.
• GetSuccessorPlanInformation - This function returns the current plan information and a list
of successor plans, plans that the current plan could be rolled into, associated with the given
distributor code and account.
• GetUserProfile - This method retrieves the privacy settings and personal information
(address, phone number, etc.) from a user ID card.
• GetUserProfileImage - This method retrieves the image from a user ID card.
• InitializeClientAccount – This method is reserved for DocuSign use only.
• NewAccount - This method creates a new DocuSign account with a single member, who is
the account owner.
• NewSocialAccount – This method is reserved for DocuSign use only.
• Ping - This method determines if the Account Management API service can be contacted.
• ResendAccountActivation - This method sends another account activation message to an
account user.
• SetConnectCredentials - This method is used by the DocuSign for Salesforce package to set
the connection used by DocuSign to update Salesforce data.
• SetSignatureImages – This method is reserved for DocuSign use only.
• SetUserProfile - This method is used to set the privacy settings and personal information
(address, phone number, etc.) from a user ID card.
• SetUserProfileImage - Thsis method is used to upload an image to a user ID card.
• UpdateAccountSettings - This method is used to modify account level settings.
• UpdateMemberSettings - This method is used to modify settings for a member of an account.
• UpgradeRecipientAccount - This function is used to upgrade a user from a free account,
where the user has few privileges, to a paid account plan.
Account Management Service API Methods
This section outlines the usage rules and behaviors of the Account Management Service methods.
The functions are presented in alphabetical order.
ActivateSalesforceInstance
This method is used by the DocuSign for Salesforce package to connect Salesforce to DocuSign.
Schema
AccountId String The DocuSign account ID to which you are
trying to connect.

200
ExternalInstanceId String The Salesforce session ID.
ConnectUsername String The Salesforce login user name.
ConnectPassword String The Saleforce login password
SalesforceEnvironment String The Salesforce environment being accessed
(i.e: Production or Test).
Member Member A complex type that contains information
about the member being activated. See the
Member section for more information.
Sample Request XML
POST /api/3.0/accountmanagement.asmx HTTP/1.1
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/ActivateSalesforceInstance"
<soap:Body>
<ActivateSalesforceInstance xmlns="http://www.docusign.net/API/AccountManagement">
<ExternalInstanceId>string</ExternalInstanceId>
<ConnectUsername>string</ConnectUsername>
<ConnectPassword>string</ConnectPassword>
<SalesforceEnvironment>string</SalesforceEnvironment>
<Member>
<MemberEmailAddress>string</MemberEmailAddress>
<MemberUserName>string</MemberUserName>
<MemberPassword>string</MemberPassword>
<MemberForgottenPasswordQuestion>string</MemberForgottenPasswordQuestion>
<MemberForgottenPasswordAnswer>string</MemberForgottenPasswordAnswer>
<MemberTitle>string</MemberTitle>
<MemberFirstName>string</MemberFirstName>
<MemberMiddleName>string</MemberMiddleName>
<MemberLastName>string</MemberLastName>
<MemberSuffix>string</MemberSuffix>
<EnableConnectForUser>boolean</EnableConnectForUser>
<MemberSettings>
<CanManageAccount>boolean</CanManageAccount>
<CanSendEnvelope>boolean</CanSendEnvelope>
<CanSendAPIRequests>boolean</CanSendAPIRequests>
<APIAccountWideAccess>boolean</APIAccountWideAccess>
<EnableVaulting>boolean</EnableVaulting>
<VaultingMode>bytes</VaultingMode>
<EnableTransactionPoint>boolean</EnableTransactionPoint>
<EnableSequentialSigningAPI>boolean</EnableSequentialSigningAPI>
<EnableSequentialSigningUI>boolean</EnableSequentialSigningUI>
<EnableDSPro>boolean</EnableDSPro>
<PowerFormAdmin>boolean</PowerFormAdmin>
<PowerFormUser>boolean</PowerFormUser>
<CanEditSharedAddressBook>bytes</CanEditSharedAddressBook>
<CanManageTemplates>bytes</CanManageTemplates>
<EnableSignOnPaperOverride>boolean</EnableSignOnPaperOverride>
<EnableSignerAttachments>boolean</EnableSignerAttachments>

201
</MemberSettings>
<ReturnEncryptedPassword>boolean</ReturnEncryptedPassword>
</Member>
</ActivateSalesforceInstance>
</soap:Body>
</soap:Envelope>
The result contains the information below and returns either a success or failure. If the call fails an
error code is provided.
AccountId String The DocuSign account ID to which you are
connected.
SiteId String The DocuSign account number.
UserId String The User ID for the connected account.
MembershipId String The membership ID for the connected
account.
EncryptedPassword String The encrypted password for the authenticated
user.
Sample Return XML
HTTP/1.1 200 OK
<soap:Body>
<ActivateSalesforceInstanceResponse
xmlns="http://www.docusign.net/API/AccountManagement">
<ActivateSalesforceInstanceResult>
<SiteId>string</SiteId>
<UserId>string</UserId>
<MembershipId>string</MembershipId>
<EncryptedPassword>string</EncryptedPassword>
<Success>boolean</Success>
<Error>

202
<ErrorCode>Unspecified_Error or Invalid_Account_ID or
Account_Requires_User_Name_And_Password_For_Activation or
Account_Is_Already_Activated_For_Salesforce or Invalid_Distributor_For_Account or
Invalid_User_ID or Invalid_Account or User_Is_Not_An_Account_Manager or Invalid_Login or
Invalid_Member_User_Name or Invalid_Member_Email or Member_Email_Not_Allowed or
Member_Email_And_User_Name_Awaiting_Activation or
Member_Email_And_User_Name_Already_Exists_For_This_Account or Member_Password_Blank or
Member_Forgotten_Password_Question_Blank or Member_Forgotten_Password_Answer_Blank or
Invalid_Password_Format or Invalid_Member_Data or
Member_Email_And_User_Name_Already_Exists or Not_Authorized or
Invalid_Distributor_Selected or Invalid_PGP_For_Distributor or Invalid_Credit_Card_Type
or CreditCard_Auth_Failed or Invalid_PGP or Invalid_Plan_Retired or
Invalid_Successor_Plan or Invalid_Credit_Card or Credit_Card_Expiration or
Invalid_AppToken or Distributor_Not_Enabled_For_AppToken or
Plan_Group_Not_Enabled_For_Distributor or Invalid_Configuration_Number or
Invalid_Salesforce_Credentials or Invalid_Salesforce_External_Instance_ID or
Invalid_DocuSign_Connect_Configuration_For_Account or Invalid_User or Invalid_Membership
or Invalid_Account_Member or Invalid_Edit_User or Invalid_Edit_Membership or
Invalid_CanEditSharedAddressBook_Value or Invalid_CanManageTemplates_Value or
Invalid_Membership_ID or Invalid_Request or Partner_Authentication_Failed</ErrorCode>
<Description>string</Description>
</Error>
</ActivateSalesforceInstanceResult>
</ActivateSalesforceInstanceResponse>
</soap:Body>
</soap:Envelope>
Member
This element contains general information for a member.
MemberEmailAddress String The member’s email address for the
associated account. This can be a
MemberUserName String The member’s name for the associated
account. This can be a maximum of 100
characters.
MemberPassword String The member’s password for the
associated account. This can be a
MemberForgottenPasswordQuestion String The member’s forgotten password
question for the associated account.
MemberForgottenPasswordAnswer String The answer to the member’s forgotten
password question for the associated
account.
MemberTitle String The member’s title for the associated
account. This can be a maximum of 10
characters.
MemberFirstName String The member’s first name. This can be a
MemberMiddileName String The member’s middle name. This can be
a maximum of 50 characters.

