CData Cloud offers access to DocuSign across several standard services and protocols, in a cloud-hosted solution. Any application that can connect to a SQL Server database can connect to DocuSign through CData Cloud.
CData Cloud allows you to standardize and configure connections to DocuSign as though it were any other OData endpoint or standard SQL Server.
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.
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 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.
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.
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.
AuthScheme must be set to OAuth in all user account flows.
Set the AuthScheme to OAuthJWT.
Retrieve your User ID by navigating, in the DocuSign UI, to Settings > Apps and Keys > My Account Information > User ID.
Follow the procedure below to obtain an integration key:
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.
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:
If you meet these requirements, grant consent as follows:
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:
You can grant administrative consent to third party (ISV) applications.
This method of obtaining consent has the following prerequisites:
If you meet these requirements, obtain consent as follows. Each user must perform the following steps.
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.
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.
By default, the Cloud attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.
To specify another certificate, see the SSLServerCert connection property.
To authenticate to an HTTP proxy, set the following:
Set the following properties:
This section shows the available API objects and provides more information on executing SQL to DocuSign APIs.
Views describes the available views. Views are statically defined to model Accounts, Documents, Folders, and more.
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.
| 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. |
| AccountPermissionProfiles | An account permission profile is assigned to a group of users, enabling you to set permissions for all of the users in the group at the same time. |
| Accounts | The Accounts resource provides methods that allow you to manage your accounts. |
| AgentUserAuthorizations | Returns the user authorizations for which the user specified by userId is the agent user. |
| BillingInvoices | Retrieves a list of invoices for the account. |
| BillingPayments | Retrieves a list containing information about one or more payments. |
| BillingPlans | Retrieves the billing plan information for the specified account, including the current billing plan, successor plans, billing address, and billing credit card. |
| BulkSendBatch | Returns a summary of bulk send batches. |
| BulkSendBatchStatus | Gets the general status of a specific bulk send batch. |
| CloudStorage | Retrieves a list of the user's items from the specified cloud storage provider. |
| 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. |
| EnvelopeFolders | Get data associated to the folder an envelope exists in. |
| 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 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. |
| PrincipalUserAuthorizations | Returns the user authorizations for which the user specified by userId is the principal user. |
| 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. |
| SharedAccessEnvelopes | Retrieves the list of information about the shared envelopes. |
| SharedAccessFolders | Retrieves the list of information about the shared folders. |
| SharedAccessTemplates | Retrieves the list of information about the shared templates. |
| SharedAccessUser | Retrieves the information about the user requesting the shared information. |
| 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.
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.
For example, the following query is processed server side:
SELECT * FROM AccountBrands WHERE BrandId = '4701f9c2-1038-45cf-bf35-66ae143a5656'
| 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. | |
| BrandLanguages | String | An array of two-letter codes for the languages that you want to use with the brand. | |
| Colors | String | An array of name-value pairs specifying the colors that the brand uses for the following elements:Button background, Button text, Header background, Header text | |
| DefaultBrandLanguage | String | The two-letter code for the language that you want to use as the brand default. |
The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account.
DocuSign does not support any column for filtering this view. All filters will be executed client side.
| 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. |
An account permission profile is assigned to a group of users, enabling you to set permissions for all of the users in the group at the same time.
The Cloud uses 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.
For example, the following query is processed server-side:
SELECT * FROM AccountPermissionProfiles where PermissionProfileId = '20894443';
| Name | Type | References | Description |
| PermissionProfileId [KEY] | String | The ID of the permission profile. | |
| PermissionProfileName | String | The name of the account permission profile. | |
| ModifiedByUsername | String | The username of the user who last modified the permission profile. | |
| ModifiedDateTime | Datetime | The date and time when the permission profile was last modified. | |
| UserCount | String | The total number of users in the group associated with the account permission profile. | |
| Settings | String | This object specifies the permissions that are associated with the account permission profile. | |
| Users | String | A list of user objects containing information about the users who are associated with the account permission profile. |
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 | |
| Include | String | A comma-separated list of additional properties to return in the response. Valid values are: user_count, closed_users, account_management, metadata |
The Accounts resource provides methods that allow you to manage your accounts.
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.
For example, the following queries are processed server side:
SELECT * FROM Envelopes WHERE AccountIdGuid = '764c564c-b540-42d1-a667-ccee6813ef7b'
| 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. | |
| ConnectPermission | String | Value is full when Connect is enabled for this account. | |
| DistributorCode | String | The code that identifies the billing plan groups and plans for the new account. | |
| DocuSignLandingUrl | String | URL of the landing page used to create the account. | |
| ForgottenPasswordQuestionsCount | String | A complex element that contains up to four Question/Answer pairs for forgotten password information for a user. | |
| SeatsAllowed | String | The number of active users the account can have at one time. | |
| SeatsInUse | String | The number of users currently active on the account. | |
| SuspensionDate | Date | The date on which the account was suspended. | |
| SuspensionStatus | String | Indicates whether the account is currently suspended. |
Returns the user authorizations for which the user specified by userId is the agent user.
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.
For example, the following queries are processed server side:
SELECT * FROM AgentUserAuthorizations WHERE UserId = 'b3367191-5269-458b-bb21-c177a10b6d25'
| Name | Type | References | Description |
| AuthorizationId [KEY] | String | The ID of the user authorization. | |
| Created | Datetime | The UTC DateTime when the workspace user authorization was created. | |
| CreatedBy | String | The name and email of the user who created the authorization. | |
| EndDate | Datetime | The UTC DateTime at which the authorization will expire. | |
| Modified | Datetime | The UTC DateTime when the workspace user authorization was last updated. | |
| ModifiedBy | String | The name and email of the user who created the authorization. | |
| Permission | String | The permission level to grant the agent. Valid values are : Send, Manage, Sign, Edit | |
| AccountId | String | The account ID. | |
| String | The email address of the authorization user. | ||
| Name | String | The name of the authorization user. | |
| UserId | String | The ID of the authorization user. | |
| StartDate | Datetime | The UTC DateTime at which the authorization will start. |
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 | |
| ActiveOnly | Boolean | When true, only active users are returned. The default value is false. | |
| IncludeClosedUsers | Boolean | When true, returns active and scheduled authorizations of closed users. The default value is true. This value is only applied when active_only is false. |
Retrieves a list of invoices 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.
