Cloud

Build 25.0.9434
  • DocuSign
    • Getting Started
      • Establishing a Connection
      • Creating a Custom OAuth App
      • Fine-Tuning Data Access
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Views
        • AccountBrands
        • AccountCustomFields
        • AccountPermissionProfiles
        • Accounts
        • AgentUserAuthorizations
        • BillingInvoices
        • BillingPayments
        • BillingPlans
        • BulkSendBatch
        • BulkSendBatchStatus
        • CloudStorage
        • CloudStorageProviders
        • CustomTabs
        • Documents
        • DocumentTabs
        • DocumentVisibility
        • EnvelopeAttachments
        • EnvelopeConsumerDisclosures
        • EnvelopeFolders
        • EnvelopeFormData
        • Envelopes
        • EnvelopeTemplates
        • Folders
        • GroupBrands
        • Groups
        • GroupUsers
        • Locks
        • PowerForms
        • PrincipalUserAuthorizations
        • Recipients
        • RecipientTabs
        • SendListBulkCopies
        • SendListRecipients
        • SendLists
        • SharedAccessEnvelopes
        • SharedAccessFolders
        • SharedAccessTemplates
        • SharedAccessUser
        • SigningGroups
        • SigningGroupUsers
        • Templates
        • UserInfo
        • Users
        • UserSignatures
        • Workspaces
      • Stored Procedures
        • AddDocumentToTemplate
        • CreateAndSendEnvelope
        • CreateTemplate
        • GetConsentURL
        • MoveEnvelope
      • System Tables
        • sys_catalogs
        • sys_schemas
        • sys_tables
        • sys_tablecolumns
        • sys_procedures
        • sys_procedureparameters
        • sys_keycolumns
        • sys_foreignkeys
        • sys_primarykeys
        • sys_indexes
        • sys_connection_props
        • sys_sqlinfo
        • sys_identity
        • sys_information
    • Connection String Options
      • Authentication
        • AuthScheme
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
        • Scope
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
        • OAuthJWTIssuer
        • OAuthJWTSubject
      • SSL
        • SSLServerCert
      • Logging
        • Verbosity
      • Schema
        • BrowsableSchemas
      • Miscellaneous
        • AccountId
        • DirectoryRetrievalDepth
        • FolderType
        • IncludeCustomFields
        • MaxRows
        • PseudoColumns
        • Timeout
        • URL
        • UseSandbox
    • Third Party Copyrights

DocuSign - CData Cloud

Overview

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.

Key Features

  • Full SQL Support: DocuSign appears as standard relational databases, allowing you to perform operations - Filter, Group, Join, etc. - using standard SQL, regardless of whether these operations are supported by the underlying API.
  • CRUD Support: Both read and write operations are supported, restricted only by security settings that you can configure in Cloud or downstream in the source itself.
  • Secure Access: The administrator can create users and define their access to specific databases and read-only operations or grant full read & write privileges.
  • Comprehensive Data Model & Dynamic Discovery: CData Cloud provides comprehensive access to all of the data exposed in the underlying data source, including full access to dynamic data and easily searchable metadata.

CData Cloud

Getting Started

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

Connecting to DocuSign

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

Accessing Data from CData Cloud Services

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

CData Cloud

Establishing a Connection

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

Connecting to DocuSign

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

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

Authenticating to DocuSign

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

OAuth

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

OAuth JWT

Set the AuthScheme to OAuthJWT.

Obtaining a User ID

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

Obtaining an Integration Key

Follow the procedure below to obtain an integration key:

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

Application Consent

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

Method 1: Administrative Consent

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

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

This method of obtaining consent has the following prerequisites:

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

If you meet these requirements, grant consent as follows:

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

Method 2: Individual Consent

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

To obtain individual consent:

  1. Run the GetConsentURL stored procedure. The procedure returns a URL.
  2. Open the returned URL in your browser. A permissions page will display.
  3. Click Accept to grant consent.
Method 3: Administrative Consent for Third-party (ISV) Applications

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

This method of obtaining consent has the following prerequisites:

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

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

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

Configuring OAuth JWT Credentials

Using the information you gathered in the above sections, set the following connection properties in the Cloud:
  • OAuthJWTCert: The location of your private key. This should end with ".key".
  • OAuthJWTCertType: PEMKEY_FILE
  • OAuthJWTSubject: Your user ID.
  • OAuthJWTIssuer: Your integration key.

CData Cloud

Creating a Custom OAuth App

Create a Custom OAuth Application

A custom OAuth application is required in all OAuth flows.

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

  1. Navigate to Admin panel > Integrations > API and Keys.
  2. Configure the following settings:
    • OAuthClientId: The Integrator Key assigned when you registered your application.
    • OAuthClientSecret: The Secret Key assigned when you registered your application.
    • Redirect URI:

      • For desktop applications, set Redirect URI to http://localhost:portnumber. You can specify any port available.
      • For web applications, set the Redirect URI to a page on your website where you would like the user to be returned after the user grants permissions to your application.
      • For headless machines, set the Redirect URI to http://localhost:portnumber. You can use any available port.

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

CData Cloud

Fine-Tuning Data Access

Fine Tuning Data Access

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

CData Cloud

SSL Configuration

Customizing the SSL Configuration

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.

CData Cloud

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Cloud uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

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

CData Cloud

Data Model

Overview

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

Key Features

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

Views

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

Stored Procedures

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

CData Cloud

Views

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

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

CData Cloud - DocuSign Views

Name Description
AccountBrands The AcccountBrands resource provides methods that allow you to manage the account brand associated with an account.
AccountCustomFields The CustomFields resource provides a method that enables you to retrieve the custom fields associated with an account.
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.

CData Cloud

AccountBrands

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

View Specific Information

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

  • BrandId supports the '=' operator.

For example, the following query is processed server side:

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

Columns

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

CData Cloud

AccountCustomFields

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

View Specific Information

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

Columns

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

CData Cloud

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.

View Specific Information

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.

  • PermissionProfileId supports the '=' operator.

For example, the following query is processed server-side:

SELECT * FROM AccountPermissionProfiles where PermissionProfileId = '20894443';

Columns

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-Columns

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

Name Type Description
Include String A comma-separated list of additional properties to return in the response. Valid values are: user_count, closed_users, account_management, metadata

CData Cloud

Accounts

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

View Specific Information

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

  • AccountIdGuid supports the '='.

For example, the following queries are processed server side:

SELECT * FROM Envelopes WHERE AccountIdGuid = '764c564c-b540-42d1-a667-ccee6813ef7b'

Columns

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

CData Cloud

AgentUserAuthorizations

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.

  • Permission supports the '=' operator.
  • Email supports the '=' operator.
  • Name supports the '=' operator.
  • UserId supports the '=' operator.
  • ActiveOnly supports the '=' operator.
  • IncludeClosedUsers supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM AgentUserAuthorizations WHERE UserId = 'b3367191-5269-458b-bb21-c177a10b6d25'

Columns

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.
Email 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-Columns

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

Name Type Description
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.

CData Cloud

BillingInvoices

Retrieves a list of invoices for the account.

View Specific Information

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

  • InvoiceId supports the '='.

For example, the following query is processed server side:

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

Columns

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

CData Cloud

BillingPayments

Retrieves a list containing information about one or more payments.

View Specific Information

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

  • PaymentId supports the '='.

For example, the following query is processed server side:

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

Columns

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.

CData Cloud

BillingPlans

Retrieves the billing plan information for the specified account, including the current billing plan, successor plans, billing address, and billing credit card.

View Specific Information

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

Columns

Name Type References Description
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.

CData Cloud

BulkSendBatch

Returns a summary of bulk send batches.

View Specific Information

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.

  • BatchId supports the '=, IN' operators.
  • DateToSearch supports the '=, <, <=, >, >=' operators.
  • Status supports the '=' operator.
  • UserId supports the '=' operator.

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';

Columns

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-Columns

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

Name Type Description
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.

CData Cloud

BulkSendBatchStatus

Gets the general status of a specific bulk send batch.

View Specific Information

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

  • BulkSendBatchId - Id of bulk send batch.

For example:

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

Columns

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.

CData Cloud

CloudStorage

Retrieves a list of the user's items from the specified cloud storage provider.

View Specific Information

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

  • FolderId supports the '='.
  • UserId supports the '='.
  • Serviceid supports the '='.

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'

Columns

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.

CData Cloud

CloudStorageProviders

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

View Specific Information

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

For example:

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

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

  • ServiceId supports the '='.

For example, the following query is processed server side:

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

Columns

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

CData Cloud

CustomTabs

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

View Specific Information

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

  • CustomTabId supports the '='.

For example, the following query is processed server side:

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

Columns

Name Type References Description
CustomTabId [KEY] String The DocuSign generated custom tab ID for the custom tab to be applied.
Name String Name of the tab.
Type String The type of this tab.
TabLabel String The label string associated with the tab.
Font String The font to be used for the tab value.
Bold Boolean When set to true, the information in the tab is bold.
Italic Boolean When set to true, the information in the tab is italic.
Underline Boolean When set to true, the information in the tab is underlined.
FontColor String The font color used for the information in the tab. Possible values are: Black, BrightBlue, BrightRed, DarkGreen, DarkRed, Gold, Green, NavyBlue, Purple, White.
FontSize String The font size used for the information in the tab. Possible values are: Size7, Size8, Size9, Size10, Size11, Size12, Size14, Size16, Size18, Size20, Size22, Size24, Size26, Size28, Size36, Size48, Size72.
Width Integer Width of the tab in pixels.
Height Integer Height of the tab in pixels.
Editable Boolean When set to true, the custom tab is editable. Otherwise the custom tab cannot be modified.
DisableAutoSize Boolean When set to true, disables the auto sizing of single line text boxes in the signing screen when the signer enters data.
CreatedByUserId String The userId of the DocuSign user who created this object.
CreatedByDisplayName String The user name of the DocuSign user who created this object.
Locked Boolean When set to true, the signer cannot change the data of the custom tab.
LastModified Datetime The UTC DateTime this object was last modified. This is in ISO8601 format.
LastModifiedByUserId String The userId of the DocuSign user who last modified this object.
LastModifiedByDisplayName String The User Name of the DocuSign user who last modified this object.

CData Cloud

Documents

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

View Specific Information

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

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

For example:

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

Columns

Name Type References Description
Id [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.

CData Cloud

DocumentTabs

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

View Specific Information

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

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

For example:

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

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

  • PageNumber supports the '='.

For example, the following queries are processed server side:

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

Columns

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

Documents.DocumentId

Specifies the document ID that the tab is placed on.
RecipientId String Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
PageNumber Integer Specifies the page number on which the tab is located. Must be 1 for supplemental documents.
TabId [KEY] String The unique identifier for the tab.
CustomTabId String The DocuSign generated custom tab ID for the custom tab to be applied.
TabName String Name of the tab.
Value String Specifies the value of the tab.
Status String Status of the tab.
TabLabel String The label string associated with the tab.
Font String The font to be used for the tab value.
Bold Boolean When set to true, the information in the tab is bold.
Italic Boolean When set to true, the information in the tab is italic.
Underline Boolean When set to true, the information in the tab is underlined.
FontColor String The font color used for the information in the tab. Possible values are: Black, BrightBlue, BrightRed, DarkGreen, DarkRed, Gold, Green, NavyBlue, Purple, White.
FontSize String The font size used for the information in the tab. Possible values are: Size7, Size8, Size9, Size10, Size11, Size12, Size14, Size16, Size18, Size20, Size22, Size24, Size26, Size28, Size36, Size48, Size72.
XPosition Integer This indicates the horizontal offset of the object on the page. DocuSign uses 72 DPI when determining position. Required. May be zero.
YPosition Integer This indicates the vertical offset of the object on the page. DocuSign uses 72 DPI when determining position.
AnchorString String Specifies the anchor string.
AnchorXOffset String Specifies the X axis location of the tab, in achorUnits, relative to the anchorString.
AnchorYOffset String Specifies the Y axis location of the tab, in achorUnits, relative to the anchorString.
AnchorUnits String Specifies units of the X and Y offset. Units could be pixels, millimeters, centimeters, or inches.
AnchorIgnoreIfNotPresent Boolean When set to true, this tab is ignored if anchorString is not found in the document.
TemplateLocked Boolean When set to true, the sender cannot change any attributes of the recipient. Used only when working with template recipients.
TemplateRequired Boolean When set to true, the sender may not remove the recipient. Used only when working with template recipients.
ConditionalParentLabel String For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
ConditionalParentValue String For conditional fields, this is the value of the parent tab that controls the tab's visibility.

CData Cloud

DocumentVisibility

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

View Specific Information

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

  • Type - Possible options are envelopes or templates.
  • Id - Id of the envelope or template.
  • RecipientId - Id of the recipient.