203
MemberLastName String The member’s last name. This can be a
MemberSuffix String The suffix for the member’s name. This
can be a maximum of 50 characters.
EnableConnectForUser Boolean When true, the user is enabled for
connect.
MemberSettings MemberSettings A complex type that contains the account
settings for the member. See
MemberSettings for more information.
ReturnEncryptedPassword Boolean When true, returns the encrypted
DocuSign password sent in the
authentication header.
MemberSettings
This element contains details about the account settings for a member.
CanManageAccount Boolean When true, this user can manage account
settings, manage user settings, add users, and
remove users.
CanSendEnvelope Boolean When true, this user can send envelopes
though the DocuSign Console.
CanSendAPIRequests Boolean When true, this user can send and manage
envelopes using the DocuSign API.
APIAccountWideAccess Boolean When true, this user can send and manage
envelopes for the entire account using the
DocuSign API.
EnableVaulting Boolean When true, this user can use electronic
vaulting for documents.
VaultingMode String This element sets the electronic vaulting mode
for the user.
Enumeration values are: None, eStored and
electronicOriginal.
EnableTransactionPoint Boolean When true, this user can select an envelope
from their member console and upload the
envelope documents to TransactionPoint.
EnableSequentialSigningAPI Boolean When true, this user can define the routing
order of recipients for envelopes sent using
the DocuSign API.
EnableSequentialSigningUI Boolean When true, this user can define the routing
order of recipients while sending documents
for signature.
EnableDSPro Boolean When true, this user can send and manage
envelopes from the DocuSign Desktop Client.

204
PowerFormAdmin Boolean When true, this user can create, manage and
download the PowerForms documents.
PowerFormUser Boolean When true, this user can view and download
PowerForms documents.
CanEditSharedAddressBook String This element sets the address book usage and
management rights for the user.
Enumeration values are: None,
UseOnlyShared, UsePrivateAndShared,
Share.
CanManageTemplates String This element sets the template usage and
management rights for the user.
Enumeration values are: None, Use, Create,
Share.
EnableSignOnPaperOverride Boolean When true, this user can override the account
setting that determines if signers may sign
their documents on paper as an option to
signing electronically.
EnableSignerAttachments Boolean When true, this user can add requests for
attachments from signers while sending
documents.
AddMembersToAccount
This method is used to add new members to an existing account.
Schema
AccountId String The account ID of the account to which the
members are being added.
Members ArrayOfMember An array of Member elements for members
that are being added to the account. See the
Member section for more information.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/AddMembersToAccount"
<soap:Body>
<AddMembersToAccount xmlns="http://www.docusign.net/API/AccountManagement">
<Members>
<Member>

205
<MemberSettings>
</MemberSettings>
</Member>
<Member>
<MemberSettings>
</MemberSettings>
</Member>
</Members>

206
</AddMembersToAccount>
</soap:Body>
</soap:Envelope>
The response contains an array of MemberResults, with the information below, and either a success
or failure. If the call fails an error code is provided.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<AddMembersToAccountResponse xmlns="http://www.docusign.net/API/AccountManagement">
<AddMembersToAccountResult>
<Members>
<Member>
<Error xsi:nil="true" />
</Member>
<Member>
</Member>
</Members>
<Error>
</Error>
</AddMembersToAccountResult>
</AddMembersToAccountResponse>
</soap:Body>

207
</soap:Envelope>
MemberResult
UserId String The User ID for the new member.
user.
MembershipId String The membership ID for the new member.
AuthenticateMember and AuthenticateMemberEx
These method requests the status of a member in an account.
Schema
AccountId String The account ID associated with the member
you are authenticating.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/AuthenticateMember"
<soap:Body>
<AuthenticateMember xmlns="http://www.docusign.net/API/AccountManagement">
</AuthenticateMember>
</soap:Body>
</soap:Envelope>
The response contains the information below and either a success or failure. If the call fails an error
code is provided.
UserId String The user ID for the member being
authenticated.
user.
UsesAPI Boolean When true, the user can use the DocuSign
API.

208
MemberSettings MemberSettings A complex type that contains the account
settings for the member. See MemberSettings
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<AuthenticateMemberResponse xmlns="http://www.docusign.net/API/AccountManagement">
<AuthenticateMemberResult>
<UsesAPI>boolean</UsesAPI>
<MemberSettings>
</MemberSettings>
<Error>

209
</Error>
</AuthenticateMemberResult>
</AuthenticateMemberResponse>
</soap:Body>
</soap:Envelope>
ChangeAccountPricePlan
This method is used to change the billing plan for an account
Schema
DistributorCode String The Distributor Code that identifies the billing
plan groups and plans.
DistributorPassword String The Distributor Password for the
DistributorCode.
AccountId String The account ID for the account you want to
change.
Pgp String The plan group plan for the account. The Pgp
uniquely identifies a plan/plan group and is
used to set plans in other functions.
EnableSupport Boolean If true the plan has support enabled.
IncludedSeats Integer The number of seats included in the plan
CreditCardInformation CreditCardInformation This complex type has information about the
credit card used to pay for this account. It
included the elements: ccNumber,
ccExpirationMonth, ccExpirationYear,
ccUserName, and ccType.
AddressInformation AddressInformation This complex type contains the following
information: Street1, Street2, City, State, Zip,
Phone, and Fax.
The maximum characters or each field are:
- Street1, Street2, City, and State: 100
characters
- ZIP, Phone, and Fax: 20 characters
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/ChangeAccountPricePlan"
<soap:Body>
<ChangeAccountPricePlan xmlns="http://www.docusign.net/API/AccountManagement">

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<DistributorCode>string</DistributorCode>
<DistributorPassword>string</DistributorPassword>
<Pgp>string</Pgp>
<EnableSupport>boolean</EnableSupport>
<IncludedSeats>int</IncludedSeats>
<CreditCardInformation>
<ccNumber>string</ccNumber>
<ccExpirationMonth>string</ccExpirationMonth>
<ccExpirationYear>string</ccExpirationYear>
<ccUserName>string</ccUserName>
<ccType>string</ccType>
</CreditCardInformation>
<AddressInformation>
<Address1>string</Address1>
<City>string</City>
<State>string</State>
<Zip>string</Zip>
<Phone>string</Phone>
<Fax>string</Fax>
</AddressInformation>
</ChangeAccountPricePlan>
</soap:Body>
</soap:Envelope>
The response returns a success or a success or failure. If the call fails an error code is provided.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<ChangeAccountPricePlanResponse
<ChangeAccountPricePlanResult>
<Error>

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</Error>
</ChangeAccountPricePlanResult>
</ChangeAccountPricePlanResponse>
</soap:Body>
</soap:Envelope>
ChangePassword
This method is used to change the password for an account member. It uses ChangePasswordArg
with the following information to change the account member’s password.
Schema
EmailAddress String The email address for the account member.
OldPassword String The account member’s old password.
NewPassword String The new password for the account member.
ForgottenPasswordQuestion String The member’s forgotten password question.
Note: The number of forgotten password
questions and answers required is set in the
Password Strength Settings for your
account.
ForgottenPasswordAnswer String The answer to the member’s forgotten
password question.
ForgottenPasswordQuestion2 String The member’s second forgotten password
question.
ForgottenPasswordAnswer2 String The answer to the member’s second
forgotten password question.
ForgottenPasswordQuestion3 String The member’s forgotten third password
question.
ForgottenPasswordAnswer3 String The answer to the member’s third forgotten
password question.
ForgottenPasswordQuestion4 String The member’s fourth forgotten password
question.
ForgottenPasswordAnswer4 String The answer to the member’s fourth forgotten
password question.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/ChangePassword"
<soap:Body>

