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.
Related
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
Helpers, I want to use Connect services with my DocuSign rest APIs integrated website. Could anyone help me out, Where can I get these in the GitHub? Basically the need is:
Once the document is fully executed, it will be routed via DocuSign connect to a folder which aligns with the name of the employee. This will require work on both the elected system as well as the DocuSign API to configure.
No problemo! These days, I suggest using an intermediate PaaS to queue and deliver the webhook notifications to your application which can live safely behind your firewall.
Here's a blog post on the technique. Note that we have PHP example software for this technique.
Once your PHP app is notified that an envelope is complete (fully signed), just download the documents from DocuSign and store them in your file system. Easy Peasy!
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.
I'm trying to achieve some requirements via Docusign APIs. Would like to know if it's possible before I start the project.
I've used Docusign app for Salesforce earlier, but now I'm trying to achieve some functionalities through API calls
Ability for a Signed Document sent to a contact (by clicking on a button on contact record) to be attached to the Contact record it was sent from
Ability to write back to the record from a field tagged on the DocuSign envelope
Vinay, this functionality is available using the DocuSign for Salesforce integration. If you would like to write it yourself using APIs, you can start by looking at our Apex toolkit here - https://developers.docusign.com/salesforce/guides/apex-toolkit
I'm trying to implement the DocuSign embedded signing. I'm kind of successful with few things left.
Without a developer account it's not possible to use the API, isn't it? I both have a pro account and a free account. Then I created a developer account with the same email and password I have for the free account. But when signing a document it says:
Demonstration Document Only.
Please see the image for better understanding:
Why is this appearing? Is it because I am using a developer account that has the same credentials as the free account? Will it disappear if I create a developer account with the same email and password I have for the pro account?
If I want to work with the API then will I have to control everything from developer account? I mean add template and other relevant signing stuff. Then what's the pro account for, which I've purchased?
Also, recipient is not receiving any email. Please see the images for better understanding:
I've asked the same thing at DocuSign support, but left with no answers.
DocuSign - API Certification Process
Integrations using DocuSign APIs must go through the Certification process to operate in the DocuSign production environment. During API Certification, the Integration is examined for following DocuSign’s Security & Design Requirements. We recommend reviewing our API Requirements Guide prior to beginning development as it will streamline the certification process later.
In order to avoid delays in processing please make sure the following items have been satisfied prior to beginning the process. These are explained in further detail in the API Certification Guide.
1) Customer or Partner sales contract has been executed.
2) 20+ test
transactions have already been executed.
Please review the following guides prior to beginning the API Certification process, a sample list of questions that will be asked has also been provided:
API PDF Security & Design Requirements | API PDF API Certification InfoSheet
Please e-mail any questions regarding the API Certification process to apicertifications#docusign.com or your DocuSign Account Manager.