On the Docusign site it is possible to select a template, then upload a bulk list CSV file. How is this done with the REST API or Net Libraries?
Yes this is possible. We document it here. https://developers.docusign.com/docs/esign-rest-api/how-to/bulk-send-envelopes/
Related
I'm using Microsoft SharePoint and MS Planner, I have a plan that's connected to SharePoint website, so everything I post in planner automatically shows in SharePoint.
So whenever I upload an attachment it is uploaded to Sharepoint site/shared document
I want to create a specific folder inside documents and make attachments that I upload in planner go directly there.
is there any way to do that?
Currently this is not supported. You can vote for the suggestion to add this feature though:
https://feedbackportal.microsoft.com/feedback/idea/91702db7-3252-ec11-a819-000d3a7c684e
I have an existing DocuSign Template setup and working well. I would like to be able to update the PDF file used for the Template via the API using a locally stored PDF file that I have. Is there a way to update the PDF file used by the DocuSign Template via the API?
I can see that you can update a Template here:
https://developers.docusign.com/esign-rest-api/reference/Templates/Templates/update
but can't work out what I need to do to replace the PDF file with a new one?
Is there a way to update the PDF file used by the DocuSign Template via the API?
Yes. You use the compositing templates API feature to substitute a document for the existing one in the "server template" (a template stored on the server).
See DocuSign Rest API to replace single template document for a code example.
(From a comment)
How do I update the template's definition to use a different document?
See the TemplateDocuments::update API method.
We are trying to use DocuSign Pwerforms from Salesforce. Previously we tested DocuSign Templates and are able to populate the merge fields data from SFDC. Is there any way to populate Powerforms fields the way templates merge fields are populated.
That depends if you know their value when the user click the powerform link. Powerforms are creating the envelope from a template after the user click the link and fills a few fields. You can modify the url (see here - https://support.docusign.com/en/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform) and if you can provide the information at that point - you can do it.
trying to share a file with external users via the API, our in-house app will upload the file to sharepoint, return the view only link and we can then send that link to external users avoiding emails etc.
Is this possible with .NET C#?
Yes, it is possible. with the SharePoint client object model, your application can: Upload the document to the document list, and set the permission for that item, then return the link to external user.
Is it possible to create an activity explorer in Sharepoint 2010?
By activity explorer I refer to the functionality of logging emails, phone calls, documents accessed (and time and who accessed/edited them) to specific entries in a database.
For example, I intend to export my current Access Claims Management database top a Sharepoint sever.
With each claim entered into the database:
I wish to log all relevant emails sent, and the user logs all relevant calls. This would require sending emails through the sharepoint front end I pressume?
For each claim a directory is created, where the user can store relevant documents to each claim. Is it possible to log / version control these documents?
Thanks in advance for any assistance or advice.
Noel
Quick answers:
-I wish to log all relevant emails sent, and the user logs all relevant calls. This would require sending emails through the sharepoint front end I pressume?
Yes, otherwise you would not be able to track them.
-For each claim a directory is created, where the user can store relevant documents to each claim. Is it possible to log / version control these documents?
Yes, you could employ a document library that creates folders automatically when an email arrives. Or you can pre-create and then any email sent to the document library will be displayed as a SharePoint item. You can enable versioning on any SharePoint list/document library.
You could then build an custom activity explorer that will display all these actions.