Docusign Properties

Beginning with Quik! Forms Engine version 5.5, the Docusign integration includes a comprehensive set of properties related to a Docusign account and envelopes. All available properties are described below. (Note: These properties can also be found on the Quik! Forms Engine Properties List page)

Property	Type	Description	Default Value (If Applicable)
AllowMarkup	bool	When TRUE, document markup is allowed. With document markup, recipients can make changes to your documents by covering up existing text and adding new text. This is an account-wide permission that must be turned on by a Docusign employee, i.e. an Account Manager.	FALSE
AllowReassign	bool	When TRUE, the recipient can redirect an envelope to a more appropriate recipient.	FALSE
AllowRecipientRecursion	bool	When TRUE, this enables the Recursive Recipients feature and allows a recipient to appear more than once in the routing order.	FALSE
Asynchronous	bool	When TRUE, will queue the envelope for processing and the envelope status will have a value of ‘Processing’. Additionally, get status calls will return ‘Processing’ until completed. This property is useful when you do not want to wait for Docusign to respond with the API response. A synchronous call is made later that would include not only status but also EnvelopeID. Keep in mind that this does rely on TransactionID, so make sure that is included when leveraging this property.	FALSE
AuthTypes - Facebook	enum	Authorize signers via a Facebook account
AuthTypes - Google	enum	Authorize signers via a Google account
AuthTypes - IDCheck	enum	Authorize signers via a list of questions
AuthTypes - LinkedIn	enum	Authorize signers via a Linkedin account
AuthTypes - LiveID	enum	Authorize signers via a LiveID account
AuthTypes - NoIDCheck	enum	Signers will not be authorized in any way before signing the form
AuthTypes - OpenID	enum	Authorize signers via an OpenID account
AuthTypes - Phone	enum	Authorize signers via a code called in to a phone number
AuthTypes - Salesforce	enum	Authorize signers via a Salesforce account
AuthTypes - SMS	enum	Authorize signers via a code texted to a phone number
AuthTypes - SocialAll	enum	Show only the social media options (Twitter, Facebook, etc.) for authorization, as well as No Identity Check
AuthTypes - Twitter	enum	Authorize signers via a Twitter account
AuthTypes - Yahoo	enum	Authorize signers via Yahoo account
AuthUserID	string	Sets the CustomerUserID asociated to the token that will be used for authentication. Beginning in version 5.5, all tokens should have a CustomerUserID (not null). Note: CustomerUserID can be thought of as an alias string, created by you, to associate to different Docusign tokens. It is not assigned by Quik!. Quik! allows for unlimited CustomerUserIDs to be created, though there may be token creation limits with Docusign.	""
AuthoritativeCopy	bool	When TRUE, Docusign's Authoritative copy feature is enabled. When enabled, an authoritative copy of the signed document will be held on your Docusign account.	FALSE
AutoNavigation	bool	When TRUE, auto-navigation is enabled for the envelope. The auto-navigation method used is determined by the account setting.	FALSE
BrandId	string	This sets the brand profile format used for the envelope. The value in the string is the brandId associated with the profile. Account branding must be enabled for the account to use this option.	""
BrandLock	bool	When TRUE, the brand profile associated with the envelope cannot be changed. This is only managed in the Docusign API.	FALSE
CustomFields	DocusignCustomFields	Complex element contains a list of names and values. Element can specify if the name value pair needs to be entered before sending the envelope. It can also specify if the name value pair needs to be shown to user who is sending the envelope. Reserved CustomField names: ##SFAccount ##SFContract ##SFOpportunity ##SFCase Reserved field names can be used to link data from Docusign Connect to Salesforce. Important: If custom fields are set here when sending the envelope, only the fields specified in this section are included in the envelope. This overrides any required account level custom fields.	null
EmailSettings	DocusignEmailSettings	This optional complex element allows sender to override some envelope email setting information. This can be used to override the Reply To email address and name associated with the envelope and to override the BCC email addresses to which an envelope is sent. When the EmailSettings information is used for an envelope, it only applies to that envelope. IMPORTANT: The EmailSettings information is not returned in the response when an envelope is created or in the RequestEnvelope response. EmailSettings consists of: ReplyEmailAddressOverride, ReplyEmailNameOverride, BCCEmailAddresses	null
BccEmailAddresses	list of string	A list of up to 5 Email addresses the envelope is sent to as a BCC email. Docusign verifies that the email format is correct, but does not verify that the email is active. This can be a maximum of 100 characters. Using this overrides the BCC for Email Archive information setting for this envelope.	null
