This page provides a guide to Establishing a Connection to DocuSign in CData Cloud, as well as information on the available resources, and a reference to the available connection properties.

Connecting to DocuSign

Establishing a Connection shows how to authenticate to DocuSign and configure any necessary connection properties to create a database in CData Cloud

Accessing Data from CData Cloud Services

Accessing data from DocuSign through the available standard services and CData Cloud administration is documented in further details in the CData Cloud Documentation.

Connect to DocuSign by selecting the corresponding icon in the Database tab. Required properties are listed under Settings. The Advanced tab lists connection properties that are not typically required.

Connecting to DocuSign

UseSandbox
UseSandbox indicates whether the current user account is sandbox or not. This is false by default. Set to true if you are using a sandbox account. All the OAuth flows documented below assume that you have set UseSandbox beforehand.

AccountId
AccountId is an optional connection property. It sets automatically after the authentication succeeds. As an alternative, you can manually set it in the connection string if you have access to multiple Account Ids. In order to retrieve account ids, query the UserInfo view.

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you must create a custom app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. The Cloud support OAuth JWT authentication as well. See Creating a Custom OAuth App for more information about creating custom applications.

OAuth

AuthScheme must be set to OAuth in all user account flows.

OAuth JWT

Set the AuthScheme to OAuthJWT.

Obtaining a User ID

Retrieve your User ID by navigating, in the DocuSign UI, to Settings > Apps and Keys > My Account Information > User ID.

Obtaining an Integration Key

Follow the procedure below to obtain an integration key:

1. Log in to a DocuSign developer account.
2. Navigate to My Apps and Keys.
3. You will see a dialog box to enter your application's name. Give your application a short, but descriptive name.
4. Click ADD to add your application. Your application is automatically assigned an integration key (GUID) value that cannot be changed. Save this value.

Application Consent

In order to connect, you must give consent to the application. DocuSign offers three different software patterns for granting consent to an integration key. Grant consent to your application using one of the following methods.

Method 1: Administrative Consent

This is the best option for customer-oriented developers, because it requires nothing from your users.

Note: This pattern can't be used by ISVs.

This method of obtaining consent has the following prerequisites:

• Your account must include the Access Management with SSO feature, though it is not required that you install SSO.
  • If your developer demo account (demo.docusign.net) does not include this feature, send an email to [email protected] and request that the feature be added to your account. Remember to include your developer demo account ID.
• You must claim your email DNS domain via the DocuSign administration tool. A domain can be claimed both by the DocuSign developer demo system (for testing and development), and by your production DocuSign account.
• Your users’ email domains must match the claimed email domain.
• Your integration key’s management account must be one of the accounts in the DocuSign organization.

If you meet these requirements, grant consent as follows:

1. In DocuSign Admin, open your organization home page.
2. In the navigation pane on the left side of the page, select Connected Apps.
3. Click Authorize Application and choose an application from the drop-down menu.
4. In the Add New Application dialog, specify the permissions you want to grant to your application.
5. Click ADD.

Method 2: Individual Consent

This option has no prerequisites and can be used by customer-oriented developers and the customers of ISVs. Each user must perform the following steps.

To obtain individual consent:

1. Run the GetConsentURL stored procedure. The procedure returns a URL.
2. Open the returned URL in your browser. A permissions page will display.
3. Click Accept to grant consent.

Method 3: Administrative Consent for Third-party (ISV) Applications

You can grant administrative consent to third party (ISV) applications.

This method of obtaining consent has the following prerequisites:

• All prerequisites for standard Administrative Consent apply (see section above).
• ISVs should also support individual consent as a backup, since SSO not all customers will be able to use administative consent.
• If you are an ISV using the JWT grant flow, then the management account tied to your application’s integration key should be a DocuSign account that your company controls.

If you meet these requirements, obtain consent as follows. Each user must perform the following steps.

1. Run the GetConsentURL stored procedure. The procedure returns a URL.
2. Open the returned URL in your browser. A permissions page will display.
3. Click Accept to grant consent.

Configuring OAuth JWT Credentials

Using the information you gathered in the above sections, set the following connection properties in the Cloud:

• OAuthJWTCert: The location of your private key. This should end with ".key".
• OAuthJWTCertType: PEMKEY_FILE
• OAuthJWTSubject: Your user ID.
• OAuthJWTIssuer: Your integration key.

Create a Custom OAuth Application

A custom OAuth application is required in all OAuth flows.

The following procedure creates a custom OAuth application, registers that application in the DocuSign Admin Console, and obtains the connection properties in a specific OAuth authentication flow.

1. Navigate to Admin panel > Integrations > API and Keys.
2. Configure the following settings:
   • OAuthClientId: The Integrator Key assigned when you registered your application.
   • OAuthClientSecret: The Secret Key assigned when you registered your application.
   • Redirect URI:
     • For desktop applications, set Redirect URI to http://localhost:portnumber. You can specify any port available.
     • For web applications, set the Redirect URI to a page on your website where you would like the user to be returned after the user grants permissions to your application.
     • For headless machines, set the Redirect URI to http://localhost:portnumber. You can use any available port.

After your application is registered in the Admin Console, save the Integrator Key for use as the OAuthClientId property, the Secret Key for use as the OAuthClientSecret property, and the Redirect URI for use as the CallbackURL property.

Fine Tuning Data Access

• AccountId: An optional account id that can be specified in case you have access to multiple.
• DirectoryRetrievalDepth: The depth of folders to scan when listing available folders (ie: how many subfolders deep).
• IncludeCustomFields: Set to true if you want to retrieve custom fields values for an envelope or template.
• Url: Base API url associated with your account. Defaulted just like the AccountId.
• UseSandbox: Set to true if you are using a sandbox.

Customizing the SSL Configuration

By default, the Cloud attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Connecting Through a Firewall or Proxy

HTTP Proxies

To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.

In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

Other Proxies

Set the following properties:

• To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
• To tunnel the connection, set FirewallType to TUNNEL.
• To authenticate, specify FirewallUser and FirewallPassword.
• To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Overview

This section shows the available API objects and provides more information on executing SQL to DocuSign APIs.

Key Features

• The Cloud models DocuSign entities like documents, folders, and groups as relational views, allowing you to write SQL to query DocuSign data.
• Stored procedures allow you to execute operations to DocuSign, including retrieving the access token and keeping it refreshed in OAuth 2.0.
• Live connectivity to these objects means any changes to your DocuSign account are immediately reflected when using the Cloud.

Views

Views describes the available views. Views are statically defined to model Accounts, Documents, Folders, and more.

Stored Procedures

Stored Procedures are function-like interfaces to DocuSign. Stored procedures allow you to execute operations to DocuSign, including downloading documents and moving envelopes.

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Cloud - DocuSign Views

Name	Description
AccountBrands	The AcccountBrands resource provides methods that allow you to manage the account brand associated with an account.
AccountCustomFields	The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account.
Accounts	The Accounts resource provides methods that allow you to manage your accounts.
BulkSendBatchStatus	Gets the general status of a specific bulk send batch .
CloudStorageProviders	The CloudStorageProviders resource provides methods that allow you to manage the cloud storage providers associate with an account.
CustomTabs	The CustomTabs resource provides methods that allow you to manage custom tabs based on the existing DocuSign tabs.
Documents	The Documents resource provides methods that manage documents in an envelope or template.
DocumentTabs	The DocumentTabs resource provides methods that allow you to manage various tabs in envelopes or templates.
DocumentVisibility	The Document Visibility resource provides methods that manage document views and insights in an envelope or template.
EnvelopeAttachments	The EnvelopeAttachments resource provides methods that allow you to manage attachments.
EnvelopeConsumerDisclosures	The EnvelopeConsumerDisclosures resource provides a method that allows you to retrieve the consumer disclosure for an envelope.
EnvelopeFormData	Returns envelope tab data for an existing envelope.To use this feature, the Sending Setting Allow sender to download form data must be enabled for the account.
Envelopes	The Envelope resource provides methods that allow you to manage envelopes.
EnvelopeTemplates	The EnvelopeTemplates resource provides methods that allow you to add and delete templates on envelopes and documents.
Folders	Retrieves a list of the folders for the account.
GroupBrands	The GroupBrands resource provides methods that allow you to manage brands in a group.
Groups	The Groups resource provides methods that allow you to manage groups for the account.
GroupUsers	The GroupUsers resource provides methods that allow you to manage the users in a group.
Locks	The Locks resource provides methods that allow you to manage locks on an envelope or template.
PowerForms	The PowerForms resource provides methods that allow you to manage power forms.
Recipients	The Recipients resource allows you manage the recipients of an envelope or template.
RecipientTabs	The RecipientTabs resource provides methods that let you add, update, and delete tabs from an envelope or template.
SendListBulkCopies	Represents an instance or copy of an envelope
SendListRecipients	This method returns all of the details of recipents associated with a specific bulk send list that belongs to the current user.
SendLists	A list of bulk send lists belonging to the current user, as well as basic information about each list.
SigningGroups	Returns data from a sample table.
SigningGroupUsers	The SigningGroupUsers resource provides methods that allow you to manage users in Signing Groups.
Templates	The Template resource provides methods that allow you to manage templates.
UserInfo	The UserInfo resource provides methods that allow you to manage your current user info.
Users	The Users resource provides methods that allow you to manage users for an account.
UserSignatures	The UserSignatures resource provides methods that allow you manage the intials and signature images for a user.
Workspaces	The Workspaces resource provides methods that allow you to manage workspaces.

