Which api and body request i need to send for creating a multiple signers can sign the docuSign without sending them a email , Can i please get the help of the process :
onClick of a link we should be able to navigate user to docuSign url and once first signer completes sign then it needs to trigger a mail to second signer using the api requests in the postman
There are 2 types of ways that you can request signatures via the API:
Embedded Signing - URL that you get from API, it expires in 2 minutes. You can use this inside your application for signing. You CANNOT EMAIL this URL!
Remote Signing - DocuSign emails the recipient. The link in the email can be used for a few days, it doesn't expire quickly. This URL cannot be embedded in your application.
You can switch from 1 to 2 and back as you need. You can have different recipients use different signing. It's fully flexible and up to you the developer how to use these. Just as long as you know how to do 1 or 2.
You indicated you are using the Apex Toolkit so here are code examples:
https://developers.docusign.com/docs/salesforce/how-to/embedded-sending-signing/
https://developers.docusign.com/docs/salesforce/how-to/send-envelope/
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I have researched enough and went through the API and could not find what is the right object to set to not to let users download / print documents once they finish signing. All the documents are submitted using envelopeAPI and controlling all the eventNotifications via api.
Would like to control the following also via API.
Not to send completed email to the recipient.
Once the document is signed, the recipient receives an email as shown below.
What is tried so far -- Tried to change the Email preference for Api user and User and did not see
any difference in notification.
Disable download and print option for the recipient.
when the recipients finish signing they are redirected to a page as shown below.
If possible I would the recipients not be redirected to this. If not at least disable download/print
option.
As a matter of law in most jurisdictions, people who sign using an electronic signature must have the ability to view/download/print the signed document.
That said, you can use an embedded signing ceremony. In that case, you control the emails.
I am trying to implement embedded signing in our application. I followed the steps as mentioned in the guide - https://developers.docusign.com/esign-rest-api/guides/concepts/embedding
I am able to create the envelope, generate the recipient signing URL, use that URL to sign and complete the document. But I haven't received the completed signed document to the email that I mentioned as the Signer.
Is there any additional properties that I need to specify to receive the document signed via the recipient signing URL?
What is the other way to receive the signed document in this case, Can I use webhook to receive the completed document?
Yes, webhook is the better approach for this.
in Embedded signing there are no emails going to the signer. That's the purpose. Embedding it in your app unlike remote signing where emails are sent.
Your app can receive a webhook notification from connect and retrieve the complete document.
https://developers.docusign.com/esign-rest-api/code-examples/webhook-status provide some examples. There are other resources about how to use DocuSign Connect webhook.
There's an option for this in the esignature admin tool., Send completion emails to embedded signers
That setting is account-wide. So if your application is used by people in multiple accounts, you'll need to set it for each account.
I am using Docusign SOAP API for signing the documents. When using the RequestRecipientToken method, it returns the URL for signing the document, but it was no longer working and it asks docusign username and password.
How can I get a URL that will used in anytime and will do auto signing?
Typically if you want to bypass the login screen you'll either want to turn off the signer login requirement, or use an embedded signing session.
When creating the envelope, specify a clientUserId for the recipient. Then when you make the POST call to retrieve the recipient view, if you include that ID a URL will be sent back that will allow them to click and access their envelope without having to authenticate.
These URLs do expire after 5 minutes, so you can't really have a static link that works at all times.
DocuSign also does not support automatic signing, as the manual signing process is part of what validates an envelopes audit trail.
I'm using DocuSign's REST API to create envelopes in embedded signing mode. With the function CreateRecipientView i get only a temporary link. But i would prefer to get an permanent link like in the notification mail. How can i get this link/URL?
Getting permanent signing links is not possible using the DocuSign rest API.
For remote signers, only the signer can receive the signing link through email. No one else will have access to the signing URL.
Setting permanent signing/access link is possible with "embeddedRecipientStartURL" by using a captive recipient aka "clientUserId" and your own URL endpoint whereby you authenticate your users and determine if they can access the envelope via a Request Recipient View.
Documentation here.
You can also request emails be sent per captive recipients as well as many other "Portal" centric options that put you in full control of the user experience.
To give your signers permanent links, your application creates the links by itself. Eg myapp.myserver.com/signing_links/95a086f7-a76e-40ec-938e-987be996d220
The number should be a guid, not a database record key. This is needed to prevent someone from guessing what one of these permanent links is, so they can't read (or sign!) someone else's documents.
When someone opens their browser to go to one of the signer links, your application looks up the guid in the your app's database. The database record will include the DocuSign envelope_id and the recipient_id that the link represents.
Next your app uses that data to request an embedded recipient view link from DocuSign. Then (if you get a good response back from DocuSign), your app redirects the user's browser to the signing page on DocuSign.
(You'd get back an error from DocuSign if the recipient had already signed, or the envelope had been voided, etc.)
Guess what? The above is more or less how DocuSign gives out the "permanent" links in its emails--those links always redirect to one of the 5-minutes-only signing ceremony links.
Remember that you need to authenticate the signers, or include additional authentication options in your envelope, since you don't know who is going to end up pressing one of your app's signer links.
Setting vs Getting permanent signing/access link is possible with "embeddedRecipientStartURL" by using a captive recipient aka "clientUserId" and your own URL endpoint whereby you authenticate your users and determine if they can access the envelope via a Request Recipient View.
https://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST%20API%20References/Recipients/Signers%20Recipient.htm
You can also request emails be sent per captive recipients as well as many other "Portal" centric options that put you in full control of the user experience.
So Net/Net, LarryK and CodingDawg are correct, each from a specific view. It ultimately is up to you to decide which way works best for your application and users.
Using this python example from github as an example, I wrote an R package for interacting with the DocuSign embedded signing API.
I don't appear to fully understand the workflow for embedded signing, and I am hoping someone can help.
Here is what I would like:
I have an application with a sign up page. When users sign up I would like them to sign a document. So when they submit the sign up form, I generate an envelope using a template, and use their name and email in the templateRole parameter. I get a URL which I send the user to, which allows them to sign the document.
It appears though that the actual workflow involves sending an email to the signer first, and having them sign from a link in the email. This does not seem very "embedded" so I am a bit confused. Is this because I am using the sandbox API?
I see that that there is an authenticationMethod parameter, which takes values of either email, or HTTPBasicAuth or Password or PaperDocuments. Is this the reason it is using email instead of directly sending the user to a page where they can sign because I am chooseing email as the authenticationMethod?
Have I fundamentally misunderstood embedded signing?
The script you are referencing is for Embedded Sending.
The Embedded Sending view of an envelope allows users to edit the tabs, documents, recipients, and other settings of draft envelopes before sending them out for approval
So you are basically giving the Signer access to potentially modify the envelope(Add more signers, remove documents etc). The sender view should never be presented to the Signer.
If you are looking for Embedded Signing, then see this code
Embedded Signing - or the Recipient View workflow - allows users to sign directly through your app or website. When you embed your recipients you are telling the DocuSign platform your app will generate signing URLs, authenticate your recipients, present the signing request, and re-direct once the transaction is complete.