For example:

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

Columns

Name Type References Description
Id [KEY] String Id of the Envelope or Template.
Type String Specifies where the tab is applied. Possible options are envelopes or templates
RecipientId Integer Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
DocumentId String

Documents.DocumentId

Specifies the document ID number that the tab is placed on. This must refer to an existing Document's ID attribute.
Visible Boolean When set to true, the document is visible.
Rights String Rights of the recipient for this document.

CData Cloud

EnvelopeAttachments

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

View Specific Information

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

For example:

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

Columns

Name Type References Description
EnvelopeId String

Envelopes.EnvelopeId

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

CData Cloud

EnvelopeConsumerDisclosures

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

View Specific Information

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

For example:

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

Columns

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

CData Cloud

EnvelopeFolders

Get data associated to the folder an envelope exists in.

View Specific Information

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

  • EnvelopeId supports the '='.
  • FolderId supports the '='.
  • Type supports the '='.
  • DateToSearch supports the '=,>,>=,<,<='.

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';

Columns

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-Columns

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

Name Type Description
DateToSearch Datetime Date to start fetching envelope identifiers from.

CData Cloud

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.

View Specific Information

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

For example:

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

Columns

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

CData Cloud

Envelopes

The Envelope provides methods that allow you to manage envelopes

View Specific Information

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

  • EnvelopeId supports the '='.
  • Status supports the '='.
  • DateToSearch supports the '=,>,>=,<,<='.

For example, the following queries are processed server side:

SELECT * FROM Envelopes WHERE EnvelopeId = '764c564c-b540-42d1-a667-ccee6813ef7b'
SELECT * from Envelopes where DateToSearch <= '2024-05-15 10:55:11'
SELECT * from Envelopes where DateToSearch >= '2024-05-15 10:55:11'

Columns

Name Type References Description
EnvelopeId [KEY] String The envelope ID.
EnvelopeUri String Contains a URI for an endpoint that you can use to retrieve the envelope or envelopes.
Status String Indicates the envelope status. Valid values are: completed - The envelope has been completed and all tags have been signed. created - The envelope is created as a draft. It can be modified and sent later. declined - The envelope has been declined by the recipients. delivered - The envelope has been delivered to the recipients. sent - The envelope is sent to the recipients. signed - The envelope has been signed by the recipients. voided - The envelope is no longer valid and recipients cannot access or sign the envelope.
EnvelopeIdStamping String When set to true, Envelope ID Stamping is enabled.
EmailSubject String Specifies the subject of the email that is sent to all recipients.
EmailBlurb String This is the same as the email body.
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-Columns

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

Name Type Description
DateToSearch Datetime Date to search.

CData Cloud

EnvelopeTemplates

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

View Specific Information

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

For example:

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

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

  • DocumentId supports the '=' operator.

For example, the following query is processed server side:

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

Columns

Name Type References Description
EnvelopeId [KEY] String

Envelopes.EnvelopeId

The envelope ID.
TemplateId String

Templates.TemplateId

The unique identifier of the template. If this is not provided, DocuSign will generate a value.
Name String Name of the template.
DocumentId String

Documents.DocumentId

Specifies the document ID number.
DocumentName String Name of the document.
Applied Boolean When set to true, template is applied.
Uri String Uri of the template.

CData Cloud

Folders

Retrieves a list of the folders for the account.

View Specific Information

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

Columns

Name Type References Description
FolderId [KEY] String The ID of the folder being accessed.
ParentFolderId String Id of the parent folder.
ParentFolderUri String Uri of the parent folder.
Name String Name of the folder.
Type String Type of the folder.
Uri String Uri of the folder.
OwnerUserId String Owner id of the folder.
OwnerUserName String Owner name of the folder.
OwnerEmail String Owner email of the folder.
ItemURL String ItemUrl of the folder.
HasSubFolders String When true, the folder has subfolders
ItemCount String The number of items in the folder.

CData Cloud

GroupBrands

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

View Specific Information

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

For example:

SELECT * FROM GroupBrands WHERE GroupId = 6160665

Columns

Name Type References Description
GroupId Integer

Groups.GroupId

The DocuSign group ID for the group.
BrandId [KEY] String

AccountBrands.BrandId

Id of the brand.
InternalId String Internal Id of the brand.
BrandName String Name of the brand.
BrandCompany String The name of the company associated with this brand.
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.

CData Cloud

Groups

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

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

  • GroupType supports the '='.

For example, the following query is processed server side:

SELECT * FROM Groups WHERE GroupType = 'everyoneGroup'

Columns

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

CData Cloud

GroupUsers

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

View Specific Information

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

For example:

SELECT * FROM GroupUsers WHERE GroupId = 6071932

Columns

Name Type References Description
GroupId [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
Email String Email of the user account
UserType String Type of the user account
UserStatus String Status of the user account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled.
Uri String Uri of the user account
LoginStatus String Status of login.
SendActivationEmail Boolean When set to true, an activation email can be sent.
ActivationAccessCode String Activation code for access.

CData Cloud

Locks

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

View Specific Information

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

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

For example:

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

Columns

Name Type References Description
Id [KEY] String

Envelopes.EnvelopeId or Templates.TemplateId

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

CData Cloud

PowerForms

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

View Specific Information

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

  • PowerFormId supports the '='.

For example, the following query is processed server side:

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

Columns

Name Type References Description
PowerFormId [KEY] String The unique identifier of the power form.
Name String PowerForm name.
PowerFormUrl String Contains a URI for an endpoint that you can use to retrieve the PowerForms.
PowerFormV2Url String Contains V2 URI for an endpoint that you can use to retrieve the PowerForms.
Uri String Uri of the powerforms.
TemplateId String

Templates.TemplateId

The unique identifier of the template. If this is not provided, DocuSign will generate a value.
TemplateName String Name of the template.
CreatedBy String Creator name.
CreatedDateTime Datetime Indicates the date and time the item was created.
SenderName String Name of the sender.
SenderUserId String User Id of the sender.
EmailBody String Email body of the message sent to the recipient.
EmailSubject String The subject of the email that is sent to all recipients.
SigningMode String Specifies the mode of the signing.
Instructions String Specifies the PowerForm instructions.
IsActive Boolean Indicates the status of the PowerForm.
TimesUsed Integer Indicates number of times the item was used.
LastUsed Datetime Indicates the date and time the item was used for the last time.
MaxUseEnabled Boolean The maximum of using times for the item.
UsesRemaining Integer The remaining number of times the item can be used.
LimitUseIntervalEnabled Boolean Status of the LimitUseInterval.
LimitUseInterval String Specifies the interval of the uses limit.
LimitUseIntervalUnits String Unit type of the LimitUseInterval.

