We are attempting to do a SOAP API call to a DocuSign account using the SOAPUI program and we are wanting the envelope to be created as a draft. Currently we only have access to the "CreateAndSendEnvelope" method so we don't have access to use the "state" xml tag so that we can create the envelope as a "draft" by using the "CreateEnvelope" method. The SOAP API guide from DocuSign is not 100 percent clear when it comes to these two methods because it says they are very similar and it doesn't show the schema for the "CreateEnvelope" method.
Can anyone verify that I am not able to create an envelope as a draft using the "CreateAndSendEnvelope" method and that the only way I would be able to do so would be to use the "CreateEnvelope" method?
Thank you in advance for your help!
CreateAndSendEnvelope cannot be used for Draft Envelopes. CreateEnvelope is used to create a Draft status envelope. But since you are doing a new Integration, it is recommended to use REST API. Sample response for CreateEnvelope call would look like below (check status will always be Created):
<CreateEnvelopeResponse xmlns="http://www.docusign.net/API/3.0">
<CreateEnvelopeResult>
<RecipientStatuses/>
<TimeGenerated>2020-02-18T22:30:33.4707464</TimeGenerated>
<EnvelopeID>033b9ca5-ac56-467a-99c5-63e2a37b9eef</EnvelopeID>
<Subject/>
<UserName>Amit Sender</UserName>
<Email>email#gmail.com</Email>
<Status>Created</Status>
Related
When i create an envelope using the eSignature REST API, the envelope is created as Draft in Docusign and with no content, as below:
Docusign draft
Envelope details
But, if i copy the body (json) and paste in postman and if i try to create, usign the DocuSign Rest API Collection, the envelope is created properly and docusign start the worflow automatically.
Postman Envelope creation
What i'm doing wrong? There any configuration which i need to setup? Any or suggestion?
Thanks in advance,
Luis Franco
You need to open a support ticket with Docusign https://support.docusign.com/s/?language=en_US
We're currently have our application integrated to DocuSign through the DocuSign SOAP API. We want to use DocuSign Payment with Stripe. Trying to determine if the DocuSign SOAP API will work in creating the payment tab or will we need to switch to using DocuSign REST API.
The effort of rewriting our integration to use DocuSign REST API is a bigger task so looking to see if the SOAP API will work with DocuSign Payment since I couldn't find any example.
For many use cases, a template can hold the fields (tags) needed for payments. So you could create a template that includes payments using the DocuSign web tool, then create an envelope via SOAP that uses the template.
If you want to include the specific payment tag via SOAP, that might be problematic since the tag is not in the WSDL. There is no plan to update the WSDL.
If you can create the SOAP message manually, you could try to add the payment tag. See workflow example 14. Here is the Java version.
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.
So I'm using REST API for my DocuSign handling, and I have this snippet that checks every 30 mins the status of each envelope, but I'm having hard time find out if there is a way to trigger response (i.e. email) as soon as someone signs the document?
Yes, the DocuSign REST API includes a webhook facility that you can use. When you call Envelopes:Create, include an eventNotification object. In that object you include an internet-accessible URL.
The DocuSign platform will then make HTTPS POSTS to your URL when there is an interesting status change to your envelope. (You define "interesting" status changes as part of the eventNotification object.)
See the eventNotification section in the docs.
I'm able to create an envelope with the API which returns the envelopeId which looks like:
13f23354-7eee-41d3-897a-c1353a1e465c
When I navigate to docusign in my browser and open the envelope the url is:
https://na2.docusign.net/MEMBER/EnvelopeSetup.aspx?ti=ad05458248c54654a16a54195bf72ffe
I don't see what that "ad05458248c54654a16a54195bf72ffe" id is. I've tried every envelope API in the documentation (many don't make sense, but I tried them anyways):
/accounts/{accountId}/envelopes/{envelopeId}
/accounts/{accountId}/envelopes/{envelopeId}/audit_events
/accounts/{accountId}/envelopes/{envelopeId}/custom_fields
/accounts/{accountId}/envelopes/{envelopeId}/email_settings
/accounts/{accountId}/envelopes/{envelopeId}/notification
/accounts/{accountId}/envelopes/{envelopeId}/templates
But that id isn't anywhere.
Is there a way to retrieve that URL id? and/or is there another way I can get the url for the envelope?
The ID that appears as part of any URL when you're using the DocuSign web console is an internal ID -- you cannot use it with the API in any way. The Envelope ID value that DocuSign returns in response to the "Create Envelope" API request is the ID that you'll want to use with any API request that requires an Envelope ID.
It's not exactly clear to me what you mean by "[url for] managing an envelope" -- but I'd suggest you explore the following operations in the DocuSign REST API Guide:
Post Envelope Correction (page 146)
Modify or Correct and Resend Recipient Information (page 137)
Post Sender View (page 149)
(I'd guess that "Post Envelope Correction" is likely what you're after.)