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<ChangePassword xmlns="http://www.docusign.net/API/AccountManagement">
<ChangePasswordArg>
<EmailAddress>string</EmailAddress>
<OldPassword>string</OldPassword>
<NewPassword>string</NewPassword>
<ForgottenPasswordQuestion>string</ForgottenPasswordQuestion>
<ForgottenPasswordAnswer>string</ForgottenPasswordAnswer>
<ForgottenPasswordQuestion2>string</ForgottenPasswordQuestion2>
<ForgottenPasswordAnswer2>string</ForgottenPasswordAnswer2>
</ChangePasswordArg>
</ChangePassword>
</soap:Body>
</soap:Envelope>
The response contains either a success or failure. If the call fails an error code is provided.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<ChangePasswordResponse xmlns="http://www.docusign.net/API/AccountManagement">
<ChangePasswordResult>
<Error>
Invalid_Membership_ID or Invalid_Request or Partner_Authentication_Failed or
Hourly_API_Invocation_Limit_Exceeded or Initialize_Client_Account_Error</ErrorCode>
</Error>
</ChangePasswordResult>
</ChangePasswordResponse>
</soap:Body>
</soap:Envelope>

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CheckAccountMember
This method is used to determine if user email is a member of the specified account.
Schema
AccountId String The account ID associated with the member.
Email String The user email to be checked.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/CheckAccountMember"
<soap:Body>
<CheckAccountMember xmlns="http://www.docusign.net/API/AccountManagement">
</CheckAccountMember>
</soap:Body>
</soap:Envelope>
code is provided.
UserId String The ID of the user associated with the account.
Status String If true, the user email is a member of the
account. If false, an error message is
provided.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<CheckAccountMemberResponse xmlns="http://www.docusign.net/API/AccountManagement">
<CheckAccountMemberResult>
<Status>string</Status>
<Error>

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</Error>
</CheckAccountMemberResult>
</CheckAccountMemberResponse>
</soap:Body>
</soap:Envelope>
CloseMembers
This function closes member accounts in the same manner as closing an account through the
DocuSign web console.
CloseMembers takes the argument:
AccountId String The account ID associated with the member
accounts being closed.
UserIds ArrayofString An array with the User IDs for the member
accounts being closed.
Sample Request XML
Host: demo.docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/CloseMembers"
<soap:Body>
<CloseMembers xmlns="http://www.docusign.net/API/AccountManagement">
<UserIds>
<string>string</string>
<string>string</string>
</UserIds>
</CloseMembers>

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</soap:Body>
</soap:Envelope>
The response contains the overall success or failure of the call. If successful, the response contains
the Members result information below. If the call fails an error code is provided.
Members ArrayOfMemberResult An array with member information for the
accounts being closed. See MemberResult
DateStamp dateTime The data time stamp for when the member
account was closed.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<CloseMembersResponse xmlns="http://www.docusign.net/API/AccountManagement">
<CloseMembersResult>
<Members>
<Member>
</Member>
<Member>
</Member>
</Members>
<DateStamp>dateTime</DateStamp>
<Error>

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Hourly_API_Invocation_Limit_Exceeded or Initialize_Client_Account_Error</ErrorCode>
</Error>
</CloseMembersResult>
</CloseMembersResponse>
</soap:Body>
</soap:Envelope>
CloseSignature
This method is used to remove a signature for a user.
CloseSignature take the argument:
SignatureName String The name of the signature file that should be
closed.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/CloseSignature"
<soap:Body>
<CloseSignature xmlns="http://www.docusign.net/API/AccountManagement">
<SignatureName>string</SignatureName>
</CloseSignature>

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</soap:Body>
</soap:Envelope>
The response contains the overall success or failure of the request.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<CloseSignatureResponse xmlns="http://www.docusign.net/API/AccountManagement">
<CloseSignatureResult>
<Error>
Hourly_API_Invocation_Limit_Exceeded or Initialize_Client_Account_Error or
Max_Members_Exceeded or Invalid_File_Or_Too_Large</ErrorCode>
</Error>
</CloseSignatureResult>
</CloseSignatureResponse>
</soap:Body>
</soap:Envelope>
GetAccountCustomFields
This retrieves a list of the envelope custom fields associated with the account. These fields can be
used in the envelopes for your account to record information about the envelope, help search for
envelopes and track information. The envelope custom fields are shown in the Envelope Settings
section when a user is creating an envelope in the DocuSign member console. The envelope custom
fields are not seen by the envelope recipients.
There are two types of envelope custom fields (shown by CustomFieldType), text and list. A text
custom field lets the sender enter the value for the field. The list custom field lets the sender select
the value of the field from a premade list.

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Schema
AccountId String The account ID of the account for which
information is requested.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetAccountCustomFields"
<soap:Body>
<GetAccountCustomFields xmlns="http://www.docusign.net/API/AccountManagement">
</GetAccountCustomFields>
</soap:Body>
</soap:Envelope>
This returns a list of envelope custom fields associated with the account and either a success or
failure. If the call fails, an error code and message is provided. The following information is included
in the result:
AccountCustomFields AccountCustomField The list of information about the envelope
custom field. Each custom field has the
following information:
• Name – (String) The name of the envelope
custom field.
• CustomFieldType – The type of custom
field, the values can be List or Text.
• Show – (Boolean) When true, the custom
field is shown to senders in the DocuSign
console during sending.
• Required – (Boolean) When true,
information must be entered into the
custom field to send the envelope.
• ListItems – An array of items if the
CustomFieldType is List.
Sample Response XML
HTTP/1.1 200 OK

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<soap:Body>
<GetAccountCustomFieldsResponse
<GetAccountCustomFieldsResult>
<AccountCustomFields>
<AccountCustomField>
<Name>string</Name>
<Show>boolean</Show>
<Required>boolean</Required>
<ListItems xsi:nil="true" />
</AccountCustomField>
<AccountCustomField>
<Name>string</Name>
<Show>boolean</Show>
<Required>boolean</Required>
<ListItems xsi:nil="true" />
</AccountCustomField>
</AccountCustomFields>
<Error>
<ErrorCode>string</ErrorCode>
</Error>
</GetAccountCustomFieldsResult>
</GetAccountCustomFieldsResponse>
</soap:Body>
</soap:Envelope>
GetAccountDistributorCode
This function requests the Distributor Code for an account.
GetAccountDistributorCode takes the argument:
AccountId String The account ID for the account requested.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetAccountDistributorCode"
<soap:Body>
<GetAccountDistributorCode xmlns="http://www.docusign.net/API/AccountManagement">
</GetAccountDistributorCode>
</soap:Body>
</soap:Envelope>
The function returns the Distributor Code for the account and either a success or failure. If the call
fails, an error code is provided. The following information included in the result:

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Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetAccountDistributorCodeResponse
<GetAccountDistributorCodeResult>
<Error>
</Error>
</GetAccountDistributorCodeResult>
</GetAccountDistributorCodeResponse>
</soap:Body>
</soap:Envelope>
GetAccountInformation
This method requests the account level attributes for an account.
Schema
AccountId String The account ID for the account being checked.

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Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetAccountInformation"
<soap:Body>
<GetAccountInformation xmlns="http://www.docusign.net/API/AccountManagement">
</GetAccountInformation>
</soap:Body>
</soap:Envelope>
The response contains the account information below and either a success or failure. If the call fails
an error code is provided.
CurrentPlanId String The Plan ID of the requested account.
CurrentPlanName String The Plan Name of the requested account.
CurrentPlanStartDate dateTime The Plan start date of the requested
account.
CurrentPlanEndDate dateTime The Plan end date of the requested account.
CurrentBillingPeriodStartDate dateTime The billing period start date of the requested
account.
CurrentBillingPeriodEndDate dateTime The billing period end date of the requested
account.
CurrentBillingPeriodEnvelopesSent Integer The total number envelopes sent by this
account in the current billing period.
CurrentBillingPeriodEnvelopesAllowed Integer The total number of envelopes that the
account can send during the current billing
period.
AccountSuspensionStatus String Blank if account is not suspended.
Otherwise, it indicates the reason why the
account was suspended.
AccountSuspensionDate dateTime The date that the account was suspended.
AccountName String The account name associated with the
requested account.
ExternalAccountId String The DocuSign account number.
ConnectPermission String Shows the account permission for using
Connect.
Enumeration values are: None, Full or
Sendonly.