CData Cloud

PrincipalUserAuthorizations

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.

  • Permission supports the '=' operator.
  • Email supports the '=' operator.
  • Name supports the '=' operator.
  • UserId supports the '=' operator.
  • ActiveOnly supports the '=' operator.
  • IncludeClosedUsers supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM PrincipalUserAuthorizations WHERE UserId = 'b3367191-5269-458b-bb21-c177a10b6d25'

Columns

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.
Email 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-Columns

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

Name Type Description
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.

CData Cloud

Recipients

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

View Specific Information

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

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

For example:

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

Columns

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

CData Cloud

RecipientTabs

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

View Specific Information

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

  • Type - Possible options are envelopes or templates.
  • Id - Id of the envelope or template.
  • RecipientId - Id of the recipient.

For example:

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

Columns

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

Documents.DocumentId

Specifies the document ID number that the tab is placed on.
RecipientId Integer

Recipients.RecipientId

Unique for the recipient. It is used by the tab element to indicate which recipient is to sign the Document.
TabId [KEY] String The unique identifier for the tab.
CustomTabId String

CustomTabs.CustomTabId

The DocuSign generated custom tab ID for the custom tab to be applied.
Name String Name of the tab.
Status String Status of the tab.
TabLabel String The label string associated with the tab.
Font String The font to be used for the tab value.
Bold Boolean When set to true, the information in the tab is bold.
Italic Boolean When set to true, the information in the tab is italic.
Underline Boolean When set to true, the information in the tab is underlined.
FontColor String The font color used for the information in the tab. Possible values are: Black, BrightBlue, BrightRed, DarkGreen, DarkRed, Gold, Green, NavyBlue, Purple, White.
FontSize String The font size used for the information in the tab. Possible values are: Size7, Size8, Size9, Size10, Size11, Size12, Size14, Size16, Size18, Size20, Size22, Size24, Size26, Size28, Size36, Size48, Size72.
TabOrder String A positive integer that sets the order the tab is navigated to during signing.
PageNumber Integer Specifies the page number on which the tab is located. Must be 1 for supplemental documents.
XPosition Integer This indicates the horizontal offset of the object on the page. DocuSign uses 72 DPI when determining position. Required. May be zero.
YPosition Integer This indicates the vertical offset of the object on the page. DocuSign uses 72 DPI when determining position.
AnchorString String Specifies the anchor string.
AnchorXOffset String Specifies the X axis location of the tab, in achorUnits, relative to the anchorString.
AnchorYOffset String Specifies the Y axis location of the tab, in achorUnits, relative to the anchorString.
AnchorUnits String Specifies units of the X and Y offset. Units could be pixels, millimeters, centimeters, or inches.
AnchorIgnoreIfNotPresent String When set to true, this tab is ignored if anchorString is not found in the document.
TemplateLocked Boolean When set to true, the sender cannot change any attributes of the recipient. Used only when working with template recipients.
TemplateRequired Boolean When set to true, the sender may not remove the recipient. Used only when working with template recipients.
ConditionalParentLabel String For conditional fields this is the TabLabel of the parent tab that controls this tab's visibility.
ConditionalParentValue String For conditional fields, this is the value of the parent tab that controls the tab's visibility.
IsSealSignTab String IsSealSignTab.
ScaleValue String The Value for scale
StampType String The type of stamp.

CData Cloud

SendListBulkCopies

Represents an instance or copy of an envelope

View Specific Information

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.

  • BulkSendListId supports the '='.

For example, the following queries are processed server side:

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

Columns

Name Type References Description
BulkSendListId String

SendLists.BulkSendListId

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

CData Cloud

SendListRecipients

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

View Specific Information

The Cloud 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.

  • BulkSendListId supports the '='.

For example, the following queries are processed server side:

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

Columns

Name Type References Description
BulkSendListId String

SendLists.BulkSendListId

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

CData Cloud

SendLists

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

View Specific Information

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

Columns

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

CData Cloud

SharedAccessEnvelopes

Retrieves the list of information about the shared 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.

  • UserUserId supports the '=' and 'IN' operators.
  • UserUserStatus supports the '=' operator.
  • SearchText supports the '=' operator.
  • Shared supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM SharedAccessEncelopes

Columns

Name Type References Description
UserUserId [KEY] String Information about the user who owns the shared item. The ID of the user to access.
Shared String How the item is shared. One of: not_shared, shared_to, shared_from, shared_to_and_from.
UserAccountId String Information about the user who owns the shared item. The account ID associated with the envelope.
UserAccountName String Information about the user who owns the shared item. The name on the account.
UserActivationAccessCode String Information about the user who owns the shared item. Access code provided to the user to activate the account.
UserEmail String Information about the user who owns the shared item. The user's email address.
UserIpAddress String Information about the user who owns the shared item. The user's ip address.
UserLoginStatus String Information about the user who owns the shared item. When true, indicates that the user is logged in.
UserMembershipId String Information about the user who owns the shared item. The user's membership ID.
UserUri String Information about the user who owns the shared item. A URI containing the user ID.
UserUserName String Information about the user who owns the shared item. The name of the user.
UserUserStatus String Information about the user who owns the shared item. Status of the user's account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled.
UserUserType String Information about the user who owns the shared item. The type of user.

Pseudo-Columns

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

Name Type Description
SearchText String Filter user names based on the specified string. The wild-card '*' (asterisk) can be used in the string.

CData Cloud

SharedAccessFolders

Retrieves the list of information about the shared folders.

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.

  • FolderId supports the '=' and 'IN' operators.
  • UserUserId supports the '=' and 'IN' operators.
  • UserUserStatus supports the '=' operator.
  • SearchText supports the '=' operator.
  • Shared supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM SharedAccessFolders

