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.
Related
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.
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.
I'm trying to do Embedded Signing and I want to send the email to the Signers myself instead of having DocuSign send it.
I've found this post:
Docusign email notification for embedded signing case
That describes two parameters. I have not been able to find the second one (Use Envelope Complete Email for (non-suppressed) Embedded Signers) in my testing account.
Is this option no longer available? Is there any other way to achieve the same result?
For embedded signers DocuSign will never send an email letting the signer know they have a document awaiting signature. The two emails that are sent can either be Signature Notification and/or Completion email. Signature Notification is sent to the signer immediately after signing, while Completion emails are sent all at once only at the end when the last signer completes the envelope.
The options are both still available in the classic UI under Preferences --> Features.
Update
If you are using the New DocuSign Experience then follow the instructions here
See the Document delivery section.
We have a docusign document that was sent to a customer. Customer couldn't access it, so our customer service sent the document via docusign to him again. So now we have 2 docusign documents for the customer. I wanted to cancel one of them, but I didn't want the customer to be notified because they see the document being voided and they get confused. So I removed the customer from the envelope through REST API and I was going to void the envelope but after I removed the customer from the document, docusign changed envelope's status to complete. I also had Carbon Copy recipients in the envelope.
Any idea how to work around this? Voiding an envelope without sending a notification to the customer? And why is docusign changing the envelope's status to complete?
This sounds like remote signing, and therefore DocuSign will be sending out various emails to recipients depending on the action. IF the customer has a DocuSign account there are options that user can set on which email notifications to receive, but for the most part we can assume they do not. If you void the envelope, they will receive a notification.
When you removed the recipient from the envelope the workflow continued forward (to the CC recipient). As all explicit and required actions by the roles in this transaction are completed, the envelope will transition into a completed state.
I have a requirement to add a new tab to a recipient on an existing envelope. The only catch is the envelope is already sent (but not signed) by the time the logic needs to add it.
The documentation mentions "This adds one or more tabs for a recipient to a draft envelope":
DocuSign REST Guide - Add Tabs for Recipient:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Add Tabs for a Recipient.htm%3FTocPath%3DREST%20API%20References%7C_____61
Is there a way to fulfill my requirement?
No you can not add recipient tabs to In-Process (or sent) envelopes. As you've read in the documentation you can only add recipient tabs to draft envelopes, or add them during the envelope creation step of course.
Once an envelope has been sent, you can only edit: email, userName, signerName, routingOrder, faxNumber, and deliveryMethod. That's directly from this page of the DocuSign REST Api Guide:
http://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm#REST API References/Modify or Correct and Resend Recipient Information.htm%3FTocPath%3DREST%20API%20References%7C_____57
EDIT
However, I have found out that the ability to add recipient tabs to a sent envelope IS in the works, and should be available with v3 of the api. Not sure when that comes out yet though...