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.
Related
I have the template id and I want to fetch all the envelopes for this template. What is the right and the best way to get this information?
So, if your integration/app sent these envelopes and you put some code that will allow you to do in the future - you can do that.
However, if you have envelopes sent from a template without anything in there to indicate where they came from - there's no way to do that.
The system considers the envelope and template independent objects and there's no correlation (no FKs in the database). When you ask for an envelope to be created from a template, the template is simply copied into a fresh new envelope with everything in it. That's it.
So, for example, if you have unique documents, recipients, fields, etc. etc. you can use them to ascertain the template, but there's nothing directly tying the templateId.
Blog post that covers this topic -
https://www.docusign.com/blog/developers/the-trenches-track-your-templates-envelope-custom-fields
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'm not very familiar with DocuSign or its API and after playing around in Postman I'm still not sure if I'm able to:
Create an Envelope based on a Template
Attach a pdf doc to said Envelope
Send for signing.
In case I got it all wrong, I'm trying to do the following:
Get the pdf doc from a third party and send it for signing via DocuSign. The document will be the same format every time(same signature placement, names, etc) except for data in it and it will be sent to the same people for signatures.
Is it possible to do so? Am I looking at right stuff?
Yes, this is completely possible. We in fact have existing Postman requests that do just that:
https://www.postman.com/docusign/workspace/docusign-s-public-workspace/request/14257714-ef2d10ba-b540-4644-93a1-b0344c0dd82c
Examples number 15 to 18 are the ones you want to look at.
To get started with our Postman collection, you can watch our youtube video: https://www.youtube.com/watch?v=mV73U2tg9c0&t=6s
I want to make sure I am on the right track as I have been having some problems getting started with the API. I am looking to maintain a list of product application PDFs as templates on docusign. When a customer comes to our site and wants a particular product they need to fill out an application form. All the data would be collected on our site. I would then want to:
Create an envolope with the customer (and potentially other parties) that need to sign the document
Fill in the form fields from data collected on our site
Send the envelope out for signature and monitor the progress.
So in doing this I am trying to build this up a piece at a time and first task is to make sure that I can provide form data to docusign. I create a template with the docusign web user interface and all of the form fields seem to be preserved. However when I try and retrieve the template with API
https://demo.docusign.net/restapi/v2/accounts/xxxx/templates/yyyy
I see a very short response with an envelopeTemplateDefinition showing the correct name for the template but no documents object and no custom fields object. I have also tried this by creating an envelope with the document (in draft) but with similar results.
My apologies in advance for this newbie question.
I've repro'd the issue you describe -- i.e., the Response I get from a GET Template request contains only very limited information and is thereby not consistent with the expected Response as documented on pages 194-196 of the DocuSign REST API guide (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf). Not sure if this is a bug with the GET Template operation or with the Documentation -- someone at DocuSign will need to confirm (#Ergin).
In light of this limitation with the GET Template operation, you can alternatively retrieve the recipient information (including tabs) and document information about a Template by using the GET Envelope Recipients and GET Envelope Documents operations -- just specify the TEMPLATE Id in place of the Envelope Id, as shown here:
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/documents
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/recipients?include_tabs=true
What would be the best way to construct a contact form in Drupal 6 for each node of a particular type? I have some CCK nodes of type "profile" which have email address as a field. I want to have a view for each node with a contact form that users can fill out and send with their own email address as a return address (so that further contact is being done offsite).
Basically I just want that initial email contact to be done through my site, and when the recipient replies it just goes to the address that the sender entered when they filled out the contact form.
You might be asking yourself why I don't use the personal contact form that comes baked into Drupal. The issue is that the way my institution deploys their Drupal instances to use the local Kerberos logins, the user accounts it creates in Drupal do not have email addresses. They just get a basic skeleton account with username. I don't really want to force users to go through another hoop of editing their user account info, because they most likely just won't do it.
There is nothing to do particularly with node itself, all you need for this - is form with fields (from, to, subject, message) and custom submit handler for this form.
you can implement all this in custom module using forms API to create form and write custom submit for it. And in this submit you need to send email via drupal_mail() - take a look at this, it is provides examples as well. That topic can help you with forms.
Then, if you need to place this form within a node, you can do the following:
via hook_nodeapi, on "view" operation, add form you've created before, you can check for particular node_type and use existing field values (you mentioned cck field with email) to pre-fill form. So that every time user views node, he sees this form.
as logical continue of your task, I suggest it makes sense to take a look at menu system and create local task (tab) for the node, where you'll display email form.
In general, that's all. There are of course other ways of implementing this, however I think this one is the easiest for understanding.
Regards, Slava