TDV Adapter for DocuSign

Build 22.0.8462

DocumentTabs

The DocumentTabs resource provides methods that allow you to manage various tabs in envelopes or templates.

View Specific Information

In order to make a successful request on this view, you have to specify:

  • Type - Possible options are envelopes or templates.
  • Id - Id of the envelope or template.
  • DocumentId - Id of the document.

For example:

SELECT * FROM DocumentTabs WHERE Type = 'templates' AND Id = '32fc6a47-fdd6-40bc-a980-3052d939103e' AND DocumentId = '1'
SELECT * FROM DocumentTabs WHERE Type = 'envelopes' AND Id = 'e8b0dc7a-e914-42b7-a803-36d69e748993' AND DocumentId = '1'

The adapter will use the DocuSign API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the adapter.

  • PageNumber supports the '='.

For example, the following queries are processed server side:

SELECT * FROM DocumentTabs WHERE Type = 'templates' AND Id = '32fc6a47-fdd6-40bc-a980-3052d939103e' AND DocumentId = '1' AND PageNumber = 1
SELECT * FROM DocumentTabs WHERE Type = 'envelopes' AND Id = 'e8b0dc7a-e914-42b7-a803-36d69e748993' AND DocumentId = '1' AND PageNumber = 3

Columns

Name Type References Description
Id String Id of the Envelope or Template.
Type String Specifies where the tab is applied. Possible options are envelopes or templates
DocumentId String

Documents.DocumentId

Specifies the document ID that the tab is placed on.
RecipientId String Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
PageNumber Integer Specifies the page number on which the tab is located. Must be 1 for supplemental documents.
TabId [KEY] String The unique identifier for the tab.
CustomTabId String The DocuSign generated custom tab ID for the custom tab to be applied.
TabName String Name of the tab.
Value String Specifies the value of the tab.
Status String Status of the tab.
TabLabel String The label string associated with the tab.
Font String The font to be used for the tab value.
Bold Boolean When set to true, the information in the tab is bold.
Italic Boolean When set to true, the information in the tab is italic.
Underline Boolean When set to true, the information in the tab is underlined.
FontColor String The font color used for the information in the tab. Possible values are: Black, BrightBlue, BrightRed, DarkGreen, DarkRed, Gold, Green, NavyBlue, Purple, White.
FontSize String 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, Size72.
XPosition Integer This indicates the horizontal offset of the object on the page. DocuSign uses 72 DPI when determining position. Required. May be zero.
YPosition Integer This indicates the vertical offset of the object on the page. DocuSign uses 72 DPI when determining position.
AnchorString String Specifies the anchor string.
AnchorXOffset String Specifies the X axis location of the tab, in achorUnits, relative to the anchorString.
AnchorYOffset String Specifies the Y axis location of the tab, in achorUnits, relative to the anchorString.
AnchorUnits String Specifies units of the X and Y offset. Units could be pixels, millimeters, centimeters, or inches.
AnchorIgnoreIfNotPresent Boolean When set to true, this tab is ignored if anchorString is not found in the document.
TemplateLocked Boolean When set to true, the sender cannot change any attributes of the recipient. Used only when working with template recipients.
TemplateRequired Boolean When set to true, the sender may not remove the recipient. Used only when working with template recipients.
ConditionalParentLabel String For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
ConditionalParentValue String For conditional fields, this is the value of the parent tab that controls the tab's visibility.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462