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DocusignLandingUrl String The URL of the landing page associated
with the account.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetAccountInformationResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetAccountInformationResult>
<CurrentPlanId>string</CurrentPlanId>
<CurrentPlanName>string</CurrentPlanName>
<CurrentPlanStartDate>dateTime</CurrentPlanStartDate>
<CurrentPlanEndDate>dateTime</CurrentPlanEndDate>
<CurrentBillingPeriodStartDate>dateTime</CurrentBillingPeriodStartDate>
<CurrentBillingPeriodEndDate>dateTime</CurrentBillingPeriodEndDate>
<CurrentBillingPeriodEnvelopesSent>integer</CurrentBillingPeriodEnvelopesSent>
<CurrentBillingPeriodEnvelopesAllowed>integer</CurrentBillingPeriodEnvelopesAllowed>
<AccountSuspensionStatus>string</AccountSuspensionStatus>
<AccountSuspensionDate>dateTime</AccountSuspensionDate>
<AccountName>string</AccountName>
<ExternalAccountId>string</ExternalAccountId>
<ConnectPermission>string</ConnectPermission>
<DocusignLandingUrl>string</DocusignLandingUrl>
<Error>
</Error>
</GetAccountInformationResult>
</GetAccountInformationResponse>
</soap:Body>
</soap:Envelope>

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GetAccountSettings
This method requests the settings for an account.
Schema
AccountId String The account ID of the account being checked.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetAccountSettings"
<soap:Body>
<GetAccountSettings xmlns="http://www.docusign.net/API/AccountManagement">
</GetAccountSettings>
</soap:Body>
</soap:Envelope>
The response contains the AccountSettings information given below and either a success or failure. If
the call fails an error code is provided.
AccountSettings
UsesAPI Boolean When true, the account can use the
DocuSign API.
EnableDSPro Boolean When true, this account can send and
manage envelopes from the DocuSign
Desktop Client.
EnableSendToManage Boolean When true, this account can use the
Editor Recipient Type.
EnableSendToAgent Boolean When true, this account can use the
Agent Recipient Type.
EnableVaulting Boolean When true, this account can use
electronic vaulting for documents.
EnableEnvelopeStampingByAccountAdmin Boolean When true, senders for this account can
choose to have the envelope ID stamped
in the document margins.
EnvelopeStamplingDefaultValue Boolean When true, envelopes sent by this
account automatically have the envelope
ID stamped in the margins, unless the
sender selects not to have them stamped.

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SignerMustHaveAccount Boolean When true, senders can only send an
envelope to a recipient that has a
DocuSign account.
SignerMustLoginToSign Boolean When true, an envelope signer must log
in to the DocuSign console to sign an
envelope.
SignerCanCreateAccount Boolean When true, the signer without a DocuSign
account can create a DocuSign account
after signing.
AllowInPerson Boolean When true, the account allows In Person
Signing.
EnablePowerForm Boolean When true, PowerForm access is enabled
for the account.
AllowSignerReassign Boolean When true, the account allows signers to
reassign an envelope.
EnableReservedDomain Boolean When true, an account administrator can
reserve web domain and users.
EnableSequentialSigningAPI Boolean When true, the account can define the
routing order of recipients for envelopes
sent using the DocuSign API.
EnableSequentialSigningUI Boolean When true, the account can define the
routing order of recipients for envelopes
sent using the DocuSign console.
EnableAutoNav Boolean When true, the auto-navigation is enabled
for the account.
AutoNavRule String The auto-navigation rule for the account.
Enumeration values are: Off,
RequiredFields, RequiredAndBlankFields,
AllFields, PageThenRequiredFields,
PageThenRequiredAndBlankFields,
PageThenAllFields.
EnableTransactionPoint Boolean When true, Transaction Point is enabled
for this account.
EnvelopeIntegrationAllowed String Shows the envelope integration rule for
the account.
Enumeration values are: NotAllowed, Full,
IntegrationSendOnly.
EnvelopeIntegrationEnabled Boolean When true, envelope integration is
enabled for the account.
CanSelfBrandSend Boolean When true, account administrators can
self-brand their sending console through
the DocuSign Console.
CanSelfBrandSign Boolean When true, account administrators can
self-brand their signing console through
the DocuSign Console.

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IDCheckRequired String Indicates if authentication is required by
envelope signers.
Enumeration values are: Always, Never,
or Optional. Optional means the
authentication is determined by the
sender.
IDCheckExpire String Indicates when a user’s authentication
expires.
Enumeration values are: Always, Never,
Variable. Variable uses the value in
IDCheckExpireDays.
IDCheckExpireDays Integer The number of days before a user’s
authentication expires. This is only active
if the IDCheckExpire value is Variable.
SignDateFormat String The date/time format applied to Date
Signed fields for the account.
PKISignDownloadedPDFDocs String The policy for adding a digital certificate to
downloaded, printed and emailed
documents.
Enumeration values are: NoSign,
NoSignAllowUserOverride, YesSign
InPersonIDCheckQuestion String The default question used by the In
Person signing host for an In Person
signing session.
SessionTimeout Integer The amount of idle activity time, in
minutes, before a user is automatically
logged out of the system. The minimum
setting is 20 minutes and the maximum
setting is 120 minutes.
AttachCompletedEnvelope Boolean When true, envelope documents are
included as a PDF file attachment for
signing completed emails.
SignerCanSignOnMobile Boolean When true, signer can use the DocuSign
mobile signing user interface.
SignerShowSecureFieldInitialValues Boolean When true, the initial value of all
SecureFields is written to the document
when sent.
SignerAttachCertificateToEnvelopePDF Boolean When true, the Certificate of Completion
is included in the envelope documents
PDF when it is downloaded.
EnableSignOnPaper Boolean When true, a user can allow signers to
use the sign on paper option.
EnableSignOnPaperOverride Boolean When true, a user can override the default
account setting for the sign on paper
option.

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EnableSignerAttachments Boolean When true, a user can request
attachments from a signer.
UseAccountLevelEmail Boolean When true, the content of notification
emails is determined at the account level.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetAccountSettingsResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetAccountSettingsResult>
<AccountSettings>
<EnableSendToManage>boolean</EnableSendToManage>
<EnableSendToAgent>boolean</EnableSendToAgent>
<EnableEnvelopeStampingByAccountAdmin>boolean</EnableEnvelopeStampingByAccountAdmin>
<EnvelopeStampingDefaultValue>boolean</EnvelopeStampingDefaultValue>
<SignerMustHaveAccount>boolean</SignerMustHaveAccount>
<SignerMustLoginToSign>boolean</SignerMustLoginToSign>
<SignerCanCreateAccount>boolean</SignerCanCreateAccount>
<AllowInPerson>boolean</AllowInPerson>
<EnablePowerForm>boolean</EnablePowerForm>
<AllowSignerReassign>boolean</AllowSignerReassign>
<EnableReservedDomain>boolean</EnableReservedDomain>
<EnableAutoNav>boolean</EnableAutoNav>
<AutoNavRule>bytes</AutoNavRule>
<EnvelopeIntegrationAllowed>bytes</EnvelopeIntegrationAllowed>
<EnvelopeIntegrationEnabled>boolean</EnvelopeIntegrationEnabled>
<CanSelfBrandSend>boolean</CanSelfBrandSend>
<CanSelfBrandSign>boolean</CanSelfBrandSign>
<IDCheckRequired>bytes</IDCheckRequired>
<IDCheckExpire>bytes</IDCheckExpire>
<IDCheckExpireDays>integer</IDCheckExpireDays>
<SignDateFormat>string</SignDateFormat>
<PKISignDownloadedPDFDocs>bytes</PKISignDownloadedPDFDocs>
<InPersonIDCheckQuestion>string</InPersonIDCheckQuestion>
<SessionTimeout>integer</SessionTimeout>
<AttachCompletedEnvelope>boolean</AttachCompletedEnvelope>
<SignerCanSignOnMobile>boolean</SignerCanSignOnMobile>
<SignerShowSecureFieldInitialValues>boolean</SignerShowSecureFieldInitialValues>
<SignerAttachCertificateToEnvelopePDF>boolean</SignerAttachCertificateToEnvelopePDF>
<EnableSignOnPaper>boolean</EnableSignOnPaper>
<UseAccountLevelEmail>boolean</UseAccountLevelEmail>

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</AccountSettings>
<Error>
</Error>
</GetAccountSettingsResult>
</GetAccountSettingsResponse>
</soap:Body>
</soap:Envelope>
GetConnectCredentials
This method is used by the DocuSign for Salesforce package to retrieve the Salesforce connect
settings.
Schema
AccountId String The DocuSign account ID.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetConnectCredentials"
<soap:Body>
<GetConnectCredentials xmlns="http://www.docusign.net/API/AccountManagement">
</GetConnectCredentials>
</soap:Body>
</soap:Envelope>

228
code is provided.
ConnectUserName String The Salesforce login user name.
ConnectConfig String The XML configuration.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetConnectCredentialsResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetConnectCredentialsResult>
<ConnectUserName>string</ConnectUserName>
<ConnectConfig>string</ConnectConfig>
<Error>
</Error>
</GetConnectCredentialsResult>
</GetConnectCredentialsResponse>
</soap:Body>
</soap:Envelope>
GetEncryptedPassword
This method requests the encrypted form of the user’s password. This encrypted password may be
used for authentication in other API function calls along with a User Name or User ID and an
Integrator Key.

229
Sample Request XML:
<soap:Body>
<GetEncryptedPassword xmlns="http://www.docusign.net/API/AccountManagement" />
</soap:Body>
</soap:Envelope>
The function returns encrypted password for the authenticated user that can be used in successive API calls.
user.
The call returns either a success or failure. If the call fails an error code is provided.
Sample Response XML:
<soap:Body>
<GetEncryptedPasswordResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetEncryptedPasswordResult>
<Error>
Invalid_Membership_ID or Invalid_Request</ErrorCode>
</Error>
</GetEncryptedPasswordResult>
</GetEncryptedPasswordResponse>
</soap:Body>
</soap:Envelope>

230
Sample Code
GetEncryptedPassword – C#
DSAPI_AcctMgmtWebService.GetEncryptedPasswordResponseGetEncryptedPasswordResult result =
dsAcctMgmtApi.GetEncryptedPassword();
if (result.Success)
{
txtEncryptedPW.Text = result.EncryptedPassword;
txtResults.Text = "Encrypted Password successfully retrieved.";
return;
}
txtResults.Text = "Encrypted Password request failed: " +
result.Error.Description;
GetMemberSettings
This method requests some attributes about the specified member of the account
Schema
UserId String The User ID for the member.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetMemberSettings"
<soap:Body>
<GetMemberSettings xmlns="http://www.docusign.net/API/AccountManagement">
</GetMemberSettings>
</soap:Body>
</soap:Envelope>
The response provides the MemberSettings for the user and either a success or failure. If the call
fails an error code is provided. See the MemberSettings section for more information.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>

231
<GetMemberSettingsResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetMemberSettingsResult>
<MemberSettings>
</MemberSettings>
<Error>
</Error>
</GetMemberSettingsResult>
</GetMemberSettingsResponse>
</soap:Body>
</soap:Envelope>
GetMembershipSummary
This method requests a summary list of information about the accounts and users associated with the
supplied email address.
This method uses the UserName/Password/IntegratorKey authentication and requires System
Administrator privileges. It takes the argument:
Email String The email address for the user whose account
and user information is being requested.

232
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetMembershipSummary"
<soap:Body>
<GetMembershipSummary xmlns="http://www.docusign.net/API/AccountManagement">
</GetMembershipSummary>
</soap:Body>
</soap:Envelope>
This method returns a repeating list of membership summaries with the following information:
AccountName String The Account Name associated with the
requested user.
AccountId String The Account ID associated with the requested
user.
UserName String The name of the user associated with the
account.
UserId String The ID of the user associated with the
account.
UserType String Works in combination with UserStatus to show
user membership information.
There are two possible values for this element:
Recipient and CompanyUser.
See the table below for a description of the
meaning of different UserId and UserStatus
combinations.
UserStatus String Works in combination with UserType to show
user membership information.
There are three possible values for this
element: Created, Active, and Closed.
See the table below for a description of the
meaning of different UserId and UserStatus
combinations.
PlanName String The plan name for the account.
Sample Response XML
HTTP/1.1 200 OK

233
<soap:Body>
<GetMembershipSummaryResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetMembershipSummaryResult>
<MembershipSummaries>
<MembershipSummary>
<UserType>CompanyUser or Recipient</UserType>
<UserStatus>Created or Active or Closed</UserStatus>
<PlanName>string</PlanName>
<Pgp>string</Pgp>
</MembershipSummary>
<MembershipSummary>
<UserType>CompanyUser or Recipient</UserType>
<UserStatus>Created or Active or Closed</UserStatus>
<Pgp>string</Pgp>
</MembershipSummary>
</MembershipSummaries>
<Error>
</Error>
</GetMembershipSummaryResult>
</GetMembershipSummaryResponse>
</soap:Body>
</soap:Envelope>

234
UserType and UserStatus Combinations
UserType UserStatus Description
Recipient Created The user has received documents for signing and may have signed
them, but does not have a DocuSign account used to log into the
console.
Recipient Active The user has received documents for signing and has signed up for
free DocuSign account. The user has console access to view and
sign documents in the console, but cannot send documents.
CompanyUser Active The user has a DocuSign account that allows access to view, sign,
and send documents. The user also has a billing plan.
CompanyUser Created This combination is not used.
Recipeint or
CompanyUser
Closed The user account has been closed. Note that the UserType does
not matter if the UserStatus is Closed.
GetPlanGroupInformation
This function requests the plan group names and plans associated with each plan group for the given
distributor code. This information is used to assign billing plans to an account.
GetPlanGroupInformation takes the arguments:
DistributorCode.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetPlanGroupInformation"
<soap:Body>
<GetPlanGroupInformation xmlns="http://www.docusign.net/API/AccountManagement">
</GetPlanGroupInformation>
</soap:Body>
</soap:Envelope>
The function returns a list of the plan groups for the distributor code. A distributor code may have
multiple plan groups associated with it and each of those plan groups may have multiple plans. The
following information is included in the result:
PlanGroupName String The name of the billing plan group.

235
PlanGroupPlans PlanGroupPlan A repeating list of the Plan Name and the Plan
Group Plan ID for each plan group.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetPlanGroupInformationResponse
<GetPlanGroupInformationResult>
<PlanGroups>
<PlanGroup>
<PlanGroupName>string</PlanGroupName>
<PlanGroupPlans xsi:nil="true" />
</PlanGroup>
<PlanGroup>
<PlanGroupName>string</PlanGroupName>
<PlanGroupPlans xsi:nil="true" />
</PlanGroup>
</PlanGroups>
<Error>
</Error>
</GetPlanGroupInformationResult>
</GetPlanGroupInformationResponse>
</soap:Body>
</soap:Envelope>
GetPlanPricingInformation
This function requests the plan pricing information associated with the given distributor code.

