I have a PowerForm with a text field that is pre populated via URL. I can see the field’s contents when signing. But when I look at the data received by the webhook, the text field and its value are not sent. I am using webhook.site for testing. Your ideas are welcome!
I’ve tried including the PowerForm in the webhook. Doesn’t make a difference either way. All I really want from the webhook is this one text field. I don’t even need the signer.
To get the value of a tab in a Connect publish, you'll need to go to the Include Data section and enable both Recipients and Tabs.
Related
Here is my problem with creating envelope with signers’ order.
If I create the envelope using Docusign console and enabling Set signing order like this:
Then the pdf will be sent to the second signer like this which is OK:
BUT,
If I create the envelope by REST API call like this:
Then the pdf will be sent to the second signer like below and the second signer cannot see his signhere or text tabs:
Would you please advise how to fix this?
Thanks.
I don't see the tabs in your code. But using the API, when you add the tabs, you have to make sure they match the correct recipientID and correct routingOrder.
How did you add the tabs? please provide JSON/code for that, the issue is in there.
Sign at Docusign
As per the above thread, it is possible to retrieve Signing console URL for email recipients too by setting EmbeddedRecipientStartURL property to value "SIGN_AT_DOCUSIGN", As per the documentation(Sign at Docusign), below example has to be framed in order to open Docusign Signing console.
http://senderHost/[[mergeField1]]/beginSigningSession?[[mergeField2]]&[[mergeField3]]
Please explain what is senderHost & what should be filled in the mergeField properties accordingly? Let me know if you need any additional information related to this query.
BVS, I believe that's the opposite. If you provide EmbeddedRecipientStartURL field with SIGN_AT_DOCUSIGN, the signature will happen completely on DocuSign, and you don't have to provide any URL or merge fields.
If the value SIGN_AT_DOCUSIGN is used for this node, the recipient
will be directed to an embedded signing or viewing process directly at
DocuSign.
On the other hand, if you want to route the client through your own application BEFORE he or she goes to DocuSign, you could provide this kind of template URL with merge fields to better handle the request.
Information can be appended to the embeddedRecipientStartURL using
merge fields. The available merge fields items are: envelopeId,
recipientId, recipientName, recipientEmail, and customFields. The
customFields must be part of the recipient or envelope. The merge
fields are enclosed in double brackets.
By example: if you wanted to handle the request before the signer goes to DocuSign, you could send something like https://senderHost?envId=[[envelopeId]]&email=[[recipientEmail]]. Sender host is your host, so it can be anything on the internet (www.yoursite.com, by example).
Hope it helps!
I am new to DocuSign, have made the tutorials and read through the DocuSign API documentation. I am developing in Java, and have successfully achieved to send documents for signing from a template to an email address. The document then gets opened, a custom field gets filled out. The document gets signed by the user.
Well now here are two questions that arise for me:
1) Am I right with the assumption that custom fields are to be used for virtually any form field like "Which pets do you have?" that a user is expected to fill out? Almost all the other fields which I can add when creating a template are being filled out automatically by DocuSign.
2) I have added a name and surname field as well as a custom field and the "sign here" field to the template from which I am sending the document via the API. Once the recipient has has filled out the information and signed the document, I would like to request the information which the user has entered into the custom field. How can I do that? I have found various requests for getting the status of a document or envelope. But never found how I can retrieve the actual user input.
Regards
Josef
In DocuSign if you have common tabs that you use for your recipients in your requests then you can use the Custom Fields to create them once then re-use them in your subsequent requests. However, in general if you want to have editable fields where you will gather info from your recipients then you can use the Text field and un-check read-only. If setting through the API it would look like this:
"textTabs": [
{
"tabLabel": "NameOfTheTab",
"value": "12345"
}
You can read more about using these fields through the Features section of the DocuSign Developer Center.
With regards to your second question of how to retrieve the data that your recipients fill out, remember that tabs are always specific to recipients (as opposed to the documents themselves) so take a look at the Get Tab Information for Recipient API call.
Example:
GET https://{server}/restapi/{apiVersion}/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs
I'm trying to download an unsigned envelope form a template.
The URL I'm hitting is https://demo.docusign.net/restapi/v2/accounts/{our account id}/envelopes/{envolopID}/documents/{documentId}. But this returns the empty template instead of the populated template. This seems to be the desired behavior but it looks like it is solvable. There isn't a clear explanation to how it was solved so I figured I'd ask again.
Are you using REST GET Documents to download docs from a DocuSign Envelope or Template? If from an envelope, you can enable the account setting in Features > Display SecureField initial value to all recipients. This will show the burned in initial values on the resulting PDF after the envelope is Sent. Downloading a Template's documents or a Draft (Created) Envelope's documents will not show these values. So if that is what you are trying to do, you'll want to get the tab values using the Get Tab Information for a Recipient call mentioned in the linked solution.
For the record, I have already reached out to support directly, and they asked me to post my question here.
In the DocuSign Console we have created a binding to the Signer Attachment Tab. We would like to bind conditionalParentLabel and conditionalParentValue values to it, but they are not available from the UI. So we send this template off to Conga and they send us back an envelope. Then a user has to go in and manually tag these values so the attachment is conditionally required.
Is there a way to use the API to edit the existing envelope to add these properties to the Signer Attachment Tab?
Do I understand correctly that if you examine an Attachment tag's properties (within an Envelope) in the DocuSign Console, you're not seeing the Conditional Fields section that I've highlighted in the following screenshot?
If that's true (i.e., you're not seeing the "Conditional Fields" section when looking at the Tab's properties), then you might just need to enable the Allow Conditional SecureFields setting for the DocuSign Account. In the DocuSign Console, navigate to Preferences >> Features and make sure this checkbox is selected (then click the SAVE button at the very bottom of the page to save the setting):
Enabling that setting should allow you to see/set Conditional Fields properties for a Tab (within an Envelope) in the DocuSign Console.
If that doesn't work for you, then back to your original question -- it IS possible to modify a tag's properties by using the API -- but ONLY for DRAFT Envelopes. See "Modify Tabs for a Recipient" in the DocuSign REST API guide for request/response info (pages 144-145): https://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf.