Review and sign document is displaying custom fields to add in the document instead it should just allow me to sign the document and prefill the custom fields as configured in docusign portal.
docusign document displaying custom field during signing
This is leading to free form signing. which is displaying the custom fields. it should not display the custom fields instead allow me to sign the signer
You need to add at least one field (tab) for each signer. Otherwise (as is happening to you), the signer will be given the palette of fields (free form signing).
Solution: add a Sign here field where you want the signer to sign.
Related
I'm working on a DocuSign document that we've uploaded as a Template. The document has 2 fields for a Witness at the bottom - their name and signature as shown here:
In the DocuSign Template editor I've created a single role and added the tabs/fields like this:
however the Sign tab uses the recipients signature. I've never worked with using a witness before and can't work out how I can provide the option in either the Template or the API envelope request (or both) for including a witness to sign and enter their name. We won't know their name/email etc at the time of sending the envelope.
Do I need to create a new role for the Witness here and add the tabs for that Role? We were hoping the signer could just handover to the Witness to enter their name and sign when the signer has completed signing the document.
Here's a live example of a witness to a signer recipient.
For a template, you should be able to add the witness recipient via composite template technique.
Here is an example of modifying a template's recipient. In your case, you'll add a new recipient (the witness)
I am integrating a WebApp with DocuSign and use Embedded Signing to allow users sign the envelopes I am creating (and updating recipients) on the fly out of some predefined templates.
Everything works ok in the simple cases but for the templates with the signing order set (Second recipient should sign the envelope only when the first one has done) I've got {"errorCode":"UNKNOWN_ENVELOPE_RECIPIENT","message":"The recipient you have identified is not a valid recipient of the specified envelope."} error message when creating Recipient View.
Could you advise is there a way to show the envelope for such recipient (second) if now is not her turn to sign? Or this is how Embedded Signing works and you are not able to create Recipient View for the recipient whose recipient order is not the current?
Thank you!
You can only show the embedded view for the current signer or recipient. You can have more than one current person at a time by setting their routing orders to the same number.
Eg, two signers can have routing order of 1.
Either change the template, or you may be able to update the routing order via a composite template when you send the envelope
I need to create an envelope using DocuSign SOAP with two recipients and signature tags. In order to complete the envelope, I only need one of the recipient to sign the document. Both recipients should be in the same order but if either recipient signs the document, I want envelope status to be completed.
Is there a ways to accomplish this?
I tried using conditional fields - created separate checkbox tag(shared) and signature tag for each recipient. I applied condition to the signature tag so that it will only show if the checkbox is checked for that recipient.
When either recipient views the document, if he wants to sign the document, he will simply check the checkbox so that he will see the signature tag and sign the document.
While the other recipient views the document, he will see that the other recipient have signed the document so he will simply view the document and envelope gets completed.
It works but I think it is probably not the best solution out there. Also, it requires DocuSign account to be enabled for conditional fields.
Is there any alternative solution out there?
Probably your best bet is to use the Any Signer option as Andrew mentions in the above comment. With that feature you can setup a shared/group email alias that your signers can each be a member of and when requests are sent to that alias the envelope is complete as soon as the first person signs and completes.
Here's a how-to guide regarding the Any Signer option:
https://www.docusign.com/support/classic/documentation/cdse-user-guide/advanced-sending/using-any-signer-option
Can we modify the envelope once created ?(Draft and Sent both the status). If possible, can you point me to the documentation for same?
Yes, you can modify an "in-process" Envelope, but only certain properties of an existing Envelope can be changed. I'd suggest that you search the table of contents in the DocuSign REST API guide (https://10226ec94e53f4ca538f-0035e62ac0d194a46695a3b225d72cc8.ssl.cf2.rackcdn.com/rest-api-guide-v2.pdf) for the word "modify" -- that will show you (at a glance) the types of things that can be modified. For example, you'll see that these types of things can be modified on an existing Envelope:
envelope custom fields (p141)
custom document fields (p154)
email setting overrides (p162)
recipient information (p171)
recipient tabs (p178)
My requirement :
Creating DocuSign embedded envelope which contains multiple documents(doc1,doc2 and doc3) for signing by single signer. I want to be generate embedded signing url(one time url) which will land me to desired document - say on doc3 directly.
is it possible to achieve this in DocuSign?
When a recipient first enters/opens an Envelope, they'll always see the first page of the first document initially -- there's no way to have DocuSign automatically scroll down to a subsequent document in the Envelope as soon as the Envelope is opened.
However, you can somewhat control 'auto-navigation' by using the Account-level setting "Signing auto-navigation rule" (located in Preferences >> Features page of the DocuSign web console...and described on page 27 of the Admin guide: http://www.docusign.com/sites/default/files/Account%20Administration%20Reference%20Guide.pdf).
If you set Signing auto-navigation rule to "Navigate blank required fields" as I've shown above, and the Envelope contains 3 documents, but only the third document requires input from the signer (i.e., no incomplete required tabs for the recipient are located in the first two documents), then the user experience will be as follows:
Recipient opens Envelope and sees page 1 of doc 1, with a "Start" button shown on the left:
Recipient clicks the "Start" button and the envelope automatically scrolls/navigates down to the recipient's first required tab (located in document 3):
So, using the Signing auto-navigation rule setting as described above may somewhat allow you to meet your requirement, depending on which Envelope documents in your scenario contain required tabs for the recipient.