Right now I can't find a way to have the user to sign the document using DocuSign in our own application. What I need to do:
Have the user sign the document in our own application.
Get the signature with an API from DocuSign
Any help will be so much appreciated.
Yes, this is called "embedded signing" and is one of the most popular use-cases with the DocuSign eSign API.
Here is the Node.js code example to do this:
https://github.com/docusign/code-examples-node/blob/master/lib/eSignature/examples/embeddedSigning.js
Related
First of all, I apologize for eventual noob questions, we are very new to the DocuSign API and are currently trying to wrap our heads around which is the most correct way of accessing the API.
I will start with an overview of our use case. We recently purchased a DocuSign prod. Account with an Organization enabled.
We have a Partner which uses a CMS Tooling which integrates with said DocuSign Account. This Tool allows for the Backoffice to create envelopes with documents inside and a url which leads to the signin ceremony through the Templates that we create inside the DocuSign Account. This url is afterwards send to the customer for them to sign the documents in the envelope. This Part is working and is currently being used.
Now what we want to achieve on our side, we have a nextJS web-app which allows the same customers (Which are the receivers of the created envelopes in the step above, same e-mail in both steps) to sign-in our web-app. We want to show the customer in a dashboard, if there are envelopes for him open that he can sign and if this is the case we want to show him the url which leads to the signin ceremony.
We were able to see that as soon as an envelope for a certain User is created through the CMS Tooling, we can see that envelope in our DocuSign Prod Account.
Now our thought process was, to show our customer his open envelopes, we just fetch all open envelopes in our DocuSign Account which match the customers E-Mail.
Is there anything wrong with this process or are we overlooking something?
And if it is okay to proceed this way which of the OAuth Flows is the correct one to use for this case?
From my understanding, the JWT Flow seems like the most reasonable one? Since the Customers that need to sign the documents, will not have any DocuSign accounts.
What have you tried to solve the issue?
We tried using the direct API Access, which worked when set up correctly but since we didn't have a OAuth Flow in place the Access token is only valid for restricted amount of time obviously and has to be refreshed. Hence we have to think first about how to grant access correctly
I would love to hear, what the right approach would be to achieve our desired result.
Once again Apologies for this kind of question, just trying to have a better understanding before we start building :)
Best regards!
According to the use case you mentioned using JWT Grant is fine as users of your integration will use a single system account to log in, you should use JWT Grant.
I would recommend going with the below link to know more regards different use cases and check the knowledge
https://developers.docusign.com/platform/auth/choose/
https://developers.docusign.com/platform/auth/oauth2-requirements-migration/
I need to integrate docusign into our portal.Our users will come to our portal and
then upload documents and using DocuSign API we need to sign docs. I was able to
get it working embedded. Now the problem is the placement of signing controls
(Where the signature should appear in the docs)
Can I upload the documents to DocuSign portal straight and then using API
sign it from my portal? The idea is that the envelope creator can place all
the signature using the nice interface in DocuSign...Would this be possible?
Or is there a way I can integrate the placement of signing controls part
on my portal using DocuSign?
Any thoughts would be greatly appreciated.
thanks
Yes, you can do that.
Check out this code example on the DocuSign Developer Center:
https://developers.docusign.com/esign-rest-api/code-examples/code-example-embedded-sending
If you told me which code lang you use - I can put some code in here too.
Currently I am using #DocuSignAPI to create envelope in which API required x and y position to add signature from recipients.
So my requirement is like if i upload the document it should be redirect to the Docusign UI where recipient would login and sign the document.
So the thing is instead of creating rest call via API.
I need some api where Docusign is going to handle by its way so i do not need to create UI for that which is very complex to build from my side.
Anyone can help me with is will be really great.
Thanks in advance
Check out this DocuSign recipe: Sign from Your App.
This sample (and many others) are available on the DocuSign Developer Center, along with tons of documentation about various integration scenarios and API reference.
I have a question. Is there any possibility to draw a sign for document usign API? I have a webpage with canvas. Can i send the picture sign via API? C# for example. Thanks in advance.
I think you're asking:
Can I upload a person's graphical signature to DocuSign via the API?
The answer is yes. See the docs for UserSignatures: create method. This method is not included with the SDK, you will need to call it directly.
If, instead, you're asking:
With DocuSign, can my app sign a document by sending a graphical signature via the API?
The answer is No. Documents are signed by using the DocuSign Signing Ceremony either directly or by embedding the Signing Ceremony within your application. See the embedded signing docs.
I want to add the docusign API with my application I create the docusign development account. I dont want to go mail to the signer. Its work automatically when my a user enter in my website and click to button go to docosign application. How i can do that. any one can help me?
Marco is right that you need to be careful about how you authenticate users who are coming into your application. The proof that the signature took place is only as strong as your authentication system. DocuSign has over 7 security options and the e-mail activation gives it more validity.
Having said all that you can absolutely embed DocuSign into your application. Here is a walkthrough on how you can embed DocuSign into your web application: https://www.docusign.com/developer-center/quick-start/embedded-signing
You cannot have a link in your application because this would reduce the value of the electronic signature: it would be more difficult to proof that the real signatory signed the document if the link was accessible not only to the recipient of the email.
DocuSign wants to be sure that their servers are the only one who manage the links for signatories.
There is no API to get the link.