Docusign Gen works great for generating a document, but it won't let me set new defaults for the email messsages or signing order. With APEX custom coding these are possible to set, but i'm not sure if it's possible to have the docusign gen part run first, then send out the documents with the right email messaging and signing order.
This is not yet possible, but we do hope to have this capability in the future.
While I cannot promise any dates, I'll be sure to update this post when I have more information.
Related
Hi #all DOCUSIGN users,
Instead of reviewing the document and sign in every pages of the envelop document, i need to make the process simple. We will show the documents as like Terms & Conditions with agree option. Thus required to get the customer signature, only once in a form (basically within the application) and automatically signed off on every template document, in respective places, with that eSignature. Please suggest me the possibility to do with Docusign in a better way.
Thanks.
One option for single-click is to use the DocuSign Click product with clickwraps.
Here is an example of using it for Terms and Conditions just like you asked.
See if this does what you want.
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.
I am trying to determine if a DocuSign envelope was wet-signed (i.e. downloaded, signed, uploaded/faxed) after I receive the notification that it was signed. For my project, we need to review wet-signed contracts before processing. I do not see a way in the REST API to determine this. When I call /v2/accounts/{accountId}/envelopes/{envelopeId}/documents, it comes back with list of documents and it says signature type is "electronic" even though I wet-signed it when testing. I am using a sandbox account, so that could be a factor. Any help would be appreciated, thanks!
Check the Envelopes::listAuditEvents API method to see if it provides the information you need.
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 have implemented the embedded signing process and at last step we get the embedded url. So, what we want is when I click on the embedded url I want to see the document in another language for eg. Norwegian.
Is it possible that using DocuSign API we can view documents in another language like Norwegian.
Thanks and Regards
Sandeep
DocuSign will always present the documents in the same exact state as the sender supplies them in -- having DocuSign translate the documents to another language, or make any other changes to the documents is not possible. The ability to configure "language" in DocuSign applies only to the DocuSign web console UI and other instructions that DocuSign displays to the Signer during the signing process -- not to the documents themselves.