ReplyEmailAddressOverride	string	The Reply To email used for the envelope. Docusign will verify a correct email format is used, but does not verify that the email is active. This can be a maximum of 100 characters.	""
ReplyEmailNameOverride	string	The name associated with the Reply To email address. This can be a maximum of 100 characters.	""
EnableWetSign	bool	When true, allows the signer to print the document and sign it on paper. Signers will see a "print and sign" option in the Other Actions menu before signing. Note that this does not prevent signers from adding their e-signatures if they choose to--it just offers both options.	FALSE
EnforceSignerVisibility	bool	When TRUE, requires that a Signer have a signature or initial on the document or that the document has no signers in order to view it. 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. Documents that do not have signature fields are always visible to all recipients, unless they are specifically excluded using this setting when an envelope is sent. Your account must have Document Visibility enabled to use this.	FALSE
ESignMetaData.AccountCode	string	Set AccountCode metadata	""
ESignMetaData.ClientCode	string	Set ClientCode metadata	""
ESignMetaData.FirmCode	string	Set FirmCode metadata	""
ESignMetaData.RepCode	string	Set RepCode metadata	""
ESignVendorSuccessJavaScript	string	Allows customers to implement custom JavaScript after a successful e-sign transaction in the E-Sign Pop-Up.	""
MessageLock	bool	When TRUE, prevents senders from changing the EmailBlurb and Subject for the envelope. Additionally, this prevents users from making changes to the EmailBlurb and Subject when correcting envelopes	FALSE
Notification	DocusignNotificationSettings	An optional complex element that specifies the notification options for the envelope. It consists of: UseAccountDefaults, Expirations, Reminders	null
UseAccountDefaults	bool	When TRUE, the account default notification settings are used for the envelope.	FALSE
Expirations	DocusignNotificationExpiration	A complex element that specifies the expiration settings for the envelope. It consists of: expireEnabled, expireAfter, expireWarn.	null
ExpireEnabled	bool	When TRUE, the envelope expires (is no longer available for signing) in the set number of days. If false, the account default setting is used. If the account does not have an expiration setting, the Docusign default value of 120 days is used.	FALSE
ExpireAfter	int	An integer that sets the number of days the envelope is active.	0
ExpireWarn	int	An integer that sets the number of days before envelope expiration that an expiration warning email is sent to the recipient. If set to 0 (zero), no warning email is sent.	0
InPersonSigningHost.Name	string	Allows customers to prefill the Name of the Host when In Person Signer send type is used
InPersonSigningHost.Email	string	Allows customers to prefill the Email of the Host when In Person Signer send type is used
Reminders	DocsignNotificationReminder	A complex element that specifies reminder settings for the envelope. It consists of: ReminderDelay, ReminderEnabled, ReminderFrequency	null
ReminderDelay	int	An interger that sets the number of days after the recipient receives the envelope that reminder emails are sent to the recipient.	0
ReminderEnabled	bool	When true a reminder message is sent to the recipient.	FALSE
ReminderFrequency	int	An interger that sets the interval, in days, between reminder emails.	0
RecipientsLock	bool	When TRUE, prevents senders from changing, correcting, or deleting the recipient information for the envelope.	FALSE
SenderUserID	string	Sets the CustomerUserID asociated to the token that will act as the Sender when using SOBO. If it's not provided the default token will be used. If SOBO is turned off, this is ignored	""
SendTypes	List of DocusignSendType	Limits the items displayed in the Send Type drop down lists within the esign popup. If the list is empty, all items are displayed. DocusignSendType is an enumerator that has the following values: EmailToSign SendCopy InPersonSigner Agent CertifiedDeliveries Editor Notes: None is always shown, since it's the empty record for the drop down list (if selected, the recipient will not be part of the signing process). Descriptions of these types can be seen here.	empty list
SendTypes - Agent	enum	Use when the recipient can add name and email information for recipients that appear after them in routing order.
SendTypes - CertifiedDeliveries	enum	Use when the recipient should get a copy of the envelope, but the recipient does not need to sign, initial, date or add any information to the documents.
SendTypes - Editor	enum	Use when the recipient has the same management and access rights for the envelope as the sender and can make changes to the envelope as if they were using the Advanced Correct feature.
SendTypes - EmailToSign	enum	Use when the recipient must sign, initial, date or add data to form fields on the documents in the envelope.
SendTypes - InPersonSigner	enum	Use when the signer is in the same physical location as the Docusign user who is requesting a signature.
SendTypes - SendCopy	enum	Use when the recipient should get a copy of the envelope, but the recipient does not need to sign, initial, date or add any information to the documents.