The AcccountBrands resource provides methods that allow you to manage the account brand associated with an account.

View Specific Information

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

• BrandId supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM AccountBrands WHERE BrandId = '4701f9c2-1038-45cf-bf35-66ae143a5656'

Columns

Name	Type	References	Description
BrandId [KEY]	String		Id of the brand.
BrandName	String		Name of the brand.
BrandCompany	String		The name of the company associated with this brand.
IsOverridingCompanyName	Boolean		When is set to true, brand name is the name of the company.
IsSendingDefault	Boolean		When is set to true, it is sending default.
IsSigningDefault	Boolean		When is set to true, it is signing default.

The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account.

View Specific Information

DocuSign does not support any column for filtering this view. All filters will be executed client side.

Columns

Name	Type	References	Description
FieldId [KEY]	Integer		An ID used to specify a custom field.
Name	String		The name of the custom field.
CustomFieldType	String		Type of the custom field.
ListOfValues	String		Comma separated value of the .
Show	Boolean		A boolean indicating if the value should be displayed. If this value is set to true, the custom field is displayed at the top of the certificate of completion. If this value is left blank/ or set to false, then it does not appear in the certificate of completion.
Required	Boolean		When set to true, the signer is required to fill out this tab
ConfigurationType	String		If merge field's are being used, specifies the type of the merge field. The only supported value is salesforce.

The Accounts resource provides methods that allow you to manage your accounts.

View Specific Information

DocuSign does not support any column for filtering this view. All filters will be executed client side.

Columns

Name	Type	References	Description
AccountId [KEY]	Integer		Id of the account.
AccountIdGuid	String		The GUID associated with the account ID.
AccountName	String		The name of the current account.
CreatedDate	Datetime		The date when account was created.
CurrencyCode	String		Specifies the ISO currency code for the account.
CurrentPlanId	String		Identifies the plan that was used create this account.
PlanName	String		The name of the Billing Plan.
PlanClassification	String		Identifies the type of plan. Examples include Business, Corporate, Enterprise, Free.
PlanStartDate	Datetime		The date that the Account started using the current plan.
PlanEndDate	Datetime		The date that the current plan will end.
PaymentMethod	String		Method of the payment.
EnvelopeUnitPrice	String		Price of an envelope.
EnvelopeSendingBlocked	Boolean		When set to true, user can not send envelopes.
BillingProfile	String		The name of the Billing Profile.
BillingPeriodStartDate	Datetime		The UTC DateTime that account billing started.
BillingPeriodEndDate	Datetime		The UTC DateTime that account billing finish.
BillingPeriodDaysRemaining	Integer		Number of remaining billing days.
BillingPeriodEnvelopesSent	Integer		Number of sent envelopes.
BillingPeriodEnvelopesAllowed	String		Specifies the allowed number of sent envelopes.
CanCancelRenewal	Boolean		When set to true, specifies that you can cancel renewal.
CanUpgrade	Boolean		When set to true, specifies that you can upgrade the account through the API.
IsDowngrade	Boolean		When set to true, specifies that your account is downgraded.
AllowTransactionRooms	Boolean		When set to true, the transaction rooms feature exposed through the Workspaces API is enabled.

Gets the general status of a specific bulk send batch .

View Specific Information

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

• BulkSendBatchId - Id of bulk send batch.

For example:

SELECT * FROM BulkSendBatchStatus where bulksendbatchid='2a554c07-6c-bccda356db31'

Columns

Name	Type	References	Description
BulkSendBatchId	String		Specifies an identifier which can be used to retrieve a more detailed status of individual bulk recipient batches.
BatchSize	Integer		The number of items returned in this response.
EnvelopesUri	String		Uri of the bulk envelopes.
SubmittedDate	Datetime		The date that it is submitted.
Sent	Integer		The number of entries with a status of sent.
Failed	Integer		The number of entries with a status of failed.
Queued	Integer		The number of entries with a status of queued.
EnvelopeIdOrTemplateId	String		The number of entries with a status of queued.
Action	String		Action.
ActionStatus	String		Action Status.
BatchName	String		The batch name.
BulkErrors	String		Bulk Errors.
EnvelopesInfo	String		Envelopes Info.
MailingListId	String		The ID of the mailing list used to create the batch.
MailingListName	String		The name of the mailing list used to create the batch.
OwnerUserId	String		The Owner User Id.
ResendsRemaining	String		Resends Remaining.
SenderUserId	String		Sender User Id.

The CloudStorageProviders resource provides methods that allow you to manage the cloud storage providers associate with an account.

View Specific Information

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

For example:

SELECT * FROM CloudStorageProviders WHERE UserId = '9de4ad10-2704-4af7-ae3e-acf27a4bcf0a'

The Cloud 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 Cloud.

• ServiceId supports the '='.

For example, the following query is processed server side:

SELECT * FROM CloudStorageProviders WHERE userId = '9de4ad10-2704-4af7-ae3e-acf27a4bcf0a' AND ServiceId = '440189'

Columns

Name	Type	References	Description
UserId	String		Id of the user account
ServiceId	String		The DocuSign generated ID for the cloud storage provider
Service [KEY]	String		The service name for the cloud storage provider.
AuthenticationUrl	String		The authentication URL used for the cloud storage provider.
RedirectUrl	String		The URL the user is redirected to after the cloud storage provider authenticates the user.

The CustomTabs resource provides methods that allow you to manage custom tabs based on the existing DocuSign tabs.

View Specific Information

The Cloud 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 Cloud.

• CustomTabId supports the '='.

For example, the following query is processed server side:

SELECT * FROM CustomTabs WHERE CustomTabId = '926770b6-1cb6-487c-918c-dacf8c9caa2a'

Columns

Name	Type	References	Description
CustomTabId [KEY]	String		The DocuSign generated custom tab ID for the custom tab to be applied.
Name	String		Name of the tab.
Type	String		The type of this 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.
Width	Integer		Width of the tab in pixels.
Height	Integer		Height of the tab in pixels.
Editable	Boolean		When set to true, the custom tab is editable. Otherwise the custom tab cannot be modified.
DisableAutoSize	Boolean		When set to true, disables the auto sizing of single line text boxes in the signing screen when the signer enters data.
CreatedByUserId	String		The userId of the DocuSign user who created this object.
CreatedByDisplayName	String		The user name of the DocuSign user who created this object.
Locked	Boolean		When set to true, the signer cannot change the data of the custom tab.
LastModified	Datetime		The UTC DateTime this object was last modified. This is in ISO8601 format.
LastModifiedByUserId	String		The userId of the DocuSign user who last modified this object.
LastModifiedByDisplayName	String		The User Name of the DocuSign user who last modified this object.

The Documents resource provides methods that manage documents in an envelope or template.

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.