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GetPlanPricingInformation takes the arguments:
DistributorCode.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetPlanPricingInformation"
<soap:Body>
<GetPlanPricingInformation xmlns="http://www.docusign.net/API/AccountManagement">
<Pgp>string</Pgp>
</GetPlanPricingInformation>
</soap:Body>
</soap:Envelope>
The function returns the plan pricing information for the distributor code. The following information is
included in the result:
PlanName String The name of the plan.
PaymentCycle The payment cycle associated with the plan.
The possible values are: Monthly or Annually.
PaymentMethod The payment method used with the plan. The
possible values are: CreditCard,
PurchaseOrder, Premium, or Freemium.
PerSeatPrice Decimal The per seat price for the plan.
OtherDiscountPercent Decimal Any other percentage discount for the plan.
SupportIncidentFee Decimal The support incident fee charged for each
support incident.
SupportPlanFee Decimal The support plan fee charged for this plan.
IncludedSeats Integer The number of seats included in the plan.
EnableSupport Boolean If “true” the plan has support enabled.

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SeatDiscounts SeatDiscount A complex type that return any seat discount
information.
It contains the information: BeginSeatCount,
EndSeatCount and SeatDiscountPercent.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetPlanPricingInformationResponse
<GetPlanPricingInformationResult>
<Plan>
<PaymentCycle>Monthly or Annually</PaymentCycle>
<PaymentMethod>CreditCard or PurchaseOrder or Premium or
Freemium</PaymentMethod>
<PerSeatPrice>decimal</PerSeatPrice>
<OtherDiscountPercent>decimal</OtherDiscountPercent>
<SupportIncidentFee>decimal</SupportIncidentFee>
<SupportPlanFee>decimal</SupportPlanFee>
<IncludedSeats>integer</IncludedSeats>
<PgpId>string</PgpId>
<SeatDiscounts>
<SeatDiscount xsi:nil="true" />
</SeatDiscounts>
</Plan>
<Error>
</Error>

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</GetPlanPricingInformationResult>
</GetPlanPricingInformationResponse>
</soap:Body>
</soap:Envelope>
GetPlanType
This function requests the plan payment type information for an account. The payment types use the
same terminology as the payment method.
GetPlanType takes the argument:
AccountId String The account ID for the account requested.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetPlanType"
<soap:Body>
<GetPlanType xmlns="http://www.docusign.net/API/AccountManagement">
</GetPlanType>
</soap:Body>
</soap:Envelope>
The function returns the account plan payment type (the PaymentMethod value on the Plan table for
the PlanId that is associated with the specified AccountId) and either a success or failure. If the call
fails an error code is provided. The following information included in the result:
LogicalPlanType String The payment method used with the plan. The
possible values are: CreditCard,
PurchaseOrder, or Freemium.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetPlanTypeResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetPlanTypeResult>
<LogicalPlanType>string</LogicalPlanType>
<Error>

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</Error>
</GetPlanTypeResult>
</GetPlanTypeResponse>
</soap:Body>
</soap:Envelope>
GetProvisioningInformation
This function requests account provisioning information, the DistributorCode, DistributorPassword,
and other plan information, for the given Token.
GetProvisioningInformation takes the arguments:
AppToken String The token associated with the account
provisioning information. This is provided by
the group provisioning the account.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetProvisioningInformation"
<soap:Body>
<GetProvisioningInformation xmlns="http://www.docusign.net/API/AccountManagement">
<AppToken>string</AppToken>
</GetProvisioningInformation>
</soap:Body>
</soap:Envelope>
The function returns account provisioning information, the DistributorCode, DistributorPassword, and
other plan information. The following information included in the result:

240
DistributorCode String The Distributor Code that identifies the
billing plan groups and plans.
DistributorCode.
Pgp String The plan group plan for the account. The
Pgp uniquely identifies a plan/plan group
and is used to set plans in other functions.
DefaultConnectConfigurationId Integer Reserved.
PasswordRuleText String A text string describing the rules for setting
an account password.
PurchaseOrderOrPromoAllowed Boolean Shows if a Purchase Order or Promotion is
associated with the account.
Success Boolean This is True if the API succeeded. If False
the ErrorCode and Description fields will
contain the error information.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetProvisioningInformationResponse
<GetProvisioningInformationResult>
<Pgp>string</Pgp>
<PlanPromoText>string</PlanPromoText>
<DefaultConnectConfigurationId>integer</DefaultConnectConfigurationId>
<PasswordRuleText>string</PasswordRuleText>
<PurchaseOrderOrPromoAllowed>boolean</PurchaseOrderOrPromoAllowed>
<Error>

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</Error>
</GetProvisioningInformationResult>
</GetProvisioningInformationResponse>
</soap:Body>
</soap:Envelope>
GetSuccessorPlanInformation
This function requests the current plan information and a list of successor plans, plans that the current
plan could be rolled into, associated with the given distributor code and account.
GetSuccessorPlanInformation takes the arguments:
DistributorCode.
AccountId String The Account ID for the account for which
information is being requested.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetSuccessorPlanInformation"
<soap:Body>
<GetSuccessorPlanInformation xmlns="http://www.docusign.net/API/AccountManagement">

242
</GetSuccessorPlanInformation>
</soap:Body>
</soap:Envelope>
The function returns the current plan information and a list of successor plans for the distributor code
and account. The following information included in the result:
CurrentPlan CurrentPlan A complex type that returns the pricing plan
information for the current plan.
The information in this complex type is the
same as the return from the
GetPricingPlanInformation call. See the return
information above for more information.
SuccessorPlan SucessorPlan The list of SuccessorPlans. One of the plans in
the list could be selected to succeed the
current plan.
The SuccessorPlan information in this complex
type is the same as the return from the
GetPricingPlanInformation call. See the return
information above for more information.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetSuccessorPlanInformationResponse
<GetSuccessorPlanInformationResult>
<CurrentPlan>
<SeatDiscounts>
</SeatDiscounts>
</CurrentPlan>
<SuccessorPlans>
<SuccessorPlan>

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<SeatDiscounts xsi:nil="true" />
</SuccessorPlan>
<SuccessorPlan>
<SeatDiscounts xsi:nil="true" />
</SuccessorPlan>
</SuccessorPlans>
<Error>
</Error>
</GetSuccessorPlanInformationResult>
</GetSuccessorPlanInformationResponse>
</soap:Body>
</soap:Envelope>
GetUserProfile
This method retrieves the privacy settings and personal information (address, phone number, etc.)
from a user ID card.

244
GetUserProfile takes the argument:
UserId String The User ID for the user for which you want to
retrieve information.
AccountId String The Account ID for the account associated
with the user.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetUserProfile"
<soap:Body>
<GetUserProfile xmlns="http://www.docusign.net/API/AccountManagement">
</GetUserProfile>
</soap:Body>
</soap:Envelope>
The response returns the user profile information from the user’s ID card. The User Profile contains
the following information.
with the user.
UserId String User ID for the user.
ShowDocuSignID Boolean When true, the user’s ID card can be viewed
from signed documents and envelope history.
DisplayCompanyAndTitle Boolean When true, the user’s company and title
information are shown on the ID card.
DisplayAddressAndPhone Boolean When true, the user’s Address and Phone
number are shown on the ID card.
DisplayUsageHistory Boolean When true, the user’s usage information is
shown on the ID card.
Company String The user’s Company information.
Title String The user’s Title information.