Columns

Name Type References Description
FolderId [KEY] String The ID of the folder.
FolderName String The name of the folder.
OwnerAccountId String Information about the user who owns the folder. The account ID associated with the folder.
OwnerAccountName String Information about the user who owns the folder. The name on the account.
OwnerActivationAccessCode String Information about the user who owns the folder. Access code provided to the user to activate the account.
OwnerEmail String Information about the user who owns the folder. The user's email address.
OwnerIpAddress String Information about the user who owns the folder. The user's ip address.
OwnerLoginStatus String Information about the user who owns the folder. When true, indicates that the user is logged in.
OwnerMembershipId String Information about the user who owns the folder. The user's membership ID.
OwnerUri String Information about the user who owns the folder. A URI containing the user ID.
OwnerUserId String Information about the user who owns the folder. The ID of the user to access.
OwnerUserName String Information about the user who owns the folder. The name of the user.
OwnerUserStatus String Information about the user who owns the folder. Status of the user's account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled.
OwnerUserType String Information about the user who owns the folder. The type of user.
ParentFolderId String The ID of the parent folder.
ParentFolderUri String The URI for the parent folder.
Shared String Indicates how the folder is shared. Valid values are: shared_to, not_shared.
SharedGroups String A list of groups that shared the folder.
SharedUsers String A list of users who share the folder.
Uri String A URI containing the user ID.
UserAccountId String Information about the user associated with the folder. The account ID associated with the folder.
UserAccountName String Information about the user associated with the folder. The name on the account.
UserActivationAccessCode String Information about the user associated with the folder. Access code provided to the user to activate the account.
UserEmail String Information about the user associated with the folder. The user's email address.
UserIpAddress String Information about the user associated with the folder. The user's ip address.
UserLoginStatus String Information about the user associated with the folder. When true, indicates that the user is logged in.
UserMembershipId String Information about the user associated with the folder. The user's membership ID.
UserUri String Information about the user associated with the folder. A URI containing the user ID.
UserUserId String Information about the user associated with the folder. The ID of the user to access.
UserUserName String Information about the user associated with the folder. The name of the user.
UserUserStatus String Information about the user associated with the folder. Status of the user's account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled.
UserUserType String Information about the user associated with the folder. The type of user.

Pseudo-Columns

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

Name Type Description
SearchText String Filter user names based on the specified string. The wild-card '*' (asterisk) can be used in the string.

CData Cloud

SharedAccessTemplates

Retrieves the list of information about the shared templates.

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

  • TemplateId supports the '=' and 'IN' operators.
  • SearchText supports the '=' operator.
  • Shared supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM SharedAccessTemplates

Columns

Name Type References Description
TemplateId [KEY] String The unique identifier of the template. If this is not provided, Docusign will generate a value.
TemplateName String The name of the shared template.
OwnerAccountId String Information about the user who owns the template. The account ID associated with the envelope.
OwnerAccountName String Information about the user who owns the template. The name on the account.
OwnerActivationAccessCode String Information about the user who owns the template. Access code provided to the user to activate the account.
OwnerEmail String Information about the user who owns the template. The user's email address.
OwnerIpAddress String Information about the user who owns the template. The user's ip address.
OwnerLoginStatus String Information about the user who owns the template. When true, indicates that the user is logged in.
OwnerMembershipId String Information about the user who owns the template. The user's membership ID.
OwnerUri String Information about the user who owns the template. A URI containing the user ID.
OwnerUserId String Information about the user who owns the template. The ID of the user to access.
OwnerUserName String Information about the user who owns the template. The name of the user.
OwnerUserStatus String Information about the user who owns the template. Status of the user's account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled
OwnerUserType String Information about the user who owns the template. The type of user.
Password String The user's password.
Shared String How the template is shared. One of: not_shared, shared_to.
SharedGroups String List of groups that share the template.
SharedUsers String List of users that share the template.

Pseudo-Columns

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

Name Type Description
SearchText String Filter user names based on the specified string. The wild-card '*' (asterisk) can be used in the string.

CData Cloud

SharedAccessUser

Retrieves the information about the user requesting the shared information.

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

  • UserId supports the '=' and 'IN' operators.
  • UserStatus supports the '=' operator.
  • SearchText supports the '=' operator.

For example, the following queries are processed server side:

SELECT * FROM SharedAccessUser

Columns

Name Type References Description
UserId [KEY] String The ID of the user to access.
AccountId String The account ID associated with the envelope.
AccountName String The name on the account.
ActivationAccessCode String Access code provided to the user to activate the account.
Email String The user's email address.
IpAddress String The user's ip address.
LoginStatus String When true, indicates that the user is logged in.
MembershipId String The user's membership ID.
Uri String A URI containing the user ID.
UserName String The name of the user.
UserStatus String Status of the user's account. One of: ActivationRequired, ActivationSent, Active, Closed, Disabled
UserType String The type of user.

Pseudo-Columns

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

Name Type Description
SearchText String Filter user names based on the specified string. The wild-card '*' (asterisk) can be used in the string.

CData Cloud

SigningGroups

Returns data from a sample table.

View Specific Information

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

  • SigningGroups supports the '='.

For example, the following queries are processed server side:

SELECT * FROM SigningGroups WHERE SigningGroupId = '9degfd10-2704-4af4-ae3e-ac6r4d4bcf0a'

Columns

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

CData Cloud

SigningGroupUsers

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

View Specific Information

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

For example:

SELECT * FROM SigningGroupUsers WHERE SigningGroupId = '6071932'

Columns

Name Type References Description
SigningGroupId [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.

CData Cloud

Templates

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

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

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

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')

Columns

Name Type References Description
TemplateId [KEY] String Id of the template.
Name String Name of the template.
Password String Password of the template.
Description String Description of the template.
Shared String When set to true, this template is shared.
Created Datetime The date and time the item was created.
LastModified Datetime The date and time the item was last modified.
PageCount String Number of pages.
Uri String Contains a URI to retrieve the templates.
FolderName String Name of the template folder.
FolderId String

Folders.FolderId

Id of the folder.
FolderUri String Uri of the folder.
OwnerUserName String Name of the user.
OwnerEmail String Email of the user.
OwnerUserId String Id of the user.
EmailBlurb String Blurb of the email
EmailSubject String Subject of the email.
AllowReassign String When set to true, the recipient can redirect an envelope to a more appropriate recipient.
AuthoritativeCopy String Specifies whether all documents in this template are authoritative copies. A document can set its own authoritativeCopy property to override this value.
EnableWetSign String When set to true, the signer is allowed to print the document and sign it on paper.
EnforceSignerVisibility String When set to true, documents with tabs can only be viewed by signers that have a tab on that document.
ItemURL String Contains a ItemUrl to retrieve the templates.
FolderIds String A comma-separated list of folder ID GUIDs.

CData Cloud

UserInfo

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

Columns

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

CData Cloud

Users

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

View Specific Information

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

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

For example, the following queries are processed server side:

SELECT * FROM Users WHERE UserId = '9degfd10-2704-4af4-ae3e-ac6r4d4bcf0a'
SELECT * FROM Users WHERE UserStatus = 'Active'

Columns

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

CData Cloud

UserSignatures

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

View Specific Information

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

For example:

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

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.

  • UserId supports the '='.
  • UserSignatures supports the '='.

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'

Columns

Name Type References Description
UserId String

Users.UserId

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

CData Cloud

Workspaces

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

View Specific Information

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

  • Workspaces supports the '='.