For example:

SELECT * FROM Documents WHERE Type = 'envelopes' AND Id = '764c564c-b540-42d1-a667-ccee6813ef7b'
SELECT * FROM Documents WHERE Type = 'templates' AND Id = 'd5c67830-b37a-4171-9e87-3de377b35a90'

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 [KEY]	String		Specifies the document Id number that the tab is placed on. This must refer to an existing Document's ID attribute.
DocumentName	String		Specifies the document name.
DocumentType	String		Specifies the document type.
Uri	String		Uri of the document.
Display	String		This string sets the display and behavior properties of the document during signing. The possible values are: modal - The document is shown as a supplement action strip and can be viewed, downloaded, or printed in a modal window. download - The document is shown as a supplement action strip and can be viewed, downloaded, or printed in a new browser window. inline - The document is shown in the normal signing window.
Order	Integer		An optional value that sets the direction order used to sort the item list. Valid values are: asc = ascending sort order. desc = descending sort order.
Pages	Integer		Number of pages in a document.
DocumentGroup	String		Group of the document.
AttachmentTabId	String		Id of the attachment tab.
AuthoritativeCopy	Boolean		Specifies whether all documents in this envelope are authoritative copies. A document can set its own authoritativeCopy property to override this value. For example you can set the authoritativeCopy on an envelope level to true but can turn it off for a specific document.
ContainsPdfFormFields	String		Indicates pdf form fields.
IncludeInDownload	Boolean		When set to true, the document is included in the combined document download. The default value is true.
SignerMustAcknowledge	String		Sets how the signer interacts with the supplemental document. The possible values are: no_interaction - No recipient action is required. view- The recipient is required to view the document. accept - The recipient is required to accept the document by selecting accept during signing, but is not required to view the document. view_accept - The recipient is required to view and accept the document.

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 Cloud 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 Cloud.

• 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.

The Document Visibility resource provides methods that manage document views and insights in an envelope or template.

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.
• RecipientId - Id of the recipient.

For example:

SELECT * FROM DocumentVisibility WHERE Type = 'envelopes' AND Id = '764c564c-b540-42d1-a667-ccee6813ef7b' AND RecipientId = 77419544
SELECT * FROM DocumentVisibility WHERE Type = 'templates' AND Id = 'd194aa0a-723e-4db9-a8be-801dffbb63ff' AND RecipientId = 75619544

Columns

Name	Type	References	Description
Id [KEY]	String		Id of the Envelope or Template.
Type	String		Specifies where the tab is applied. Possible options are envelopes or templates
RecipientId	Integer		Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
DocumentId	String	Documents.DocumentId	Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
Visible	Boolean		When set to true, the document is visible.
Rights	String		Rights of the recipient for this document.

The EnvelopeAttachments resource provides methods that allow you to manage attachments.

View Specific Information

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

For example:

SELECT * FROM EnvelopeAttachments WHERE EnvelopeId = '56e3ca38-8008-441e-a29e-eb23dd3269e1'

Columns

Name	Type	References	Description
EnvelopeId	String	Envelopes.EnvelopeId	The envelope ID.
AttachmentId [KEY]	String		Id of the attachment.
AttachmentType	String		Type of the attachment.
Name	String		Name of the attachment.
Label	String		Label of the attachment.
AccessControl	String		AccessControl of the attachment.

The EnvelopeConsumerDisclosures resource provides a method that allows you to retrieve the consumer disclosure for an envelope.

View Specific Information

In order to make a successful request on this view, you have to specify EnvelopeId and RecipientId.

For example:

SELECT * FROM [EnvelopeConsumerDisclosures] WHERE EnvelopeId = '7cc4251f-31ca-4a79-8221-53451222292d' AND RecipientId = 68364179

Columns

Name	Type	References	Description
EnvelopeId	String		The envelope ID.
RecipientId	String		Unique Id for the recipient.
AccountEsignId [KEY]	String		A GUID identifying the account associated with the consumer disclosure.
CompanyName	String		The name of the company associated with the consumer disclosure.
CompanyPhone	String		The phone number of the company associated with the consumer disclosure.
ChangeEmail	String		Email of the account.
ChangeEmailOther	String		Other email information.
CopyCostPerPage	String		Copy cost for a page.
CopyFeeCollectionMethod	String		Specifies the fee collection method for cases in which the customer requires paper copies of the document.
EnableEsign	String		When is set to true, Esign is enabled.
EsignAgreement	String		The Electronic Record and Signature Disclosure text. The disclosure text includes the html formatting.
EsignText	String		Text of the Esign.
MustAgreeToEsign	String		When is set ti true, customer must agree.
PdfId	String		The pdfId property in the consumer_disclosure PUT request is deprecated. For security reasons going forward, any value provided in the request packet must be ignored.
AllowCDWithdraw	String		Indicates whether the customer can withdraw their acceptance of the consumer disclosure.
WithdrawAddressLine1	String		Contains the first address line of the postal address to which a customer can send a consent withdrawal notification.
WithdrawAddressLine2	String		Contains the second address line of the postal address to which a customer can send a consent withdrawal notification.
WithdrawByEmail	String		Indicates whether the customer can withdraw consent by email.
WithdrawByMail	String		Indicates whether the customer can withdraw consent by postal mail.
WithdrawByPhone	String		Indicates whether the customer can withdraw consent by phone.
WithdrawCity	String		Contains the city of the postal address to which a customer can send a consent withdrawal notification.
WithdrawConsequences	String		Indicates the consequences of withdrawing consent.
WithdrawEmail	String		Contains the email address to which a customer can send a consent withdrawal notification.
WithdrawOther	String		Indicates other information need to withdraw consent.
WithdrawPhone	String		Contains the phone number which a customer can call to register consent withdrawal notification.
withdrawPostalCode	String		Contains the postal code of the postal address to which a customer can send a consent withdrawal notification.
WithdrawState	String		Contains the state of the postal address to which a customer can send a consent withdrawal notification.

Returns envelope tab data for an existing envelope.To use this feature, the Sending Setting Allow sender to download form data must be enabled for the account.

View Specific Information

In order to make a successful request on this view, you have to specify EnvelopeId and AccountId.

For example:

SELECT * FROM EnvelopeFormData WHERE EnvelopeId='ea5f242a-0cb8-4e81-ae69-2be80ceabd84' AND AccountId='5cbbef28-5902-402d-a065-6da3525c9d9d'

Columns

Name	Type	References	Description
EnvelopeId [KEY]	String		The envelope ID.
AccountId	String		The ID of the account.
PreFillFormDataSenderEmail	String		The sender's email address.
PreFillFormDataFormData	String		An array of Pre FillForm Form Data.
PreFillFormDataSendUserId	String		The User ID of the sender.
PreFillFormDataSenderName	String		The sender's name.
FormData	String		An array of formDataItem objects.
EmailSubject	String		The subject line of the email message that is sent to all recipients.
Status	String		Indicates the envelope status. Valid values are: sent,created.
SentDateTime	Datetime		Indicates the sent date time
RecipientFormData	String		An array of form data for each recipient of the envelope.

The Envelope resource provides methods that allow you to manage envelopes.

View Specific Information

The Cloud 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 Cloud.

• EnvelopeId supports the '='.
• Status supports the '='.
• StartDateToSearch supports the '='.
• EndDateToSearch supports the '='.