245
Address Address A complex element consisting of the optional
elements:
• Address1
• Address2
• City
• State
• Zip
• Phone
• Fax
• Country
AuthenticationHistory AuthenticationMethod Shows the authentication methods used by the
user.
UsageHistory Usage History A complex element consisting of:
• SignedCount – the number of enevelopes
the user has signed.
• LastSignedTimestamp – the dateand time
the user last signed an envelope.
• SentCount – the number of envelopes the
user has sent.
• LastSentTimestamp – the date and time
the user last sent an envelope.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetUserProfileResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetUserProfileResult>
<UserProfile>
<ShowDocuSignID>boolean</ShowDocuSignID>
<DisplayCompanyAndTitle>boolean</DisplayCompanyAndTitle>
<DisplayAddressAndPhone>boolean</DisplayAddressAndPhone>
<DisplayUsageHistory>boolean</DisplayUsageHistory>
<Company>string</Company>
<Title>string</Title>
<Address>
<City>string</City>
<Zip>string</Zip>
<Fax>string</Fax>
<Country>string</Country>
</Address>
<AuthenticationHistory>
<AuthenticationMethod xsi:nil="true" />

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<AuthenticationMethod xsi:nil="true" />
</AuthenticationHistory>
<UsageHistory>
<SignedCount>int</SignedCount>
<LastSignedTimestamp>dateTime</LastSignedTimestamp>
<SentCount>int</SentCount>
<LastSentTimestamp>dateTime</LastSentTimestamp>
</UsageHistory>
</UserProfile>
<Error>
</Error>
</GetUserProfileResult>
</GetUserProfileResponse>
</soap:Body>
</soap:Envelope>
GetUserProfileImage
This method retrieves the image from a user ID card.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/GetUserProfileImage"
<soap:Body>
<GetUserProfileImage xmlns="http://www.docusign.net/API/AccountManagement" />
</soap:Body>
</soap:Envelope>
The request returns the image file from the user ID card

247
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<GetUserProfileImageResponse xmlns="http://www.docusign.net/API/AccountManagement">
<GetUserProfileImageResult>
<UserProfileImage>
<Image>
<MimeType>string</MimeType>
<ImageData>base64Binary</ImageData>
</Image>
</UserProfileImage>
<Error>
</Error>
</GetUserProfileImageResult>
</GetUserProfileImageResponse>
</soap:Body>
</soap:Envelope>
NewAccount
This method creates a new DocuSign account with a single member, who is the account owner.
AccountName String The account name for the new account.
plan groups and plans for the new account.
DistributorCode.

248
CreditCardInformation CreditCardInformation A complex type that has information about the
ReferralInformation ReferralInformation A complex type that contains the following
information: EnableSupport, IncludedSeats,
ReferrerName, ReferralCode,
AdvertisementID, PublisherID, ShopperID,
PromoCode, GroupMemberID, IdType, and
Industry.
AccountSettings AccountSettings A complex type with the account settings
information for the new account. See the
AccountSettings section for more information
Member Member A complex type with the member information
for the new account. See Member section for
more information.
AddressInformation AddressInformation A complex type that contains the following
information for the new account: Street1,
Street2, City, State, Zip, Phone, and Fax.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/NewAccount"
<soap:Body>
<NewAccount xmlns="http://www.docusign.net/API/AccountManagement">
<Pgp>string</Pgp>
<ReferralInformation>
<IncludedSeats>positiveInteger</IncludedSeats>
<SaleDiscountPercent>decimal</SaleDiscountPercent>
<PlanStartMonth>positiveInteger</PlanStartMonth>
<ReferrerName>string</ReferrerName>

249
<ReferralCode>string</ReferralCode>
<AdvertisementID>string</AdvertisementID>
<PublisherID>string</PublisherID>
<ShopperID>string</ShopperID>
<PromoCode>string</PromoCode>
<GroupMemberID>string</GroupMemberID>
<IdType>string</IdType>
<Industry>string</Industry>
</ReferralInformation>
<AccountSettings>
</AccountSettings>
<Member>
<MemberSettings>

250
</MemberSettings>
</Member>
<City>string</City>
<Zip>string</Zip>
<Fax>string</Fax>
</NewAccount>
</soap:Body>
</soap:Envelope>
code is provided.
AccountId String The DocuSign account ID for the new account.
SiteId String The Site ID for the new account.
UserId String The User ID for the new account.
MembershipId String The membership ID for the new account.
EncryptedPassword String The encrypted password for the new account. .
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<NewAccountResponse xmlns="http://www.docusign.net/API/AccountManagement">
<NewAccountResult>
<SiteId>string</SiteId>

251
<Error>
</Error>
</NewAccountResult>
</NewAccountResponse>
</soap:Body>
</soap:Envelope>
Ping
This method determines if the AccountManagement API service can be contacted.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/Ping"
<soap:Body>
<Ping xmlns="http://www.docusign.net/API/AccountManagement" />
</soap:Body>
</soap:Envelope>
This method simply returns “true” in the result XML if the calling application was able to reach it.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<PingResponse xmlns="http://www.docusign.net/API/AccountManagement">

252
<PingResult>boolean</PingResult>
</PingResponse>
</soap:Body>
</soap:Envelope>
ResendAccountActivation
This method sends another account activation message to an account user.
DistributorCode.
MemberEmailAddress String The member’s email address for the
associated account.
MemberUserName String The member’s name for the associated
account.
MemberPassword String The member’s password for the associated
account.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/ResendAccountActivation"
<soap:Body>
<ResendAccountActivation xmlns="http://www.docusign.net/API/AccountManagement">
</ResendAccountActivation>
</soap:Body>
</soap:Envelope>
The response returns a success or failure result
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>

253
<ResendAccountActivationResponse
<ResendAccountActivationResult>
<Error>
</Error>
</ResendAccountActivationResult>
</ResendAccountActivationResponse>
</soap:Body>
</soap:Envelope>
SetConnectCredentials
This method is used by the DocuSign for Salesforce package to set the connection used by DocuSign
to update Salesforce data.
AccountId String The DocuSign account ID.
ConnectUsername String The Salesforce login user name.
ConnectPassword String The Salesforce login password.
ConnectConfigurationId Int The default XML used when setting up
Connect for Salesforce.
SalesforceEnvironment String The Salesforce environment being accessed
(i.e: Production or Test).
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/SetConnectCredentials"

254
<soap:Body>
<SetConnectCredentials xmlns="http://www.docusign.net/API/AccountManagement">
<ConnectUsername>string</ConnectUsername>
<ConnectPassword>string</ConnectPassword>
<ConnectConfigurationId>int</ConnectConfigurationId>
<SalesforceEnvironment>string</SalesforceEnvironment>
</SetConnectCredentials>
</soap:Body>
</soap:Envelope>
This method returns a ConnectTestResult string and either a success or failure. If the call fails an
error code is provided.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<SetConnectCredentialsResponse xmlns="http://www.docusign.net/API/AccountManagement">
<SetConnectCredentialsResult>
<ConnectTestResult>string</ConnectTestResult>
<Error>
</Error>
</SetConnectCredentialsResult>
</SetConnectCredentialsResponse>
</soap:Body>
</soap:Envelope>

255
SetUserProfile
This method is used to set the privacy settings and personal information (address, phone number,
etc.) from a user ID card.
with the user.
UserId String User ID for the user.
ShowDocuSignID Boolean When true, the user’s ID card can be viewed
from signed documents and envelope history.
DisplayCompanyAndTitle Boolean When true, the user’s company and title
information are shown on the ID card.
DisplayAddressAndPhone Boolean When true, the user’s Address and Phone
number are shown on the ID card.
DisplayUsageHistory Boolean When true, the user’s usage information is
shown on the ID card.
Company String The user’s Company information.
Title String The user’s Title information.
Address Address A complex element consisting of the optional
elements:
• Address1
• Address2
• City
• State
• Zip
• Phone
• Fax
• Country
AuthenticationHistory AuthenticationMethod A complex element consisting of:
• AuthenticationMethodType (PhoneAuth,
STAN, ISCheck, OFAC, AccessCode,
AgeVerify, or SSOAuth)
• TotalCount – the number of times used.
• LastTimestamp – the data and time the
user last used the authentication method.
• LastProvider – the last provider that
authenticated the user.
UsageHistory Usage History A complex element consisting of:
• SignedCount – the number of enevelopes
the user has signed.
• LastSignedTimestamp – the dateand time
the user last signed an envelope.
• SentCount – the number of envelopes the
user has sent.
• LastSentTimestamp – the date and time
the user last sent an envelope.