For example, the following query is processed server side:
SELECT * FROM BillingInvoices WHERE InvoiceId = '3caf8d81-1c18-4ff6-bc1b-39e4ab8c2692'
| Name | Type | References | Description |
| InvoiceId [KEY] | String | ID for the invoices. | |
| Amount | String | The total amount of the purchase. | |
| Balance | String | Balance reserved for Docusign. | |
| DueDate | Date | Due date reserved for Docusign. | |
| InvoiceItems | String | Billing Invoice Items. | |
| InvoiceNumber | String | Invoices number. | |
| InvoiceUri | String | Contains a URI for an endpoint that you can use to retrieve invoice information. | |
| NonTaxableAmount | String | Non Taxable Amount | |
| PdfAvailable | String | Pdf Available | |
| TaxableAmount | String | Taxable Amount |
Retrieves a list containing information about one or more payments.
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.
For example, the following query is processed server side:
SELECT * FROM BillingPayments WHERE PaymentId = '3caf8d81-1c18-4ff6-bc1b-39e4ab8c2692'
| Name | Type | References | Description |
| PaymentId [KEY] | String | The ID of the payment. | |
| Amount | String | The total amount of the purchase. | |
| Description | String | A sender-defined description of the line item. | |
| PaymentDate | Date | The date of the payment. | |
| PaymentNumber | String | When true, a PDF version of the invoice is available. |
Retrieves the billing plan information for the specified account, including the current billing plan, successor plans, billing address, and billing credit card.
DocuSign does not support any column for filtering this view. All filters will be executed client side.
| Name | Type | References | Description |
| PlanId [KEY] | String | Docusign's ID for the account plan. | |
| AppStoreReceiptExpirationDate | Date | App Store Receipt Expiration Date. | |
| AppStoreReceiptPurchaseDate | Date | App Store Receipt Purchase Date. | |
| BillingPlanAddOns | String | Billing Plan Add Ons. | |
| BillingAddress1 | String | The first line of the address. | |
| BillingAddress2 | String | The second line of the address. | |
| BillingAddressCity | String | The city associated with the address. | |
| BillingAddressCountry | String | The country associated with the address. | |
| BillingAddressEmail | String | The email address associated with the account. | |
| BillingAddressFax | String | The fax number associated with the account. | |
| BillingAddressFirstName | String | The first name of the user associated with the account | |
| BillingAddressLastName | String | The last name of the user associated with the account. | |
| BillingAddressPhone | String | The phone number associated with the account. | |
| BillingAddressPostalCode | String | The postal code associated with the address. | |
| BillingAddressState | String | The state or province associated with the address | |
| BillingAddressIsCreditCardAddress | Boolean | When true, the credit card address information is the same as that returned as the billing address. If false, then the billing address is considered a billing contact address, and the credit card address can be different. | |
| CanUpgrade | Boolean | When true, specifies that you can upgrade the account through the API. For GET methods, you must set the include_metadata query parameter to true for this property to appear in the response. | |
| CreditCardAddress1 | String | The first line of the user's address. | |
| CreditCardAddress2 | String | The second line of the user's address | |
| CreditCardCity | String | The user's city. | |
| CreditCardCountry | String | The user's country. | |
| CreditCardFax | String | A fax number associated with the address, if one is available. | |
| CreditCardPhone | String | A phone number associated with the address. | |
| CreditCardPostalCode | String | The user's postal code. | |
| CreditCardState | String | The user's state or province. | |
| CardLastDigits | Integer | The Card Last Digits. | |
| CardNumber | String | The Card Number. | |
| CardType | String | The Card Type. | |
| CVNumber | Integer | The cv Number. | |
| CurrencyCode | String | Specifies the ISO 4217 currency code to use for the account. | |
| OtherDiscountPercent | String | Any other percentage discount for the plan. | |
| EnableSupport | Boolean | When true, customer support is provided as part of the account plan. | |
| ExpirationMonth | String | The Expiration Month for Card. | |
| ExpirationYear | String | The Expiration Year for Card. | |
| IncludedSeats | String | The number of seats (users) included in the plan. | |
| NameOnCard | String | The exact name as it appears on the credit card. | |
| OtherDiscountPercent | String | Any other percentage discount for the plan. | |
| PaymentCycle | String | The payment cycle associated with the plan. Valid values are Monthly,Annually | |
| PaymentMethod | String | The payment method used with the plan. Valid values are CreditCard, PurchaseOrder, Premium, or Freemium. | |
| PerSeatPrice | String | The per-seat price associated with the plan. | |
| PaymentMethod | String | The payment method used for the billing plan.Valid values are NotSupported, CreditCard, PurchaseOrder, Premium, Freemium, FreeTrial, AppStore, DigitalExternal, DirectDebit | |
| PlanClassification | String | Identifies the type of plan. | |
| PlanName | String | The name of the Billing Plan. | |
| PlanStartDate | String | The date that the Account started using the current plan. | |
| SeatDiscounts | String | A complex type that contains any seat discount information. | |
| SubscriptionStartDate | Date | Subscription Start Date | |
| SuccessorPlans | String | A list of billing plans that the current billing plan can be rolled into. | |
| SupportIncidentFee | String | The support incident fee charged for each support incident. | |
| SupportPlanFee | String | The support plan fee charged for this plan. |
Returns a summary of bulk send batches.
The Cloud uses 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.
