I am opening the DocuSign power form from my salesforce org. When we open the form we pass few fields values along with power from URL (In encryption mode). I would like to know how to decrypt the values in DocuSign power form.
I'm sorry for the slow reply. Please be sure to always include the docusignapi tag with your questions. (We didn't see your question because of that issue.)
Answer
If you want to know the values that were entered by the signer into a DocuSign powerform, then you have a couple of choices:
Use the eSignature REST API to retrieve the values from the envelopes. Try the EnvelopeRecipients:list API method and include the query parameter include_tabs=true. You'll first need to get a list of the envelopes that were created because of your PowerForm.
Use the Connect web hook feature to receive notifications (which include the tab data) on your server.
If you have another question, please open a new question here on StackOverflow with the tag docusignapi Thank you.
Related
I am working on a DocuSign integration and want to allow the sender of the envelope to view the control panel to drag and drop signature tabs onto the document.
I already have a successful implementation that sends an embedded envelope to the signers. However, for this specific requirement, I do not know a) the X/Y coordinates of the signing tabs, or b) any anchor string for the signature tabs.
I have looked at the DocuSign api and I cannot see a way outside of java, which isn't really what im going for.
I am hoping to use this in an iframe, similar to how the embedded signing panel is done.
I believe the EnvelopeViews::CreateSenderView method is what you're looking for.
You can create a draft, then do the CreateSenderView call to request a url to a session of the DocuSign tagging screen. Since you're wanting to go straight to the tagger, you can leave the send=1 parameter as-is. If you wanted the URL to go to the Documents/Recipients screen instead of the tagger, you could change the url you recive from DocuSign to end with send=0 instead.
Do heed the Information Security warning on that API call: The Sender View URL will provide full access to the Web Console for whoever the authenticated user is. This is not a concern if you have one membership per user, but if you are using a shared membership everyone will have access to all envelopes on that membership.
I have been trying merge DocuSign in my application to make the user sign the documents I upload. Currently DocuSign allows us to add the signature tag at a static location, where we can provide the co-ordinates programmatically.
I would like to have a functionality where the signer can move the Signature tag anywhere over the page and insert the signature at the selected location.
Is there any good way to do this using DocuSign API's. Are there any DocuSign API's currently which do this?
Can anyone help me with this?
You want the signer to have the ability to dynamically position where the signature will go? Just send the document with no tabs at all and the signer will be asked to select the type of signing field (signature, initials, date, etc) and then choose its placement.
However, this is typically not a good UI. Instead, it is better for the sender to pick where the signer should sign. This can also be done dynamically using the "Sender View."
Not entirely sure about the part where the signer can move the tabs. But Anchor-Tabs sound like something that might help. I have asked a question on it a few minutes ago with sample code.
DocusignApi - Attachment with SignHere tab on the third page
The following link might also help.
DocusignAPI - Sign here tabs
Few questions about PowerForms
What is the real advantage of using PowerForms? In which case(s) it is most useful?
In Docusign Classic View >> PowerForms, there is an option to download Form Data as XML and CSV. Can we download this data using APIs?
For this question, I referred this thread "Can We get a report for the values filled in radio button in DocuSign Envelope".
PowerForms are an easy way of referencing a DocuSign Template through the API without writing any code. They are intended for less technical end-users who want to quickly access a Template through either email delivery or through a direct link (URL) but don't know / want to code it up. Instead they manually initiate such requests through a created PowerForm.
With regards to the form data question- yes, you can programmatically retrieve the form data through the API. You need to keep in mind that DocuSign tabs (aka fields) are always with respect to recipients and not the document itself.
Therefore, you can make the Get Tab Information For Recipient API call (REST version linked).
We are using REST API to sign on docusign documents in our application. Its working great when I used REST API (Embedded Signing).
But we got new requirement as below.
Actually parents/childrens are joined in our application, at the time of joining we are taking parent signature on the documents as of now, new change is need to take children signature as well in the same envelope on the documents at the same time.
Is it possible with using REST API PHP? Please help on this ASAP.
Thanks,
Srinivas Reddy. A
The answer in this post describes the process/flow for conducting embedded signing for multiple recipients:
I need to get Document signature by Spouse and its optional. how to do it with Docusign?
I want to make sure I am on the right track as I have been having some problems getting started with the API. I am looking to maintain a list of product application PDFs as templates on docusign. When a customer comes to our site and wants a particular product they need to fill out an application form. All the data would be collected on our site. I would then want to:
Create an envolope with the customer (and potentially other parties) that need to sign the document
Fill in the form fields from data collected on our site
Send the envelope out for signature and monitor the progress.
So in doing this I am trying to build this up a piece at a time and first task is to make sure that I can provide form data to docusign. I create a template with the docusign web user interface and all of the form fields seem to be preserved. However when I try and retrieve the template with API
https://demo.docusign.net/restapi/v2/accounts/xxxx/templates/yyyy
I see a very short response with an envelopeTemplateDefinition showing the correct name for the template but no documents object and no custom fields object. I have also tried this by creating an envelope with the document (in draft) but with similar results.
My apologies in advance for this newbie question.
I've repro'd the issue you describe -- i.e., the Response I get from a GET Template request contains only very limited information and is thereby not consistent with the expected Response as documented on pages 194-196 of the DocuSign REST API guide (http://www.docusign.com/sites/default/files/REST_API_Guide_v2.pdf). Not sure if this is a bug with the GET Template operation or with the Documentation -- someone at DocuSign will need to confirm (#Ergin).
In light of this limitation with the GET Template operation, you can alternatively retrieve the recipient information (including tabs) and document information about a Template by using the GET Envelope Recipients and GET Envelope Documents operations -- just specify the TEMPLATE Id in place of the Envelope Id, as shown here:
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/documents
GET https://{{env}}.docusign.net/restapi/{{version}}/accounts/{{acctId}}/envelopes/{templateId}/recipients?include_tabs=true