I want to integrate a web portal with DocuSign CLM. I have few form fields and a template in DocuSign CLM.
I want to perform the below tasks from the portal:
Mapping fields value sent from portal to form fields in the template
Generate an agreement using the template
View the agreement
Send it for e-signature
I want to know all CLM rest APIs that will allow me to use this programmatically from the frontend by passing values from our portal to CLM.
I went through the below CLM rest API docs but it didn't help much.
(https://developers.docusign.com/docs/clm-api/)
Any help would be appreciated.
according to my teammates at DocuSign, you have to process all of your XML before you send it so that it is compatible with the merge template you’re sending it to.
This documentation may be helpful to look further into your question: https://developers.docusign.com/docs/clm-api/reference/tasks/documentxmlmergetasks/
this is not a question but rather a demand and is not in the spirit of the stackoverflow. I suggest that you either start doing research to better understand the space that you are working in or find a partner or engage with Professional services
Here are some links to get you started.
https://developers.docusign.com/docs/clm-api/reference/tasks/documentxmlmergetasks/
https://developers.docusign.com/docs/esign-rest-api/how-to/setup-authentication
https://developers.docusign.com/docs/clm-api/clm101/auth
Related
Use Case -
We are an origanization who helps universities manage the sport activities and contract of their students. We are planning to integrate docusign in our system both web and mobile app. One feature that we need is the information regarding the created templates, is there a way to get notified about templates via webhooks(like when it was last used, or created).
So, webhooks may not be suitable to know when a new template is created, because currently the webhook is tied to an existing object, and the object is not yet there, so it's a catch22.
What you can use instead is the DocuSign Monitor API. It's a different approach, but using this API, you can get data about anything that happens in the DocuSign account, including templates.
You can make raw API calls, or use the Monitor SDKs for one of six languages.
I'm not 100% on this but one approach would be to use folders. Put your templates in a named folder and use the listStatusChanges API with a folder id as a query parameter (https://developers.docusign.com/docs/esign-rest-api/how-to/list-envelope-status-changes/)
You can also select "Folders" in the "Include Data:" section of your DocuSign Connect webhook and filter for the folder(s) you're looking for.
I can't find the Docusign Connector thing anywhere; what little info I could find in writing seemed to state it could be found under Admin, but not where. Please don't refer me to a video unless it's only about what I'm asking; it's an accessibility issue for me.
I'm trying to get a google doc signed by someone; apparently I either need to set up the Connector thing or convert to a pdf? I'm very confused by the videos in lieu of an actual how-to with links and words and stuff.
You need DocuSign for Google Drive.
https://www.docusign.com/partner/docusign-google-drive
https://gsuite.google.com/marketplace/app/docusign_esignature/66351547828?hl=en-US&pann=cwsdp
That would enable you to sign a Google Doc directly.
DocuSign has an off the shelf product for using DocuSign from Google Office apps.
DocuSign also has the Connect feature which provides webhook notifications to your API program when various events occur with your DocuSign envelopes. For example, you can ask to have your software program notified when envelopes are completed (completely signed and finalized). To use DocuSign Connect, goto the eSignature Administration tool and look for Connect in the Integrations section of the righthand navigation column.
Some DocuSign account plans don't include the Connect feature, so it isn't always there. Talk to DocuSign sales if need be. Remember that the Connect webhook system is for developers.
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.
I am looking for a way to better manage documents in DocuSign. The number of documents stored in DocuSign is growing and becoming increasingly difficult to organize. I want to see all documents in a centralized location so each document can be easily referenced. I am looking for a third-party platform that integrates DocuSign, or a way to export documents from DocuSign into an SQL database that can be opened in excel.
I think there are many answers to your question and Id like to offer just one at this point.
DocuSign Retrieve is a Windows application that you can use to gather documents from DocuSign for storage outside of DocuSign. You can use it as a standalone app or as part of other system using scripts that call it when you need to. You can find out more information about it in this guide.
Also check out DocuSign Intelligent Insights.
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.