For example, the following queries are processed server-side:
SELECT * FROM BulkSendBatch where batchid = '3b85e723-dee0-44db-ab3d-c45f5db88b6f';
SELECT * FROM BulkSendBatch where batchid in ('3b85e723-dee0-44db-ab3d-c45f5db88b6f','0afbac04-dc4a-4586-8740-7e05f658aa08');
SELECT * FROM BulkSendBatch where status = 'queued';
SELECT * FROM BulkSendBatch where datetosearch = '2017-01-02';
SELECT * FROM BulkSendBatch where datetosearch <= '2024-12-12';
SELECT * FROM BulkSendBatch where datetosearch < '2024-12-12';
SELECT * FROM BulkSendBatch where datetosearch >= '2017-01-02';
SELECT * FROM BulkSendBatch where datetosearch > '2017-01-02';
SELECT * FROM BulkSendBatch where userid = 'b3367191-5269-458b-bb21-c177a10b6d26';
| Name | Type | References | Description |
| BatchId [KEY] | String | The batch ID. | |
| BatchName | String | The name of the batch. | |
| BatchSize | String | The number of envelopes in the batch. | |
| BatchUri | String | The batch details URI. | |
| Failed | String | Number of envelopes that failed to send. | |
| Action | String | Action of batch. | |
| ActionStatus | String | Action status of batch. | |
| Queued | String | Number of envelopes pending processing. | |
| Sent | String | Number of envelopes that have been sent. | |
| SubmittedDate | Datetime | The time stamp of when the batch was created in ISO 8601 format. |
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 | |
| DateToSearch | Datetime | Date to search for a date range in UTC DateTime format.
The default value is 2016-01-01. | |
| Status | String | The kind of results to collect. Must be one of: all, failed, sent, queued
The allowed values are all, failed, sent, queued. | |
| UserId | String | The User ID. |
Gets the general status of a specific bulk send batch.
In order to make a successful request on this view, you must specify:
For example:
SELECT * FROM BulkSendBatchStatus where bulksendbatchid='2a554c07-6c-bccda356db31'
| Name | Type | References | Description |
| BulkSendBatchId | String | An identifier that 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 | The Uri of the bulk envelopes. | |
| SubmittedDate | Datetime | The date the request 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 EnvelopeId or TemplateId. | |
| Action | String | The action taken. | |
| ActionStatus | String | The status of the action taken. | |
| 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's User Id. | |
| ResendsRemaining | String | The number of resends remaining. | |
| SenderUserId | String | The sender's User Id. |
Retrieves a list of the user's items from the specified cloud storage provider.
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.
For example, the following query is processed server side:
select * from CLOUDSTORAGE where UserId='6de49590-65cf-41d4-ac62-399bd97dc1b3' and serviceid='10834292' and folderid='722ad244-59a0-4e30-99a8-45561090b784'
| Name | Type | References | Description |
| Id [KEY] | String | The storage provider's ID for the file or folder. | |
| UserId | String | Id of the user account | |
| Serviceid | String | The ID of the service to access.Valid values are the service name (Box) or the numerical serviceId (4136). | |
| FolderId | String | The ID of the folder. | |
| ModifiedDate | Datetime | The UTC date and time that the file or folder was last modified. | |
| Img | String | The file extension for a file. | |
| Name | String | The full name of a file. | |
| Size | String | The size of the file. The file size limit varies based on the cloud storage provider. | |
| Supported | Boolean | When true, Docusign supports the file type for upload. | |
| Type | String | The type of cloud storage item. Valid values are file and folder. | |
| Uri | String | The URI for the file or folder. |
The CloudStorageProviders resource provides methods that allow you to manage the cloud storage providers associate with an account.
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.
For example, the following query is processed server side:
SELECT * FROM CloudStorageProviders WHERE userId = '9de4ad10-2704-4af7-ae3e-acf27a4bcf0a' AND ServiceId = '440189'
| 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.
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.
For example, the following query is processed server side:
SELECT * FROM CustomTabs WHERE CustomTabId = '926770b6-1cb6-487c-918c-dacf8c9caa2a'
| 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.
In order to make a successful request on this view, you have to specify:
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'
| 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 | |
| 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 | String | Detail of the 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. | |
| AddedRecipientIds | String | If recipients were added by converting form fields into tabs, their IDs appear here. This property is read-only. | |
| AvailableDocumentTypes | String | Signature Type. | |
| TemplateLocked | String | When true, the sender cannot change any attributes of the recipient. Used only when working with template recipients. | |
| TemplateRequired | String | When true, the sender may not remove the recipient. Used only when working with template recipients. | |
| ItemURL | String | Contains a ItemUrl to retrieve the envelopes. |
The DocumentTabs resource provides methods that allow you to manage various tabs in envelopes or templates.
In order to make a successful request on this view, you have to specify:
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.
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
| 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.
In order to make a successful request on this view, you have to specify:
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
| 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.
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'
| 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.
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
| 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. | |
| CopyRequestEmail | String | The email address to which the customer should send a request for copies of a document. | |
| Custom | String | When true, indicates that the consumer disclosure is a custom disclosure. The default is false. | |
| LanguageCode | String | The code for the language version of the disclosure. | |
| UseConsumerDisclosureWithinAccount | String | When true, specifies that recipients in the same account as the sender must agree to eSign an Electronic Record and Signature Disclosure Statement. |
Get data associated to the folder an envelope exists in.
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.