For example, the following queries are processed server side:

SELECT * FROM Envelopes WHERE EnvelopeId = '764c564c-b540-42d1-a667-ccee6813ef7b'
SELECT * FROM Envelopes WHERE StartDateToSearch = '2019-6-24T10:00:04-00:00'
SELECT * FROM Envelopes WHERE StartDateToSearch = '2019-6-24T10:00:04-00:00' AND EndDateToSearch = '2019-8-24T10:00:04-00:00'
SELECT * FROM Envelopes WHERE StartDateToSearch = '2019-6-24T10:00:04-00:00' AND EndDateToSearch = '2019-8-24T10:00:04-00:00' AND Status = 'sent'

Columns

Name	Type	References	Description
EnvelopeId [KEY]	String		The envelope ID.
EnvelopeUri	String		Contains a URI for an endpoint that you can use to retrieve the envelope or envelopes.
Status	String		Indicates the envelope status. Valid values are: completed - The envelope has been completed and all tags have been signed. created - The envelope is created as a draft. It can be modified and sent later. declined - The envelope has been declined by the recipients. delivered - The envelope has been delivered to the recipients. sent - The envelope is sent to the recipients. signed - The envelope has been signed by the recipients. voided - The envelope is no longer valid and recipients cannot access or sign the envelope.
EnvelopeIdStamping	String		When set to true, Envelope ID Stamping is enabled.
EmailSubject	String		Specifies the subject of the email that is sent to all recipients.
EmailBlurb	String		This is the same as the email body.
DocumentsUri	String		Contains a URI for an endpoint that you can use to retrieve the documents.
DocumentsCombinedUri	String		Contains a URI for an endpoint that you can use to retrieve the combined documents.
AttachmentsUri	String		Contains a URI for an endpoint that you can use to retrieve the attachments.
RecipientsUri	String		Contains a URI for an endpoint that you can use to retrieve the recipients.
CustomFieldsUri	String		Contains a URI for an endpoint to retrieve the custom fields.
CertificateUri	String		Retrieves a URI for an endpoint allowing you to easily retrieve certificate information.
NotificationUri	String		Contains a URI for an endpoint that you can use to retrieve the notifications.
SigningLocation	String		Specifies the physical location where the signing takes place. It can have two enumeration values; InPerson and Online. The default value is Online.
BrandId	String		The unique identifier of a brand.
BrandLock	String		Lock of the brand.
SentDateTime	Datetime		The date and time the envelope was sent.
CompletedDateTime	Datetime		Specifies the date and time this item was completed.
CreatedDateTime	Datetime		Indicates the date and time the item was created.
DeclinedDateTime	Datetime		The date and time the recipient declined the document.
LastModifiedDateTime	Datetime		The date and time the item was last modified.
DeletedDateTime	Datetime		Specifies the data and time the item was deleted.
StatusChangedDateTime	Datetime		The data and time the status changed.
VoidedDateTime	Datetime		The date and time the envelope was voided.
VoidedReason	String		The reason the envelope was voided.
MessageLock	String		When set to true, prevents senders from changing the contents of emailBlurb and emailSubject properties for the envelope.
RecipientsLock	String		When set to true, prevents senders from changing, correcting, or deleting the recipient information for the envelope.
PurgeState	String		Shows the current purge state for the envelope. The possible values are: unpurged: There has been no successful request to purge documents. documents_queued: The envelope documents have been added to the purge queue, but have not been purged. documents_dequeued: The envelope documents have been taken out of the purge queue. documents_and_metadata_queued: The envelope documents and metadata have been added to the purge queue, but have not yet been purged. documents_purged: The envelope documents have been successfully purged. documents_and_metadata_purged: The envelope documents and metadata have been successfully purged.
EnableWetSign	String		When set to true, the signer is allowed to print the document and sign it on paper.
EnforceSignerVisibility	String		When set to true, documents with tabs can only be viewed by signers that have a tab on that document. Recipients that have an administrative role (Agent, Editor, or Intermediaries) or informational role (Certified Deliveries or Carbon Copies) can always see all the documents in an envelope, unless they are specifically excluded using this setting when an envelope is sent.
AllowReassign	String		When set to true, the recipient can redirect an envelope to a more appropriate recipient.
AllowMarkup	String		When set to true, Document Markup is enabled for envelope.
Asynchronous	String		When set to true, the envelope is queued for processing and the value of the status property is set to 'Processing'. Additionally, get status calls return 'Processing' until completed.
AuthoritativeCopy	String		Specifies whether all documents in this envelope are authoritative copies.
AuthoritativeCopyDefault	String		The default authoritativeCopy setting for documents in this envelope that do not have authoritativeCopy set.
AutoNavigation	String		Specifies whether auto navigation is set for the recipient.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name	Type	Description
FolderId	String		Id of the folder where envelope is located.
GetFullInfo	Bool		Id of the folder where envelope is located.

The EnvelopeTemplates resource provides methods that allow you to add and delete templates on envelopes and documents.

View Specific Information

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

For example:

SELECT * FROM EnvelopeTemplates WHERE EnvelopeId = '11dc472d-5675-47b7-ac4e-96c47e473dfe'

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

• DocumentId supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM EnvelopeTemplates WHERE EnvelopeId = 'cd7a0feb-2911-4595-a28e-deaa4a51f55d' AND DocumentId = '3'

Columns

Name	Type	References	Description
EnvelopeId [KEY]	String	Envelopes.EnvelopeId	The envelope ID.
TemplateId	String	Templates.TemplateId	The unique identifier of the template. If this is not provided, DocuSign will generate a value.
Name	String		Name of the template.
DocumentId	String	Documents.DocumentId	Specifies the document ID number.
DocumentName	String		Name of the document.
Applied	Boolean		When set to true, template is applied.
Uri	String		Uri of the template.

Retrieves a list of the folders for the account.

View Specific Information

DocuSign does not support any column for filtering this view. All filters will be executed client side.

Columns

Name	Type	References	Description
FolderId [KEY]	String		The ID of the folder being accessed.
ParentFolderId	String		Id of the parent folder.
ParentFolderUri	String		Uri of the parent folder.
Name	String		Name of the folder.
Type	String		Type of the folder.
Uri	String		Uri of the folder.
OwnerUserId	String		Owner id of the folder.
OwnerUserName	String		Owner name of the folder.
OwnerEmail	String		Owner email of the folder.

The GroupBrands resource provides methods that allow you to manage brands in a group.

View Specific Information

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

For example:

SELECT * FROM GroupBrands WHERE GroupId = 6160665

Columns

Name	Type	References	Description
GroupId	Integer	Groups.GroupId	The DocuSign group ID for the group.
BrandId [KEY]	String	AccountBrands.BrandId	Id of the brand.
InternalId	String		Internal Id of the brand.
BrandName	String		Name of the brand.
BrandCompany	String		The name of the company associated with this brand.

The Groups resource provides methods that allow you to manage groups for the account.

The Cloud 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 Cloud.

• GroupType supports the '='.

For example, the following query is processed server side:

SELECT * FROM Groups WHERE GroupType = 'everyoneGroup'

Columns

Name	Type	References	Description
GroupId [KEY]	Integer		The DocuSign group ID for the group.
GroupName	String		The name of the group.
GroupType	String		The group type.
UsersCount	Integer		Total number of users of the group.
PermissionProfileId	String		The ID of the permission profile associated with the group.

The GroupUsers resource provides methods that allow you to manage the users in a group.

View Specific Information

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

For example:

SELECT * FROM GroupUsers WHERE GroupId = 6071932

Columns

Name	Type	References	Description
GroupId	Integer	Groups.GroupId	The DocuSign group ID for the group.
UserId [KEY]	String	Users.UserId	Id of the user account
UserName	String		Name of the user account
Email	String		Email of the user account
UserType	String		Type of the user account
UserStatus	String		Status of the user account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled.
Uri	String		Uri of the user account
LoginStatus	String		Status of login.
SendActivationEmail	Boolean		When set to true, an activation email can be sent.
ActivationAccessCode	String		Activation code for access.

The Locks resource provides methods that allow you to manage locks on an envelope or template.

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.

For example:

SELECT * FROM Locks WHERE Type = 'templates' AND Id = '22093429-0c89-47d3-a984-8b919768b963'
SELECT * FROM Locks WHERE Type = 'envelopes' AND Id = '03ea05dc-b5ba-45d2-8b0c-3bf0f5ae8d59'

Columns

Name	Type	References	Description
Id [KEY]	String	Envelopes.EnvelopeId or Templates.TemplateId	Id of the Envelope or Template.
Type	String		Specifies where the tab is applied. Possible options are envelopes or templates
LockedByUserName	String		Name of the user.
LockedByUserId	String		The user ID of the user being accessed.
LockedByUserEmail	String		Email of the user.
LockedByUri	String		Uri of the user.
LockedByApp	String		Specifies the friendly name of the application that is locking the envelope.
LockType	String		The type of envelope lock. Currently
LockToken	String		A unique identifier provided to the owner of the envelope lock. Used to prove ownership of the lock.
LockedUntilDateTime	Datetime		The datetime until the envelope lock expires.
LockDurationInSeconds	String		Sets the time, in seconds, until the lock expires when there is no activity on the envelope.
UseScratchPad	String		Indicates whether a scratchpad is used for editing information.

