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)
Related
We're using Salesforce and the DocuSign SOAP API to send documents for signature. For a specific case we have created a template in DocuSign and are using the SOAPs CreateEnvelopeFromTemplates method to create the envelope for this template.
In this particular case, the template has two roles. The first role is always an individual signer but the second role is to be a signing group. Each role has tags on the envelope to fill out.
I set up the recipients in the API, using the signingGroupId for the signing group and send away. The first recipient is able to interact with the document without issues, but the second recipient - the signing group - opens the document to find the tags they should be able to interact with gone.
If I explicitly set the second recipient to be an individual and not a signing group, the tags for the second recipient persist. But they get blown away when the recipient is set as a signing group. Is there any way to use the DocuSign SOAP API to set a recipient as a signing group and not have the tags for the recipient be removed from the template?
You are using an older not quite deprecated method. Try using CreateEnvelopeFromTemplatesAndForms as this link suggests. https://developers.docusign.com/docs/esign-soap-api/reference/sending-group/createenvelopefromtemplates/
I need to send out a document / envelope. I'm using the C# SDK, since we'll be sending from a service. We know who the recipients of the document COULD be, but it's up to the first recipient to either sign or choose a recipient.
The first recipient of the document can do one of two things-
Sign the document
select a different recipient from a drop-down list of Roles, and then have the document go to that user for their signature.
these future roles are "Dealer" and "Lawyer". We'll know, at the time of
selection who these user's are (names & emails).
Right now, I have a template (from Word), with tabs that will be populated when sending the initial envelope, so that all users can see the data.
My question(s) are:
Is using the Template the best option? Should I attempt to update the text within the Word document, by not having it configured as a template?
How should I add the users / roles / signers to the envelope, since they can be chosen ? I saw something about Intermediaries - is this what I should be using to specify the next recipient in the document? Currently, I have three "Roles" defined in my template- one for "Provider" - the first recipient, then "Dealer" and "Lawyer".
IF not using a Template, how should I specify / add the follow-up users, "Dealer" and "Lawyer"?
Any assistance is greatly appreciated!
Using a template is probably what you need. You can update the document inside a template before sending an envelope that is created from the template. (you can also use"correct" to update an envelope that was sent, but only by the original sender and there are some other limitations)
see comment from Drew, you cannot do a conditional recipient yet, but there are other options, including a special type of recipient that can add other recipients (if that's what you want).
You can create a more complex workflow that have the first envelope trigger a second envelope with the recipients you want. That could work for you. Not sure yet about all your requirements, but the first signer can trigger this using our web-hook from connect.
I'm trying to build a POC for our internal application using DocuSign, but I have some issues.
The flow is:
create a template in docuSign with a set of dynamic fields to be populated from the client app
the template has 2 recipients that have to sign the document - client and buyer with empty emails. The emails should be populated dynamically based on the order, so they're not fixed
from the client app, create an envelope that will use the template, will populate automatically the fields from the template and will open an embedded page where the first user(client) can sign the document immediately(without going to mail)
immediately after the client finished signing the document, an email should be sent to the second recipient(buyer) to finish the signing
For now, I succeed to implement all the steps, except the last one - the document is not sent automatically to the second recipient for signing.
How can I do that?
I know that I can use a recipients lists for sending email to receipts, but this is not possible when using a template - I get an error.
Thanks in advance!
Check that your template definition has the two recipient roles defined with different Signing order values.
The first recipient will have signing order 1, second signing order 2.
When you create the envelope from the template, you set the clientUserId for just the first signer. That way the second signer is a regular ("remote") email recipient.
If you'd like more help, please EDIT your question to show the code you use for creating the envelope from the template.
I have successfully created a system to use a document template to create a new envelope.
The system has a tabbed UI and iframe that fetches new URLs from the Docusign API every time a tab is changed, and when a URL expires.
My problem is that now, some clients will either be sign in-person or sign via email. After reading the docs, I don't see a way to change from an in-person to an email signer after the envelope has been created. Is that correct?
Is it possible to set whether a role will be in-person or email sign at the time of envelope creation, without affecting the original template?
If that is not possible, Is my best option to create a template with duplicate fields for both in-person and email signing, and only use the appropriate ones based on my case?
If you need to change an in-person signer to a remote signer, or vice-versa, or any other recipient type into another recipient type you have two options:
Perform an Envelope Correction
Remove then Add the Recipient back to the in-process envelope as a different type.
For option #1, using an envelope correction you can edit things like recipients, tabs, and even documents if they have not been signed yet. Make the following API call to request the correction URL of an envelope:
POST /v2/accounts/{accountId}/envelopes/{envelopeId}/views/correct
API Docs: https://docs.docusign.com/esign/restapi/Envelopes/EnvelopeViews/createCorrect/
For option #2, the system does not let you convert a recipient into another recipient type - HOWEVER - you can delete a recipient from an envelope then add them back in as a different type. For instance, delete an in-person signer and then add them back in as a signer.
You can see the needed calls through the EnvelopeRecipients Resource.
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