For example, the following queries are processed server side:
SELECT * FROM EnvelopeFolders WHERE EnvelopeId = '764c564c-b540-42d1-a667-ccee6813ef7b'; SELECT * FROM EnvelopeFolders WHERE FolderId = '7276150d-f5e0-4e5e-8c9f-cb80495c27ce'; SELECT * FROM EnvelopeFolders WHERE Type = 'draft'; SELECT * from EnvelopeFolders where DateToSearch = '2024-05-15 10:55:11'; SELECT * from EnvelopeFolders where DateToSearch < '2024-05-15 10:55:11'; SELECT * from EnvelopeFolders where DateToSearch <= '2024-05-15 10:55:11'; SELECT * from EnvelopeFolders where DateToSearch >= '2024-05-15 10:55:11'; SELECT * from EnvelopeFolders where DateToSearch > '2024-05-15 10:55:11'; SELECT * from EnvelopeFolders where DateToSearch > '2025-09-16T01:55:11-05:00' AND DateToSearch < '2025-09-16T01:55:11-05:00';
| Name | Type | References | Description |
| EnvelopeId [KEY] | String | The envelope's ID. | |
| FolderId [KEY] | String | The ID of the folder. | |
| Name | String | Name of the template. | |
| Type | String | The type of folder. | |
| Uri | String | The URI for the folder. | |
| ParentFolderId | String | The ID of the parent folder, or the special value root for the root folder. | |
| ParentFolderUri | String | The URI of the parent folder. | |
| SubFolderCount | Integer | The number of subfolders. | |
| HasAccess | Boolean | When true, the current user has access to the folder. | |
| HasSubFolders | Boolean | When true, the folder has subfolders. | |
| ItemCount | Integer | The number of items in the folder. | |
| OwnerAccountId | String | The account ID associated with the envelope. | |
| OwnerAccountName | String | The name on the account. | |
| OwnerActivationAccessCode | String | Access code provided to the user to activate the account. | |
| OwnerEmailId | String | The user's email address. | |
| OwnerIpAddress | String | The user's IP address. | |
| OwnerLoginStatus | String | When true, indicates that the user is logged in. This is a read-only property. | |
| OwnerMembershipId | String | The user's membership ID. | |
| OwnerUri | String | A URI containing the user ID. | |
| OwnerUserId | String | The ID of the user to access. | |
| OwnerUserName | String | The name of the user. | |
| OwnerUserStatus | String | Status of the user's account. | |
| OwnerUserType | String | The type of user, for example CompanyUser. |
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 | |
| DateToSearch | Datetime | Date to start fetching envelope identifiers from. |
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.
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'
| 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 provides methods that allow you to manage envelopes
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.
For example, the following queries are processed server side:
SELECT * FROM Envelopes WHERE EnvelopeId = '764c564c-b540-42d1-a667-ccee6813ef7b' SELECT * from Envelopes where DateToSearch <= '2024-05-15 10:55:11' SELECT * from Envelopes where DateToSearch >= '2024-05-15 10:55:11'
| 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. | |
| SenderUserName | String | The sender username associated with the envelope. | |
| SenderUserId | String | The sender user ID associated with the envelope. | |
| SenderAccountId | String | The sender account ID associated with the envelope. | |
| SenderEmail | String | The sender email associated with the envelope. | |
| 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. | |
| ItemURL | String | Contains a ItemUrl to retrieve the envelopes. | |
| FoldersAggregate | String | A list of folder objects the envelope exists in. |
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 | |
| DateToSearch | Datetime | Date to search. |
The EnvelopeTemplates resource provides methods that allow you to add and delete templates on envelopes and documents.
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.
For example, the following query is processed server side:
SELECT * FROM EnvelopeTemplates WHERE EnvelopeId = 'cd7a0feb-2911-4595-a28e-deaa4a51f55d' AND DocumentId = '3'
| 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.
DocuSign does not support any column for filtering this view. All filters will be executed client side.
| 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. | |
| ItemURL | String | ItemUrl of the folder. | |
| HasSubFolders | String | When true, the folder has subfolders | |
| ItemCount | String | The number of items in the folder. |
The GroupBrands resource provides methods that allow you to manage brands in a group.
In order to make a successful request on this view, you have to specify GroupId.
For example:
SELECT * FROM GroupBrands WHERE GroupId = 6160665
| 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. | |
| BrandLanguages | String | An array of two-letter codes for the languages that you want to use with the brand | |
| Colors | String | An array of name-value pairs specifying the colors that the brand uses. | |
| DefaultBrandLanguage | String | The two-letter code for the language that you want to use as the brand default. | |
| ErrorDetails | String | This object describes errors that occur. It is only valid for responses and ignored in requests. | |
| IsOrganizationBrand | String | IsOrganizationBrand | |
| IsOrganizationBrandLogo | String | IsOrganizationBrandLogo | |
| IsOverridingCompanyName | String | When true, the brandCompany property is overriding the name of the company in the account settings. | |
| IsSendingDefault | String | When true, the sending brand is the default brand for sending new envelopes | |
| IsSigningDefault | String | When true, the siging brand is the default brand for the signing experience. | |
| LandingPages | String | An array of name/value pairs specifying the pages to which the user is redirected after the following events occur: Signing Completed, Viewed Exit, Finish Later, Decline, Session Timeout, Authentication Failure.If you do not specify landing pages, the Docusign default pages are used. | |
| Links | String | An array of brandLink objects that contain information about the links that the brand uses. | |
| Logos | String | The URIs for retrieving the logos that are associated with the 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.
For example, the following query is processed server side:
SELECT * FROM Groups WHERE GroupType = 'everyoneGroup'
| 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.
In order to make a successful request on this view, you have to specify GroupId.
For example:
SELECT * FROM GroupUsers WHERE GroupId = 6071932
| Name | Type | References | Description |
| GroupId [KEY] | 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 | |
| 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.
In order to make a successful request on this view, you have to specify:
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'
| 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.
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.
For example, the following query is processed server side:
SELECT * FROM PowerForms WHERE PowerFormId = '3caf8d81-1c18-4ff6-bc1b-39e4ab8c2692'
| 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. |
Returns the user authorizations for which the user specified by userId is the principal user.
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.
For example, the following queries are processed server side:
SELECT * FROM PrincipalUserAuthorizations WHERE UserId = 'b3367191-5269-458b-bb21-c177a10b6d25'
| Name | Type | References | Description |
| AuthorizationId [KEY] | String | The ID of the user authorization. | |
| Created | Datetime | The UTC DateTime when the workspace user authorization was created. | |
| CreatedBy | String | The name and email of the user who created the authorization. | |
| EndDate | Datetime | The UTC DateTime at which the authorization will expire. | |
| Modified | Datetime | The UTC DateTime when the workspace user authorization was last updated. | |
| ModifiedBy | String | The name and email of the user who created the authorization. | |
| Permission | String | The permission level to grant the agent. Valid values are : Send, Manage, Sign, Edit | |
| AccountId | String | The account ID. | |
| String | The email address of the authorization user. | ||
| Name | String | The name of the authorization user. | |
| UserId | String | The ID of the authorization user. | |
| StartDate | Datetime | The UTC DateTime at which the authorization will start. | |
| AgentUserId | String | The ID of the authorization user agent. | |
| AgentName | String | The name of the authorization user agent. | |
| AgentEmail | String | The email of the authorization user agent. |
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 | |
| ActiveOnly | Boolean | When true, only active users are returned. The default value is false. | |
| IncludeClosedUsers | Boolean | When true, returns active and scheduled authorizations of closed users. The default value is true. This value is only applied when active_only is false. |
The Recipients resource allows you manage the recipients of an envelope or template.