For example, the following queries are processed server side:

SELECT * FROM Workspaces WHERE WorkspaceId = '9degfd10-2704-4af4-ae3e-ac6r4d4bcf0a'

Columns

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

CData Cloud

Stored Procedures

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

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

CData Cloud - DocuSign Stored Procedures

Name Description
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.

CData Cloud

AddDocumentToTemplate

Adds a document to an existing template.

Input

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

Result Set Columns

Name Type Description
Success String Determines whether the operation is successful or not

CData Cloud

CreateAndSendEnvelope

Creates and sends an envelope or creates a draft envelope.

Table Specific Information

Execute

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.

Input

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.

Result Set Columns

Name Type Description
Success String Determines whether the operation was successful.

CData Cloud

CreateTemplate

Creates a template definition, using a multipart request for the template.

Input

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.

Result Set Columns

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.

CData Cloud

GetConsentURL

Get the URL for individual consent.

Input

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

Result Set Columns

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

CData Cloud

MoveEnvelope

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

Input

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

Result Set Columns

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

CData Cloud

System Tables

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

Schema Tables

The following tables return database metadata for DocuSign:

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

Data Source Tables

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

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

Query Information Tables

The following table returns query statistics for data modification queries:

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

CData Cloud

sys_catalogs

Lists the available databases.

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

SELECT * FROM sys_catalogs

Columns

Name Type Description
CatalogName String The database name.

CData Cloud

sys_schemas

Lists the available schemas.

The following query retrieves all available schemas:

          SELECT * FROM sys_schemas
          

Columns

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

CData Cloud

sys_tables

Lists the available tables.

The following query retrieves the available tables and views:

          SELECT * FROM sys_tables
          

Columns

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

CData Cloud

sys_tablecolumns

Describes the columns of the available tables and views.

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

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

Columns

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

CData Cloud

sys_procedures

Lists the available stored procedures.

The following query retrieves the available stored procedures:

          SELECT * FROM sys_procedures
          

Columns

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

CData Cloud

sys_procedureparameters

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'

Columns

Name Type Description
CatalogName String The name of the database containing the stored procedure.
SchemaName String The name of the schema containing the stored procedure.
ProcedureName String The name of the stored procedure containing the parameter.
ColumnName String The name of the stored procedure parameter.
Direction Int32 An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters.
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.

Pseudo-Columns

Name Type Description
IncludeResultColumns Boolean Whether the output should include columns from the result set in addition to parameters. Defaults to False.

CData Cloud

sys_keycolumns

Describes the primary and foreign keys.

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

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

Columns

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

CData Cloud

sys_foreignkeys

Describes the foreign keys.

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

         SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
          

Columns

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

CData Cloud

sys_primarykeys

Describes the primary keys.

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

         SELECT * FROM sys_primarykeys
          

Columns

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

CData Cloud

sys_indexes

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

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

          SELECT * FROM sys_indexes WHERE IsPrimary='false'
          

Columns

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

CData Cloud

sys_connection_props

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 <> ''

Columns

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

CData Cloud

sys_sqlinfo

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

See SQL Compliance for SQL syntax details.

Discovering the Data Source's SELECT Capabilities

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

NameDescriptionPossible Values
AGGREGATE_FUNCTIONSSupported aggregation functions.AVG, COUNT, MAX, MIN, SUM, DISTINCT
COUNTWhether COUNT function is supported.YES, NO
IDENTIFIER_QUOTE_OPEN_CHARThe opening character used to escape an identifier.[
IDENTIFIER_QUOTE_CLOSE_CHARThe closing character used to escape an identifier.]
SUPPORTED_OPERATORSA list of supported SQL operators.=, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR
GROUP_BYWhether GROUP BY is supported, and, if so, the degree of support.NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE
OJ_CAPABILITIESThe supported varieties of outer joins supported.NO, LEFT, RIGHT, FULL, INNER, NOT_ORDERED, ALL_COMPARISON_OPS
OUTER_JOINSWhether outer joins are supported.YES, NO
SUBQUERIESWhether subqueries are supported, and, if so, the degree of support.NO, COMPARISON, EXISTS, IN, CORRELATED_SUBQUERIES, QUANTIFIED
STRING_FUNCTIONSSupported 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_FUNCTIONSSupported 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_FUNCTIONSSupported 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_TABLESIndicates tables skipped during replication.
REPLICATION_TIMECHECK_COLUMNSA 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_PATTERNString value indicating what string is valid for an identifier.
SUPPORT_TRANSACTIONIndicates if the provider supports transactions such as commit and rollback.YES, NO
DIALECTIndicates the SQL dialect to use.
KEY_PROPERTIESIndicates the properties which identify the uniform database.
SUPPORTS_MULTIPLE_SCHEMASIndicates if multiple schemas may exist for the provider.YES, NO
SUPPORTS_MULTIPLE_CATALOGSIndicates if multiple catalogs may exist for the provider.YES, NO
DATASYNCVERSIONThe CData Data Sync version needed to access this driver.Standard, Starter, Professional, Enterprise
DATASYNCCATEGORYThe CData Data Sync category of this driver.Source, Destination, Cloud Destination
SUPPORTSENHANCEDSQLWhether enhanced SQL functionality beyond what is offered by the API is supported.TRUE, FALSE
SUPPORTS_BATCH_OPERATIONSWhether batch operations are supported.YES, NO
SQL_CAPAll 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_OPTIONSA string value specifies the preferred cacheOptions.
ENABLE_EF_ADVANCED_QUERYIndicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side.YES, NO
PSEUDO_COLUMNSA string array indicating the available pseudo columns.
MERGE_ALWAYSIf the value is true, The Merge Mode is forcibly executed in Data Sync.TRUE, FALSE
REPLICATION_MIN_DATE_QUERYA select query to return the replicate start datetime.
REPLICATION_MIN_FUNCTIONAllows a provider to specify the formula name to use for executing a server side min.
REPLICATION_START_DATEAllows a provider to specify a replicate startdate.
REPLICATION_MAX_DATE_QUERYA select query to return the replicate end datetime.
REPLICATION_MAX_FUNCTIONAllows a provider to specify the formula name to use for executing a server side max.
IGNORE_INTERVALS_ON_INITIAL_REPLICATEA list of tables which will skip dividing the replicate into chunks on the initial replicate.
CHECKCACHE_USE_PARENTIDIndicates whether the CheckCache statement should be done against the parent key column.TRUE, FALSE
CREATE_SCHEMA_PROCEDURESIndicates stored procedures that can be used for generating schema files.