SetContentTypeCallBackURL	enum	Sets the content types of the HTTP request when using the Callback approach for your Docusign integration. See configuration documentation here.	0
SignAllDocsCombined	bool	When TRUE, attachments will be pushed to Docusign along with forms. When FALSE, the envelope will not include attachments added in the Viewer.	TRUE
SignCallBackURL	string	(Required) A customer-defined URL for the Quik! Form to post the EnvelopeID to so customer's system knows the transaction is complete	""
SignEnvironmentID	int	(Required) Sets the Docusign evironment to work with	1
SignErrorMessage	string	Sets the error message	""
SignHideEmptySigners	bool	When TRUE any signing roles on the form that do not have a person's name (first, middle, last or full name) or email address filled in will not be displayed in the e-sign popup. *Note: They will hide only if there are Name fields (such as 1own.FullName) for the desired hidden role(s) on the form.	FALSE
SignJavascript	string	Javascript to be run when clicking the Sign button	""
SignMessage	string	Sets the sign message in the Quik! E-Signature pop-up. If not provided, the following message is displayed: The attached forms were completed and prepared for you to sign. <Form Names> Please sign these forms by clicking the link. <FormViewID #>	""
SignMultipleDocs	bool	When TRUE each Form in the package will be available in it's own PDF within the e-sign envelope vs. a single combined PDF of all forms (when this property is FALSE)	FALSE
SignOrderLock	bool	When TRUE, locks the order column in the esign popup	FALSE
SignRequireIDCheckName	ESignRequireIDCheckName (enum)	Sets the Auth type to be used for ALL recipients, and hides the Auth Type column in the esign popup. The value is an enumerator called ESignRequireIDCheckName which has the following values. Note: If "None", then there will be no required Auth Type for all recipients (essentially turning this feature off.) See Auth Types properties for description of other enumerators. None NoIdentityCheck IDCheck SMS Phone LiveID Facebook LinkedIn Google Salesforce Twitter Yahoo OpenID
SignSendJavascript	string	Javascript to be run when clicking the Send button in the esign popup	""
SignShowAccessCode	bool	When TRUE, the access code column is shown in the Quik! E-Signature pop-up. Previously named SignShowVerifyCode in versions 5.4 and earlier.	FALSE
SignSubject	string	Sets the Subject line of the email sent to signers. If not provided, default value is "Please e-sign these forms <dealer name>"	""
SignTransDescription	string	Description of the transaction. This property is related to EsignMetaData so customers can more easily identify transactions. Not needed for generating envelopes at Docusign.	Default value of first recipient's name, the first form's dealer name, and the first form's name
SignURL	string	A URL that the Send button (in the E-Sign Popup) posts envelope data to for Self Service and Pass Thru models ONLY. If using the Callback model, customers will use the SignCallbackURL instead.	""
SkipESignPopup	bool	When True, the e-sign pop-up is not displayed when the Sign button is clicked. Signing roles that have information supplied to the form will be set as signers without input by the user, and the signing ceremony will begin.	FALSE
SOBOFlag	bool	Enables the SOBO (Send On Behalf of) functionality	FALSE
TransactionId	string	Sets the TransactionID setting at Docusign. TransactionIds are used to define an envelope, and are only valid in the Docusign system for 7 days. It is recommended that a transaction ID is used for offline signing to ensure that an envelope is not sent multiple times. The transactionId property can be used determine an envelope's status (i.e. was it created or not) in cases where the internet connection was lost before the envelope status was returned.	""
UseDisclosure	bool	When set to FALSE, the Electronic Record and Signature Disclosure is not shown to any envelope recipients. When set to TRUE, the disclosure is shown to recipients in accordance with the account’s Electronic Record and Signature Disclosure frequency setting. If there is no setting for use useDisclosure, then the account’s normal disclosure setting is used and the useDisclosure setting is not returned in responses when getting envelope information.	FALSE
DocusignTab	class	A wrapper class for Docusign Signature and initial tabs, which lets users configure signatures and intial fields as optional when signing a form in Docusign. For a description of all settings and how to use this, please see Configuring Optional Signature Fields documentation.
CreateEnvelopeAsDraft	bool	When TRUE, the envelope will be sent to Docusign in Draft status (Quik! does not support any other status options). A possible use case for this feature is when customers want to approve an envelope before it is sent to clients. More information here	FALSE
AccountID	string	Customers that have more than one Docusign account can use the AccountID property to specify the usage of one specific account. If a customer has more than one Docusign account and does NOT include an AccountID, then the customer’s default (typically most used) Docusign account is used. More information here	""