In order to make a successful request on this view, you have to specify:
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'
| 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. | |
| 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. | |
| Agents | String | A list of agent recipients assigned to the documents. | |
| CarbonCopies | String | A list of carbon copy recipients assigned to the documents. | |
| CertifiedDeliveries | String | A complex type containing information on a recipient the must receive the completed documents for the envelope to be completed, but the recipient does not need to sign, initial, date, or add information to any of the documents. | |
| CurrentRoutingOrder | String | The routing order of the current recipient. If this value equals a particular signer's routing order, it indicates that the envelope has been sent to that recipient, but he or she has not completed the required actions. | |
| InPersonSigners | String | Specifies a signer that is in the same physical location as a Docusign user who will act as a Signing Host for the transaction. The recipient added is the Signing Host and new separate Signer Name field appears after Sign in person is selected. | |
| Intermediaries | String | Identifies a recipient that can, but is not required to, add name and email information for recipients at the same or subsequent level in the routing order (until subsequent Agents, Editors or Intermediaries recipient types are added). | |
| Notaries | String | A list of notary recipients on the envelope. | |
| Seals | String | A list of electronic seals to apply to the documents | |
| RecipientCount | String | The number of recipients in the envelope. |
The RecipientTabs resource provides methods that let you add, update, and delete tabs from an envelope or template.
In order to make a successful request on this view, you have to specify:
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
| 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. | |
| IsSealSignTab | String | IsSealSignTab. | |
| ScaleValue | String | The Value for scale | |
| StampType | String | The type of stamp. |
Represents an instance or copy of an envelope
The Cloud uses 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.
For example, the following queries are processed server side:
SELECT * FROM SendListBulkCopies SELECT * FROM SendListBulkCopies WHERE BulkSendListId = 'asd-wdas-dw'
| 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.
The Cloud uses 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.
For example, the following queries are processed server side:
SELECT * FROM SendListRecipients SELECT * FROM SendListRecipients WHERE BulkSendListId = 'asd-wdas-dw'
| Name | Type | References | Description |
| BulkSendListId | String |
SendLists.BulkSendListId | The GUID of the bulk send list. |
| RecipientId | String | Unique Id for the recipient. | |
| 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.
DocuSign does not support any column for filtering this view. All filters are executed client side.
| 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.
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.
For example, the following queries are processed server side:
SELECT * FROM SigningGroups WHERE SigningGroupId = '9degfd10-2704-4af4-ae3e-ac6r4d4bcf0a'
| 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.
In order to make a successful request on this view, you have to specify SigningGroupId.
For example:
SELECT * FROM SigningGroupUsers WHERE SigningGroupId = '6071932'
| Name | Type | References | Description |
| SigningGroupId [KEY] | 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.
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')
| 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. | |
| ItemURL | String | Contains a ItemUrl to retrieve the templates. | |
| FolderIds | String | A comma-separated list of folder ID GUIDs. |
The UserInfo resource provides methods that allow you to manage your current user info.
| 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.
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.
For example, the following queries are processed server side:
SELECT * FROM Users WHERE UserId = '9degfd10-2704-4af4-ae3e-ac6r4d4bcf0a' SELECT * FROM Users WHERE UserStatus = 'Active'
| 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. | |
| 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. | |
| Company | String | The name of the user's company. | |
| FirstName | String | The user's first name | |
| IsAlternateAdmin | String | When true, the user is an alternate administrator. This user is not an administrator but will be set as such if all administrator memberships are closed. | |
| LastName | String | The user's last name. | |
| MiddleName | String | The user's middle name. |
The UserSignatures resource provides methods that allow you manage the intials and signature images for a user.
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'
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.
For example, the following queries are processed server side:
SELECT * FROM UserSignatures WHERE UserId = '6de49590-65cf-41d4-ac62-399bd97dc1b3' SELECT * FROM UserSignatures WHERE SignatureId = '956359'
| 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. | |
| DisallowUserResizeStamp | String | When true, users may not resize the stamp. | |
| Initials150ImageId | String | The ID of the user's initials image. | |
| NrdsId | String | The National Association of Realtors (NAR) membership ID for a user who is a realtor. | |
| NrdsLastName | String | The realtor's last name. | |
| NrdsStatus | String | The realtor's NAR membership status. | |
| PhoneticName | String | The phonetic spelling of the signatureName. | |
| Signature150ImageId | String | The ID of the user's signature image. | |
| SignatureFont | String | The font type for the signature, if the signature is not drawn. The supported font types are:7_DocuSign,1_DocuSign, 6_DocuSign, 8_DocuSign, 3_DocuSign, Mistral, 4_DocuSign, 2_DocuSign, 5_DocuSign, Rage Italic | |
| SignatureRights | String | The rights that the user has to the signature. Valid values are: none, read and admin. | |
| StampFormat | String | The format of a stamp. | |
| StampImageUri | String | The URI for retrieving the image of the user's stamp. | |
| StampSizeMM | String | The physical height of the stamp image (in millimeters) that the stamp vendor recommends for displaying the image in PDF documents. | |
| StampType | String | The type of stamp. | |
| Status | String | Indicates the envelope status. |
The Workspaces resource provides methods that allow you to manage workspaces.
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.
For example, the following queries are processed server side:
SELECT * FROM Workspaces WHERE WorkspaceId = '9degfd10-2704-4af4-ae3e-ac6r4d4bcf0a'
| 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.
| Name | Description |
| AddDocumentToTemplate | Adds a document to an existing template. |
| CreateAndSendEnvelope | Creates and sends an envelope or creates a draft envelope. |
| CreateTemplate | Creates a template definition, using a multipart request for the template. |
| 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. |
Adds a document to an existing template.
| Name | Type | Required | Description |
| TemplateId | String | True | The Id of the template. |
| FileLocation | String | False | File location. For example: C:\File.pdf |
| FileName | String | False | Document name. This is required when content is not null. |
| DocumentId | String | True | Id for the document |
| Name | Type | Description |
| Success | String | Determines whether the operation is successful or not |
Creates and sends an envelope or creates a draft envelope.