256
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/SetUserProfile"
<soap:Body>
<SetUserProfile xmlns="http://www.docusign.net/API/AccountManagement">
<UserProfile>
<ShowDocuSignID>boolean</ShowDocuSignID>
<DisplayCompanyAndTitle>boolean</DisplayCompanyAndTitle>
<DisplayAddressAndPhone>boolean</DisplayAddressAndPhone>
<DisplayUsageHistory>boolean</DisplayUsageHistory>
<Company>string</Company>
<Title>string</Title>
<Address>
<City>string</City>
<Zip>string</Zip>
<Fax>string</Fax>
<Country>string</Country>
</Address>
<AuthenticationHistory>
<AuthenticationMethod Type="PhoneAuth or STAN or IDCheck or OFAC or AccessCode
or AgeVerify or SSOAuth">
<TotalCount>int</TotalCount>
<LastTimestamp>dateTime</LastTimestamp>
<LastProvider>string</LastProvider>
</AuthenticationMethod>
<AuthenticationMethod Type="PhoneAuth or STAN or IDCheck or OFAC or AccessCode
or AgeVerify or SSOAuth">
<TotalCount>int</TotalCount>
<LastTimestamp>dateTime</LastTimestamp>
<LastProvider>string</LastProvider>
</AuthenticationMethod>
</AuthenticationHistory>
<UsageHistory>
<SignedCount>int</SignedCount>
<LastSignedTimestamp>dateTime</LastSignedTimestamp>
<SentCount>int</SentCount>
<LastSentTimestamp>dateTime</LastSentTimestamp>
</UsageHistory>
</UserProfile>
</SetUserProfile>
</soap:Body>
</soap:Envelope>
The response returns the user Membership ID and the success of failure of the information post.
Sample Response XML
HTTP/1.1 200 OK

257
<soap:Body>
<SetUserProfileResponse xmlns="http://www.docusign.net/API/AccountManagement">
<SetUserProfileResult>
<Error>
</Error>
</SetUserProfileResult>
</SetUserProfileResponse>
</soap:Body>
</soap:Envelope>
SetUserProfileImage
Thsis method is used to upload an image file to a user ID card.
Sample Request XML
SOAPAction: "http://www.docusign.net/API/AccountManagement/SetUserProfileImage"
<soap:Body>
<SetUserProfileImage xmlns="http://www.docusign.net/API/AccountManagement">
<UserProfileImage>
<Image>
<MimeType>string</MimeType>

258
<ImageData>base64Binary</ImageData>
</Image>
</UserProfileImage>
</SetUserProfileImage>
</soap:Body>
</soap:Envelope>
The response returns the user ID for the user and a success or failure of the post.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<SetUserProfileImageResponse xmlns="http://www.docusign.net/API/AccountManagement">
<SetUserProfileImageResult>
<Error>
</Error>
</SetUserProfileImageResult>
</SetUserProfileImageResponse>
</soap:Body>
</soap:Envelope>
UpdateAccountSettings
This method is used to modify account level settings.
AccountId String The account ID for the account to be modified.

259
AccountSettings AccountSettings A complex type with the account settings
information being modified. See the
AccountSettings section for more information
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/UpdateAccountSettings"
<soap:Body>
<UpdateAccountSettings xmlns="http://www.docusign.net/API/AccountManagement">
<AccountSettings>

260
</AccountSettings>
</UpdateAccountSettings>
</soap:Body>
</soap:Envelope>
The method returns either a success or failure. If the call fails an error code is provided.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<UpdateAccountSettingsResponse xmlns="http://www.docusign.net/API/AccountManagement">
<UpdateAccountSettingsResult>
<Error>
</Error>
</UpdateAccountSettingsResult>
</UpdateAccountSettingsResponse>
</soap:Body>
</soap:Envelope>
UpdateMemberSettings
This method is used to modify settings for a member of an account
UserId String The User ID of the user that is being modified.
MemberSettings MemberSettings A complex type with the member settings that
are being modified. See the MemberSettings
section for more information.

261
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/UpdateMemberSettings"
<soap:Body>
<UpdateMemberSettings xmlns="http://www.docusign.net/API/AccountManagement">
<MemberSettings>
</MemberSettings>
</UpdateMemberSettings>
</soap:Body>
</soap:Envelope>
The method returns either a success or failure. If the call fails an error code is provided.
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<UpdateMemberSettingsResponse xmlns="http://www.docusign.net/API/AccountManagement">
<UpdateMemberSettingsResult>
<Error>

262
</Error>
</UpdateMemberSettingsResult>
</UpdateMemberSettingsResponse>
</soap:Body>
</soap:Envelope>
UpgradeRecipientAccount
This function is used to upgrade a user from a free account, where the user has few privileges, to a
paid account plan. The function changes the UserType/UserStatus of the account from
Recipient/Active to CompanyUser/Active.
This function uses the UserName/Password/IntegratorKey authentication and requires System
Administrator or Account Administrator privileges. It takes the arguments:
DistributorCode.
AccountId String The Account ID associated with the user.
UserId String The ID of the user associated with the
account.
Pgp String The plan group plan for the user.
CreditCardInformation CreditCardInformation This complex type has information about the

263
ReferralInformation ReferralInformation This complex type contains the following
information: EnableSupport, IncludedSeats,
ReferrerName, ReferralCode,
AdvertisementID, PublisherID, ShopperID,
PromoCode, GroupMemberID, IdType, and
Industry.
AccountSettings AccountSettings This complex type contains the following
information: attachCompletedEnvelope,
envelopeIntegrationAllowed,
envelopeIntegrationEnabled and
UseAccountLevelEmail.
Note, the complete AccountSettings structure
exists for this, but only the above fields are
used within this API.
AddressInformation AddressInformation This complex type contains the following
information: Street1, Street2, City, State, Zip,
Phone, and Fax.
Sample Request XML
Host: docusign.net
SOAPAction: "http://www.docusign.net/API/AccountManagement/UpgradeRecipientAccount"
<soap:Body>
<UpgradeRecipientAccount xmlns="http://www.docusign.net/API/AccountManagement">
<Pgp>string</Pgp>
<ReferralInformation>
<IncludedSeats>positiveInteger</IncludedSeats>
<SaleDiscountPercent>decimal</SaleDiscountPercent>
<PlanStartMonth>positiveInteger</PlanStartMonth>
<ReferrerName>string</ReferrerName>
<ReferralCode>string</ReferralCode>
<AdvertisementID>string</AdvertisementID>
<PublisherID>string</PublisherID>
<ShopperID>string</ShopperID>
<PromoCode>string</PromoCode>
<GroupMemberID>string</GroupMemberID>
<IdType>string</IdType>

264
<Industry>string</Industry>
</ReferralInformation>
<AccountSettings>
</AccountSettings>
<City>string</City>
<Zip>string</Zip>
<Fax>string</Fax>
</UpgradeRecipientAccount>
</soap:Body>
</soap:Envelope>
The user being upgraded must have a UserType/UserStatus of Recipient/Active or the call will result
in an error. The call returns either a success or failure. If the call fails an error code is provided.

265
Sample Response XML
HTTP/1.1 200 OK
<soap:Body>
<UpgradeRecipientAccountResponse
<UpgradeRecipientAccountResult>
<Error>
</Error>
</UpgradeRecipientAccountResult>
</UpgradeRecipientAccountResponse>
</soap:Body>
</soap:Envelope>

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