Use case - We are integrating docusign on our web app. We have two user roles admin and coaches. Admins can create and edit templates and use it for sending envelopes but coaches can only use created templates to send envelopes. Is there a way to send templates so when a coach logs into the coach portal he can access the created templates.
Tech stack - java
Yes, templates can be shared to other DocuSign users. See the docs.
Step 1:
You can create templates first using e Sign API, save them in DB with Template Name and Template ID(UUID which you get from DocuSign during creation)
Step 2:
Let your Coach login, then they can see templates, once they select template, you can use that template id to create envelope and send
Related
My scenario is when a template is created/deleted at DocuSign portal then is there any way DocuSign notify my application that a new template has been added or deleted. So that I can sync my DocuSign portal and application database in the context of templates.
Just like DocuSign notify about Envelope status event when the envelope is sent/Signed/completed etc. to a custom webhook, just like that needed for a templated creation or deletion, etc.
We don't provide that capability currently. You can always call our API endpoint /{{apiVersion}}/accounts/{{accountId}}/templates to get a list of templates and cache it locally for comparison later.
I created a template and to use that I upload a excel with list of user's name and email. Then docusign send the email to recipients and signature is captured.
I want to automate part of it. Have a link in application that should fetch the document to sign [ parameter for templates - logged in user's name and email ] and then display the document for user to sign. How this can be achieved in java web application... we are using Oracle ADF for application.
This Code Example Launcher should help.
If you are looking to have your end-users sign via email, you can
(1) Utilize Bulk Send functionality to send a DocuSign template to a list of different users. See this guide
If, however, you are hoping to embed Docusign in your app, I would suggest you investigate
(2) Building embedded signing with a template. Specifically, Check out example #13.
I am trying to integrate Docusign API into my web application. I tried using Envelope Views where I am redirected to either login page or the signing page. But I would like to redirect to Add Recipients page from within my web application where the user can add the recipients, prepare the document and send it to the signer. Is there any method as such exposed from Docusign API?
Re: But I would like to redirect to Add Recipients page from within my web application where the user can add the recipients, prepare the document and send it to the signer.
Is there any method as such exposed from DocuSign API?
Yes, the EnvelopeViews::createSender view enables your application to open the Sender's view of the envelope on the DocuSign web site. The user can then add recipients, tabs, etc.
Here is a code example that shows you how this works. You can download and run the code example in many languages.
Information Security Notice
This method, EnvelopeViews::createSender, provides full access to the sender's user account. When you use this view, the sender has full access to the user account. If the sender user account has administrative privileges, then this method also provides administrator access.
If your use case needs to enable a sender to update a draft envelope before it is sent, then either:
Configure each sender to have their own individual user account to use this API method.
Enhance your API integration so that this method is not needed. Your integration can create the tabs, recipients and other envelope settings as needed.
I am making a node application with handlebars.
The website contains normal signup and login functionality. After that, User has to fill a Form which contains his/her basic information. There he/she has to do a digital signature on it.
I want to do this by DocuSign.
I want that each time any new user signup, then he/she can do sign on the form.
I see the DocuSign docs but I am not clear about how to do dynamically with different users. I am able to do the sign manually by creating an account on DocuSign website. Then write the integration key on code and creating a template of form.
But I am unable to do all these by the code in nodejs.
If I understand correctly, you want:
Someone visits your web app
They use forms to add data to your web app
Your web app will create a document based on the data entered.
The visitor will then sign the document using DocuSign.
Very do-able:
Your web app can create the document to be signed in multiple ways. Your app can create a PDF, or many other document types. I suggest that you start with an HTML document. Note that an HTML doc can't include external content such as links to a css file or graphics. See example 2 of eg-03-node-auth-code grant for an example of this technique.
An alternative is to use a PDF of a form as a DocuSign template. Then your envelope will fill in values for the template. See example 16 of eg-03-node-auth-code grant
Next, your web app needs to create an envelope in DocuSign and present it for embedded signing to the web app visitor. First, get a DocuSign access token by using the JWT Grant flow. Use this flow since the signer doesn't have their own account on DocuSign. If the envelopes are "from" the HR department then use a generic HR department user id. Example of using JWT Grant in Node.JS: eg-01-node-jwt
Use the access token to create the envelope and then open an embedded signing ceremony for your web app visitor. See example 1 of eg-03-node-auth-code grant for this part.
When using the Docusign API (in my case, via the Sandbox/demo env), in the signing view at the top of the screen it displays the name & company of the user account that was used to authenticate with the API.
However, because this is embedded signing from my app, I would have thought we'd only have one user account - for the app. So I want to change what appears at the top there - the information on the sender of the envelope. Either to be the user account that exists in my app that created the envelope, or just to state what company sent the document.
Are there options on the API to do this? I can't see any reference to anything like this in the envelopeDefinition JSON structure in the REST API docs.
You can use the DocuSign SOBO - Send On Behalf Of Functionality
The Send On Behalf Of feature permits automated sending through the API by one account user on behalf of another account user.
More information here