With DocuSign Witness functionality,in which sender can add field Sign With Witness and sends envelope to signer.Signer will add witness details and complete form.The witness will get notification and completes form.Is this functionality supports when Deeds are signed and they are required to be witnessed by law?
I noticed new eWitness functionality.Have anyone used it?Is there a use case,form, region or industry that the new eWitness functionality was specifically designed for?
https://support.docusign.com/en/guides/ndse-user-guide-sign-with-witness please read this for more information about this feature.
Note: This is not the same as eNotary, which is allowed in several states as an alternative to having documents notarized by a person.
Related
I'm a BA trying to understand DocuSign's eSignature feature (specifically, requesting a signature via email aka remote signing) as my company are soon to integrate. I'm really struggling to understand the end to end workflow. Is anybody able to A) shed light on this in layman's terms and/or B) point me toward documentation that better explains this than this documentation does? A step by step breakdown with no assumptions would be so helpful.
I'm particularly cloudy on how the "signing link" works; when/how it is generated and shared with the recipient and how they interact with it.
Thanks.
I suggest you look at these two:
If you are looking for non-developer document - https://www.docusign.com/products/electronic-signature/how-docusign-works
If you are looking to write code - https://developers.docusign.com/esign-rest-api/code-examples/code-example-request-a-signature-via-email
The idea is this: the signing is contained in something we call an envelope. An envelope represents a transaction. In that transaction you have people (recipients) and documents. You also need to specify how the recipients act on the documents with tabs (signing elements).
After you define all of this (which require you to specify among other things - email address(es) of the signers) you change the status to "sent" to actually send the envelope which means emails will be sent to remote signers.
At that point the DocuSign system automatically generates an email to any recipient that needs to sign that is in the first routing order (lowest number).
These emails will include a link.
That links does indeed expire eventually, but only to be replaced with a new link sent to the same email.
Clicking the link will launch the signing UI where the signer can complete the signing.
when all recipients completed acting on the envelope - the envelope is complete and a final signed/complete PDF is produced.
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.
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.
I just wanted to understand certain terms such as
1) what is a template in context of docusign
2) What is an envelope an when do we use it ?
3) What is embedding signature ?
Basically my client wants to populate a pdf contract form with certain data got from a form. Would liek to send the pdf form to get it signed by the client...
Although the form maybe same the data fields in it may change ..
so what approach should be taken
a) template or b) embedded ?
assuming a blank form needs ot be sent for signing how does that work ? does the form goto the client phsycially ? or do they come on your site to sign it ...
i am sorry if i am all over i just wanted to understand the process frolm a developers stand point.
I suggest you read up on the DocuSign Developer Center. In particular the Explore -> Features section has pages dedicated to Templates and Embedding (among other topics) that have much of this info.
what is a template in context of docusign
Templates help streamline the sending process by allowing you to - at design-time - save document(s), recipients (or placeholder roles for recipients), tab locations and types for those recipients, routing and workflow, and more. Then at real-time when you want to request a signature you simply match a recipient to a role on your template and they automatically inherit all that previously configured workflow. The data they enter into their fields will still be specific to them, but things like the location of the signature tabs you've placed for them will always be the same, any conditional or dynamic workflows will be the same, etc. Templates are very flexible and have many features and options so I suggest you read up on them both through the Features -> Templates page but also through the API docs.
An alternative to requesting a signature from a Template is to request a signature on a Document. This is a similar call except that you need to define the tab locations, recipients, routing, etc every time before sending. With a template you just define all of that stuff once, at design time.
What is an envelope an when do we use it?
Definition from Explore page overview: "An envelope is basically a "container" used to send documents to recipients. The envelope carries information about the sender and timestamps to indicate the progress of the delivery procedure. It can contain collections of Documents, Tabs and Recipients and is analogous to a physical envelope you would send through the mail".
An envelope can have as many documents as you want in it (I think there's a total size limitation but that it's set high) and can be addressed to 1 or more recipients (actually up to 1,000 if using Bulk Send feature). And once the last person is done signing the docs in the envelope a Certificate of Completion (CoC) PDF doc is automatically generated and placed inside the envelope as part of an audit trail for your review.
What is embedding signature ?
Embedding allows you Embed the signing workflow directly into your website or app or whatever you are building. The signing still takes place through a DocuSign endpoint but you can generate the unique signing URLs yourself and open in an iFrame or Webview. You can control the branding around the signing experience and you also have control over where the user is re-directed to after they sign. See the Features -> Embedding page.
Regarding your questions about form fields, yes DocuSign also supports that- you want to use Data Fields (called textFields in the API), see the Features -> Stick-eTabs page.
Lastly, in terms of what approach should be taken (Template or Embedded) - hopefully my first answer cleared this up but those are not mutually exclusive. You can create an envelope from a Template or from a Local Document(s), and you can either Embed the signing experience or have it remote (i.e. recipient receives an email to start signing). To make a recipient an Embedded one, you have to set their clientUserId property. See the links I've referenced.
DocuSign also has sample code in 6 different languages for 9 common API scenarios, including Embedding, Requesting a signature from a Template, on a Document, and more. See the API Walkthroughs:
http://iodocs.docusign.com/apiwalkthroughs
DocuSign has free code samples in 6 different languages
We have a document that requires two signatures. The first signature is to a specific individual, but the second signature can be signed by three or four managers for approval. Only one signature from any of those managers is needed, so the first to sign is enough for the document to be considered approved.
So we wish to use the api to make a request of any of these three or four managers to approve the document. Once any ONE of them signs, the document is complete.
Any help on this would be appreciated.
Dennis
If your recipients start the signing process from the email notification from Docusign (aka "Remote signing"), I agree that Any Signer is a good option to consider. The documentation for this approach was recently updated at: DocuSign Downloads
Direct link to the PDF
Update: There was recently a DocuSign blog post on this feature as well: https://www.docusign.com/blog/quick-tip-tuesday-send-a-document-to-multiple-parties-with-the-docusign-any-signer-feature