Related Objects

DocusignCustomFields

Property Name	Type	Default Value	Description
ListCustomFields	list of DocusignListCustomField	null	Sets the Docusign's List Custom Fields
TextCustomFields	list of DocusignTextCustomField	null	Sets the Docusign's Text Custom Fields

ListCustomFields

Property Name	Type	Default Value	Description
Name	string	""	List Custom Field Name
Required	bool	false	List Custom Field Required flag
Show	bool	false	List Custom Field Show flag
Value	string	""	List Custom Field Value
ListItems	list of string	null	List Custom Field Items

TextCustomFields
Property Name
Type
Default Value
Description
Name string "" Text Custom Field Name
Required bool false Text Custom Field Required flag
Show bool false Text Custom Field Show flag
Value string "" Text Custom Field Value

DocusignEmailSettings

Property Name	Type	Default Value	Description
ReplyEmailAddressOverride	string	""	Sets the Docusign's ReplyEmailAddressOverride setting for Emailing
ReplyEmailNameOverride	string	""	Sets the Docusign's ReplyEmailNameOverride setting for Emailing
BccEmailAddresses	list of string	null	Sets the Docusign's BccEmailAddresses setting for Emailing

DocusignNotificationSettings

Property Name	Type	Default Value	Description
UseAccountDefaults	bool	false	Sets the Docusign's Notification UseAccountDefaults setting
Reminders	DocusignNotificationReminder	null	Sets the Docusign's Notification Reminders
Expirations	DocusignNotificationExpiration	null	Sets the Docusign's Notification Expirations

DocusignNotificationReminder

Property Name	Type	Default Value	Description
ReminderEnabled	bool	false	Sets the Docusign's Notification ReminderEnabled setting
ReminderDelay	int	0	Sets the Docusign's Notification ReminderDelay setting
ReminderFrequency	int	0	Sets the Docusign's Notification ReminderFrequency setting

DocusignNotificationExpiration

Property Name	Type	Default Value	Description
ExpireEnabled	bool	false	Sets the Docusign's Notification ExpireEnabled setting
ExpireAfter	int	0	Sets the Docusign's Notification ExpireAfter setting
ExpireWarn	int	0	Sets the Docusign's Notification ExpireWarn setting

ESignMetaData
Property Name
Type
Default Value
Description
ClientCode string ""
AccountCode string ""
RepCode string ""
FirmCode string ""

Recipients

Property Name	Type	Default Value	Description
ExtraRecipients	List of ExtraRecipient	null	Includes a list of extra recipients that are added to the form package. These recipients are always Carbon Copies (Send Copy at Docusign)
Signers	List of Signer	null	Includes a list of recipients that have at least one signature field on the form package.

a. ExtraRecipient

Property Name	Type	Default Value	Description
AccessCode	AccessCode	null	Sets the extra recipient's Access Code
Email	string	""	Sets the extra recipient's Email
IdentityCheck	ESignRequireIDCheckName	null	Sets the extra recipient's Auth type
Instance	int	0	Sets the extra recipient's Instance
Name	string	""	Sets the extra recipient's Name
Order	int	0	Sets the extra recipient's Order
PhoneNumber	int	0	Sets the extra recipient's PhoneNumber
RecipientNumber	int	1	Indicates the number of the Recipient, Always starting from 1

b. Signers

Property Name	Type	Default Value	Description
AccessCode	AccessCode	null	Sets the recipient's Access Code
IdentityCheck	ESignRequireIDCheckName	null	Sets the recipient's Auth type
Instance	int	0	Sets the recipient's Instance
Order	int	0	Sets the recipient's Order
PhoneNumber	int	0	Sets the recipient's PhoneNumber
SendType	DocusignSendType	null	Sets the recipient's SendType
Role	string	""	Required. This is the role to be associated in the form. E.g "1own" for Owner 1.

AccessCode

Property Name	Type	Default Value	Description
Code	string	""	Sets the AccesCode value. E.g: "AC123"
Required	bool	false	Makes the AccessCode input in the esign popup required for this recipient
ReadOnly	bool	false	Makes the AccessCode input in the esign popup read-only for this recipient

Property Name	Type	Default Value	Description
Name	string	""	Text Custom Field Name
Required	bool	false	Text Custom Field Required flag
Show	bool	false	Text Custom Field Show flag
Value	string	""	Text Custom Field Value

Property Name	Type	Default Value
ClientCode	string	""
AccountCode	string	""
RepCode	string	""
FirmCode	string	""