I need to integrate docusign into our portal.Our users will come to our portal and
then upload documents and using DocuSign API we need to sign docs. I was able to
get it working embedded. Now the problem is the placement of signing controls
(Where the signature should appear in the docs)
Can I upload the documents to DocuSign portal straight and then using API
sign it from my portal? The idea is that the envelope creator can place all
the signature using the nice interface in DocuSign...Would this be possible?
Or is there a way I can integrate the placement of signing controls part
on my portal using DocuSign?
Any thoughts would be greatly appreciated.
thanks
Yes, you can do that.
Check out this code example on the DocuSign Developer Center:
https://developers.docusign.com/esign-rest-api/code-examples/code-example-embedded-sending
If you told me which code lang you use - I can put some code in here too.
Related
Right now I can't find a way to have the user to sign the document using DocuSign in our own application. What I need to do:
Have the user sign the document in our own application.
Get the signature with an API from DocuSign
Any help will be so much appreciated.
Yes, this is called "embedded signing" and is one of the most popular use-cases with the DocuSign eSign API.
Here is the Node.js code example to do this:
https://github.com/docusign/code-examples-node/blob/master/lib/eSignature/examples/embeddedSigning.js
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
Currently I am using #DocuSignAPI to create envelope in which API required x and y position to add signature from recipients.
So my requirement is like if i upload the document it should be redirect to the Docusign UI where recipient would login and sign the document.
So the thing is instead of creating rest call via API.
I need some api where Docusign is going to handle by its way so i do not need to create UI for that which is very complex to build from my side.
Anyone can help me with is will be really great.
Thanks in advance
Check out this DocuSign recipe: Sign from Your App.
This sample (and many others) are available on the DocuSign Developer Center, along with tons of documentation about various integration scenarios and API reference.
I want to add the docusign API with my application I create the docusign development account. I dont want to go mail to the signer. Its work automatically when my a user enter in my website and click to button go to docosign application. How i can do that. any one can help me?
Marco is right that you need to be careful about how you authenticate users who are coming into your application. The proof that the signature took place is only as strong as your authentication system. DocuSign has over 7 security options and the e-mail activation gives it more validity.
Having said all that you can absolutely embed DocuSign into your application. Here is a walkthrough on how you can embed DocuSign into your web application: https://www.docusign.com/developer-center/quick-start/embedded-signing
You cannot have a link in your application because this would reduce the value of the electronic signature: it would be more difficult to proof that the real signatory signed the document if the link was accessible not only to the recipient of the email.
DocuSign wants to be sure that their servers are the only one who manage the links for signatories.
There is no API to get the link.
My company want integrate DocuSign to our project. We have a implemented form workflow for EchoSign API and we want to know that DocuSign have embedded Visual Editor for create Envelope Templates on our side. We want to create template in our service without redirect users to DocuSign.
I believe you want the Embedded Signing functionality that DocuSign offers. Please see the bottom left API walkthrough listed "Embedded Signing" here:
http://iodocs.docusign.com/apiwalkthroughs
Thanks for response.
We found that possible pre-fill tags offline using native tags like DocuSignSignHere, DocuSignInitialHere: https://www.docusign.com/p/APIGuide/Content/Sending%20Group/Rules%20for%20CompositeTemplate%20Usage.htm
And using automatic anchor tags fully resolve our problem.