The PowerForms resource provides methods that allow you to manage power forms.

View Specific Information

The Cloud 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 Cloud.

• PowerFormId supports the '='.

For example, the following query is processed server side:

SELECT * FROM PowerForms WHERE PowerFormId = '3caf8d81-1c18-4ff6-bc1b-39e4ab8c2692'

Columns

Name	Type	References	Description
PowerFormId [KEY]	String		The unique identifier of the power form.
Name	String		PowerForm name.
PowerFormUrl	String		Contains a URI for an endpoint that you can use to retrieve the PowerForms.
PowerFormV2Url	String		Contains V2 URI for an endpoint that you can use to retrieve the PowerForms.
Uri	String		Uri of the powerforms.
TemplateId	String	Templates.TemplateId	The unique identifier of the template. If this is not provided, DocuSign will generate a value.
TemplateName	String		Name of the template.
CreatedBy	String		Creator name.
CreatedDateTime	Datetime		Indicates the date and time the item was created.
SenderName	String		Name of the sender.
SenderUserId	String		User Id of the sender.
EmailBody	String		Email body of the message sent to the recipient.
EmailSubject	String		The subject of the email that is sent to all recipients.
SigningMode	String		Specifies the mode of the signing.
Instructions	String		Specifies the PowerForm instructions.
IsActive	Boolean		Indicates the status of the PowerForm.
TimesUsed	Integer		Indicates number of times the item was used.
LastUsed	Datetime		Indicates the date and time the item was used for the last time.
MaxUseEnabled	Boolean		The maximum of using times for the item.
UsesRemaining	Integer		The remaining number of times the item can be used.
LimitUseIntervalEnabled	Boolean		Status of the LimitUseInterval.
LimitUseInterval	String		Specifies the interval of the uses limit.
LimitUseIntervalUnits	String		Unit type of the LimitUseInterval.

The Recipients resource allows you manage the recipients of an envelope or template.

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.

For example:

SELECT * FROM Recipients WHERE Type = 'templates' AND Id = '22093429-0c89-47d3-a984-8b919768b963'
SELECT * FROM Recipients WHERE Type = 'envelopes' AND Id = '03ea05dc-b5ba-45d2-8b0c-3bf0f5ae8d59'

Columns

Name	Type	References	Description
Type	String		Specifies where the tab is applied. Possible options are envelopes or templates
Id	String		Id of the Envelope or Template.
RecipientId [KEY]	Integer		Unique Id for the recipient.
RecipientIdGuid	String		Id guid of the recipient.
RecipientType	String		Type of the recipient.
UserId	String		The user ID of the user being accessed.
Name	String		Name of the recipient.
Email	String		Email of the recipient.
RoleName	String		Optional element. Specifies the role name associated with the recipient.
Note	String		A note sent to the recipient in the signing email. This note is unique to this recipient.
CreationReason	String		Reason of the creation.
ClientUserId	String		Specifies whether the recipient is embedded or remote. If the clientUserId property is not null then the recipient is embedded. Use this field to associate the signer with their userId in your app. Authenticating the user is the responsibility of your app when you use embedded signing.
AccessCode	String		If a value is provided, the recipient must enter the value as the access code to view and sign the envelope.
RequireIdLookup	Boolean		When set to true, the recipient is required to use the specified ID check method (including Phone and SMS authentication) to validate their identity.
DeliveryMethod	String		Method of the delivery.
DeliveredDateTime	Datetime		Date and time of the delivery.
SignedDateTime	Datetime		The date and time the envelope was signed.
SigningGroupId	String		The display Id for the signing group.
SigningGroupName	String		The display name for the signing group.
CanSignOffline	Boolean		When set to true, specifies that the signer can perform the signing ceremony offline.
Status	String		Recipient status.

The RecipientTabs resource provides methods that let you add, update, and delete tabs from an envelope or template.

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.
• RecipientId - Id of the recipient.

For example:

SELECT * FROM RecipientTabs WHERE Type = 'templates' AND Id = '32fc6a47-fdd6-40bc-a980-3052d939103e' AND RecipientId = 7296558
SELECT * FROM RecipientTabs WHERE Type = 'envelopes' AND Id = 'e8b0dc7a-e914-42b7-a803-36d69e748993' AND RecipientId = 44407249

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 number that the tab is placed on.
RecipientId	Integer	Recipients.RecipientId	Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
TabId [KEY]	String		The unique identifier for the tab.
CustomTabId	String	CustomTabs.CustomTabId	The DocuSign generated custom tab ID for the custom tab to be applied.
Name	String		Name 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.
TabOrder	String		A positive integer that sets the order the tab is navigated to during signing.
PageNumber	Integer		Specifies the page number on which the tab is located. Must be 1 for supplemental documents.
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	String		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.

Represents an instance or copy of an envelope

View Specific Information

The Cloud 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 Cloud.

• BulkSendListId supports the '='.

For example, the following queries are processed server side:

SELECT * FROM SendListBulkCopies
SELECT * FROM SendListBulkCopies WHERE BulkSendListId = 'asd-wdas-dw'

Columns

Name	Type	References	Description
BulkSendListId	String	SendLists.BulkSendListId	The GUID of the bulk send list.
Recipients	String		Unique Id for the recipient.
DocGenFormFields	String		Specifies the recipient's email address.
EmailBlurb	String		The email body for this copy of the envelope.
EmailSubject	String		The email subject line for this copy of the envelope.
CustomFields	String		An optional array of strings that allows the sender to provide custom data about the recipient.

This method returns all of the details of recipents associated with a specific bulk send list that belongs to the current user.

View Specific Information

The Cloud 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 Cloud.

• BulkSendListId supports the '='.

For example, the following queries are processed server side:

SELECT * FROM SendListRecipients
SELECT * FROM SendListRecipients WHERE BulkSendListId = 'asd-wdas-dw'

Columns

Name	Type	References	Description
BulkSendListId	String	SendLists.BulkSendListId	The GUID of the bulk send list.
RecipientId	String		Unique Id for the recipient.
Email	String		Specifies the recipient's email address.
Name	String		Specifies the recipient's name.
ClientUserId	String		Specifies whether the recipient is embedded or remote.
CustomFields	String		An optional array of strings that allows the sender to provide custom data about the recipient.
DeliveryMethod	String		The delivery method.
EmailNotification	String		This optional property allows you to set a specific email subject and body for this recipient's notification email.
EmbeddedRecipientStartURL	String		Specifies a sender-provided valid URL string for redirecting an embedded recipient.
HostEmail	String		The email address of the signing host.
HostName	String		The name of the signing host.
IdCheckConfigurationName	String		The name of the authentication check to use.
IdCheckInformationInput	String		An object that contains input information related to a recipient ID check.
IdentificationMethod	String		Identification Method.
IdentityVerification	String		Specifies the ID Verification workflow applied on an envelope by workflow ID.
PhoneAuthentication	String		When idCheckConfigurationName is set to Phone Auth \$, you use this complex type to provide the recipient authentication method details.
RecipientSignatureProviders	String		The default signature provider is the DocuSign Electronic signature system.
RoleName	String		The name of the role associated with the recipient.
Note	String		A note sent to the recipient in the signing email. This note is unique to this recipient.
SignerName	String		The in-person signer's full legal name.
SigningGroupId	String		The ID of the signing group.
AccessCode	String		If a value is provided, the recipient must enter the value as the access code to view and sign the envelope.
PhoneNumber	String		This is only used if the Identification field value is Phone or SMS.
SMSAuthentication	String		When idCheckConfigurationName is set to SMS Auth \$, you use this complex type to provide the recipient authentication method details.
Tabs	String		A list of tabs associated with the recipient.

A list of bulk send lists belonging to the current user, as well as basic information about each list.

View Specific Information

The Cloud 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 Cloud.

• BulkSendListId supports the '='.

