I want to delete an envelope which was created by mistake. I know we can void it but DocuSign still charges for it. Referring to this I no longer need the envelope. Is there a way we can permanently delete it using DocuSign APIs?
Does DocuSign charge for deleted envelopes as well? Any more information on Envelope Costing would be great.
You can purge the envelope.
Using the DocuSign web app
Using the API
Update the envelope object: set purgeState to documents_queued
See the docs
But my guess is that your account was charged when the envelope was sent. For more info on DocuSign's charges/costs, talk with your DocuSign salesperson.
Related
When i create an envelope using the eSignature REST API, the envelope is created as Draft in Docusign and with no content, as below:
Docusign draft
Envelope details
But, if i copy the body (json) and paste in postman and if i try to create, usign the DocuSign Rest API Collection, the envelope is created properly and docusign start the worflow automatically.
Postman Envelope creation
What i'm doing wrong? There any configuration which i need to setup? Any or suggestion?
Thanks in advance,
Luis Franco
You need to open a support ticket with Docusign https://support.docusign.com/s/?language=en_US
When i create an envelope using the eSignature REST API, the envelope is created as Draft in Docusign and with no content, as below:
Docusign draft
Envelope details
But, if i copy the body (json) and paste in postman and if i try to create, usign the DocuSign Rest API Collection, the envelope is created properly and docusign start the worflow automatically.
Postman Envelope creation
What i'm doing wrong? There any configuration which i need to setup? Any or suggestion?
Thanks in advance,
Best regards,
Luis Franco
What is your envelope ID? Do you see that the envelope is empty after you sign it and download it? or before signing it, when you open the email you find that it's empty?
We are using the DocuSign SDK (version 3.3.0) and utilizing webhooks to receive the various envelope and recipient events.
I am sending an envelope to a signer (who has account in our application, so that he can log in and sign the envelope). When the signer logs in and deletes the received envelope. The envelope is getting voided, as if the envelope was deleted by the sender. (since the envelope is in-process and delete API has no specific argument to tell either sender / signer is deleting it)
But in DocuSign process, if the envelope is deleted by the signer, it shows no effect (envelope is just moved to delete bin).
Can anyone please tell me, is there any API / possible way to delete the envelope from signer context in embedded signing?
Edit : Sorry if my question is not clear. My question is how can i initiate envelop deletion as a recipient using DocuSign API, is there an option to pass the clientuserid or any other parameter and delete an envelop as recipient.
While its quite easy as a sender to delete an envelop using DocuSign API , I did not find any way to delete a envelop as recipient using docusign API.
Tharani, You already asked this - DocuSign - Delete Envelope, so I'll just answer again:
There's no means to permanently delete and envelope or remove it from the recycle bin folder. You cannot do that from the DocuSign Web App either as far as I can tell. Voiding an envelope is and deleting it is as good as it gets. There's no need to worry about it anymore.
I am using Remote Signing with the DocuSign api, but I want to know how to determine what action the recipient took (i.e. they signed, declined to sign, viewed, etc). How do I do this?
You want the status of the envelopes you sent?
Best technique is to create a webhook and have DocuSign call your server when the envelope's status changes.
You can create DocuSign notification message subscriptions at either the account level or at the individual envelope level.
See this blog entry for more info. Ask additional questions on StackOverflow if you have any difficulties.
createSender creates a URL, which I would like to use to let the sender preview the document before it's send out. Hence the documents are created using templates and and the API.
The link which is created would lead me out of my UI. Does the user need to sign in? Future plan is to have many user's, which have no DocuSign account.
For embedded sending Your app will have to authenticate the user. If you are doing a Service Integration then your Api account will be used as the sender.
Once the sending url is generated using the createSenderView api, there is no authentication required to access the URL.
You also have an option to build a User Application using the docusign Api where your App can support sending from multiple accounts.
The createSenderView requires that the person is a DocuSign user (with their own account and password).
Only DocuSign users can send. We charge for sending, not for signing or receiving.
What exactly do you want to preview? (And why?)
the documents themselves? Use the EnvelopeDocuments resource. You can also preview the thumbnails of the documents.
the documents with the "fields" ("tabs") that indicate where people will sign? I'm not sure that is do-able.
or the recipients and their routing order? Use EnvelopeRecipients: list method.
Added
Another solution is to use a dummy certified delivery "recipient". Add this recipient as the first recipient. This will block the envelope from proceeding on the recipient routing.
Then get the envelope's documents to show as a preview.
Then, if ok, alter the envelope's recipients to remove the certified delivery recipient. The envelope will then continue on with the first "real" recipient.