How can I disable the following recipient roles
Receives a copy
Signs with notary
** I have already disabled the other recipient roles
You cannot remove Carbon Copy (CC), it will always be there.
Notary can be removed only be removing the Notary functionality. This should be in the Settings/Admin section of your web app.
Related
I have a template that is configured with a recipient that has read only fields and only a signature control. The read only fields/tabs are populated in the view request my API sends to DocuSign to get the signature url. However I'd like to create a new duplicate template that does not have the signature control and is configured to only require the recipient to view the document. This way the only signature event that is set by DocuSign is "viewing_complete" and not "signing_complete" when they're done viewing the template/document.
Edit: The purpose of this is it gives the user a read only view of the template/document so they can catch any errors in the mapped fields/tabs to give them a chance to correct it before signing a final version.
Not sure if you want to create this template from the API or from the web app.
You can easily do this from the web app and if you want to do from the API, you can get a log of the API calls to see how it was done.
When you create a template from the web app, in the first screen, you can pick recipients and there's a drop down with different types of recipients:
Select the "Needs to View" recipient type for your needs.
It's not possible to configure a template to accept populated tabs for a recipient that is set as Needs to View or to preview an envelope recipient view and have the tabs populated, but not show the Signature control.
Where should I go about creating and setting the signer groups as I am unable to see them in my DocuSign dashboard currently?
Can I create the signer groups in the API before defaulting them in the embed and send api?
First you should note that Signing Groups functionality is not available on all DocuSign account plans so you should first verify your account plan. Signing groups are available through sandbox accounts so you should be able to test at least.
To access Signing Groups click your profile icon in top right and go to Admin -> Groups. If using Classic UI, go to Preferences -> Account Admin -> Groups. You can create and configure your signing groups from there.
Here are some additional resources regarding DocuSign Signing Groups:
https://support.docusign.com/en/videos/Creating-and-using-Signing-Groups
https://www.docusign.com/supportdocs/cdse-user-guide/Content/advanced-sending/send-with-signing-groups.htm
https://support.docusign.com/guides/cdse-user-guide-sending-with-signing-groups
I have a DocuSign template template-1 with multiple recipient roles say signerrole-1 and signerrole-2.
Template-1 has multiple signature tabs, viz, signtab-1 & signtab-2.
Using REST API, I am trying to create the envelope so signerrole-1 signs signtab-1 and signerrole-2 signs signtab-2.
I am not clear on how to associate signerrole-1 role and signerrole-2 role to signtab-1 and signtab-2 respectively using api java.
The template associates roles with tabs (fields) in the document(s).
When you create the template, you create signature tabs for the specific roles. It is easiest to do this by using the Web interface to DocuSign but you can also do this using the Create Template API call.
Later, when you submit a new envelope using the template, you associate specific people or signing groups with the roles defined by the template. See this recipe for an example.
When you create the envelope to be sent, you do not create or reference the signing tabs. They are defined by the template.
Is it possible for one docusign admin account's template to be modified by another docusign admin account when the first admin account created the template and shared with the second admin account.
Under the Preferences-->Personal Info --> Sharing menu seems like the "Filter by Name Filter. Check the users who will be able to see and act on this user's folders " is all uncheked.
Answering my question, Yes, it is possible if the second user is also admin , and as by default all shared templates are shared with other admins.
I am building up an envelope using multiple templates through the API using CreateEnvelopeFromTemplates.
Sometimes the server side templates used to build the envelope contain the same logical fields
e.g. two templates used, both have fields of "Account Number"
How do I make it so when the signer enters data in one account number field, it updates the other account number field with the same data immediately in the signing interface?
It is required to prevent the signer from typing one account number on one document then a different account number on the other document in the same template.
The business logic for the document requires this so removing the duplicate account number fields would not be an option either.
There's an account-level setting that you can configure in DocuSign to force this behavior (i.e., ensure that like-named fields throughout all Documents in an Envelope always contain the same values). Simply login to the DocuSign web console (as a user with Administrator rights), navigate to "Preferences >> Features" and on the Features page, set Data Population Scope to "Envelope". (See page 27 of the DocuSign Admin guide: http://www.docusign.com/sites/default/files/Account%20Administration%20Reference%20Guide.pdf)
Because this is controlled via DocuSign account-level setting, there's nothing special you need to do in your CreateEnvelopeFromTemplates API call -- just configure the account setting and you should be good to go.