Is it possible to sign a Microsoft word or excel document by a user without having Docusign account(embedded signing ceremony)? Can we download the signed document later in the same format(.doc or .xlsx) using API?
Re:
Is it possible to sign a Microsoft word or excel document by a user without having Docusign account(embedded signing ceremony)?
The signer does not need an account. But the sender, the person initiating the signing request does need a DocuSign account.
Re:
Can we download the signed document later in the same format(.doc or .xlsx) using API?
The regular DocuSign eSignature service changes all source files, including Word and Excel files to the PDF format before they are signed.
DocuSign offers the DocuSign Signature Appliance which can digitally sign Word and Excel files in their native format. The result is a signed Word/Excel file which can still be used as a Word/Excel file. But any changes invalidate the digital signature.
First question:
If you build an integration for someone else - they wouldn't need to have an account. Someone (you, your customer, etc.) would have to have an account, but not every signer.
Second question:
The complete document is only available as PDF. You can convert it to some other format, but I'm not sure the reason you need it. The idea is that end-users can't easily modify that document, as you wouldn't want someone to sign something and than you changed what they signed, right?
Related
We are thinking about using the Docusign API to make signing documents possible in our own app. I am currently unsure if I can implement our ideas using the docusign api.
We have a platform where you can upload and manage documents (PDF). The idea is that a user can click on an uploaded document, sign it and then upload it again. Each document looks different, so we just want to give the user the option to set a signature field and sign it himself.
Here is a short example of our idea:
User selects PDF document (in our app) and clicks on a button called "sign".
A new frame opens (with Docusign UI, if possible?).
The user sets the position of the signature field, signs it himself and presses "save".
The signed document is uploaded to our app as a PDF document.
Can this be done using the Docusign API?
Our App is built with nodejs.
Many thanks in advance :)
Daniel
Not sure if there is a specific part of the scenario you need help with. Yes, the scenario above is possible to implement with our DocuSign APIs.
You'd need to create an envelope with the uploaded PDF documents and send it over to the user. They can then sign/add tabs where they like to sign.
Let us know if you need specific clarification.
I am working with existing Word documents that are currently updated in a mail merge. I would like to be able to (on the high-level) just be able to convert these documents in run-time to a Docusign template with signable fields and automatically send them (without having to upload documents to the Docusign site, etc., etc;). I don't want to change our current workflow, just add a "behind-the-scenes" step that automatically creates and sends the DocuSign envelope(s) to the specified signer. The users won't be signing into Word or DocuSign, they'll be literally clicking a "Generate and Send Document" button. Is the Docusign API object exposed in a way that makes this possible?
Chris Fleetwood
Software Developer
N.C. Partnership for Children, Inc.
cfleetwood#smartstart.org
One way you can do that is using the DocuSign Connector for Flow and PowerApps.
This does require you to have an account with Microsoft and potentially pay them extra (I'm not sure about that part, you would have to check with them) but it seems to have the functionality you need, without having to write any code.
DocuSign also has a Word Add-In that does support templates, but only through the template-match feature. If the document you are authoring looks like a document stored in your DocuSign account inside a template - you can use this template form Word with one-click.
We would like to get/download/retrieve a copy of all signed DocuSign document pdfs to store in our database with the other associated data like name, date etc... Is this possible to obtain in an automated fashion?
You can use either API or there is a desktop application called as DocuSign Retrieve - https://www.docusign.com/supportdocs/pdf/retrieve-quick-start-guide.pdf to download the DocuSign envelopes in a drive. Or you can use DocuSign Connect as well - https://www.docusign.com/supportdocs/pdf/connect-guide.pdf
I'm interested in using DocuSign. I ran the demo and I saw what appeared to be a PDF file. My document that I require signing is a PDF file. Several questions.
Do I have to re-make my PDF file with DocuSign?
Is it even possible to use a PDF or must I use some sort of private DocuSign file format?
Step 2 on the "how does it work" page states you need to indicate who needs to sign. Does that mean I need to specify the names of the persons going to sign the documents? I ask this because I do not know the names of the people before hand, they download a PDF file from my website, and the functionality I need is as simple having them sign the pdf file they download then re-upload it.
DocuSign accepts virtually any file type, but converts any file that you provide to PDF format (if it isn't already in PDF format). You can certainly provide files to DocuSign in PDF format; i.e., you don't need to convert your PDF files to any other format before submitting them to DocuSign.
Regarding question #3 -- typically you'd design your web app to collect the user's name and email address prior to calling DocuSign to initiate the signing of the document(s). That way, when you make the API call to DocuSign to create the envelope and initiate the signing session, you include signer information (name and email address) in the API request.
Finally, if you're looking for a quick/easy way to collect signer info (name & email address) and get document(s) signed from your website, without having to build an API integration -- I'd suggest you checkout DocuSign PowerForms. Based upon the information you've provided about your scenario, using PowerForms might enable you to achieve your goal of getting the document(s) signed. Please note though, even if you use PowerForms to get the document(s) signed, you'll still need to use either the API or DocuSign Connect to retrieve the signed document(s) so that you can store them on your web server.
We recently integrated Docusign to our CRM. What this did was allowed us to auto send our contract to clients when they filled out a form. This worked out great, however, the template we initially used did not have our CEO's signature already signed to it, so we have ~100 contracts in Docusign which are signed by the client but not by our CEO.
In docusign, is there a way for us to electronically sign a document already signed by the client?
You have two options
Create a new document using the completed PDF
Clone the original document and start over
Documentation here