For example, the following queries are processed server side:

SELECT * FROM SendLists
SELECT * FROM SendLists WHERE BulkSendListId = 'asd-wdas-dw'

Columns

Name	Type	References	Description
BulkSendListId	String		The GUID of the bulk send list.
CreatedByUser	String		The GUID of the user who created the bulk send list.
CreatedDate	Datetime		The UTC DateTime that the bulk send list was created.
Name	String		Specifies the recipient's name.

Returns data from a sample table.

View Specific Information

DocuSign does not support any column for filtering this view. All filters will be executed client side.

Columns

Name	Type	References	Description
SigningGroupId [KEY]	String		Id of the signing group.
GroupName	String		The name of the group. The search_text provided in the call automatically performs a wild card search on group_name.
GroupType	String		The group type.
GroupEmail	String		Email of the group.
Created	String		The UTC DateTime when the workspace user authorization was created.
CreatedBy	String		Creator of the group.
Modified	Datetime		The UTC DateTime when the workspace user authorization was modified.
ModifiedBy	String		Modifier of the group.

The SigningGroupUsers resource provides methods that allow you to manage users in Signing Groups.

View Specific Information

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

For example:

SELECT * FROM SigningGroupUsers WHERE SigningGroupId = '6071932'

Columns

Name	Type	References	Description
SigningGroupId	String	SigningGroups.SigningGroupId	Id of the signing group.
UserName	String		The name of the group member.
Email [KEY]	String		The email of the group member.

The Template resource provides methods that allow you to manage templates.

The Cloud 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 Cloud.

• TemplateId supports the '='.
• FolderId supports the '=' and 'IN'. In order to filter by FolderId, showCustomFiled property must be set to false.
• FolderName supports the '='. In order to filter by FolderName, showCustomFiled property must be set to false.

For example, the following queries are processed server side:

SELECT * FROM Templates WHERE TemplateId = '5fe47399-31e9-4ddc-bbd1-5200760e4658'
SELECT * FROM Templates WHERE FolderId = '7137682d-f33c-4425-96a2-d556389df80f'
SELECT * FROM Templates WHERE FolderId IN ('7137682d-f33c-4425-96a2-d556389df80f', 'ff7cc98e-4502-4009-93ce-8d3ad96485a6')
SELECT * FROM Templates WHERE FolderName = 'testTemplate'

Columns

Name	Type	References	Description
TemplateId [KEY]	String		Id of the template.
Name	String		Name of the template.
Password	String		Password of the template.
Description	String		Description of the template.
Shared	String		When set to true, this template is shared.
Created	Datetime		The date and time the item was created.
LastModified	Datetime		The date and time the item was last modified.
PageCount	String		Number of pages.
Uri	String		Contains a URI to retrieve the templates.
FolderName	String		Name of the template folder.
FolderId	String	Folders.FolderId	Id of the folder.
FolderUri	String		Uri of the folder.
OwnerUserName	String		Name of the user.
OwnerEmail	String		Email of the user.
OwnerUserId	String		Id of the user.
EmailBlurb	String		Blurb of the email
EmailSubject	String		Subject of the email.
AllowReassign	String		When set to true, the recipient can redirect an envelope to a more appropriate recipient.
AuthoritativeCopy	String		Specifies whether all documents in this template are authoritative copies. A document can set its own authoritativeCopy property to override this value.
EnableWetSign	String		When set to true, the signer is allowed to print the document and sign it on paper.
EnforceSignerVisibility	String		When set to true, documents with tabs can only be viewed by signers that have a tab on that document.

The UserInfo resource provides methods that allow you to manage your current user info.

Columns

Name	Type	References	Description
AccountId [KEY]	String		The ID of the account.
AccountName	String		The name associated with this account.
Url	String		The base URI that is used for making API calls on behalf of this account.
IsDefault	Boolean		If true, this account is the account holder's default account.

The Users resource provides methods that allow you to manage users for an account.

View Specific Information

The Cloud 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 Cloud.

• Users supports the '='.
• Email supports the '='.
• UserStatus supports the '='.

For example, the following queries are processed server side:

SELECT * FROM Users WHERE UserId = '9degfd10-2704-4af4-ae3e-ac6r4d4bcf0a'
SELECT * FROM Users WHERE Email = '[email protected]'
SELECT * FROM Users WHERE UserStatus = 'Active'
SELECT * FROM Users WHERE UserStatus = 'Active' AND Email = '[email protected]'"

Columns

Name	Type	References	Description
UserId [KEY]	String		The user ID of the user being accessed.
UserName	String		The user's full name.
UserStatus	String		Status of the user's account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled.
UserType	String		The user type.
IsAdmin	Boolean		Determines if the feature set is actively set as part of the plan.
Email	String		The user's email address.
Uri	String		Uri of the user.
PermissionProfileId	Integer		User's permission profile id.
permissionProfileName	String		User's permission profile name.
JobTitle	String		Title of the job.
Title	String		Salutation for the user, such as Ms, Dr, Capt., etc.
CreatedDateTime	Datetime		Indicates the date and time the item was created.
LastLogin	Datetime		The date-time when the user last logged on to the system.

The UserSignatures resource provides methods that allow you manage the intials and signature images for a user.

View Specific Information

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

For example:

SELECT * FROM UserSignatures WHERE UserId = '9de4ad10-2704-4af7-ae3e-acf27a4bcf0a'

Columns

Name	Type	References	Description
UserId	String	Users.UserId	The user ID of the user being accessed.
SignatureId [KEY]	String		Specifies the signature ID associated with the signature name.
SignatureImageUri	String		Contains the URI for an endpoint that you can use to retrieve the signature image.
InitialsImageUri	String		Contains the URI for an endpoint that you can use to retrieve the initials image.
SignatureInitials	String		The initials associated with the signature.
UserSignatureName	String		Specifies the user signature name.
SignatureType	String		Type of the signature.
CreatedDateTime	Datetime		Indicates the date and time the item was created.
AdoptedDateTime	Datetime		The date and time the user adopted their signature.
IsDefault	Boolean		Specifies if the signature is default or not.

The Workspaces resource provides methods that allow you to manage workspaces.

View Specific Information

DocuSign does not support any column for filtering this view. All filters will be executed client side.

Columns

Name	Type	References	Description
WorkspaceId [KEY]	String		The id of the workspace, always populated.
WorkspaceName	String		The name of the workspace.
WorkspaceUri	String		The relative URI that may be used to access the workspace.
WorkspaceBaseUrl	String		The relative URL that may be used to access the workspace.
Created	Datetime		The UTC DateTime when the workspace user authorization was created.
LastModified	Datetime		Utc date and time the comment was last updated (can only be done by creator.)
Status	String		Workspace status.

Stored procedures are function-like interfaces that extend the functionality of the Cloud beyond simple SELECT/INSERT/UPDATE/DELETE operations with DocuSign.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from DocuSign, along with an indication of whether the procedure succeeded or failed.

CData Cloud - DocuSign Stored Procedures

Name	Description
GetConsentURL	Get the URL for individual consent.
MoveEnvelope	Move envelopes to a specified folder. When destination folder id is recyclebin, you can delete or void an envelope.

Get the URL for individual consent.

Input

Name	Type	Required	Description
IntegrationKey	String	True	The integration key to be used.
RedirectUri	String	True	The URL to redirect the client after consent is given.

Result Set Columns

Name	Type	Description
URL	String	Returns the URL to be used for individual consent.

Move envelopes to a specified folder. When destination folder id is recyclebin, you can delete or void an envelope.

Input

Name	Type	Required	Description
EnvelopeId	String	True	Id of the envelope you want to move.
FromFolderId	String	True	Id of the folder where envelope is located.
ToFolderId	String	True	Id of the folder where envelope is going to move.

Result Set Columns

Name	Type	Description
Success	String	Returns True if the envelope moves to the specified folder.

You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.

Schema Tables

The following tables return database metadata for DocuSign:

• sys_catalogs: Lists the available databases.
• sys_schemas: Lists the available schemas.
• sys_tables: Lists the available tables and views.
• sys_tablecolumns: Describes the columns of the available tables and views.
• sys_procedures: Describes the available stored procedures.
• sys_procedureparameters: Describes stored procedure parameters.
• sys_keycolumns: Describes the primary and foreign keys.
• sys_indexes: Describes the available indexes.