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

SELECT * FROM sys_sqlinfo WHERE Name = 'SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.

Columns

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

CData Cloud

sys_identity

Returns information about attempted modifications.

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

         SELECT * FROM sys_identity
          

Columns

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

CData Cloud

sys_information

Describes the available system information.

The following query retrieves all columns:

SELECT * FROM sys_information

Columns

NameTypeDescription
ProductStringThe name of the product.
VersionStringThe version number of the product.
DatasourceStringThe name of the datasource the product connects to.
NodeIdStringThe unique identifier of the machine where the product is installed.
HelpURLStringThe URL to the product's help documentation.
LicenseStringThe license information for the product. (If this information is not available, the field may be left blank or marked as 'N/A'.)
LocationStringThe file path location where the product's library is stored.
EnvironmentStringThe version of the environment or rumtine the product is currently running under.
DataSyncVersionStringThe tier of CData Sync required to use this connector.
DataSyncCategoryStringThe category of CData Sync functionality (e.g., Source, Destination).

CData Cloud

Connection String Options

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

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

Authentication


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to DocuSign.

OAuth


PropertyDescription
OAuthClientIdSpecifies 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.
OAuthClientSecretSpecifies 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.).
ScopeSpecifies 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.

JWT OAuth


PropertyDescription
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides 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.
OAuthJWTCertSubjectIdentifies 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.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL


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

Logging


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Schema


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Miscellaneous


PropertyDescription
AccountIdAccountId of the currently authenticated user.
DirectoryRetrievalDepthThe depth to scan for available folders.
FolderTypeFolderType of the folders for currently authenticated user. This property is only specific to Folders table.
IncludeCustomFieldsSet to true if you want to retrieve custom fields values for an envelope or template.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
URLBase API URL associated with your account.
UseSandboxSet to true if you you are using sandbox account.
CData Cloud

Authentication

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


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to DocuSign.
CData Cloud

AuthScheme

The type of authentication to use when connecting to DocuSign.

Possible Values

OAuth, OAuthJWT

Data Type

string

Default Value

"OAuth"

Remarks

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

CData Cloud

OAuth

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


PropertyDescription
OAuthClientIdSpecifies 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.
OAuthClientSecretSpecifies 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.).
ScopeSpecifies 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.
CData Cloud

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.

Data Type

string

Default Value

""

Remarks

This property is required in two cases:

  • When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
  • If the driver does not provide embedded OAuth credentials.

(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.

CData Cloud

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.).

Data Type

string

Default Value

""

Remarks

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:

  • This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
  • Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

CData Cloud

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.

Data Type

string

Default Value

""

Remarks

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.

CData Cloud

JWT OAuth

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


PropertyDescription
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides 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.
OAuthJWTCertSubjectIdentifies 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.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.
CData Cloud

OAuthJWTCert

Supplies the name of the client certificate's JWT Certificate store.

Data Type

string

Default Value

""

Remarks

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

  • The most common User and Machine certificate stores in Windows include:
    • MY: A certificate store holding personal certificates with their associated private keys.
    • CA: Certifying authority certificates.
    • ROOT: Root certificates.
    • SPC: Software publisher certificates.
  • In Java, the certificate store normally is a file containing certificates and optional private keys.
  • When the certificate store type is PFXFile, this property must be set to the name of the file.
  • When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

CData Cloud

OAuthJWTCertType

Identifies the type of key store containing the JWT Certificate.

Possible Values

PFXBLOB, JKSBLOB, PEMKEY_BLOB, PUBLIC_KEY_BLOB, SSHPUBLIC_KEY_BLOB, XMLBLOB, BCFKSBLOB

Data Type

string

Default Value

"PEMKEY_BLOB"

Remarks

ValueDescriptionNotes
USERA certificate store owned by the current user. Only available in Windows.
MACHINEA machine store.Not available in Java or other non-Windows environments.
PFXFILEA PFX (PKCS12) file containing certificates.
PFXBLOBA string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILEA Java key store (JKS) file containing certificates.Only available in Java.
JKSBLOBA string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Only available in Java.
PEMKEY_FILEA PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOBA string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILEA file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOBA string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILEA file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOBA string (base-64-encoded) that contains an SSH-style public key.
P7BFILEA PKCS7 file containing certificates.
PPKFILEA file that contains a PPK (PuTTY Private Key).
XMLFILEA file that contains a certificate in XML format.
XMLBLOBAstring that contains a certificate in XML format.
BCFKSFILEA file that contains an Bouncy Castle keystore.
BCFKSBLOBA string (base-64-encoded) that contains a Bouncy Castle keystore.

CData Cloud

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.

Data Type

string

Default Value

""

Remarks

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.

CData Cloud

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.

Data Type

string

Default Value

"*"

Remarks

The value of this property is used to locate a matching certificate in the store. The search process works as follows:

  • If an exact match for the subject is found, the corresponding certificate is selected.
  • If no exact match is found, the store is searched for certificates whose subjects contain the property value.
  • If no match is found, no certificate is selected.

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:

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma, enclose it in quotes. For example: "O=ACME, Inc.".

CData Cloud

OAuthJWTIssuer

The issuer of the Java Web Token.

Data Type

string

Default Value

""

Remarks

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

CData Cloud

OAuthJWTSubject

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

Data Type

string

Default Value

""

Remarks

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

CData Cloud

SSL

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


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
CData Cloud

SSLServerCert

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

Data Type

string

Default Value

""

Remarks

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.

CData Cloud

Logging

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


PropertyDescription
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
CData Cloud

Verbosity

Specifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.

Data Type

string

Default Value

"1"

Remarks

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.

CData Cloud

Schema

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


PropertyDescription
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
CData Cloud

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Data Type

string

Default Value

""

Remarks

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.

CData Cloud

Miscellaneous

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


PropertyDescription
AccountIdAccountId of the currently authenticated user.
DirectoryRetrievalDepthThe depth to scan for available folders.
FolderTypeFolderType of the folders for currently authenticated user. This property is only specific to Folders table.
IncludeCustomFieldsSet to true if you want to retrieve custom fields values for an envelope or template.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
URLBase API URL associated with your account.
UseSandboxSet to true if you you are using sandbox account.
CData Cloud

AccountId

AccountId of the currently authenticated user.

Data Type

string

Default Value

""

Remarks

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

CData Cloud

DirectoryRetrievalDepth

The depth to scan for available folders.

Data Type

string

Default Value

"5"

Remarks

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).

