We are developing feature that allows users to add identity verification to envelopes. And there's a checkbox which is called "Allow recipient to provide phone number"
We need to decide when to show that checkbox, because not all accounts have access to the checkbox.
From documentation (https://developers.docusign.com/docs/esign-rest-api/reference/accounts/accounts/listsettings/) I see that there's phoneAuthRecipientMayProvidePhoneNumber field which allows to determine that thing.
When I open the page for envelope creation I can see that the checkbox is available but API returns false value for that field. So we can't really decide do we need to show that field or not.
It seems like a bug in API.
I took a look into this issue and I see that I'm getting the same behaviour - "phoneAuthRecipientMayProvidePhoneNumber" is always returning "false" for me as well, so I believe that you're correct that there's a product issue here. Can you email go-live#docusign.com with a link to this question and reference case number 07556985, which is a case created for this issue? Once you do that, I can create a ticket for this behaviour and let you know as it progresses.
Related
I am trying to include documents in my envelopes created via API that do not require signatures, but do require that only certain people see them.
I'm looking for a way to include these documents, keep them restricted to required parties. Any ideas? I'm still new to DocuSign API, so please let me know what other details I can share to help determine best course of action here.
Also, we are using C# for our APIs
Attempted to do this by having the people I need to see these documents as signers, but without the tags for where to sign and date. I am getting this error because we have the setting for "document visibility" set for this account, which is a requirement for this process.
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"Error calling CreateEnvelope: {"errorCode":"ONESIGNALLSIGN_NOT_SATISFIED","message":"Freeform signing is not allowed for your account because it conflicts with other settings, please place signing tabs for each signer."}"*
Thanks!
For document visibility, each document needs at least on field (tab) placed on it. Whichever recipient the field belongs to will be able to see the document.
Plus, each signer recipient needs at least one tab or you're asking for free form signing, and that's not allowed with doc visibility.
The trick is that the field does not need to be a Sign here field. You could add a read-only (locked) text field. -- With no contents, so it would not be visible at all.
But at least one field per recipient is needed. If a doc has no fields then it is visible to all recipients.
Also, you can use confirmed cc recipients for people who won't sign but you want confirmation that they opened the envelope
See the docs
If you have more questions, ask a new stack overflow question
Hi #all DOCUSIGN users,
Instead of reviewing the document and sign in every pages of the envelop document, i need to make the process simple. We will show the documents as like Terms & Conditions with agree option. Thus required to get the customer signature, only once in a form (basically within the application) and automatically signed off on every template document, in respective places, with that eSignature. Please suggest me the possibility to do with Docusign in a better way.
Thanks.
One option for single-click is to use the DocuSign Click product with clickwraps.
Here is an example of using it for Terms and Conditions just like you asked.
See if this does what you want.
I was a user of Right Signature, where we can create merge fields, and we can send the data through post request,
I have recently migrated to Docusign,
I see that they have prefil fields.
What I want to achieve is, Create Prefil fields, like Owner Name, Owner Email, etc,
And supply this fields through DOCUSIGN API, and send them. Is this functionality even possible.
I could not find any documentation, or perhaps I do not have the right search. Can some one point me to it, what will be the syntax for sending the templates, with prefil fields.
Thanks.
Anything you can do from the web app - you can do from API.
The term "pre-fill fields" means something very specific, but I'm not sure exactly what you want.
Any field in DocuSign can be "pre-filled" such that the value is set by the sender. The field can be read-only or can be edited by the person that it is assigned to.
You can also use pre-fill fields that are specific for the sender and therefore cannot be modified by anyone except the sender.
All of this is possible with the API, I suggest you first try it with the web app to understand. You can do everything for free with a developer account - try it and see if it serves your need.
A little bit of background as to what my goal is and why I need to get the email from the Template (just in case there is a better way):
I added three signers to a docusign template I created, one who is supposed to get the information from my code and two who I have entered their info directly into the email fields. My issue is that when I look at the SDK/API I don't see a way to add the missing email\name and use the default information I added in the Docusign dashboard for the Template.
The solution I came up with was to get a list of the signers from the Template (to add them to the Envelope), but I am not seeing a way to do that in their documentation. Any help provided would be greatly appreciated!
You can get the list of signers from the template using below call
GET /v2/accounts/{accountId}/templates/{templateId}/recipients
Details are available at, TemplateRecipients: list.
I'm trying to create the following workflow for one signer in DocuSign :
- The signer access to an embeddded view of DocuSign. In this view, he can see the documents, refuse to sign or ask for more information but he can't sign anything or complete any field.
- He then clicks on "Finish", is redirected to my application.
- In my application, he has several steps to pass into (like giving bank information).
- Then, he can finally access to another emebdded view of DocuSign where he can sign, refuse to sign or ask for more information.
Today, I do not know how to make step 1 (visualisation without signing). Do you have any idea or solution to achieve this step ?
I'm aware of the "Certified copy" role but it's not what I want : a certified cannot refused to sign or ask for more information.
I've tried to simply define no tabs for this signer (both signer.setTabs(null) and signer.setTabs(new Tabs())). But DocuSign gives the possibility to the signer to add every field he wants, where he wants. Of course, it isn't the behaviour I'm looking for.
I'm using the REST Api in Java.
Even though a recipient may be defined as a "Signer" role, that does not necessarily mean there needs to be a signature/initials tab on the document. I'd recommend adding the desired optional/required fields, and do not specify any signature tabs. Once all required fields have been met on the document the signer/recipient will be able to hit Finish.