Create the envelope.
The required columns to run the stored procedure are EmailSubject, DocumentId, FileLocation or Content. While parsing single signers, the SignersRecipientId column might also be required. If you use CarbonCopies, you might also need to include the CcEmail and CcRecipientId columns.
EXECUTE CreateAndSendEnvelope EmailSubject = 'Please sign this document', FileName = 'sample', DocumentId = '1', CcEmail = '[email protected]', SignersRecipientId = '1', CcRecipientId = '2', FileLocation = 'C:/Users/cdata/Downloads/sample.pdf'
If you are using a document other than PDF, DocumentFileExtension is mandatory.
EXECUTE CreateAndSendEnvelope EmailSubject = 'Please sign this document', FileName = 'sample', DocumentId = '1', DocumentFileExtension = 'docx', CcEmail = '[email protected]', SignersRecipientId = '1', CcRecipientId = '2', Content = InputStream
Create the envelope with customfields. The possible columns for customfields are CustomFieldName, CustomFieldId, CustomFieldShow, CustomFieldRequired, CustomFieldValue, CustomFieldConfigurationType, CustomFieldType and CustomFieldListItems.
INSERT INTO CreateAndSendEnvelope#TEMP (CustomFieldtest, CustomFieldValue, CustomFieldId, CustomFieldType) VALUES ('vk', 'test', 1, TextCustomFields)
EXECUTE CreateAndSendEnvelope EmailSubject = 'Please sign this document', FileName = 'sample', DocumentId = 1, CCEmail = '[email protected]', SignersRecipientId = 2, CcRecipientId = 1, FileLocation = 'C:/Users/cdata/Downloads/sample.pdf', CustomFieldAggregate = 'CreateAndSendEnvelope#TEMP'
INSERT INTO CreateAndSendEnvelope#TEMP (CustomFieldName, CustomFieldValue, CustomFieldId, CustomFieldType) VALUES ('test2', 'test_custom',480730, TextCustomFields)
INSERT INTO CreateAndSendEnvelope#TEMP (CustomFieldName, CustomFieldValue, CustomFieldId, CustomFieldType) VALUES ('test21', 'test_custom1',480731, ListCustomFields)
EXEC CreateandSendEnvelope EmailSubject=?,CustomFieldAggregate=?","test,CreateAndSendEnvelope#TEMP
The second way of using the Stored Procedure is by adding the aggregate itself:
EXEC CreateandSendEnvelope EmailSubject=?,DocumentId=?,FileLocation='D:\\\\Raj Shekhar Gupta\\\\testing.pdf',FileName=?,CustomFieldAggregate='{\"listCustomFields\": [{\"name\": \"Customfieldstest1\",\"show\": \"true\",\"required\": \"true\",\"value\": \"anirudhtest\"}]}'","Please sign this document on priority,122,testing123"
Create the envelope with multiple values of Signers, CarbonCopies and Documents by adding the aggregate itself for SignersAggregate, CarbonCopiesAggregate and DocumentsAggregate. In case
EXEC CreateandSendEnvelope EmailSubject=?,DocumentId=?,FileLocation='D:\\\\Raj Shekhar Gupta\\\\testing.pdf',FileName=?,CarbonCopiesAggregate='[{\"email\": \"[email protected]\",\"name\": \"anirudhk\"}]',CustomFieldAggregate='{\"listCustomFields\": [{\"name\": \"Customfieldstest1\",\"show\": \"true\",\"required\": \"true\",\"value\": \"anirudhtest\"}]}',SignersAggregate='[{\"email\": \"[email protected]\",\"name\": \"raj\",\"recipientId\": \"84570874\",\"tabs\": {\"signHereTabs\": [{\"anchorYOffset\": \"10\",\"anchorString\":\"signature_1\",\"anchorUnits\": \"pixels\",\"anchorXOffset\": \"20\"}]}}]'","Please sign this document on priority,122,testing123
Create the envelope with multiple values of Documents by adding the aggregate itself for DocumentsAggregate and providing the base64encoded value for the document.
EXEC CreateandSendEnvelope EmailSubject='Please reply',CarbonCopiesAggregate='[{\"email\": \"[email protected]\",\"recipientId\": \"7\",\"name\": \"anirudhk\"}]',DocumentsAggregate='[{\"documentBase64\": \"encoded\",\"name\": \"testing\",\"documentId\": \"122\"},{\"documentBase64\": \"encoded\",\"documentId\": \"124\",\"name\":\"anirudh\"}]';
Note: When using this stored procedure, please avoid including a suffix for the file in the FileName input (such as DOCX, PDF, or HTML). Use DocumentFileExtension instead.
| Name | Type | Required | Description |
| Status | String | False | Set the status to 'sent' to send the envelope to recipients immediately, or set the status to 'created' to save the envelope as a draft. The default value is 'created'.
The allowed values are sent, created. |
| EmailSubject | String | True | The subject line of the email sent to recipients with the envelope. |
| DocumentId | String | False | The unique identifier for the document within the envelope. |
| DocumentFileExtension | String | False | The file extension of the document. This input is mandatory if the file is not a PDF.