CData Cloud

FolderType

FolderType of the folders for currently authenticated user. This property is only specific to Folders table.

Possible Values

shared_template_folders, envelope_folders, template_folders

Data Type

string

Default Value

"envelope_folders"

Remarks

Valid values are shared_template_folders,envelope_folders and template_folders.

CData Cloud

IncludeCustomFields

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

Data Type

bool

Default Value

false

Remarks

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

CData Cloud

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Data Type

int

Default Value

-1

Remarks

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.

CData Cloud

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Data Type

string

Default Value

""

Remarks

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:

*=*

CData Cloud

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Data Type

int

Default Value

60

Remarks

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.

CData Cloud

URL

Base API URL associated with your account.

Data Type

string

Default Value

""

Remarks

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

CData Cloud

UseSandbox

Set to true if you you are using sandbox account.

Data Type

bool

Default Value

false

Remarks

Set to true if you you are using sandbox account.

CData Cloud

Third Party Copyrights

LZMA from 7Zip LZMA SDK

LZMA SDK is placed in the public domain.

Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

LZMA2 from XZ SDK

Version 1.9 and older are in the public domain.

Xamarin.Forms

Xamarin SDK

The MIT License (MIT)

Copyright (c) .NET Foundation Contributors

All rights reserved.

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

NSIS 3.10

Copyright (C) 1999-2025 Contributors THE ACCOMPANYING PROGRAM IS PROVIDED UNDER THE TERMS OF THIS COMMON PUBLIC LICENSE ("AGREEMENT"). ANY USE, REPRODUCTION OR DISTRIBUTION OF THE PROGRAM CONSTITUTES RECIPIENT'S ACCEPTANCE OF THIS AGREEMENT.

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Each Contributor must identify itself as the originator of its Contribution, if any, in a manner that reasonably allows subsequent Recipients to identify the originator of the Contribution.

4. COMMERCIAL DISTRIBUTION

Commercial distributors of software may accept certain responsibilities with respect to end users, business partners and the like. While this license is intended to facilitate the commercial use of the Program, the Contributor who includes the Program in a commercial product offering should do so in a manner which does not create potential liability for other Contributors. Therefore, if a Contributor includes the Program in a commercial product offering, such Contributor ("Commercial Contributor") hereby agrees to defend and indemnify every other Contributor ("Indemnified Contributor") against any losses, damages and costs (collectively "Losses") arising from claims, lawsuits and other legal actions brought by a third party against the Indemnified Contributor to the extent caused by the acts or omissions of such Commercial Contributor in connection with its distribution of the Program in a commercial product offering. The obligations in this section do not apply to any claims or Losses relating to any actual or alleged intellectual property infringement. In order to qualify, an Indemnified Contributor must: a) promptly notify the Commercial Contributor in writing of such claim, and b) allow the Commercial Contributor to control, and cooperate with the Commercial Contributor in, the defense and any related settlement negotiations. The Indemnified Contributor may participate in any such claim at its own expense.

For example, a Contributor might include the Program in a commercial product offering, Product X. That Contributor is then a Commercial Contributor. If that Commercial Contributor then makes performance claims, or offers warranties related to Product X, those performance claims and warranties are such Commercial Contributor's responsibility alone. Under this section, the Commercial Contributor would have to defend claims against the other Contributors related to those performance claims and warranties, and if a court requires any other Contributor to pay any damages as a result, the Commercial Contributor must pay those damages.

5. NO WARRANTY

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, THE PROGRAM IS PROVIDED ON AN "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, EITHER EXPRESS OR IMPLIED INCLUDING, WITHOUT LIMITATION, ANY WARRANTIES OR CONDITIONS OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Each Recipient is solely responsible for determining the appropriateness of using and distributing the Program and assumes all risks associated with its exercise of rights under this Agreement, including but not limited to the risks and costs of program errors, compliance with applicable laws, damage to or loss of data, programs or equipment, and unavailability or interruption of operations.

6. DISCLAIMER OF LIABILITY

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, NEITHER RECIPIENT NOR ANY CONTRIBUTORS SHALL HAVE ANY LIABILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS), HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OR DISTRIBUTION OF THE PROGRAM OR THE EXERCISE OF ANY RIGHTS GRANTED HEREUNDER, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

7. GENERAL

If any provision of this Agreement is invalid or unenforceable under applicable law, it shall not affect the validity or enforceability of the remainder of the terms of this Agreement, and without further action by the parties hereto, such provision shall be reformed to the minimum extent necessary to make such provision valid and enforceable.

If Recipient institutes patent litigation against a Contributor with respect to a patent applicable to software (including a cross-claim or counterclaim in a lawsuit), then any patent licenses granted by that Contributor to such Recipient under this Agreement shall terminate as of the date such litigation is filed. In addition, if Recipient institutes patent litigation against any entity (including a cross-claim or counterclaim in a lawsuit) alleging that the Program itself (excluding combinations of the Program with other software or hardware) infringes such Recipient's patent(s), then such Recipient's rights granted under Section 2(b) shall terminate as of the date such litigation is filed.

All Recipient's rights under this Agreement shall terminate if it fails to comply with any of the material terms or conditions of this Agreement and does not cure such failure in a reasonable period of time after becoming aware of such noncompliance. If all Recipient's rights under this Agreement terminate, Recipient agrees to cease use and distribution of the Program as soon as reasonably practicable. However, Recipient's obligations under this Agreement and any licenses granted by Recipient relating to the Program shall continue and survive.

Everyone is permitted to copy and distribute copies of this Agreement, but in order to avoid inconsistency the Agreement is copyrighted and may only be modified in the following manner. The Agreement Steward reserves the right to publish new versions (including revisions) of this Agreement from time to time. No one other than the Agreement Steward has the right to modify this Agreement. IBM is the initial Agreement Steward. IBM may assign the responsibility to serve as the Agreement Steward to a suitable separate entity. Each new version of the Agreement will be given a distinguishing version number. The Program (including Contributions) may always be distributed subject to the version of the Agreement under which it was received. In addition, after a new version of the Agreement is published, Contributor may elect to distribute the Program (including its Contributions) under the new version. Except as expressly stated in Sections 2(a) and 2(b) above, Recipient receives no rights or licenses to the intellectual property of any Contributor under this Agreement, whether expressly, by implication, estoppel or otherwise. All rights in the Program not expressly granted under this Agreement are reserved.

This Agreement is governed by the laws of the State of New York and the intellectual property laws of the United States of America. No party to this Agreement will bring a legal action under this Agreement more than one year after the cause of action arose. Each party waives its rights to a jury trial in any resulting litigation.

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