Currently using the DocuSign API, I have a signer and an email to cc the completed documents to. Is it possible to send the completed documents to the docusign account of the (cc person)? For example, if I'm being cc'd the emails, I want my docusign account which is registered with the same email to be able to view my documents on the website. Can the API achieve this? I have already completed the part where the signer and the cc receives emails so for the most part everything is already working.
Yes, if the cc person has a DocuSign account, then they should be able to see the envelopes with their documents in it for envelopes they were cc'd on.
You can try this in the developer sandbox by adding a second user to your account. You can make the second user an admin or not.
I would second Larry's response, but point out that it's not enough for the email address to match exactly, but the full name must also match exactly what's in the DocuSign account. Otherwise - it will not be tied to the other account for this person.
Related
I signed a document using docusign API as a recipient but I am not able to see any completed documents in my docusign account. I can access the signed document through the mail I received from docusign after signing. Is there any way to view it in the completed documents dashboard in docusign ?
This happens when there's no exact match between the full name + email that was used when you were sent a document to what is in your account.
In order for DocuSign to know when someone send you an envelope that it should go to your account, the full name (case sensitive!) as well as the email must match exactly to what is in the DocuSign account. Even then, you need to log into DocuSign to associate the envelope you received with your account.
I am using Remote Signing with the DocuSign api, but I want to know how to determine what action the recipient took (i.e. they signed, declined to sign, viewed, etc). How do I do this?
You want the status of the envelopes you sent?
Best technique is to create a webhook and have DocuSign call your server when the envelope's status changes.
You can create DocuSign notification message subscriptions at either the account level or at the individual envelope level.
See this blog entry for more info. Ask additional questions on StackOverflow if you have any difficulties.
createSender creates a URL, which I would like to use to let the sender preview the document before it's send out. Hence the documents are created using templates and and the API.
The link which is created would lead me out of my UI. Does the user need to sign in? Future plan is to have many user's, which have no DocuSign account.
For embedded sending Your app will have to authenticate the user. If you are doing a Service Integration then your Api account will be used as the sender.
Once the sending url is generated using the createSenderView api, there is no authentication required to access the URL.
You also have an option to build a User Application using the docusign Api where your App can support sending from multiple accounts.
The createSenderView requires that the person is a DocuSign user (with their own account and password).
Only DocuSign users can send. We charge for sending, not for signing or receiving.
What exactly do you want to preview? (And why?)
the documents themselves? Use the EnvelopeDocuments resource. You can also preview the thumbnails of the documents.
the documents with the "fields" ("tabs") that indicate where people will sign? I'm not sure that is do-able.
or the recipients and their routing order? Use EnvelopeRecipients: list method.
Added
Another solution is to use a dummy certified delivery "recipient". Add this recipient as the first recipient. This will block the envelope from proceeding on the recipient routing.
Then get the envelope's documents to show as a preview.
Then, if ok, alter the envelope's recipients to remove the certified delivery recipient. The envelope will then continue on with the first "real" recipient.
I am using the embedded signing feature of DocuSign and I have integrated my application with DocuSign. I am using the SOBO functionality to create envelopes.
I am able to generate the URL and able to send it also. User also getting the envelope but when I login to my DocuSign account, I don't see the entries in sent items.
Please help me to understand what can be the issue here.If we leverage the SOBO functionality why can't we see the entries in Sent items?
If the signer is receiving the envelope, then you're sending it correctly.
In that case, if you're using SOBO, then the user that you're sending the envelope for should see it in her Sent items list, not in yours.
Eg, "System account 01" is an authorized SOBO user. It sends an envelope on behalf of Susan. Susan should see the envelope in her sent items list. And Susan should receive email notifications when the signer signs the documents, when the envelope is completed, etc.
I believe there's an issue when sending out documents using REST API and 3rd party
accounts as senders where we try to get our account a cc back and it
doesn't appear in the management system while we get an email. This way the
envelope is not accessible when using our account and basically the only
option is to use the client account again to get the envelope status or
data. This does not reproduce when sending from that 3rd party account
using the DocuSign website. This way we get a correct CC that appears in
the 'completed' folder. It also works fine when sending form out DocuSign
account and setting the 3rd party account as a CC. This way this envelopes
successfully gets to their system. The difference that can be seen from the
API is that when a correct CC to our account is set, the userId is the same
as we can get from login_information request while in the case when we do
not get it into our system, the userId parameter is different but permanent across multiple envelopes sent while testing this way.
These test tell that it's not the case that CC person should be in the same
account with sender to get the envelope in his system. I've tested with 2
independent accounts and they still get CC and envelope access. I believe
that is a glitch or some kind of limitation and would appreciate any kind
of feedback on this.
(Also, is it allowed to send envelopes as other users under our integration if we
have their logins and passwords?)
I believe the system is behaving properly here. In the DocuSign platform, the account that sends a signature request is the one that has complete access to it. If you send a signature request from a given account and you include a CC recipient from a different account, then only the sending account will be able to see the CC in through the management system (i.e. the DocuSign Console).
The CC recipient from the other account will only receive the notification email and since they were not the sender they will not see it in their folders.