The allowed values are docx, pdf, html. |
| FileLocation | String | False | The file location, such as 'C:\File.pdf'. Use if not providing a stream. |
| FileName | String | False | The name of the document file. Required if Content is provided. Do not include a file extension here. Use DocumentFileExtension instead. |
| SignersEmail | String | False | The email Id of the document's signer. |
| SignersRoutingOrder | String | False | The routing order for the document's signers. |
| SignersRecipientId | String | False | The signer's recipient Id. |
| SignersName | String | False | The full name of the document signer. |
| CcEmail | String | False | The email Id of the carbon copy (CC) recipient. |
| CcName | String | False | The full name of the CC recipient. |
| CcRecipientId | String | False | The Id of the CC recipient. |
| CcRoutingOrder | String | False | The routing order for the CC recipients. |
| CustomFieldAggregate | String | False | Aggregated custom field data. The possible columns are CustomFieldName, CustomFieldId, CustomFieldShow, CustomFieldRequired, CustomFieldValue, CustomFieldConfiguration, and CustomFieldListItems. |
| CarbonCopiesAggregate | String | False | A structured list of CC recipients. Use instead of individual CC fields for bulk operations. |
| SignersAggregate | String | False | A structured list of signers with full metadata. Use instead of individual signer fields for bulk signer input. |
| DocumentsAggregate | String | False | A structured list of documents to include in the envelope. Use when sending multiple documents. |
| Name | Type | Description |
| Success | String | Determines whether the operation was successful. |
Creates a template definition, using a multipart request for the template.
| Name | Type | Required | Description |
| Name | String | True | The name of the template. |
| Description | String | False | The description of the template. |
| Shared | String | False | When true, indicates the template is shared with the Everyone group, which includes all users on the account. When false, the template is shared only with the groups you specify. |
| EmailSubject | String | False | The subject line of the email message that is sent to all recipients. |
| RecipientsCarbonCopiesAggregate | String | False | A list of carbon copy recipients assigned to the template. |
| RecipientsSignersAggregate | String | False | A list of signers on the template. |
| DocumentsAggregate | String | False | A list of documents attached to the template. |
| EnvelopeId | String | False | The envelope ID of an envelope that you want to use as the basis for the template. The state of the envelope can be draft, sent, or completed. |
| Name | Type | Description |
| Success | String | Determines whether the operation is successful or not |
| TemplateId | String | The Id of the template created. |
| Name | String | Name of the template created. |
Get the URL for individual consent.
| 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. |
| 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.
| 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. |
| 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.
The following tables return database metadata for DocuSign:
The following tables return information about how to connect to and query the data source:
The following table returns query statistics for data modification queries:
Lists the available databases.
The following query retrieves all databases determined by the connection string:
SELECT * FROM sys_catalogs
| Name | Type | Description |
| CatalogName | String | The database name. |
Lists the available schemas.
The following query retrieves all available schemas:
SELECT * FROM sys_schemas
| 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
| 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'
| 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. |
| ColumnType | String | The role or classification of the column in the schema. Possible values include SYSTEM, LINKEDCOLUMN, NAVIGATIONKEY, REFERENCECOLUMN, and NAVIGATIONPARENTCOLUMN. |
Lists the available stored procedures.
The following query retrieves the available stored procedures:
SELECT * FROM sys_procedures
| 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
To include result set columns in addition to the parameters, set the IncludeResultColumns pseudo column to True:
SELECT * FROM sys_procedureparameters WHERE ProcedureName = 'SelectEntries' AND IncludeResultColumns='True'
| 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. |
| DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
| DataTypeName | String | The name of the data type. |
| NumericPrecision | Int32 | The maximum precision for numeric data. The column length in characters for character and date-time data. |
| Length | Int32 | The number of characters allowed for character data. The number of digits allowed for numeric 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. |
| Values | String | The values you can set in this parameter are limited to those shown in this column. Possible values are comma-separated. |
| SupportsStreams | Boolean | Whether the parameter represents a file that you can pass as either a file path or a stream. |
| IsPath | Boolean | Whether the parameter is a target path for a schema creation operation. |
| Default | String | The value used for this parameter when no value is specified. |
| SpecificName | String | A label that, when multiple stored procedures have the same name, uniquely identifies each identically-named stored procedure. If there's only one procedure with a given name, its name is simply reflected here. |
| IsCDataProvided | Boolean | Whether the procedure is added/implemented by CData, as opposed to being a native DocuSign procedure. |
| Name | Type | Description |
| IncludeResultColumns | Boolean | Whether the output should include columns from the result set in addition to parameters. Defaults to False. |
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'
| 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'
| 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
| 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'
| 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.
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 <> ''
| 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.
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.
| 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
| 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. |
Describes the available system information.
The following query retrieves all columns:
SELECT * FROM sys_information
| Name | Type | Description |
| Product | String | The name of the product. |
| Version | String | The version number of the product. |
| Datasource | String | The name of the datasource the product connects to. |
| NodeId | String | The unique identifier of the machine where the product is installed. |
| HelpURL | String | The URL to the product's help documentation. |
| License | String | The license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.) |
| Location | String | The file path location where the product's library is stored. |
| Environment | String | The version of the environment or rumtine the product is currently running under. |
| DataSyncVersion | String | The tier of CData Sync required to use this connector. |
| DataSyncCategory | String | The category of CData Sync functionality (e.g., Source, Destination). |
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.
| Property | Description |
| AuthScheme | The type of authentication to use when connecting to DocuSign. |
| Property | Description |
| OAuthClientId | Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication. |
| OAuthClientSecret | Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.). |
| Scope | Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created. |
| Property | Description |
| OAuthJWTCert | Supplies the name of the client certificate's JWT Certificate store. |
| OAuthJWTCertType | Identifies the type of key store containing the JWT Certificate. |
| OAuthJWTCertPassword | Provides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank. |
| OAuthJWTCertSubject | Identifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate. |
| OAuthJWTIssuer | The issuer of the Java Web Token. |
| OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
| Property | Description |
| Verbosity | Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5. |
| Property | Description |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
| Property | Description |
| AccountId | AccountId of the currently authenticated user. |
| DirectoryRetrievalDepth | The depth to scan for available folders. |
| FolderType | FolderType of the folders for currently authenticated user. This property is only specific to Folders table. |
| IncludeCustomFields | Set to true if you want to retrieve custom fields values for an envelope or template. |
| MaxRows | Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. |
| 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.
| Property | Description |
| AuthScheme | The type of authentication to use when connecting to DocuSign. |
The type of authentication to use when connecting to DocuSign.
string
"OAuth"
This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.
| Property | Description |
| OAuthClientId | Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication. |
| OAuthClientSecret | Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.). |
| Scope | Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created. |
Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
string
""
This property is required in two cases:
(When the driver provides embedded OAuth credentials, this value may already be provided by the Cloud and thus not require manual entry.)
OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.
OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.
While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.
For more information on how this property is used when configuring a connection, see Establishing a Connection.
Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
string
""
This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.
The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.
OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.
Notes:
For more information on how this property is used when configuring a connection, see Establishing a Connection
Specifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.
string
""
Scopes are set to define what kind of access the authenticating user will have; for example, read, read and write, restricted access to sensitive information. System administrators can use scopes to selectively enable access by functionality or security clearance.
When InitiateOAuth is set to GETANDREFRESH, you must use this property if you want to change which scopes are requested.
When InitiateOAuth is set to either REFRESH or OFF, you can change which scopes are requested using either this property or the Scope input.
This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.
| Property | Description |
| OAuthJWTCert | Supplies the name of the client certificate's JWT Certificate store. |
| OAuthJWTCertType | Identifies the type of key store containing the JWT Certificate. |
| OAuthJWTCertPassword | Provides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank. |
| OAuthJWTCertSubject | Identifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate. |
| OAuthJWTIssuer | The issuer of the Java Web Token. |
| OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
Supplies the name of the client certificate's JWT Certificate store.
string
""
The OAuthJWTCertType field specifies the type of the certificate store specified in OAuthJWTCert. If the store is password-protected, use OAuthJWTCertPassword to supply the password..
OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, the CData Cloud initiates a search for a certificate. For further information, see OAuthJWTCertSubject.
Designations of certificate stores are platform-dependent.
Notes
Identifies the type of key store containing the JWT Certificate.
string
"PEMKEY_BLOB"
| Value | Description | Notes |
| USER | A certificate store owned by the current user. | Only available in Windows. |
| MACHINE | A machine store. | Not available in Java or other non-Windows environments. |
| PFXFILE | A PFX (PKCS12) file containing certificates. | |
| PFXBLOB | A string (base-64-encoded) representing a certificate store in PFX (PKCS12) format. | |
| JKSFILE | A Java key store (JKS) file containing certificates. | Only available in Java. |
| JKSBLOB | A string (base-64-encoded) representing a certificate store in Java key store (JKS) format. | Only available in Java. |
| PEMKEY_FILE | A PEM-encoded file that contains a private key and an optional certificate. | |
| PEMKEY_BLOB | A string (base64-encoded) that contains a private key and an optional certificate. | |
| PUBLIC_KEY_FILE | A file that contains a PEM- or DER-encoded public key certificate. | |
| PUBLIC_KEY_BLOB | A string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate. | |
| SSHPUBLIC_KEY_FILE | A file that contains an SSH-style public key. | |
| SSHPUBLIC_KEY_BLOB | A string (base-64-encoded) that contains an SSH-style public key. | |
| P7BFILE | A PKCS7 file containing certificates. | |
| PPKFILE | A file that contains a PPK (PuTTY Private Key). | |
| XMLFILE | A file that contains a certificate in XML format. | |
| XMLBLOB | Astring that contains a certificate in XML format. | |
| BCFKSFILE | A file that contains an Bouncy Castle keystore. | |
| BCFKSBLOB | A string (base-64-encoded) that contains a Bouncy Castle keystore. |
Provides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
string
""
This property specifies the password needed to open a password-protected certificate store. To determine if a password is necessary, refer to the documentation or configuration for your specific certificate store.
Identifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
string
"*"
The value of this property is used to locate a matching certificate in the store. The search process works as follows:
You can set the value to '*' to automatically select the first certificate in the store. The certificate subject is a comma-separated list of distinguished name fields and values. For example: CN=www.server.com, OU=test, C=US, [email protected].
Common fields include:
| 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, enclose it in quotes. For example: "O=ACME, Inc.".
The issuer of the Java Web Token.
string
""
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.
string
""
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.
| Property | Description |
| SSLServerCert | Specifies the certificate to be accepted from the server when connecting using TLS/SSL. |
Specifies the certificate to be accepted from the server when connecting using TLS/SSL.
string
""
If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are 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 |
Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.
This section provides a complete list of the Logging properties you can configure in the connection string for this provider.
| Property | Description |
| Verbosity | Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5. |
Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
string
"1"
This property defines the level of detail the Cloud includes in the log file. Higher verbosity levels increase the detail of the logged information, but may also result in larger log files and slower performance due to the additional data being captured.
The default verbosity level is 1, which is recommended for regular operation. Higher verbosity levels are primarily intended for debugging purposes. For more information on each level, refer to Logging.
When combined with the LogModules property, Verbosity can refine logging to specific categories of information.
This section provides a complete list of the Schema properties you can configure in the connection string for this provider.
| Property | Description |
| BrowsableSchemas | Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC . |
Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
string
""
Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.
This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.
| Property | Description |
| AccountId | AccountId of the currently authenticated user. |
| DirectoryRetrievalDepth | The depth to scan for available folders. |
| FolderType | FolderType of the folders for currently authenticated user. This property is only specific to Folders table. |
| IncludeCustomFields | Set to true if you want to retrieve custom fields values for an envelope or template. |
| MaxRows | Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY. |
| PseudoColumns | Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'. |
| Timeout | Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error. |
| 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.
string
""
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.
string
"5"
This property is only specific to Folders table and must be set in the connection string or the driver will use a default of Depth = 5 (To ensure that all subfolders are scanned, use the DirectoryRetrievalDepth=-1).
FolderType of the folders for currently authenticated user. This property is only specific to Folders table.
string
"envelope_folders"
Valid values are shared_template_folders,envelope_folders and template_folders.
Set to true if you want to retrieve custom fields values for an envelope or template.
bool
false
Set to true if you want to retrieve custom fields values for an envelope or template.
Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
int
-1
The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)
Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.
This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.
Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
string
""
This property allows you to define which pseudocolumns the Cloud exposes as table columns.
To specify individual pseudocolumns, use the following format:
Table1=Column1;Table1=Column2;Table2=Column3
To include all pseudocolumns for all tables use:
*=*
Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
int
60
The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.
Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.
Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.
Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.
Base API URL associated with your account.
string
""
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.
bool
false
Set to true if you you are using sandbox account.
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