Data Source Tables

The following tables return information about how to connect to and query the data source:

• sys_connection_props: Returns information on the available connection properties.
• sys_sqlinfo: Describes the SELECT queries that the Cloud can offload to the data source.

Query Information Tables

The following table returns query statistics for data modification queries:

• sys_identity: Returns information about batch operations or single updates.

Lists the available databases.

The following query retrieves all databases determined by the connection string:

SELECT * FROM sys_catalogs

Columns

Name	Type	Description
CatalogName	String	The database name.

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

Name	Type	Description
CatalogName	String	The database name.
SchemaName	String	The schema name.

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

Name	Type	Description
CatalogName	String	The database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view.
TableType	String	The table type (table or view).
Description	String	A description of the table or view.
IsUpdateable	Boolean	Whether the table can be updated.

Describes the columns of the available tables and views.

The following query returns the columns and data types for the Account table:

SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Account' 

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the table or view.
SchemaName	String	The schema containing the table or view.
TableName	String	The name of the table or view containing the column.
ColumnName	String	The column name.
DataTypeName	String	The data type name.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The storage size of the column.
DisplaySize	Int32	The designated column's normal maximum width in characters.
NumericPrecision	Int32	The maximum number of digits in numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The column scale or number of digits to the right of the decimal point.
IsNullable	Boolean	Whether the column can contain null.
Description	String	A brief description of the column.
Ordinal	Int32	The sequence number of the column.
IsAutoIncrement	String	Whether the column value is assigned in fixed increments.
IsGeneratedColumn	String	Whether the column is generated.
IsHidden	Boolean	Whether the column is hidden.
IsArray	Boolean	Whether the column is an array.
IsReadOnly	Boolean	Whether the column is read-only.
IsKey	Boolean	Indicates whether a field returned from sys_tablecolumns is the primary key of the table.

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

Name	Type	Description
CatalogName	String	The database containing the stored procedure.
SchemaName	String	The schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure.
Description	String	A description of the stored procedure.
ProcedureType	String	The type of the procedure, such as PROCEDURE or FUNCTION.

Describes stored procedure parameters.

The following query returns information about all of the input parameters for the SelectEntries stored procedure:

SELECT * FROM sys_procedureparameters WHERE ProcedureName='SelectEntries' AND Direction=1 OR Direction=2

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the stored procedure.
SchemaName	String	The name of the schema containing the stored procedure.
ProcedureName	String	The name of the stored procedure containing the parameter.
ColumnName	String	The name of the stored procedure parameter.
Direction	Int32	An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
DataTypeName	String	The name of the data type.
DataType	Int32	An integer indicating the data type. This value is determined at run time based on the environment.
Length	Int32	The number of characters allowed for character data. The number of digits allowed for numeric data.
NumericPrecision	Int32	The maximum precision for numeric data. The column length in characters for character and date-time data.
NumericScale	Int32	The number of digits to the right of the decimal point in numeric data.
IsNullable	Boolean	Whether the parameter can contain null.
IsRequired	Boolean	Whether the parameter is required for execution of the procedure.
IsArray	Boolean	Whether the parameter is an array.
Description	String	The description of the parameter.
Ordinal	Int32	The index of the parameter.

Describes the primary and foreign keys.

The following query retrieves the primary key for the Account table:

         SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Account' 
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
IsKey	Boolean	Whether the column is a primary key in the table referenced in the TableName field.
IsForeignKey	Boolean	Whether the column is a foreign key referenced in the TableName field.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.

Describes the foreign keys.

The following query retrieves all foreign keys which refer to other tables:

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
PrimaryKeyName	String	The name of the primary key.
ForeignKeyName	String	The name of the foreign key.
ReferencedCatalogName	String	The database containing the primary key.
ReferencedSchemaName	String	The schema containing the primary key.
ReferencedTableName	String	The table containing the primary key.
ReferencedColumnName	String	The column name of the primary key.
ForeignKeyType	String	Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key.

Describes the primary keys.

The following query retrieves the primary keys from all tables and views:

         SELECT * FROM sys_primarykeys
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the key.
SchemaName	String	The name of the schema containing the key.
TableName	String	The name of the table containing the key.
ColumnName	String	The name of the key column.
KeySeq	String	The sequence number of the primary key.
KeyName	String	The name of the primary key.

Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.

The following query retrieves all indexes that are not primary keys:

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

Name	Type	Description
CatalogName	String	The name of the database containing the index.
SchemaName	String	The name of the schema containing the index.
TableName	String	The name of the table containing the index.
IndexName	String	The index name.
ColumnName	String	The name of the column associated with the index.
IsUnique	Boolean	True if the index is unique. False otherwise.
IsPrimary	Boolean	True if the index is a primary key. False otherwise.
Type	Int16	An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3).
SortOrder	String	The sort order: A for ascending or D for descending.
OrdinalPosition	Int16	The sequence number of the column in the index.

Returns information on the available connection properties and those set in the connection string.

When querying this table, the config connection string should be used:

jdbc:cdata:docusign:config:

This connection string enables you to query this table without a valid connection.

The following query retrieves all connection properties that have been set in the connection string or set through a default value:

SELECT * FROM sys_connection_props WHERE Value <> ''

Columns

Name	Type	Description
Name	String	The name of the connection property.
ShortDescription	String	A brief description.
Type	String	The data type of the connection property.
Default	String	The default value if one is not explicitly set.
Values	String	A comma-separated list of possible values. A validation error is thrown if another value is specified.
Value	String	The value you set or a preconfigured default.
Required	Boolean	Whether the property is required to connect.
Category	String	The category of the connection property.
IsSessionProperty	String	Whether the property is a session property, used to save information about the current connection.
Sensitivity	String	The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms.
PropertyName	String	A camel-cased truncated form of the connection property name.
Ordinal	Int32	The index of the parameter.
CatOrdinal	Int32	The index of the parameter category.
Hierarchy	String	Shows dependent properties associated that need to be set alongside this one.
Visible	Boolean	Informs whether the property is visible in the connection UI.
ETC	String	Various miscellaneous information about the property.

Describes the SELECT query processing that the Cloud can offload to the data source.

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

Below is an example data set of SQL capabilities. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.

Name	Description	Possible Values
AGGREGATE_FUNCTIONS	Supported aggregation functions.	AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNT	Whether COUNT function is supported.	YES, NO
IDENTIFIER_QUOTE_OPEN_CHAR	The opening character used to escape an identifier.	[
IDENTIFIER_QUOTE_CLOSE_CHAR	The closing character used to escape an identifier.	]
SUPPORTED_OPERATORS	A list of supported SQL operators.	=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BY	Whether GROUP BY is supported, and, if so, the degree of support.	NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIES	The supported varieties of outer joins supported.	NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINS	Whether outer joins are supported.	YES, NO
SUBQUERIES	Whether subqueries are supported, and, if so, the degree of support.	NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONS	Supported string functions.	LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE
NUMERIC_FUNCTIONS	Supported numeric functions.	ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE
TIMEDATE_FUNCTIONS	Supported date/time functions.	NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT
REPLICATION_SKIP_TABLES	Indicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNS	A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication.
IDENTIFIER_PATTERN	String value indicating what string is valid for an identifier.
SUPPORT_TRANSACTION	Indicates if the provider supports transactions such as commit and rollback.	YES, NO
DIALECT	Indicates the SQL dialect to use.
KEY_PROPERTIES	Indicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMAS	Indicates if multiple schemas may exist for the provider.	YES, NO
SUPPORTS_MULTIPLE_CATALOGS	Indicates if multiple catalogs may exist for the provider.	YES, NO
DATASYNCVERSION	The CData Data Sync version needed to access this driver.	Standard, Starter, Professional, Enterprise
DATASYNCCATEGORY	The CData Data Sync category of this driver.	Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQL	Whether enhanced SQL functionality beyond what is offered by the API is supported.	TRUE, FALSE
SUPPORTS_BATCH_OPERATIONS	Whether batch operations are supported.	YES, NO
SQL_CAP	All supported SQL capabilities for this driver.	SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX
PREFERRED_CACHE_OPTIONS	A string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERY	Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.	YES, NO
PSEUDO_COLUMNS	A string array indicating the available pseudo columns.
MERGE_ALWAYS	If the value is true, The Merge Mode is forcibly executed in Data Sync.	TRUE, FALSE
REPLICATION_MIN_DATE_QUERY	A select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTION	Allows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATE	Allows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERY	A select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTION	Allows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATE	A list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTID	Indicates whether the CheckCache statement should be done against the parent key column.	TRUE, FALSE
CREATE_SCHEMA_PROCEDURES	Indicates stored procedures that can be used for generating schema files.

