I am developing one application and successfully integrated it with DocuSign.
I am sending an envelope to the user using docusign API, the email sent from docusign host, when the user clicks the email it navigates to DocuSign website. Is it possible to edit the email sent link and sign from my own website?
Note: Still ok, if this functionality available any other third party instead of DocuSign.
Yes, please have a look at our embedded signing page:
https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/
More specifically, review createRecipient API: https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopeviews/createrecipient/
Let us know if you still run into issues implementing this.
Related
I am trying to integrate Docusign in my Web application. The website workflow will be as follows:
Users visit my website and log in.
Users will be given the option to choose Docusign Templates.
After selection, users need to sign that document.
After a successful signing, the signed document is sent to some authority.
My problem is how can I link my users to Docusign to sign. Does every user needs to have an account for embedded signing?? I need some help in understanding the flow of authentication and signing in DocuSign REST API. I have gone through the documentation but didn't understand properly. When I try to use the auth grant GitHub code to understand the flow. After logging in, it throws a null pointer exception. Please, someone, help me.
You can find code example in different languages to do what you're asking (sign from a template). You will want to use embedded signing so that the user sign as part of the app and not remote signing (via email).
As for your authentication question, no, signers never need to be part of the account. The sender can be a single user that is "sending" envelopes that are embedded in the app. So while there's no sending technically, you can think of it this way.
Hope this makes sense, please ask additional questions if not clear
recipientID is a GUID uniquely used to identify a recipient in DocuSign. When you create an envelope, each recipient should have one.
"and If the same name+email combination comes again, will it get the same signature or generate a new one?" It will remember it if they have an account.
I am new to Docusign and we have a requirement to integrate Docusign in our web app. I have gone through all the links for integrating docusign into a web app using REST Api calls. After thorough read and watching youtube videos, I came to know that we can integrate docusign in our web app through REST API calls but for the same additionally we need to develop our own UI to upload documents and send it to the recipient. But basically we are looking something where we can be reidrected to docusign from our webapp to perform all the operations of sending document for signing and once document is sent then I will be redirected back to our web app.
Kindly help with the above query and let me know if my understanding is correct for integration of docusign and for the same developing our own UI in our web app. Also please let me know if there is any alternative to fullfill the requirement of directly accessing docusign from our web app and performing all required operations of sending a document to recipient.
Thanks in advance!
So you want a button on your web app that says "Sign with DocuSign" and then what?
Most customers who want to send from their web app already have the documents controlled by their web app.
They:
authenticate the user with DocuSign (OAuth Authorization Code Grant)
Upload the document to DocuSign from their app.
Add tabs (signing fields) to the documents programmatically. (This is not hard and it saves the sender a lot of work.)
Upload the recipients (signers, copy-only recipients, etc)
And then tell DocuSign to send the envelope (the transaction).
Applications can also monitor the progress of the envelope through the signing process and programatically act on the signed documents.
The above is not hard to do and provides a good user experience.
You can also redirect the user of your application to DocuSign to accomplish any/all of the above manually. But the more the user does manually, the less convenient the integration will be for them.
If you want the manual experience, check out the EnvelopeViews::createSender method.
I'm using DocuSign's REST API to create envelopes in embedded signing mode. With the function CreateRecipientView i get only a temporary link. But i would prefer to get an permanent link like in the notification mail. How can i get this link/URL?
Getting permanent signing links is not possible using the DocuSign rest API.
For remote signers, only the signer can receive the signing link through email. No one else will have access to the signing URL.
Setting permanent signing/access link is possible with "embeddedRecipientStartURL" by using a captive recipient aka "clientUserId" and your own URL endpoint whereby you authenticate your users and determine if they can access the envelope via a Request Recipient View.
Documentation here.
You can also request emails be sent per captive recipients as well as many other "Portal" centric options that put you in full control of the user experience.
To give your signers permanent links, your application creates the links by itself. Eg myapp.myserver.com/signing_links/95a086f7-a76e-40ec-938e-987be996d220
The number should be a guid, not a database record key. This is needed to prevent someone from guessing what one of these permanent links is, so they can't read (or sign!) someone else's documents.
When someone opens their browser to go to one of the signer links, your application looks up the guid in the your app's database. The database record will include the DocuSign envelope_id and the recipient_id that the link represents.
Next your app uses that data to request an embedded recipient view link from DocuSign. Then (if you get a good response back from DocuSign), your app redirects the user's browser to the signing page on DocuSign.
(You'd get back an error from DocuSign if the recipient had already signed, or the envelope had been voided, etc.)
Guess what? The above is more or less how DocuSign gives out the "permanent" links in its emails--those links always redirect to one of the 5-minutes-only signing ceremony links.
Remember that you need to authenticate the signers, or include additional authentication options in your envelope, since you don't know who is going to end up pressing one of your app's signer links.
Setting vs Getting permanent signing/access link is possible with "embeddedRecipientStartURL" by using a captive recipient aka "clientUserId" and your own URL endpoint whereby you authenticate your users and determine if they can access the envelope via a Request Recipient View.
https://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST%20API%20References/Recipients/Signers%20Recipient.htm
You can also request emails be sent per captive recipients as well as many other "Portal" centric options that put you in full control of the user experience.
So Net/Net, LarryK and CodingDawg are correct, each from a specific view. It ultimately is up to you to decide which way works best for your application and users.
Using this python example from github as an example, I wrote an R package for interacting with the DocuSign embedded signing API.
I don't appear to fully understand the workflow for embedded signing, and I am hoping someone can help.
Here is what I would like:
I have an application with a sign up page. When users sign up I would like them to sign a document. So when they submit the sign up form, I generate an envelope using a template, and use their name and email in the templateRole parameter. I get a URL which I send the user to, which allows them to sign the document.
It appears though that the actual workflow involves sending an email to the signer first, and having them sign from a link in the email. This does not seem very "embedded" so I am a bit confused. Is this because I am using the sandbox API?
I see that that there is an authenticationMethod parameter, which takes values of either email, or HTTPBasicAuth or Password or PaperDocuments. Is this the reason it is using email instead of directly sending the user to a page where they can sign because I am chooseing email as the authenticationMethod?
Have I fundamentally misunderstood embedded signing?
The script you are referencing is for Embedded Sending.
The Embedded Sending view of an envelope allows users to edit the tabs, documents, recipients, and other settings of draft envelopes before sending them out for approval
So you are basically giving the Signer access to potentially modify the envelope(Add more signers, remove documents etc). The sender view should never be presented to the Signer.
If you are looking for Embedded Signing, then see this code
Embedded Signing - or the Recipient View workflow - allows users to sign directly through your app or website. When you embed your recipients you are telling the DocuSign platform your app will generate signing URLs, authenticate your recipients, present the signing request, and re-direct once the transaction is complete.
I want to add the docusign API with my application I create the docusign development account. I dont want to go mail to the signer. Its work automatically when my a user enter in my website and click to button go to docosign application. How i can do that. any one can help me?
Marco is right that you need to be careful about how you authenticate users who are coming into your application. The proof that the signature took place is only as strong as your authentication system. DocuSign has over 7 security options and the e-mail activation gives it more validity.
Having said all that you can absolutely embed DocuSign into your application. Here is a walkthrough on how you can embed DocuSign into your web application: https://www.docusign.com/developer-center/quick-start/embedded-signing
You cannot have a link in your application because this would reduce the value of the electronic signature: it would be more difficult to proof that the real signatory signed the document if the link was accessible not only to the recipient of the email.
DocuSign wants to be sure that their servers are the only one who manage the links for signatories.
There is no API to get the link.