The following query retrieves the operators that can be used in the WHERE clause:

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'

Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

Name	Type	Description
NAME	String	A component of SQL syntax, or a capability that can be processed on the server.
VALUE	String	Detail on the supported SQL or SQL syntax.

Returns information about attempted modifications.

The following query retrieves the Ids of the modified rows in a batch operation:

         SELECT * FROM sys_identity
          

Columns

Name	Type	Description
Id	String	The database-generated Id returned from a data modification operation.
Batch	String	An identifier for the batch. 1 for a single operation.
Operation	String	The result of the operation in the batch: INSERTED, UPDATED, or DELETED.
Message	String	SUCCESS or an error message if the update in the batch failed.

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

---

Property	Description
AuthScheme	The type of authentication to use when connecting to DocuSign.

OAuth

---

Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.

JWT OAuth

---

Property	Description
OAuthJWTCert	The JWT Certificate store.
OAuthJWTCertType	The type of key store containing the JWT Certificate.
OAuthJWTCertPassword	The password for the OAuth JWT certificate.
OAuthJWTCertSubject	The subject of the OAuth JWT certificate.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

SSL

---

Property	Description
SSLServerCert	The certificate to be accepted from the server when connecting using TLS/SSL.

Logging

---

Property	Description
Verbosity	The verbosity level that determines the amount of detail included in the log file.

Schema

---

Property	Description
BrowsableSchemas	This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Miscellaneous

---

Property	Description
AccountId	AccountId of the currently authenticated user.
DirectoryRetrievalDepth	The depth to scan for available folders.
IncludeCustomFields	Set to true if you want to retrieve custom fields values for an envelope or template.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.
URL	Base API url associated with your account.
UseSandbox	Set to true if you you are using sandbox account.

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

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Property	Description
AuthScheme	The type of authentication to use when connecting to DocuSign.

The type of authentication to use when connecting to DocuSign.

Possible Values

OAuth, OAuthJWT

Data Type

string

Default Value

"OAuth"

Remarks

• OAuth: Set this to perform OAuth authentication.
• OAuthJWT: Set this to perform OAuthJWT authentication.

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.

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Property	Description
OAuthClientId	The client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecret	The client secret assigned when you register your application with an OAuth authorization server.

The client Id assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

The client secret assigned when you register your application with an OAuth authorization server.

Data Type

string

Default Value

""

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.

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Property	Description
OAuthJWTCert	The JWT Certificate store.
OAuthJWTCertType	The type of key store containing the JWT Certificate.
OAuthJWTCertPassword	The password for the OAuth JWT certificate.
OAuthJWTCertSubject	The subject of the OAuth JWT certificate.
OAuthJWTIssuer	The issuer of the Java Web Token.
OAuthJWTSubject	The user subject for which the application is requesting delegated access.

The JWT Certificate store.

Data Type

string

Default Value

""

Remarks

The name of the certificate store for the client certificate.

The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert. If the store is password protected, specify the password in OAuthJWTCertPassword.

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.

Designations of certificate stores are platform-dependent.

The following are designations of the most common User and Machine certificate stores in Windows:

MY	A certificate store holding personal certificates with their associated private keys.
CA	Certifying authority certificates.
ROOT	Root certificates.
SPC	Software publisher certificates.

In Java, the certificate store normally is a file containing certificates and optional private keys.

When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

The type of key store containing the JWT Certificate.

Data Type

string

Default Value

"PEMKEY_BLOB"

Remarks

This property can take one of the following values:

USER	For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java.
MACHINE	For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java.
PFXFILE	The certificate store is the name of a PFX (PKCS12) file containing certificates.
PFXBLOB	The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILE	The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java.
JKSBLOB	The certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java.
PEMKEY_FILE	The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOB	The certificate store is a string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILE	The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOB	The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILE	The certificate store is the name of a file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOB	The certificate store is a string (base-64-encoded) that contains an SSH-style public key.
P7BFILE	The certificate store is the name of a PKCS7 file containing certificates.
PPKFILE	The certificate store is the name of a file that contains a PPK (PuTTY Private Key).
XMLFILE	The certificate store is the name of a file that contains a certificate in XML format.
XMLBLOB	The certificate store is a string that contains a certificate in XML format.

The password for the OAuth JWT certificate.

Data Type

string

Default Value

""

Remarks

If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.

The subject of the OAuth JWT certificate.

Data Type

string

Default Value

"*"

Remarks

When loading a certificate the subject is used to locate the certificate in the store.

If an exact match is not found, the store is searched for subjects containing the value of the property.

If a match is still not found, the property is set to an empty string, and no certificate is selected.

The special value "*" picks the first certificate in the certificate store.

The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, [email protected]". Common fields and their meanings are displayed below.

Field	Meaning
CN	Common Name. This is commonly a host name like www.server.com.
O	Organization
OU	Organizational Unit
L	Locality
S	State
C	Country
E	Email Address

If a field value contains a comma it must be quoted.

The issuer of the Java Web Token.

Data Type

string

Default Value

""

Remarks

The issuer of the Java Web Token. This is typically either the Client Id or Email Address of the OAuth Application.

The user subject for which the application is requesting delegated access.

Data Type

string

Default Value

""

Remarks

The user subject for which the application is requesting delegated access. Typically, the user account name or email address.

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

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Property	Description
SSLServerCert	The certificate to be accepted from the server when connecting using TLS/SSL.

The certificate to be accepted from the server when connecting using TLS/SSL.

Data Type

string

Default Value

""

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description	Example
A full PEM Certificate (example shortened for brevity)	-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated)	ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated)	34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

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Property	Description
Verbosity	The verbosity level that determines the amount of detail included in the log file.

The verbosity level that determines the amount of detail included in the log file.

Data Type

string

Default Value

"1"

Remarks

The verbosity level determines the amount of detail that the Cloud reports to the Logfile. Verbosity levels from 1 to 5 are supported. These are detailed in the Logging page.

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

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Property	Description
BrowsableSchemas	This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Data Type

string

Default Value

""

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

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Property	Description
AccountId	AccountId of the currently authenticated user.
DirectoryRetrievalDepth	The depth to scan for available folders.
IncludeCustomFields	Set to true if you want to retrieve custom fields values for an envelope or template.
MaxRows	Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
PseudoColumns	This property indicates whether or not to include pseudo columns as columns to the table.
Timeout	The value in seconds until the timeout error is thrown, canceling the operation.
URL	Base API url associated with your account.
UseSandbox	Set to true if you you are using sandbox account.

AccountId of the currently authenticated user.

Data Type

string

Default Value

""

Remarks

If it's not specified, it will be set by default. Please query the UserInfo view if you want to set it manually.

The depth to scan for available folders.

Data Type

string

Default Value

"5"

Remarks

This property must be set in the connection string or the driver will use a default of Depth=-1 (specifies that all subfolders are scanned).

Set to true if you want to retrieve custom fields values for an envelope or template.

Data Type

bool

Default Value

false

Remarks

Set to true if you want to retrieve custom fields values for an envelope or template.

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Data Type

int

Default Value

-1

Remarks

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

This property indicates whether or not to include pseudo columns as columns to the table.

Data Type

string

Default Value

""

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

The value in seconds until the timeout error is thrown, canceling the operation.

Data Type

int

Default Value

60

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the Cloud throws an exception.

Base API url associated with your account.

Data Type

string

Default Value

""

Remarks

If it's not specified, it will be set by default. Please query UserInfo view if you want to set it manually.

Set to true if you you are using sandbox account.

Data Type

bool

Default Value

false

Remarks

Set to true if you you are using sandbox account.